Manager 1, Financial Due Diligence
Job Summary
We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled inclusive culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
Job Responsibilities
- Prepare and review transaction Databook/Workbook in accordance with the firms professional standards and as per the requirements of the projects with almost no rework and review comments.
- Active and consistent participation as a Deal team member with high proficiency (i.e. included and scheduled on deals by TAS RMO) including usage and training of junior team members.
- Prepare update and review initial/supplemental document request list and manage gathered data effectively.
- Ability to prepare industry-specific and other ad hoc analyses.
- Preparation of the proposal and scope of work as required by the engagement team(s).
- Prepare Management discussion decks.
- Participate and lead specific sections in management calls and take notes in management meetings.
- Ability to independently draft sections of the FDD Report such as the Background Points of Interest(basic) Quality of Earnings (proficiency in basic and moderate complexity adjustments beginning to quantify complex adjustments) Summary Financials and Exhibit
- Ability to do set up of Debt/Debt like and Net Working Capital analysis with high proficiency and calculate basic to moderate complexity adjustments.
- Proficiency in technology tools such as Alteryx Power BI etc
Minimum Qualifications
- Bachelors degree in accounting Finance or a related field.
- 69 years of experience.
- Demonstrated experience managing teams and multiple workstreams.
Preferred Qualifications
- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Qualification - CA/MBA finance
- Approximately 9 years of related financial due diligence work experience on buy-side and sell-side transactions.
- Deal experience with onshore team including data room management document request list preparation management meeting preparation workbook analysis Quality of Earnings due diligence reports client calls and engagement team calls.
- Team management/People experience.
- Understanding of financial statements financial ratio analysis U.S. GAAP accounting standards financial concepts etc.
- Advanced Excel skills (vlookups pivot tables and advanced formulas) Word and PowerPoint skills.
- Strong analytical skills including operational and financial analysis benchmarking and trend analysis
- Excellent verbal and written communication skills
Additional Role Expectations
- Strong skills in critical thinking problem identification resolution and process improvement.
- Evaluated as an exceptional performer in current position
- Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
- Demonstrates willingness to invest time in communication with U.S. based teams
- Ability to be a self-starter and to be confident when interacting with team members clients and asking questions.
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
- Preferred industry experience in one or more of the following: manufacturing distribution consumer products business services healthcare financial services or technology.
At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/ is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application interview or otherwise participate in the recruiting process please send us an email at .
Required Experience:
Manager
About Company
RSM US LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market.