Associate Director
Posted 30 Sep 2026
Advertised as “Associate Director - FDD”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 8–12 yrs
- Management level
- People management
Compensation
No salary listed for this role.
Role speciality
Financial Due DiligenceTransaction Advisory Services
Useful technologies
AlteryxExcelPower BIPowerPointWord
Required qualifications
CertificationsMaster of Business Administration
Field of studyFinance
Responsibilities
Roles & Responsibilities
- Identification of key issues and carrying out the relevant financial analysis
- To lead smaller assignments from KGS and/ or assist in larger assignments reporting to Director/ PMD, with their limited supervision
- Active and consistent participation as a Deal team member with high proficiency including usage and training of junior team members.
- Prepare, update, and review initial/supplemental document request lists and manage gathered data effectively.
- Prepare proposals and scope of work as required by the engagement team(s).
- Prepare management discussion decks.
- Participate in and lead specific sections in management calls; take notes in management meetings.
- Prepare high quality FDD Reports including review of sections written by other team members on the job
- Maintaining business contacts at PMD level (i.e. it is our expectation that Associate Director will make a positive commitment to maintaining contact with people they meet on transactions, who may become important providers of work in the future)
- To contribute to the effective working of the team and development of team morale
- To contribute to practice development initiative including people, team administration and solution development etc.
Mandatory Technical & Functional Skills
- Strong analytical, issue identification/prioritization/ resolution and report writing skills, including understanding of key TS concepts relating to Adjusted/Quality of Earnings, Adjusted Net Working Capital and Adjusted Net Debt amongst other TS analysis
- Team management/People experience.
- Understanding of financial statements, financial ratio analysis, U.S. GAAP accounting standards, financial concepts, etc.
- Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills.
- Proficiency in technology tools such as Alteryx, Power BI, etc•Excellent verbal and written communication skills
Preferred Technical & Functional Skills
- Strong skills in critical thinking, problem identification, resolution, and process improvement.
- Ability to execute project plans, manage multiple tasks, prioritize workloads and manage individual/team budgets
- Ability to work within tight deadlines and take responsibility for timely completion.
- Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology.
Key Behavioral Attributes/Requirements
- Takes personal responsibility and accountability for own work and that of subordinates.