Position Summary:
The Senior Associate Transaction Advisory Services (TAS) will support and execute financial due diligence engagements for middle-market U.S. clients, collaborating closely with both onshore and offshore teams.
This role involves conducting buy-side and sell-side due diligence, working capital analysis, and assisting in the preparation of client deliverables.
The Senior Associate will work in a fast-paced M&A environment and gain exposure to high-impact projects
and direct client interactions.
Essential Duties and Responsibilities:
- Assist in executing financial due diligence engagements, including Quality of Earnings (QoE) analysis, working capital assessments, and identification of debt-like and non-operating items.
- Perform financial statement analysis, evaluate financial ratios, and assess key operational metrics to derive transaction insights.
- Prepare due diligence reports and clearly document key findings, observations, and financial risks for client review.
- Collaborate with client stakeholders and internal teams to gather and analyze financial data from target companies.
- Participate in meetings with target companies to understand financial and operational performance.
- Coordinate and manage data room activities, request lists, and document reviews.
- Work closely with Managers and Senior Managers to ensure timely and quality deliverables.
- Utilize advanced Excel skills (e.G., VLOOKUPs, pivot tables, financial modelling) and PowerPoint for analysis and reporting.
- Ensure analysis is aligned with US GAAP, industry practices, and internal firm standards.
- Contribute to the development of junior team members through guidance and peer review.
Minimum Entry Requirements:
- 15 years of experience in Transaction Advisory Services, preferably from a Big 4 or equivalent firm.
- Qualification: CA / CPA / MBA in Finance.
- Strong analytical and technical skills in financial statement analysis, accounting, and due diligence.
- Hands-on experience in buy-side and/or sell-side due diligence engagements.
- Familiarity with M&A processes, data room management, and financial modelling.
- Proficient in Excel, PowerPoint, and data analysis tools.
- Excellent written and verbal communication skills.
- Sector experience preferred in manufacturing, distribution, business services, healthcare, or financial services.
Key Skills to Accelerate Career:
- Strong attention to detail with the ability to manage multiple priorities and deadlines.
- Effective team collaboration and ability to work independently in a dynamic environment.
- Strong problem-solving mindset with the ability to interpret financial data and translate findings into actionable insights.
- Willingness to work in a global environment and collaborate with U.S.-based teams across time zones.
- Eagerness to grow within the TAS domain and contribute to firm-wide initiatives and knowledge sharing.
This role presents a strong growth opportunity for finance professionals interested in building a career in M&A advisory with a global exposure at Bahwan Cybertek.