The main objective of the role is to achieve business growth by developing and maintaining strong working relationships with key business decision-makers, provide guidance/expertise on various valuation engagements, and lead the team towards excellence in service delivery.
Primary Responsibilities and Accountabilities:
Manage a team of 15-20 financial analysts
Work on and lead several medium-to-high complexity valuation engagements. Area of expertise required in:
o Business valuations using DCF and market-multiples based approaches
o Purchase price allocation and Impairment testing of goodwill and intangibles as per US GAAP/IFRS accounting standards
o Value allocation and valuation of preferred equity using CVM, OPM & PWERM methodologies (under 409a or ASC 861)
o Valuation of debt, options and warrants, using Black Scholes and other similar models
o Financial due diligence and post-deal analysis
Lend specific subject matter knowledge and provide team members with accurate and useful guidance in technical areas of high risk and complexity
Produce assignment budgets and timetables, and manage delivery against them
Focus team on key priorities and ensure smooth service delivery within the defined competency/geographical area
Assign people to projects based on their skills, career goals and clients expectations
Partner with internal and external clients to improve processes
Work with project leaders to analyze resource needs and gaps, and devise alternative ways forward
Generate new business opportunities by developing ideas and solutions
Develop long-term relationships, both internally and with clients (practice offices)
Responsible for goal setting, performance appraisal and professional development of counselees and the larger team
Identify and plan for L&D needs of team members
Be a positive leader and mentor to team members
Competencies / skills:
In-depth understanding of financial and valuation principles
Direct experience on various valuation techniques and methodologies including DCF, Market Comparables, Purchase Price Allocation, Impairment testing, Valuation of debt, options and warrants, Value allocation using OPM, CVM, PWERM etc.
Financial modelling experience, mainly of building valuation models
Knowledge of accounting standards, including US GAAP and IFRS, mainly in respect of their relevance to valuations
Sound grasp of MS Excel; a natural interest in working and learning to use it to an advanced level
Advanced knowledge of using various research databases like CapitalIQ, Bloomberg, Factset, Factiva, Thomson etc.
Excellent analytical, project management and teamwork competencies
Strong communication and interpersonal skills
Proven business development and marketing techniques, and ability to pursue and close business growth opportunities
Education & Experience:
MBA/PG Diploma (Finance) with 8-10 years of experience, majority of which should be in core valuation area (Business Valuation, Purchase Price Allocation, Impairment testing, Debt/warrant/options valuation, Allocation modeling etc.), within investment banking support, financial research, or M&A advisory
Experience with any of the Big 4 firms, leading investment banks or their support centers, or best practice knowledge service organizations is desirable.