Vaibhav Vaid
Summary
To leverage my expertise in financial due diligence (FDD) to contribute to the success of a dynamic organization that values innovation and continuous learning. With more than 2.5 year of experience in FDD, I have a proven track record of conducting comprehensive due diligence procedures, identifying potential risks and opportunities, and preparing insightful due diligence reports. I am passionate about the FDD process and am confident that my skills and experience will make me an asset to your team.
Overview
4
4
years of professional experience
Work History
Assistant Manager
BDO India LLP
04.2025 - Current
Senior Associate
BDO India LLP
05.2024 - 03.2025
- Spearheaded comprehensive financial due diligence engagements for a diverse portfolio of private equity and corporate clients across sectors including IT, Consumer Retail, K-12 Education, Manufacturing, Logistics, and Nutraceuticals.
- Proactively identified and assessed critical deal issues, financial risks, and 'red flags' through in-depth analysis of target companies' financial statements, operational data, and business models.
- Performed detailed analysis of historical and projected financial performance, including quality of earnings (QoE), revenue sustainability, EBITDA normalization, working capital requirements (peg setting), and net debt positions to provide a clear view of financial robustness.
- Authored and delivered comprehensive financial due diligence reports, clearly articulating key findings, risks, and opportunities to support client investment decisions and negotiation strategies.
- Presented key findings and recommendations directly to client stakeholders, facilitating their understanding of complex financial issues and enabling informed decision-making.
- Executed detailed leakage computations for transactions structured with a lock-box mechanism, ensuring accurate assessment of value transfer between signing and closing.
- Effectively managed engagement teams by assigning tasks, monitoring progress against deadlines, and ensuring the timely delivery of high-quality due diligence outputs; reported directly to Partners on engagement status and critical issues.
- Actively contributed to business development efforts by drafting compelling proposals and engagement letters tailored to prospective client needs.
Consultant - TAS
Plante Moran
08.2022 - 04.2024
- Performed comprehensive FDD procedures for US-based acquisitions and divestitures across diverse industries, including healthcare, life sciences, automotive, and facility services
- Translated raw data from databooks into structured analytical formats, enabling efficient identification of financial trends, KPIs, and areas requiring further investigation.
- Developed and meticulously analyzed detailed financial databooks, serving as the central source for transaction analysis across diverse industries.
- Conducted detailed scrutiny of the general ledger to identify and support the calculation of pro forma EBITDA and other financial adjustments.
- Contributed to the drafting and refinement of specific sections within FDD reports, translating complex analysis and business understanding into clear narratives.
Finance Executive
Hexaware Technologies
07.2021 - 08.2022
- Managed the full financial closing cycle (monthly, quarterly, annual) and prepared comprehensive financial reports including cash forecasts, cash flow statements, and variance analyses of P&L and balance sheet items.
- Oversaw key accounting areas within NetSuite, such as fixed assets, prepaid expenses, payroll, and credit cards, while also managing daily financial transactions and developing efficient accounts payable processes.
- Supported the transition of finance functions from USA and Netherlands to India, contributing to process documentation and knowledge transfer.
Education
CA Final (New Scheme) -
The Institute of Chartered Accountants of India
CA IPCC -
The Institute of Chartered Accountants of India
B. Com (A&F) -
IGNOU Mumbai Region
CA CPT -
The Institute of Chartered Accountants of India
Senior Secondary -
Jhunjhunu Academy, CBSE
Secondary -
Jhunjhunu Academy, CBSE
Skills
- Analytical and Critical Thinking
- Problem-Solving
- Communication and presentation skills
- Attention to Detail
- Client and Project Management
- Employee coaching and development
- Business acumen
- Business development
- Financial Analysis
- Proficiency in MS Office Suite (Excel, PowerPoint)
- Familiarity with ERP Systems (Tally, Quick Books, Netsuite)
Significant Achievements
- Achieved Employee of the Quarter recognition at BDO India for outstanding performance during Q4 2024 (Oct-Dec)
- Participated in various social works organized by RVG Educational Foundation (CA Hostel in Mumbai).
- Nominated as Best Article of the Year in "Udaan" 2018 a fest organized by SGCO & Co. LLP
- Best Performance in Academics at School at all levels.
Timeline
Assistant Manager
BDO India LLP
04.2025 - Current
Senior Associate
BDO India LLP
05.2024 - 03.2025
Consultant - TAS
Plante Moran
08.2022 - 04.2024
Finance Executive
Hexaware Technologies
07.2021 - 08.2022
CA IPCC -
The Institute of Chartered Accountants of India
B. Com (A&F) -
IGNOU Mumbai Region
CA CPT -
The Institute of Chartered Accountants of India
Senior Secondary -
Jhunjhunu Academy, CBSE
Secondary -
Jhunjhunu Academy, CBSE
CA Final (New Scheme) -
The Institute of Chartered Accountants of India
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