Associate / Senior Associate - Deal Value Creation Services

About Company

BDO India LLP is the India member firm of BDO International. BDO India offers strategic, operational, accounting, tax & regulatory advisory and assistance for both domestic and international organisations across a range of industries. We are led by more than 300 Partners & Directors with a team of over 8500 professionals operating across 12 cities – Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Goa, Kochi, Kolkata, Mumbai, New Delhi-Gurugram and Pune. We take pride in our service portfolio on the backing of a rich blend of experience and expertise, bringing to fore a work culture that is both client-centric and knowledge driven. Our focus on delivering exceptional client service is backed by a partner driven approach to offer tailor-made solutions ensuring quality excellence & time efficiencies.

About Deal Value Creation :

Mergers and Acquisitions (M&A) are Viral strategic levers to enhance the value of a business—whether to generate growth, enhance capabilities or reduce operational costs. HR is also a chance for business transformation, adopting new business models, workflows and workplace cultures.

Increased disruptions, industry convergence, technological changes and the dramatic shift to new business models to stay competitive means that value creation in deals has never been more crucial. Where the bar getting higher and deals becoming more complex and expensive, creating deal value in M&A is more challenging than ever.

Many deals fail to achieve their original financial or strategic objectives or, in many cases, tend to even minimise value, as companies are ill-prepared for the speed and intensity of the deal process. As businesses around the world continue to adapt to unique challenges, the traditional view of value optimisation in a deal is due for an overhaul - Creating value in today's market requires a broader, bolder perspective .

Details : Position - Associate

Location - Bangalore

Department - Deal Value Creation

Reporting Manager - Partner / Director

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.