Associate

Core Deal value creation Role & Responsibilities: Management Information System services

• Setup of management information system (MIS)
• Develop and implement a robust Management Information System (MIS) framework tailored to the company’s investment strategies and operational requirements
• High proficiency in financial data analysing and reporting
• Understanding financial ratios and KPIs in 2-3 industries (Insurance, Fintech, ITES, FMCG etc.)
• Data visualisation and analysis of consolidated financial data from MIS and making strategic insights
• Understanding of metrics affecting financial statements, do a deep dive diagnostic review and industry benchmarking
• Develop systems for investment tracking, portfolio performance analysis, and comprehensive management of capital commitments, distributions, and valuations.
• Provide strong reporting and analytical information support to the management team
• Generate both periodic and ad hoc reports as needed

• Set up of integration management office (IMO) & reporting cadence
• Design of target operating model and to-be organisation structure (including change management & comms)
• Preparation of Day 1 & Day 100 plans and checklists
• Functional & business process integration - HR, IT, Mfg. & supply chain, finance, legal and secretarial, procurement etc.
• Post Deal performance improvement & synergy realisation initiatives
• Leadership workshops with acquirer & target mgmt. to align on integration strategy, priorities, blueprint and guiding principles

• Synergy identification & assessment
• Operational diagnostic and identification of value creation opportunities to be implemented in the post deal phase
• Gain an understanding of a target's operations and its risks Identify performance gaps and potential for rapid improvement, e.g. through cost reduction, operational restructuring and off-shoring
• Provide an insight on key deal issues and opportunities
• Assess carve-out issues and associated costs
• Identify and challenge synergies

• Preparation of separation plans, including Day 1 readiness and capability building to migrate off transitional support
• Identification of inter-company dependencies and separation risks, definition of an optimised standalone operating model for the Carve Out entity
• Standalone & stranded cost assessment
• Blueprint design, Project mgmt. support for divesture of business segment from a conglomerate, advice to define the optimal Transitional Service Agreements (TSAs)

• Establish PMO office and governance cadence
• Detailed status reporting to leadership team
• Issue and risk management
• Structure and discipline within the transition management office
• Tracking & monitoring of synergy realisation, operational improvement, harmonisation of processes and policies and other strategic initiatives

• Design and implement a comprehensive MIS framework aligned with the firm’s investment strategies and operational needs.
• Support deal execution by providing timely and accurate data analysis and financial modelling.
• Should prioritize backing the MIS framework in the private equity sector
• High proficiency in financial data analysing and reporting
• Understanding financial ratios and KPIs in 2-3 industries (Insurance, Fintech, ITES, FMCG etc.)
• Understanding of metrics affecting financial statements, do a deep dive diagnostic review and industry benchmarking
• Assisting clients on integrations or separations (and carve outs) and planning “Day 1 Activities” to manage a seamless business transition through the transaction stages
• Lead functional work-streams on projects supporting clients to fulfil their deal objectives
• Work with cross- functional teams for implementing services and lead functional interviews & workshops
• Develop the project plan, understand the risks and issues, work with team and client the developing the mitigation actions
• Project management of the Integration / separation office, including updating and reporting the project status, preparation of status update reports and presenting it to respective stakeholders
• Understanding of complex deal dynamics and remain updated on relevant tax, accounting, legal and sector updates impacting the deal situation
• Extensive interaction with senior client representatives (CXO level) and project management, including direct follow-ups with clients to achieve desired objectives within a defined timeline
• Review of Control and monitoring mechanisms; setting up MIS, SoPs, performing gap analysis etc. establishing & tracking critical KPIs periodically
• Provide support/assistance for proposals/business development activities
• Prepare first draft engagement letters, demonstrating technical/risk management awareness