Financial Modeling & Valuation: Create, analyze, and audit complex valuation models in Excel (e.g., DCF, LBO, comparable company analysis).
Transaction Execution: Manage day-to-day workstreams for M&A and capital raising deals, including due diligence and coordinating with internal/external parties.
Pitch Materials & Presentations: Prepare PowerPoint-based pitch books, CIMs (Confidential Information Memoranda), and marketing materials for clients.
Project Management & Mentorship: Supervise and review the work of junior analysts, ensuring accuracy and managing timelines for multiple projects.
Client Interaction: Participate in client meetings, management interviews, and Q&A sessions.
Financial Reporting & Analysis: Prepare financial statements, analyze data, identify trends, and create reports for management.
Budgeting & Forecasting: Assist in creating budgets, forecasting financial performance, and tracking performance against goals.
Operations & Transactions: Manage invoices, process payments (AP/AR), reconcile bank statements, and handle expense reports.
Compliance & Auditing: Ensure adherence to regulations, assist with tax filings (GST, income tax), and support external audits.
System Support: Help with implementing new accounting software and maintaining financial records.
Internal Support: Provide financial guidance and support to other departments, advising on fiscal procedures.
