Talent.com
Financial Advisory Consultant
Financial Advisory ConsultantMeba Research • Republic Of India, IN
Financial Advisory Consultant

Financial Advisory Consultant

Meba Research • Republic Of India, IN
1 day ago
Job description

Job Description

Associate - Diligence and Transaction Advisory

Key Responsibilities

Commercial Due Diligence (CDD)

  • Execute market sizing and market share analysis with bottom-up and top-down validation
  • High-level size and validate value creation levers
  • Assess competitive landscape, positioning, and barriers to entry
  • Validate business model assumptions, and revenue growth drivers
  • Analyze customer concentration, contract terms, and customer satisfaction risks
  • Synthesize findings into concise CDD outputs with clear identification and implications of operational and commercial risks, improvement opportunities and value creation levers

Vendor Due Diligence (VDD)

  • Describe asset and current market positioning, landscape, sources of competitive differentiation etc.
  • Develop compelling evidence-based equity story that future investors can underwrite
  • Synthesize findings into comprehensive VDD reports with clear identification and implications of risks, opportunities, and value drivers
  • Collaborate with management to ensure accuracy and consistency across materials
  • Portfolio value creation

  • Conduct baseline assessments across SWF, PE and HoldCo portfolio companies to identify efficiency gaps, redundancies, and operational leverage opportunities
  • Benchmark peers and industry best practice : cost structure, supply chain dynamics, capital efficiency
  • Develop value creation plans with specific initiatives, and quantified financial targets (revenue uplift, cost reduction, EBITDA bridge)
  • Build transformation roadmap prioritizing initiatives by impact, implementation, complexity and resource requirements
  • Work alongside portfolio company management teams to implement operational improvements;
  • provide coaching on change management and execution discipline

    Experience

  • 4-6+ years of progressive experience in one or more of the following :
  • Private equity (MBB transactions / VDD teams, portfolio operations, or investment teams)
  • Top-tier management consulting
  • Due Diligence Expertise

  • Demonstrated experience conducting or supporting VDD (financial, operational, or strategic workstreams)
  • Proven capability in CDD including market sizing, competitive analysis, and business validation
  • Experience preparing comprehensive due diligence reports with findings, risks, and recommendations
  • Ability to assess business quality, market dynamics, operational efficiency, and commercial viability
  • Strong critical thinking and ability to identify risks, opportunities, and value drivers
  • If you think you're the right fit, we would love to hear from you

    Create a job alert for this search

    Financial Consultant • Republic Of India, IN

    Related jobs
    Financial Solutions Advisor

    Financial Solutions Advisor

    Jupiter • Republic Of India, IN
    A subject that’s always on our mind.We go through a rollercoaster of emotions when it comes to money.That’s why at Jupiter, our mission is to enable people to improve their relationship with money....Show more
    Last updated: 13 days ago • Promoted
    Financial Guidance Professional

    Financial Guidance Professional

    Tata AIA Life • Republic Of India, IN
    TATA AIA is a Life Insurance company and a part of TATA group.As the industry is flourishing, so is our brand.Training will be provided to become a Financial Advisor, and you will be responsible fo...Show more
    Last updated: 30+ days ago • Promoted
    Financial Strategy Consultant

    Financial Strategy Consultant

    Royal Enfield • Chennai, Republic Of India, IN
    The desired candidate need to work in close coordination with the business team.This position will be supporting business to prepare business plan, track monthly plan vs actual performance, process...Show more
    Last updated: 14 days ago • Promoted
    Financial Solutions Consultant

    Financial Solutions Consultant

    Egon Software Pvt. Ltd. • Republic Of India, IN
    We are looking for a proactive Sales Executive to drive the sales of our loan products.The ideal candidate will have strong communication skills, a results-oriented approach, and the ability to bui...Show more
    Last updated: 30+ days ago • Promoted
    Financial Technology Consultant

    Financial Technology Consultant

    MainStreamTek Corporation • Republic Of India, IN
    Job Title : Business Transformation Associate - Buy-Side Asset Management & FinTech 🌟.Business Transformation Associate. FinTech and Asset Management client projects.This is a critical role for some...Show more
    Last updated: 30+ days ago • Promoted
    Financial Systems Consultant

    Financial Systems Consultant

    Tata Consultancy Services • Pune, Republic Of India, IN
    Workday Financial Consultant Procurement.Lead the implementation and configuration of Workday Procurement, Supplier Accounts, and Expenses modules to support Procure-to-Pay (P2P) processes.Partner ...Show more
    Last updated: 11 days ago • Promoted
    Financial Planning Consultant

    Financial Planning Consultant

    LTIMindtree • Republic Of India, IN
    Location : Pan India (LTIMindtree office).Required Skills Qualifications.Proven experience in regression testing with strong defect identification and troubleshooting skills.Anaplan Level 1 Level 2 ...Show more
    Last updated: 30+ days ago • Promoted
    Lead Financial Solutions Advisor

    Lead Financial Solutions Advisor

    1 Finance • Pune, Republic Of India, IN
    Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions. Conduct thorough assessments of client ...Show more
    Last updated: 2 days ago • Promoted
    Financial Advisory Associate

    Financial Advisory Associate

    CohnReznick • Chennai, Republic Of India, IN
    CohnReznick currently has an exciting career opportunity with the Client Advisory Services team.We are looking for an Associate to join our team. The Client Advisory Services team is a rapidly growi...Show more
    Last updated: 8 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Corenza • Republic Of India, IN
    Coordinating new client onboarding process with the back office team.Data gathering and Financial plan creation within agreed TAT and as per process checklists. Presentation of draft and final plans...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Tata AIA Life • India, India
    TATA AIA is a Life Insurance company and a part of TATA group.As the industry is flourishing, so is our brand.Training will be provided to become a Financial Advisor, and you will be responsible fo...Show more
    Last updated: 30+ days ago • Promoted
    Associate - Financial Advisory Services

    Associate - Financial Advisory Services

    Oxane Partners • Nagpur, IN
    This role is part of our advisory services business and involves working directly with global institutional investors such as investment banks, hedge funds and private equity firms.The candidate wi...Show more
    Last updated: 5 hours ago • Promoted • New!
    Senior Consultant, Financial Services Advisory

    Senior Consultant, Financial Services Advisory

    Frost & Sullivan • Republic Of India, IN
    The Investor Transformation team in Frost & Sullivan drives and manages relationships with the financial services community and leads our efforts in providing advisory / consulting engagements to t...Show more
    Last updated: 13 days ago • Promoted
    Financial Planning Consultant

    Financial Planning Consultant

    Corenza • Republic Of India, IN
    Coordinating new client onboarding process with the back office team.Data gathering and Financial plan creation within agreed TAT and as per process checklists. Presentation of draft and final plans...Show more
    Last updated: 30+ days ago • Promoted
    Financial Transaction Consultant

    Financial Transaction Consultant

    Lykora Consulting Services Private Limited • Republic Of India, IN
    Assistant Vice President – Transaction Advisory (M&A).The AVP will lead execution of M&A deals and advisory services, including : . Compliance and stakeholder communication.Adjust EBITDA for sustainab...Show more
    Last updated: 8 days ago • Promoted
    Investment Solutions Advisor

    Investment Solutions Advisor

    Star Union Dai-ichi Life Insurance Company Limited • Republic Of India, IN
    The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and dr...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Tata AIA Life • Republic Of India, IN
    TATA AIA is a Life Insurance company and a part of TATA group.As the industry is flourishing, so is our brand.Training will be provided to become a Financial Advisor, and you will be responsible fo...Show more
    Last updated: 30+ days ago • Promoted
    Financial Systems Implementation Consultant

    Financial Systems Implementation Consultant

    TVS Supply Chain Solutions • Chennai, Republic Of India, IN
    Work with the finance business team in understanding the process.Document the existing business process.Work with the program manager in sharing the business requirements with Implementation partne...Show more
    Last updated: 12 days ago • Promoted