Associate - Deal Value Creation

Roles & Responsibilities:

MIS Frameworks:

• Design and implement comprehensive MIS (Management Information Systems) frameworks aligned with investment strategies and operational needs, with a strong focus on the private equity sector.
• Review control and monitoring mechanisms, establish and track critical KPIs periodically, and perform gap analysis.

Financial Analysis & Reporting:

• Conduct deep-dive diagnostic reviews of financial statements and industry benchmarking.
• Analyze financial data, develop financial models, and provide industry-specific insights into key financial ratios and KPIs (e.g., Insurance, Fintech, ITES, FMCG).

Deal Execution & Transaction Support:

• Assist clients in integrations, separations, and carve-outs, including planning and managing "Day 1 Activities" for seamless business transitions.
• Support deal execution by providing timely and accurate data analysis, financial modeling, and decision-making insights.
• Stay updated on relevant tax, accounting, legal, and sector updates that impact deal situations.

Program and Project Management:

• Lead functional workstreams, conduct interviews and workshops, and collaborate with cross-functional teams to implement services effectively.
• Develop and manage project plans, identify risks and issues, and work with the team and client to create mitigation actions.
• Oversee the Integration/Separation Office, including project tracking, updating stakeholders, and preparing status update reports.

Client Engagement:

• Facilitate extensive interactions with senior client representatives (CXO Levels), providing status updates, gathering feedbacks and aligning deliverables with client objectives.
• Assist in preparing proposals and business development activities, including first-draft engagement letters and risk management considerations.