Transaction Advisory in India

Transaction Advisory in India

About the Company:CFO Bridge Services Private Limited is a management consulting company providing shared CFO services to professional start-ups, SMEs and large enterprises. Since our inception in 2012 we have served 200+ clients & presently serve 70+ clients across NCR, Mumbai, Pune, Hyderabad, Bangalore & Chennai. CFO Bridge is led by CFO Partners (Ex-CFOs of large corporates with 20+ years of experience] & supported by a dynamic team of CAs & MBAs. Our key services are shared CFO services, transaction advisory services and other one-time finance engagements.

Key Responsibilities:

To support CFO Bridge’s TAIS engagements. Specifically, the role will include the following:

– Financial modelling: Develop multi-year financial projection models using key drivers relevant to the client’s business and purpose. The projections may be used for equity raise, debt raise or internal decision making.

– Pitch deck preparation: Prepare pitch decks that capture the key business and financial characteristics of the client’s business and consider the expectations of the prospective investor

– Investor list: Identify list of prospective investors for each fund raise considering the sector, size and the stage of the investor’s fund status

– Due diligence: On behalf of investors, conduct due diligence of target companies from a financial management and compliance perspective

– Due diligence assist: On behalf of target companies, manage the due diligence by coordinating between the due diligence firm and the company. Responsibilities will include data room preparation and responding to due diligence queries

Top Skills:

– Structured thinking

– Oral and written communication skills

– Analytical and business sense

– Ability to correlate financial information with past and prospective business performance and risks

– Ability to learn and adapt in a dynamic environment


– CA and or MBA

– 2 to 4 years of experience in similar roles

Preferred Locations: Mumbai, Bangalore, Chennai

Women-friendly workplace:

Maternity and Paternity Benefits

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