TAS Senior Associate - Value Creation

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. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Job Synopsis

RSM USI is seeking a Transaction Advisory Services Value Creation Senior Associate who will work closely with our onshore and offshore team members to deliver TAS Value Creation services (e.g., pre-close due diligence focused on standalone cost modeling, synergy assessments and pro forma analysis) to both corporate and private equity clients in the middle-market. This is an exciting opportunity to join an established, practice that is experiencing exceptional growth.

Minimum Entry Requirements

• Relevant experience from Big 4 or similar consulting background.
• Chartered accountant, CPA, or MBA – finance.
• Approximately 3-5 years of related work experience (e.g., financial, or operational due diligence, management consulting, investment banking, private equity, or strategy / corporate development experience).
• Candidates with prior (pre-close) experience in mergers and acquisitions ("M&A") consulting (e.g., advisory, strategy, management) and / or direct deal experience (e.g., private equity, corporate development, separations / divestitures, combinations / integrations, standalone and integrated cost modelling) may have preferred skillsets.
• Pre-close deal experience with onshore teams including data room management, document request list preparation, management meeting preparation, workbook analysis (e.g., synergy assessments, standalone cost models, pro forma adjustments, etc.), financial and operational due diligence reports, client calls and engagement team calls.
• Superior verbal and written communication skills with attention to detail and delivery methods.
• Understanding of financial statements, key concepts, and analysis.
• Familiarity with U.S. GAAP accounting standards.
• Strong interest in coaching and developing team members by disseminating knowledge and experience.
• Self-starter with the ability to work independently / with limited direction when necessary.
• Understanding of key business functions (e.g., legal, accounting, HR, IT, etc.) in an operational due diligence context.
• Ability to analyze and understand company specific legal and employee structures, organizational frameworks, operational capabilities, and go-to-market strategies.
• Strong analytical skills including operational and financial modeling and analysis, as well as benchmarking.
• Perform sensitivity and other financial analysis around synergy and pro forma cost savings initiatives to provide insights.
• Ability to identify key business trends and drivers, comprehend industry specific analyses, interpret key operational performance indicators and connect key consideration across functional due diligence works stream (e.g., IT / Cyber, HR, Risk, etc.).
• Experience reading and assessing Transition Service Agreements (TSAs) or similar agreements / arrangements from a financial and operational advisory perspective.
• Experience with developing and supervising staff both on engagements and in their career.
• Advanced MS Excel, PowerPoint, and Word skills, with the ability to build skillful presentations.
• Up to date with the mergers & acquisitions space, transaction advisory services, and Private Equity Groups (PEG).
• Possess a high degree of integrity and confidentiality.
• Strong skillset in critical thinking, problem identification and resolution, as well as general process improvement.

Position Responsibilities

Key Skills To Accelerate Career

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https : / / rsmus.com / careers / india.html.

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 / partnership. RSM 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 [HIDDEN TEXT].

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Skills Required

Ms Excel, Word, financial due diligence , Powerpoint, operational due diligence