TAS Manager - Financial Due Diligence

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.

The RSM USI supports RSM U.S. risk consulting transaction advisory technical accounting financial consulting technology and management consulting tax and assurance engagement teams by providing access to highly skilled professionals for repeatable business processes over an extended business day.

RSMs vision is to be the firstchoice advisor to middle market leaders globally. You will work directly with clients key decision makers and business owners across various industries and geographies to deliver a topquality client experience. RSM is a diverse and inclusive place where you will work as part of a team while being valued as an individual mentored as a future leader and recognized for your accomplishments.

Job Synopsis:

RSM USI is seeking for a Transaction Advisory Services Associate who will work closely with our onshore and offshore team members to provide financial due diligence of middlemarket US clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence sellside due diligence and working capital assistance. This is an exciting opportunity to join an established practice that is experiencing exceptional

Minimum Entry Requirements:

Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.

Qualification CA/CPA/MBA finance

Approximately 710 years of related financial due diligence work experience on buyside and sellside 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

Position 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 industryspecific 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

Key Skills to Accelerate Career

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 selfstarter 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; predisposing 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 .