Transaction Manager

Manager, Transaction Advisory
Position Title: Manager/ Sr, Manager / AVP, Transaction Advisory
Department: Advisory & Consulting Services
Reports To: Senior Vice President, Transaction Advisory
Experience Level: Mid Level (4-7 years)
Employment Type: Full-Time
Role Summary
We are seeking a strategic and results-driven Manager in Transaction Advisory to lead advisory engagements for mergers & acquisitions (M&A), corporate restructuring, and financial advisory projects. This role requires expertise in financial analysis, deal structuring, client management, and working with cross-functional teams. The Manager will serve as a key liaison between clients and internal teams while driving technical excellence and business development.
Key Qualifications
Education
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
MBA Finance from a reputable institution (preferred)
¢ Professional certifications, CA, CFA (India or US), or equivalent (highly desirable)

Professional Experience
¢ 6-10 years of progressive experience in transaction advisory, M&A, corporate finance, or management consulting

• Experience with PPP related projects and state or central Government related Projects is desirable or advisory related to Government work

¢ Proven experience in financial modeling, valuation, due diligence, and deal analysis
¢ Demonstrated track record of working multiple transaction advisory engagements from initiation to completion
¢ Experience managing client relationships and working in cross-functional project teams
¢ Exposure to various transaction types: acquisitions, divestitures, restructuring, and joint ventures

Technical & Core Competencies
¢ Advanced financial analysis and modeling skills (DCF, comparable company analysis, precedent transactions)
¢ Good understanding of M&A processes, deal structuring, and tax implications
¢ Proficiency in Microsoft Excel, PowerPoint, and financial analysis software
¢ Excellent written and verbal communication skills
Roles & Responsibilities
Client & Project Management
¢Help Manage end-to-end transaction advisory engagements for M&A, restructuring, and corporate finance projects
¢ Serve as primary client liaison; manage stakeholder expectations and communicate project progress regularly
¢ Identify and pursue new business opportunities and potential engagements within existing clients

Financial Analysis & Advisory

¢ Prepare detailed reports, Information memoranda, Pitch books and presentations and executive summaries for clients. Strong Financial modelling skils desirable
¢ Develop valuation models (DCF, comparable multiples, precedent transactions) for transaction targets
¢ Conduct comprehensive financial due diligence, including analysis of historical and projected financials
¢ Analyze deal structures, synergies, and risk factors; provide recommendations on deal pricing and terms
¢ Assess financial viability and provide advisory on post-transaction integration strategies

Team Leadership & Development

¢ Allocate project resources and manage team workload to ensure delivery and quality
¢ Review work product for accuracy, quality, and adherence to client requirements
¢ Foster a collaborative and high-performance team environment

Business Development & Strategy
¢ Contribute to business development initiatives and proposal preparation
¢ Participate in industry events and conferences to build client relationships
Soft Skills & Personal Attributes

¢ Client-focused mindset with ability to manage expectations
¢ Strategic thinking and problem-solving orientation
¢ Strong analytical and quantitative capabilities
¢ Excellent interpersonal and communication skills
¢ High attention to detail and quality orientation
¢ Ability to work independently and manage multiple projects simultaneously
¢ Flexibility and willingness to adapt in fast-paced environments
¢ Integrity and strong ethical standards
Key Performance Indicators
¢ Successful completion of assigned transaction advisory engagements on time and within budget
¢ Client satisfaction scores and positive feedback ratings
¢ Quality of financial analysis and strategic recommendations
¢ Thought leadership contributions and industry recognition