Senior Associate, Transaction Advisory Services // Financial Due Diligence
GurugramFull-time4–6 yrsPosted open since feb 2026
Mid-level finance role at Portage Point Partners in Gurugram. Needs 4–6 years and a CA, CFA or MBA.
About the role
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
What you'll do
- Support execution of FDD engagements including Quality of Earnings (QofE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
- Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
- Prepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries
- Assist in synergy assessments, carveout analyses and integration support
- Collaborate with U.S. engagement teams and participate in client discussions when required
What you need
- Due diligence
- Financial modelling
- Excel
- Reporting
- Data analysis
- Lean
Good to have
- CFA
- Working capital
- Cash flow
- Financial statements
- Investment banking
- Valuation