Manager Job in Intertrust Group
Roles & Responsibilities: Valuation Modelling /Analytics Quarterly valuation roll-forward (iVAL platform) Quarterly WACC template refresh, review and upload (An automated template connected to CapIQ requires review and manual input into iVAL) Quarterly Volatility / DLOM updates (An automated template connected to CapIQ; requires review and manual input into iVAL) Quarterly Valuation trend analysis (An automated template connected to iLEVEL and iVAL) Semi-Annually Deloitte auditor reporting (An automated template connected to iLEVEL and iVAL) Monthly Peer Group analysis (An automated template connected to CapIQ) Valuation Financials Valuation back testing annually, audit financial review (understand all aspects of the accounting/reporting and how these can impact valuations e.g. review the tax rate and exposure and determine annually) Quarterly cash value evaluation and analysis Quarterly review of balance sheet (i.e., debt / cash / minority interest / equity), YTD performance, Projected FY performance, M&A activity / proforma adjustments Quarterly financial review and analysis of the peer group make sure revenue and other financials are connected correctly to the GA portfolio company, e.g., using an EV/Revenue multiple requires analysis of each of the peer group companies to understand their revenue reporting / accounting and how it relates to the valuation multiples -- are they gross vs. net revenue, etc. This also includes automated templates connected to CapIQ for balance sheet, cash flow and growth/margin analysis Quarterly refresh and upload financials to valuation scenario on iLEVEL, excel template is connected 100% to iLEVEL Quarterly upload LTM / NTM / NTM+1 financials automated excel template connected 100% to iLEVEL Control documentation quarterly to see formal SOC1 process in place and Smartsheet template created that requires valuation control checkboxes and commentary. In additional any manual changes on iVAL will be required to be documented on that platform as well as Smartsheet Monthly Document Collection Monthly, quarterly and annual document tracking and collection using Box and Smartsheet, including the following: Monthly / quarterly management reporting Board decks (all throughout the year) Quarterly debt covenant reports Annual Audited financials (both draft and final) Annual 3rd party valuations (both draft and final) Valuation Commentary Review weekly updates and integrate into valuation commentary Semi-annually send and review team checklist submissions Semi-annually review and update valuation memos (On iLEVEL platform) Semi-annually respond to Auditors questions (Direct responses as well as requests for support and additional documentation from the deal teams) Semi-Annually analyse Auditors questions You re Profile: Any Graduate / Post-Graduate in Commerce / Finance domain or CFA / FRM / CMA with good academic track record Good knowledge of IFRS accounting and AICPA regulation preferred Should have 4-6 years of relevant experience in performing business valuation, intangible valuation and financial modelling engagements for any private ltd. clients Excellent verbal and written communication Must have high level of reporting writing skills Strong problem-solving skills Ready to work in different shift timings (Including Night Shifts)
Fresher
2 - 4 Hires