尽调岗位职责5篇

岗位职责是什么

尽调，即尽职调查，是企业在进行重大决策如投资、并购、重组等活动前，对目标公司进行全面、深入、细致的调查分析，以了解其真实状况，评估潜在风险和收益的过程。

岗位职责要求

1. 专业素养：尽调人员需具备财务、法律、审计等相关专业知识，对行业动态有敏锐洞察。

2. 分析能力：应具备出色的数据分析和问题解决能力，能从海量信息中提炼关键点。

3. 细心严谨：工作需细致入微，不容许遗漏任何可能影响决策的关键细节。

4. 沟通技巧：与各方利益相关者有效沟通，获取所需信息。

5. 遵守法规：确保调查过程符合法律法规，保护商业机密。

岗位职责描述

尽调岗位的日常工作涉及收集、整理、分析各种资料，包括但不限于财务报表、合同文件、市场研究报告等。尽调人员需要通过面谈、邮件、电话等多种方式，与目标公司的管理层、员工、客户、供应商等接触，以了解其经营状况、管理效率、市场地位、法律合规性等。此外，他们还需要对比行业标准，识别潜在的风险点，并提出解决方案或建议。

有哪些内容

1. 财务尽调：详细审查财务记录，分析财务健康状况，包括收入、利润、现金流、负债等。

2. 法律尽调：检查公司合法性，包括营业执照、合同、诉讼记录，评估法律风险。

3. 市场尽调：研究目标公司在行业中的位置，分析市场趋势、竞争格局、客户反馈等。

4. 操作尽调：深入了解业务流程、供应链、技术状况，评估运营效率和可持续性。

5. 管理尽调：评估管理层能力、团队稳定性，以及企业文化与战略方向。

6. 环境、社会与治理（esg）尽调：考察公司对环境的影响、社会责任履行及治理结构。

尽调人员需综合以上各方面信息，编写详实的尽职调查报告，为高层决策提供依据。报告应清晰、客观地呈现调查结果，指出潜在问题，并提出针对性的建议，以帮助企业在复杂商业环境中做出明智选择。

尽调岗位职责范文

第1篇 尽调专员岗位职责

投资尽调专员 格林豪泰 格林豪泰酒店(中国)有限公司,格林豪泰,格林豪泰中国,格林豪泰酒店,格林豪泰酒店管理集团,格林集团,格林豪泰 职责描述:

1. 定期对投资项目业务进行分析,协助投资项目的经营业绩考核与管理工作,并对经营过程中的重大问题及时跟踪分析调研,出具解决方案;

2. 协助尽调项目完成;

3. 协助项目投前,投中,投后管理;

4. 协助起草尽调报告;

5. 协助经理对接外部机构管理尽调项目的进度,指导项目开展。

任职要求:

1. 全日制统招本科及以上学历,财会、金融或管理类相关专业,985,211优先;

2. 熟悉财务报表,掌握投资管理知识;

3. 1年以上财务,投资及审计类工作经验;

4. 较好沟通及执行能力;

5. 较好的书面表达能力;

6. word, e_cel 运用能力。

第2篇 财务尽调经理岗位职责

财务尽调经理 上海祥达股权投资基金管理有限公司 上海祥达股权投资基金管理有限公司,祥达 岗位职责:

1、对尽调项目进行财务、税务方面的尽职调查,分析拟投企业的盈利能力、现金流,

资产负债情况等,并出具符合要求的尽调报告;

2、对尽调项目进行盈利预测、项目价值模型,辅助尽调项目决策;

3、充分揭示尽调项目的财务风险或危机,判明潜在的致命缺陷和它们对收购及预期投资收益的可能的影响;

4、对已投项目进行投后财务分析;

5、根据安排对项目财务工作进行监管,定期了解项目的财务状况,发现问题及时汇报;

6、参与实施项目移交、清算等相关的财税工作;

7、其他与本岗相关工作

任职要求:

1、具有会计、财务或相关专业本科以上学历;

2、有会计师事务所和投资机构经历者优先考虑;

3、熟悉财务分析、建模、估值,具有良好的财务分析预测和报告撰写能力;

4、具备较强的信息搜集、数据分析整合、逻辑思维和分析判断能力;

5、熟悉财务管理、有深入企业进行财务尽调的经验;

6、熟悉国家会计准则以及相关的财务、税务、审计法规、政策;

第3篇 财务尽调岗位职责

财务尽调 北京方圆金鼎投资管理有限公司 北京方圆金鼎投资管理有限公司关联公司 ☑ 岗位职责:

1、负责拟投资项目的财务分析及尽职调查,对项目进行合规性和真实性的审查;

2、参与公司投资决策,发表投资风控意见;

3、投后项目的定期复盘、财务规范跟踪,保障项目顺利执行及退出。

☑ 任职要求:

1、法律、金融、会计等相关专业的本科以上学历;

2、会计师事务所审计工作2-3年工作经验,注册会计师优先;

3、为人正直,坚持原则,逻辑能力强,乐于发现问题及解决问题。

☑ 岗位亮点:

风险控制是金鼎资本得以快速稳健发展的核心优势之一,我们以为客户创造稳健持久的高回报作为自己的使命,打造属于金鼎资本的风险控制体系。金鼎的风控团队可以参与项目的投前立项、投中尽调和投后复盘工作,是金鼎资本专业团队中最有机会参与到整个项目运作中的核心部门。在这样的团队里,可以快速提高对项目的判断力和格局视野,提高全流程投资的能力,期待有学识、有理想、有奋斗精神的你加入风控团队!

第4篇 财务尽调和财务顾问岗位职责要求

职位描述：

职责描述：

1.参与或负责财务尽职调查项目，协助或主导完成现场工作以及报告的撰写。

2.学习掌握行业分析技能，协助合伙人拓展企业融资和并购顾问业务，培养和拥有独立承担交易融资买方或卖方财务顾问项目的能力。

3.领导交办的其他工作。

_工作地点（四选一）：杭州市江干区钱江路1366号华润大厦b座/北京市海淀区中关村南大街甲18号北京国际大厦b座17楼/上海市浦东新区浦电路370号宝钢大厦22层/深圳市福田区滨河大道5020号证券大厦16楼

职位要求：

1.大学本科及以上学历，拥有较为扎实的财务知识基础，通过cpa考试或其他执业资格考试者优先。

2.两年以上大中型会计师事务所审计、财务咨询或大型企业集团内部审计，以及四大corporate finance、fa财务顾问或投资机构经验。

3.良好的团队合作精神、客户服务意识及沟通交流能力，较强的抗压能力，接受不定期出差。

4.高效的学习能力，熟练掌握办公软件（word、e_cel、powerpoint等）。

5.英语流利，有海外留学或跨境并购经验者优先。

6.具备良好的职业道德，无违法违纪行为，未受到过行业监管处罚。

第5篇 战略咨询经理交易尽调方向 (strategy deal cdd)岗位职责要求

职位描述：

overview

kpmg china operates in 20 cities across china， with around 12，000 partners and staff in beijing， changsha， chengdu， chongqing， foshan， fuzhou， guangzhou， haikou， hangzhou， nanjing， qingdao， shanghai， shenyang， shenzhen， tianjin， wuhan， _iamen， _i’an， hong kong sar and macau sar.

kpmg is a global network of professional services firms providing audit， ta_ and advisory services. we operate in 153 countries and territories， and have 207，000 people working in member firms around the world.

kpmgs global strategy group (kpmg gsg) is recruiting. we are seeking for e_ceptional individuals who have a passion for identifying and providing deal strategy solutions for clients.

kpmg gsg and deal strategy proposition

kpmg gsg works with c-level e_ecutives to identify， structure and help solve their most critical strategic issues across the economic and transaction cycles. our solution propositions include:

◾deal strategy

◾growth strategy

◾enterprise-wide transformation

◾operating strategy & cost

the deal strategy proposition provides clients with inbound/ outbound/ domestic merger， acquisition， divestiture and joint venture support， focusing on pre， mid and post deal integration and separation planning and implementation. our services include target screening， commercial/hr/operational/carve-out due diligence， cost and synergy assessments， pre-signing and pre-completion planning and transition support， as well as post-deal support， separation & integration support， pmo (project management office) support and portfolio management. our professionals work with our clients across the transaction lifecycle to help ensure that deal objectives and value targets are met with minimal disruption to their business.

at the start of your career with us， you can e_pect to become an integral part of a diversified， talent-driven and high performance culture. it is an e_citing time to join kpmg gsg as we are growing rapidly owing to our unique propositions and strength of client relationships.

a summary of the role

this role is a key part of mid-management team in kpmg， who takes part in enhancing kpmg’s reputation and brand in the marketplace. the individual would focus on deal strategy solutions and demonstrate effectiveness in planning and managing client engagements/projects of moderate comple_ity， and the ability to effectively manage team members and internal resources. this role should be able to critically evaluate and e_ercise professional judgment on client issues. it’s also a role model for other team members –demonstrating strong technical knowledge， e_cellent project management ability， and good people development skills.

responsibilities

◾apply the deal-related methodology to the practical aspects of business operations and the client’s market sector throughout the engagement/project process to support sound and practical recommendations to clients

◾conduct pre-deal hr， operational and carve-out due diligence.， and etc

◾work in an engagement/project team， occasionally alongside other countries across apac and globally， to lead and/or participate in engagements/projects to assist clients to e_ecute project tasks within pmo and across multiple functions (finance， hr， it， etc.)

◾manage multiple pmo tasks， including assessing the completion of milestones， identifying and escalating risks and issues and summarising and developing status reports

◾develop quality end products， such as tracking tools， client-specific project templates and reports

◾lead preparation of high-quality recommendations and project plans

◾plan， develop and e_ecute project plans， identify areas for improvement and support detailed planning and e_ecution through the post-deal completion phase

◾proactively identify likely issues that could impact project success and lever wider kpmg service line support as required， differentiating and enhancing our service offering to clients

◾manage business development initiatives through with the creation and development of proposals and attend prospective client meetings

◾build and maintain strong and interactive client relationships. when required， act as the key point of contact to client stakeholders

e_perience

◾5+ years of deal relevant e_perience in:

◾strategy consulting or transaction advisory or management consulting in a big 4 / similar firm， tier 1 & 2 strategy houses preferred

◾m&a related positions of a leading company

◾deep understanding of deal basics (typical types， deal process and key milestones， etc.)， knowledge of specific sectors(life science， auto， consumer market， etc.) preferred

◾e_cellent analytical， problem solving and engagement/project and time management skills

◾e_perienced in e_ecuting and/or overseeing integration and separation activities such as pmo support， synergy evaluation， operating model development， finance/hr/it/supply chain integration planning and e_ecution， communications planning etc

◾strong capabilities in using microsoft office applications (including e_cel， ppt and word) and slide structuring and writing

◾proven track record in leading engagements/projects or components of an engagement/project

◾self-motivated， well-organised with a strong “can-do” attitude towards challenge

◾enthusiasm to work as part of a team based across multiple geographies to meet challengingclient deadlines in a fast paced environment

◾willingness to travel， if required

background

◾bachelor or above degree from a leading institution

◾e_cellent written and oral communication skills in english

◾chinese written and oral communication proficiency are a definite advantag