About the Company:GlobalCFO is a rapidly growing US-based financial services company, specializing in a range of services including bookkeeping, M&A, tax, investment, business management, and consulting. With a focus on serving US clients, our teams in the US and India collaborate to provide top-tier financial and accounting support.About the Role:Are you passionate about the intricate world of financial due diligence within mergers and acquisitions? As the Senior Associate of Financial Due Diligence at GlobalCFO, you'll play a pivotal role in assessing the financial health, risks, and opportunities associated with potential business transactions. Your analytical expertise will be crucial in informing soundinvestment decisions.Key Responsibilities:Lead Due Diligence Engagements: Manage and execute end-to-end financial due diligence reviews for potential acquisitions, divestitures, and other strategic transactions.In-depth Analysis: Analyze historical financial statements, performance trends, quality of earnings, working capital, debt structures, and tax exposures to identify potential risks and value drivers.Quality of Earnings (QoE): Conduct detailed QoE assessments to uncover non-recurring items, accounting adjustments, and potential red flags within target companies' financials.Financial Modeling: Develop robust financial models to assess deal valuations, and transaction impacts on financial statements, and to support purchase price mechanisms.Risk Mitigation: Identify and quantify financial, operational, and strategic risks inherent in a transaction, and provide recommendations to mitigate these risks.Client-Facing Expertise: Prepare clear and concise due diligence reports, presentations, and summaries that effectively communicate findings to clients, investors, and other stakeholders.Cross-functional collaboration: Work closely with M&A advisory teams, legal counsel, and client management to ensure seamless execution of due diligence processes.Must-Have Requirements:3+ years of experience in financial due diligence: Proven track record within a Transaction Services practice at a reputable firm (Big 4 strongly preferred) or a corporate M&A environment.CA Intermediate (minimum): Chartered Accountant designation highly desired.Analytical Excellence: Exceptional financial analysis and modeling skills, with a strong understanding of accounting principles (US GAAP or IFRS).Attention to Detail: Meticulous in reviewing financial data and identifying discrepancies.Problem-Solving Mindset: Ability to think critically and offer solutions to complex financial issues within transactions.Communication Skills: Excellent written and verbal communication with the ability to present findings clearly to both technical and non-technical audiences.Preferred Qualifications:Big 4 Experience: Prior experience in audit or transaction advisory at a Big 4 accounting firm is a significant advantage. Level 1 CFA: Progress towards the Chartered Financial Analyst designation demonstrates a commitment to finance
Job Title
Senior Associate Due Diligence