Anyone analyze QoEs before? Need to come up with questions for due diligence call and looking for some guidance

like
Posting as :
works at
You are currently posting as works at

Make sure they did everything correctly eg audit everything looks good then questions should be about the cash to accrual adjustments and any and all pro forma and one time adjustments

like

Got it! Thank you!

Also just understanding flows in margin changes etc chance to learn as much about the business

like

Thank you!

First do a read through of the report. Assuming you’re evaluating a sell-side QoE and you’re doing a business level review vs accounting?

Understand the mgmt, dd, and pf adjustments. Do the add backs make sense based on commentary from the report?

Dig into the trends section (and/or adj. p&l / adj. BS sections, depending on the report). Is commentary descriptive enough? What is still unclear? Is there detail on specific adjustments and how they affect gross margin, revenue, etc directly (vs the EBITDA via)?

like

It’s also not complete yet, so just reviewing it in WIP draft. No commentary found just yet so purely just looking at numbers right now.

Your firm doesn’t have some kind of template list of questions in different topic areas? You want to prepare a data book with a separate tab for each key account class (AR, AP, Inventory, Accrued Expenses, Cash, PP&E, Sales, COGS, OPEX, OIE, etc.) and spread monthly financial data for 2-3 years along with %’s to analyze trends and ask questions about unusual outliers. Also asking about certain entries like whether they only record certain entries quarterly or only at year-end (as this will be a QoE adjustment if you’re scope is a TTM period that doesn’t align with the fiscal year).

like

Great feedback, thank you. It’s not a final draft form yet so just looking at numbers at the moment.

Related Posts

How onsite opportunity thorugh IJP work in CitiCorp

like

Do managers tend to make a scene while you put your papers?

Hi ,
Could anyone please suggest which company to join for 9+ experience guy
Hitach Vantara,
Epam system,
Netcracker technology,
CTS
Except CTS-everyone is offering good package

like

Is it mandatory to pass Barclays GSC test after completing people screening and joining after 2 weeks? I got the email now.

like

Is there a hard limit on how frequent you can apply in a year at FAANG? (For instance: Amazon, Google)

Also, how many positions are we allowed to apply?
There are just many positions at different teams right.

like

Hi Folks,

I have my interview on Monday for Data Scientist position at Walmart Global Tech India
First round is ML engineering Aspect round
Can some tell what should I prepare?
Should I focus on coding or machine learning algorithms?

likeuplifting

How long does it take EY GDS to hire? I've applied for some positions (bcom fresher) on June last week. For 2 positions (Core AMS- Staff & GDS.SaT_VME_BVals_Analyst) it's showing "we'd like to progress you to the next step in our recruiting process" since July 1st. It's been 10 days, but no update/email/phone calls. Can somebody help?

like

Rather specific question - best beef tartare in town?

like

Why are potential business happenings by a candidate’s kid disqualifying but (gestures wildly) for the other candidate not for TSers? Going to your resort, conducting federal business at your property, having foreign officials stay, not doing a blind trust, being granted trademarks/land deals in other countries, promoting your products/books in office, calling out other companies? Stop pretending you care or advocate for anything good/true.

Any place in the chicagoland area to get soup dumplings that compare to Joe’s Ginger/ Joes Shanghai in NY, i’ve tried Ming Kee and Qing Xiang Yuan. they aren’t even close

like

What are some effective salary negotiation straegies?

like

What’s the best way to summarize multiple amortization schedule. I have each schedule on a separate tab. On a master sheet can I do something where I can input a specific month and show my ST/LT ...

like

Does anyone wear ties anymore? Wanted to buy a ferragamo and a Hermès tie for Christmas but I feel like no one requires them anymore. Also how are BB ties compared to these two?

What would be the monthly takeaway if my package is 6.9Lpa band 7? Thank you

Have been making salads on my keto diet. I think I can survive on this diet. Indian goat meet mince salad below

Post Photo
like

Living her warmest, cuddliest life 🔥

Post Photo
like

Stranger Things 2. OH MAN! It's SOOOOOO GOOD!

like

Just started a new job and three people from the team have put in their notice or have left. Not a good look.

like

Additional Posts in Investment Banking - IBD

Just signed an offer and moving to Chicago in about a month. Unfortunately, I don’t know anyone there. Any best practices for finding roommates?

like

Left IBD to quickly - VP1 opps?

Long story short - was lured into an opportunity to do BD for a large PE PortCo… better work/life balance, but honestly miss the deal cycle.

Anyone know of open VP1 opps right now?

Quick background - former MM banker (think Raymond James, Piper Sandler size) doing FinTech and Asset Management within FIG, but also open to other sectors.

Thanks!

like

Difference in A1 stub bonus when joining in March vs. summer as usual? I’m joining early, but still part of the 2022 Class.

like

Say I work in tech and have a decent finance experience. Would my 3 yoe of domain "expertise" in tech make me an attractive bet for the banks Tech coverage team? In other words, does having experience in Tech make me more hireable for IBD?

like

Have an internship next summer in a vertical I don’t want to work in and is completely unrelated to where I want to end up. However the firm is strong in PE. To try and break into that side after my internship at the same company, would it be more beneficial to take on a (very small boutique) PE internship or an IB internship this fall?

like

Senior Risk Consultant + CPA at big 4 (4 YOE) looking to break into IB with no Deals experience. Would appreciate any tips, tricks and resources for interview prep and beyond. I have an interview coming up with an MM bank in their Real Estate group. TIA

like

What are realistic expectations for 3rd Year Analyst / Direct Promote Associate bonus range at a BB? Note that at MS, 2nd year bonuses in my group last year were 90-115K, while MBA associates received a pro-rated 90K stub (~40k). Personally would be pretty unhappy to take a pay cut between 2nd and 3rd year…

like

How many times do you think about quitting per day?

like

Is breaking into equity research/coverage teams as hard as breaking into traditional advisory/M&A IB being from a non target school with a non finance degree?

like

Late stage analyst 1 at a mid-market heavy TMT focused M&A boutique in London. Keen to increase exit opps and realise it may be worth trying to lateral to a BB / name brand. Any opinions / advice on achievability? If low, what’s the best move here.

like

Hi all!

Could anyone please look at my CV and Cover Letter for IB associate roles? I need someone experienced to look at them before I start submitting.

Thanks!

like

Nyc based. Is it at all possible to make at least 200 base in corp dev or strategy at a tech company? Super burned out but don’t want to take a paycut in base. I realize I’ll never make all in comp the same in tech but if I can match base I’d be content.

like
like

Lateraled into banking and I'm getting killed. My aso will mention to do stuff as he's walking out, says do this this and this and by the time I process what he said he's out the door then I miss something he's like I told you to do it. If I ask questions to clarify he gets annoyed, he says read what I wrote again, how is what I said confusing, etc. Dude I just want to be fed info my first few months until I reach a critical mass level of info to run shit on my own to some degree's

like

Any chance I'd get my ass into an IB with relatively low grade, but genuinly good work experience. FYI, tier 1 undergrad finance student from India!

like

Folks - when you calculate the total diluted share counts, does the result have to tie to the reported diluted share counts on the most recent filing (either 10K or 10Q)?

like

does anyone have experience exiting after 1 year? any vengeful MD stories? my MD knows a lot of people and i’m scared if i interview or exit to one of these places that he has a connection at he might try to mess with my career...

like

Hi, was wondering if anyone has info on Investment Banking and/or buyside comp levels in copenhagen?

like

Anyone know of any banking analyst lateral opportunities in Chicago? Looking to jump to BB/EB. Any insight to the shops around here is much appreciated!

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal