Financial Due Diligence
Primary responsibilities will include:
• In-depth involvement and ownership of the financial and taxation due diligence function of the firm at every stage of the portfolio company’s transitional journey
• Developing a deep understanding and analysis of the portfolio company’s financial model
• Portfolio monitoring and financial/operational analysis
• Competition benchmarking and analysis
• Creation of frameworks and guidelines for key business functions both internal and with portfolio companies
• Stage-wise financial and operational goals setting and assessment for portfolio companies
• External and Internal reporting on a Quarterly and Annual basis
Qualifications:
• 4-6 years of relevant work experience
• CA preferred
• Working in Big 4 or 6 companies
• Strong analytical and interpersonal skills
• Should possess strong ethics and high integrity
Subodh Popalwar
Software Engineer, Memorres
About in-house Finance, Research, Platform, Governance & Business
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About Company:
Leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Role & Responsibilities:
Our Ideal Candidate:
- Somebody who hits the road running with financial modelling, presentation skills, is smart and a fast learner, displays commercial sense, attitude & hunger to learn.
- Somebody with excellent communication skills.
The candidate shall be responsible for:
- Assisting the leadership team in conducting & taking lead in industry research, market mapping and preparing mandate pitches.
- The candidate will be part of an end‐to‐end deal making cycle for multiple sell‐ side/ buy-side mandates.
- Strong interest and awareness of the markets, investment activities, key players in their respective sector. • Strong understanding of financial statements
- Independently prepare deal collaterals like IM, model, teasers, pitchbooks etc.
- Lead deal cycle and act as primary touch point – (data-rooms, due-diligence, transaction documents, meetings etc.)
- Extremely high proficiency in PowerPoint and excel. • Over the years, candidates should aspire to move up the ladder, with the growing organization in building up and leading own teams independently.
- Indian market experience is preferred.
Requirements:
- Minimum 01-year front-end IB experience OR 02 years, back-end investment banking experience.
- Graduate in any discipline / MBA (preference to rank holding or pedigree institute) / CA.
•Experience in Industrial IB or Tech & IT services IB.
About Tredence
Tredence is a global analytics service and solutions company. This is one of the fastest-growing startup in Silicon valley. We have recently raised our Series A private equity. Our capabilities range from Data Visualization, Data Management to Advanced analytics, Big Data and Machine Learning. Our uniqueness is in bringing the right mix of technology and business analytics to create sustainable white-box solutions that are transitioned to our clients at the end of the engagement. We do this cost effectively using a global execution model leveraging our clients' existing technology and data assets. We also come in with strong IP and pre-built analytics solutions in data mining, business intelligence and Big Data.
Responsibilities & Description of the role
Role requires working with cross-functional teams and involves following key responsibilities –
- Co-own the financial plan of the business unit along with the business head
- Revenue governance (including client interactions for deal closures and contracting; forecasting, revenue recognition)
- Margin governance (including cost take-out initiatives, systemic and sustainable cost control, rate hikes, cost analysis)
- Working capital governance (including unbilled reduction, timely invoicing and collection, improving debt ageing and PDD)
- Commercial Structuring and Deal pricing
- MIS for the business unit including sales performance tracking and other analytics
- People management - internal stakeholder management
- Critical attributes to success would be strong communication, cadence and resilience.
- “Can do” attitude and faster learning curve
Must have Skills
- CA/MBA Finance from Tier I college with 4-5 years of experience
- Proven working experience as a Business Finance Partner
- Experience with creating data models
- Experience with general ledger functions and the month-end/year end close process
- Excellent accounting software user and administration skills
- Working knowledge of Microsoft Office, BI tools, Oracle Netsuite
Why join Tredence?
There is a reason we are one of the fastest growing private companies in the country! You will have the opportunity to work with some of the smartest, friendliest, hardest working people in the data analytics space. You will work with the latest technologies and interface directly with the key decision stakeholders at our clients, some of the largest and most innovative businesses in the world. Our people are our greatest asset and we value every one of them. Come see why we’re so successful in one of the most competitive and fastest growing industries in the world.
Tredence 5 core values
- Think Impact
- Be Entrepreneurial
- Constantly curious
- Do the right thing
- Pursue Excellence
To complete the financial analysis and projection modelling for ongoing monitoring of the high yield
loans for an UK based commercial bank
Analyzing and spreading the historical financial statements in excel
Analysis of financial statements including Income Statement, Balance Sheet and Cash Flow Statement
(incl. Free cash flow, funds from operations) of public and private companies
Going through the supplementary schedules, notes and MD&A for the detailed breakups and
normalizing the financial statements for exceptional items to arrive at the true profitability figures
Analyze the operating metrics to project the major line items like Revenues, EBITDA etc.
Preparing detailed capital structure and debt amortization schedules (tranche wise) including pro forma
adjustment for the acquisition. Candidate should have strong understanding of various classes of debt
(secured/unsecured/subordinated) and financing options used by the borrower for the deal
Analyzing the pro forma credit metrics like total leverage, interest coverage, fixed charge coverage etc.
Analyzing the financial covenants applicable to the borrower
Strong understanding of financial projections based on management guidance, company budget and
consensus estimates. This will include creating various scenarios like management case, sponsor
case, upside and downside case etc.
Screening the merger agreements and assessing synergies from the deal based on management
inputs and third party data sources
Strong understanding of calculating IRR and various valuation techniques like DCF, Peer multiple and
liquidation based recovery analysis for various debt pieces using recovery values for each asset type
Conducting detailed Quality Checks and delivering to the client
Responsible for achieving 100% quality
Meeting strict deadlines and ability to work under pressure
Ability to work individually and in the team
Update reporting manager on the tasks in hand, completed on a regular basis
Communicate with onshore Risk team for providing regular update and workflows
Provide inputs, involved in discussions and Implementing new ideas to generate efficiency
Requirements-
MBA (Finance) / CFA / CA (CPA equivalent)
Experience of 4 - 6 years in financial modeling and analysis using excel
Proficient in MS Excel
Prior experience of working on LBO models is preferred
Excellent written and spoken communication skills
Our client offers a wide range of business advisory services such as strategic advisory, financial advisory, transaction support, process consulting, people & organisation consulting etc. to its clients.
They serve across sectors like financial services, education, healthcare, real estate etc. and their clients include diversified conglomerates, leading commercial banks, insurance companies, family businesses, investment houses etc.
Originated in Kuwait and with over 18 years of experience, our client has their offices in Dubai, India and Australia. They have an in-depth understanding of the business environment of the GCC and wider MENA region. Established in 2003 and with a strong multi-disciplinary team, they have served 100+ clients across 800+ assignments.
As a Senior Consultant- Financial Modelling, you will be responsible for understanding client businesses and conducting strategic, business and operational analysis across various sectors.
What you will do:
- Reviewing complex financial models, business valuations to ensure deliverable is as per client requirements
- Being the execution lead for specific mandates and demonstrating strong project management skills
- Managing client relationships with the objective of securing repeat business
- Supporting development of new service offerings and being responsible for preparing pre-sales pitches, approach paper and proposals
- Handling team building, aspiration management and development initiatives
Desired Candidate Profile
What you need to have:- MBA from a premier institute/ CFA (USA)/ CA (ICAI)
- 6 – 8 years of post-qualification experience
- Experience in an investment bank, consulting firm, rating agency or corporate finance/strategy division of corporate or financial institution
- Clear financial and quantitative concepts
- Strong logical and analytical abilities
- Good communication, presentation and inter-personal skills
- Very strong Microsoft Excel financial modelling skills
- Openness to travel overseas for extended periods (3-4 weeks) for client meetings and on-site execution
Our client offers a wide range of business advisory services such as strategic advisory, financial advisory, transaction support, process consulting, people & organisation consulting etc. to its clients.
They serve across sectors like financial services, education, healthcare, real estate etc. and their clients include diversified conglomerates, leading commercial banks, insurance companies, family businesses, investment houses etc.
Originated in Kuwait and with over 18 years of experience, our client has their offices in Dubai, India and Australia. They have an in-depth understanding of the business environment of the GCC and wider MENA region. Established in 2003 and with a strong multi-disciplinary team, they have served 100+ clients across 800+ assignments.
As a Consultant - Financial Modelling, you will be responsible for supporting in project planning, execution and delivery.
What you will do:
- Feasibility studies, business planning, capital planning & fund raising, business due diligence, financial restructuring
- Analyzing and summarizing financial performance
- Building financial and valuation models
- Identifying KPIs and benchmarking with relevant peers
- Reviewing of budgets and analysing of variances
- Developing power point and word documents
- Supporting in business development (collaterals and white papers)
- Managing, developing, training and providing feedback to team members
Desired Candidate Profile
What you need to have:- MBA from a premier institute/ CFA (USA)/ CA (ICAI)
- Clear financial and quantitative concepts
- Strong logical and analytical abilities
- Good communication, presentation and inter-personal skills
- Very strong Microsoft Excel financial modelling skills
- Openness to travel overseas for extended periods (3-4 weeks) for client meetings and on-site execution
The founder is a Finance Post Graduate who quit his glittering Investment Banking career to embark on this journey of helping out our future generation in selecting the right career option based on various aspects. They have already connected to a million students and plan to reach 10 million by 2022.
What you will do:
- Acting as a central point and facilitator for all financial reporting
- Helping develop detailed dashboards and KPIs and ensuring robust systems to track and monitor impact, financial and operating information
- Preparing necessary materials and information for the Board
- Ensuring robust governance norms are in place
- Ensuring timely and comprehensive financial reporting to all the funders, as outlined in contracts with funding agencies
- Preparing statements and necessary reports for the investors
- Coordinating with and responding in a time-bound manner to the information requested by investors
- Managing cash flows and treasury functions
- Managing banking relationships
- Developing profit center-wise budgets
- Preparing and maintaining regular financial reports; monthly expense forecast by segment (vs. projections); rolling 3-month cash out-flow forecast
- Maintaining of books of accounts through Tally/ Quickbooks and related activities
- Incorporating profit center wise reporting and analysis in the accounting system to separately track the performance of each activity against budget/projections
- Conducting all month-end closing activities including general ledger maintenance, balance sheet reconciliations, fixed asset verification, and corporate/overhead cost allocation
- Ensuring timeliness, accuracy, and usefulness of financial and management reporting
- Preparing of month-end, quarter-end, and year-end financial statements
- Managing payroll and employee reimbursements
- Assisting in computing taxes and preparing tax returns (TDS, GST, Professional Tax, etc.)
- Reviewing and streamlining the financial, reporting, and compliance functions
- Developing and documenting robust accounting policies and procedures
- Ensuring maintenance of appropriate internal controls and financial procedures, at all times
- Serving as a key point of contact for internal and external auditors
- Managing preparation and support of all internal and external audits
- Participating in HR Administration in areas such as PF, offer letters, increments, appraisals, insurance policies, etc
- Managing the company’s assets, leases, and insurance coverage
- Reviewing all agreements and MoUs and appraise the management about any financial liability, prior to commitments made and signatures by authorized signatories
- Overseeing Admin, vendor, and office management to manage various facets of business – travel, corporate gifting, printing & stationery, etc
Desired Candidate Profile
What you need to have:- Qualified Chartered Accountant
- 5+ years of experience that is relevant to the above role
- Experience in a startup is preferred
- Good understanding of, interest in, and aptitude for financial accounting, business, and financial analysis, GST, Income Tax, Companies Act, etc.
- Attention to detail, strong analytical skills, business awareness, and problem-solving skills
- Strong oral and written communication skills
- Ability to work under pressure and deliver high-quality work with tight timelines
Direct & Indirect Tax
Legal decision maker
CS Experience optional
Job Description:
ABOUT THE COMPANY
KORCOMPTENZ is a technology transformation solutions integrator. Over 17 years of experience providing technology transformation services for over 200 clients. Microsoft Gold Partner with certified functional and technical resources. Extensive experience serving Fortune 500 companies, SMBs, and non-profits with a trusted global delivery model.
KORCOMPTENZ is a people-oriented company that provides our associates with opportunities to grow as professionals, domain experts, and leaders. We offer an open work environment, state-of-the-art infrastructure, transparency, constant training for technical and soft skills, competitive opportunities to test employees’ critical thinking and creative abilities, and much more.
If you are looking to make a significant impact on your career and overall growth, KORCOMPTENZ is the right place. We offer an energetic work culture where learning is an everyday affair. We encourage our employees to achieve their fullest potential by providing independence, the right environment, and guidance.
Job Title: AX D365 F&O Finance functional consultant
Roles & Responsibilities:
- 5-8 years of overall professional experience in Microsoft Dynamics 365/AX Functional.
- Should have minimum 2-3 implementations on D365 Finance and operations for a Global organization.
- Ability to translate business requirements into functional solution design.
- Extensive experience in Finance, GP, AR, AL
- Experience with setup, configuration, implementation, integration and testing of AX / D365 F&O solutions using best practices implementation methodology and/or Microsoft Sure Step methodology.
- Excellent understanding ERP Business Processes, industry vertical knowledge.
- Experience in design and creating test scenarios, functional test cases and User acceptance testing.
- Coordinating with the Technical Team for development / customization.
- Certified on Dynamics AX / D365FO at desired levels.
- Excellent communication and good customer approach.
- Must be able to work effectively both in a team environment and individually.
Qualification:
- Preferably a Post Graduate / Graduate with relevant Dynamics work experience.
Other Requirements
- Can do attitude.
- Highly motivated to bring fresh thoughts to the table.
- Highly creative and most importantly willing to exercise it
- Self-starter and Self-learner focused on research and learning.
- Ability to play a variety of roles and most importantly take accountability.
Work in an exciting and challenging role at a leading credit rating company that is leveraging software and technology tools to change the face of credit rating in India!
Our client with nearly two decades of presence has established itself as the second-largest credit rating agency in India. They provide ratings in the financial sector, infrastructure sector, corporates, public finance, and MSME spaces. The company is headquartered in Mumbai and has regional offices at Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Jaipur, Kolkata, New Delhi, Pune and Mauritius.
Our client also carries out grading of IPOs, assesses financial strength of shipyards, grades various courses of Educational institutions and provides grading services to Energy service companies. They are nurturing global opportunities and have made forays in different forms with 4 partners from Brazil, Portugal, Malaysia and South Africa.
As the Senior Manager (Ratings - BFSI), you will maintaining cases and assignments undertaken by group head in the year, managing Sector reports / criteria commentary publishing
What you will do:
- Ensuring Execution of projects
- Providing inputs and commitments towards strategic/ quality decision making
- Facilitating Development & improvement of methodology for sectors
- Minimising Sharp Rating Migration Cases/Rating Quality
- Ensuring quality and readability of rating report as well as rationale, press releases etc.
- Handling Complex situations
- Ensuring timely completion of rating assignments.
- Keeping track of changes in the respective sectors & and bringing important facts to managements notice.
- Presenting the case in the Rating Committee Meeting
- Maintaining MIS, quarterly results/ no default statement, rating reckoner etc.
- Leading & guiding the team of analysts working in the team.
- Monitoring and measuring productivity of team members
- Modelling the leadership behaviors and coaching and mentoring junior staff
What you need to have:
- Qualifications: MBA/PGDM - Finance /CA/ICWAI
- 10-15 yrs exp in BFSI Ratings
- Excellent analytical and data interpretation skills to be able to handle complex situations
- Exp in Credit analysis/rating, Banking, Cash Flow, Finance, Credit Rating, Financial Projections, Credit Analysis
- Excellent Communication skills
- Fluent in English
- Ability to work under tight deadlines
- Leadership skills
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Software Engineer, Memorres