盡調(diào)崗位職責(zé)5篇

崗位職責(zé)是什么

盡調(diào)，即盡職調(diào)查，是企業(yè)在進(jìn)行重大決策如投資、并購、重組等活動(dòng)前，對目標(biāo)公司進(jìn)行全面、深入、細(xì)致的調(diào)查分析，以了解其真實(shí)狀況，評估潛在風(fēng)險(xiǎn)和收益的過程。

崗位職責(zé)要求

1. 專業(yè)素養(yǎng)：盡調(diào)人員需具備財(cái)務(wù)、法律、審計(jì)等相關(guān)專業(yè)知識(shí)，對行業(yè)動(dòng)態(tài)有敏銳洞察。

2. 分析能力：應(yīng)具備出色的數(shù)據(jù)分析和問題解決能力，能從海量信息中提煉關(guān)鍵點(diǎn)。

3. 細(xì)心嚴(yán)謹(jǐn)：工作需細(xì)致入微，不容許遺漏任何可能影響決策的關(guān)鍵細(xì)節(jié)。

4. 溝通技巧：與各方利益相關(guān)者有效溝通，獲取所需信息。

5. 遵守法規(guī)：確保調(diào)查過程符合法律法規(guī)，保護(hù)商業(yè)機(jī)密。

崗位職責(zé)描述

盡調(diào)崗位的日常工作涉及收集、整理、分析各種資料，包括但不限于財(cái)務(wù)報(bào)表、合同文件、市場研究報(bào)告等。盡調(diào)人員需要通過面談、郵件、電話等多種方式，與目標(biāo)公司的管理層、員工、客戶、供應(yīng)商等接觸，以了解其經(jīng)營狀況、管理效率、市場地位、法律合規(guī)性等。此外，他們還需要對比行業(yè)標(biāo)準(zhǔn)，識(shí)別潛在的風(fēng)險(xiǎn)點(diǎn)，并提出解決方案或建議。

有哪些內(nèi)容

1. 財(cái)務(wù)盡調(diào)：詳細(xì)審查財(cái)務(wù)記錄，分析財(cái)務(wù)健康狀況，包括收入、利潤、現(xiàn)金流、負(fù)債等。

2. 法律盡調(diào)：檢查公司合法性，包括營業(yè)執(zhí)照、合同、訴訟記錄，評估法律風(fēng)險(xiǎn)。

3. 市場盡調(diào)：研究目標(biāo)公司在行業(yè)中的位置，分析市場趨勢、競爭格局、客戶反饋等。

4. 操作盡調(diào)：深入了解業(yè)務(wù)流程、供應(yīng)鏈、技術(shù)狀況，評估運(yùn)營效率和可持續(xù)性。

5. 管理盡調(diào)：評估管理層能力、團(tuán)隊(duì)穩(wěn)定性，以及企業(yè)文化與戰(zhàn)略方向。

6. 環(huán)境、社會(huì)與治理（esg）盡調(diào)：考察公司對環(huán)境的影響、社會(huì)責(zé)任履行及治理結(jié)構(gòu)。

盡調(diào)人員需綜合以上各方面信息，編寫詳實(shí)的盡職調(diào)查報(bào)告，為高層決策提供依據(jù)。報(bào)告應(yīng)清晰、客觀地呈現(xiàn)調(diào)查結(jié)果，指出潛在問題，并提出針對性的建議，以幫助企業(yè)在復(fù)雜商業(yè)環(huán)境中做出明智選擇。

盡調(diào)崗位職責(zé)范文

第1篇 盡調(diào)專員崗位職責(zé)

投資盡調(diào)專員 格林豪泰 格林豪泰酒店(中國)有限公司,格林豪泰,格林豪泰中國,格林豪泰酒店,格林豪泰酒店管理集團(tuán),格林集團(tuán),格林豪泰 職責(zé)描述:

1. 定期對投資項(xiàng)目業(yè)務(wù)進(jìn)行分析,協(xié)助投資項(xiàng)目的經(jīng)營業(yè)績考核與管理工作,并對經(jīng)營過程中的重大問題及時(shí)跟蹤分析調(diào)研,出具解決方案;

2. 協(xié)助盡調(diào)項(xiàng)目完成;

3. 協(xié)助項(xiàng)目投前,投中,投后管理;

4. 協(xié)助起草盡調(diào)報(bào)告;

5. 協(xié)助經(jīng)理對接外部機(jī)構(gòu)管理盡調(diào)項(xiàng)目的進(jìn)度,指導(dǎo)項(xiàng)目開展。

任職要求:

1. 全日制統(tǒng)招本科及以上學(xué)歷,財(cái)會(huì)、金融或管理類相關(guān)專業(yè),985,211優(yōu)先;

2. 熟悉財(cái)務(wù)報(bào)表,掌握投資管理知識(shí);

3. 1年以上財(cái)務(wù),投資及審計(jì)類工作經(jīng)驗(yàn);

4. 較好溝通及執(zhí)行能力;

5. 較好的書面表達(dá)能力;

6. word, e_cel 運(yùn)用能力。

第2篇 財(cái)務(wù)盡調(diào)經(jīng)理崗位職責(zé)

財(cái)務(wù)盡調(diào)經(jīng)理 上海祥達(dá)股權(quán)投資基金管理有限公司 上海祥達(dá)股權(quán)投資基金管理有限公司,祥達(dá) 崗位職責(zé):

1、對盡調(diào)項(xiàng)目進(jìn)行財(cái)務(wù)、稅務(wù)方面的盡職調(diào)查,分析擬投企業(yè)的盈利能力、現(xiàn)金流,

資產(chǎn)負(fù)債情況等,并出具符合要求的盡調(diào)報(bào)告;

2、對盡調(diào)項(xiàng)目進(jìn)行盈利預(yù)測、項(xiàng)目價(jià)值模型,輔助盡調(diào)項(xiàng)目決策;

3、充分揭示盡調(diào)項(xiàng)目的財(cái)務(wù)風(fēng)險(xiǎn)或危機(jī),判明潛在的致命缺陷和它們對收購及預(yù)期投資收益的可能的影響;

4、對已投項(xiàng)目進(jìn)行投后財(cái)務(wù)分析;

5、根據(jù)安排對項(xiàng)目財(cái)務(wù)工作進(jìn)行監(jiān)管,定期了解項(xiàng)目的財(cái)務(wù)狀況,發(fā)現(xiàn)問題及時(shí)匯報(bào);

6、參與實(shí)施項(xiàng)目移交、清算等相關(guān)的財(cái)稅工作;

7、其他與本崗相關(guān)工作

任職要求:

1、具有會(huì)計(jì)、財(cái)務(wù)或相關(guān)專業(yè)本科以上學(xué)歷;

2、有會(huì)計(jì)師事務(wù)所和投資機(jī)構(gòu)經(jīng)歷者優(yōu)先考慮;

3、熟悉財(cái)務(wù)分析、建模、估值,具有良好的財(cái)務(wù)分析預(yù)測和報(bào)告撰寫能力;

4、具備較強(qiáng)的信息搜集、數(shù)據(jù)分析整合、邏輯思維和分析判斷能力;

5、熟悉財(cái)務(wù)管理、有深入企業(yè)進(jìn)行財(cái)務(wù)盡調(diào)的經(jīng)驗(yàn);

6、熟悉國家會(huì)計(jì)準(zhǔn)則以及相關(guān)的財(cái)務(wù)、稅務(wù)、審計(jì)法規(guī)、政策;

第3篇 財(cái)務(wù)盡調(diào)崗位職責(zé)

財(cái)務(wù)盡調(diào) 北京方圓金鼎投資管理有限公司 北京方圓金鼎投資管理有限公司關(guān)聯(lián)公司 ? 崗位職責(zé):

1、負(fù)責(zé)擬投資項(xiàng)目的財(cái)務(wù)分析及盡職調(diào)查,對項(xiàng)目進(jìn)行合規(guī)性和真實(shí)性的審查;

2、參與公司投資決策,發(fā)表投資風(fēng)控意見;

3、投后項(xiàng)目的定期復(fù)盤、財(cái)務(wù)規(guī)范跟蹤,保障項(xiàng)目順利執(zhí)行及退出。

? 任職要求:

1、法律、金融、會(huì)計(jì)等相關(guān)專業(yè)的本科以上學(xué)歷;

2、會(huì)計(jì)師事務(wù)所審計(jì)工作2-3年工作經(jīng)驗(yàn),注冊會(huì)計(jì)師優(yōu)先;

3、為人正直,堅(jiān)持原則,邏輯能力強(qiáng),樂于發(fā)現(xiàn)問題及解決問題。

? 崗位亮點(diǎn):

風(fēng)險(xiǎn)控制是金鼎資本得以快速穩(wěn)健發(fā)展的核心優(yōu)勢之一,我們以為客戶創(chuàng)造穩(wěn)健持久的高回報(bào)作為自己的使命,打造屬于金鼎資本的風(fēng)險(xiǎn)控制體系。金鼎的風(fēng)控團(tuán)隊(duì)可以參與項(xiàng)目的投前立項(xiàng)、投中盡調(diào)和投后復(fù)盤工作,是金鼎資本專業(yè)團(tuán)隊(duì)中最有機(jī)會(huì)參與到整個(gè)項(xiàng)目運(yùn)作中的核心部門。在這樣的團(tuán)隊(duì)里,可以快速提高對項(xiàng)目的判斷力和格局視野,提高全流程投資的能力,期待有學(xué)識(shí)、有理想、有奮斗精神的你加入風(fēng)控團(tuán)隊(duì)!

第4篇 財(cái)務(wù)盡調(diào)和財(cái)務(wù)顧問崗位職責(zé)要求

職位描述：

職責(zé)描述：

1.參與或負(fù)責(zé)財(cái)務(wù)盡職調(diào)查項(xiàng)目，協(xié)助或主導(dǎo)完成現(xiàn)場工作以及報(bào)告的撰寫。

2.學(xué)習(xí)掌握行業(yè)分析技能，協(xié)助合伙人拓展企業(yè)融資和并購顧問業(yè)務(wù)，培養(yǎng)和擁有獨(dú)立承擔(dān)交易融資買方或賣方財(cái)務(wù)顧問項(xiàng)目的能力。

3.領(lǐng)導(dǎo)交辦的其他工作。

_工作地點(diǎn)（四選一）：杭州市江干區(qū)錢江路1366號華潤大廈b座/北京市海淀區(qū)中關(guān)村南大街甲18號北京國際大廈b座17樓/上海市浦東新區(qū)浦電路370號寶鋼大廈22層/深圳市福田區(qū)濱河大道5020號證券大廈16樓

職位要求：

1.大學(xué)本科及以上學(xué)歷，擁有較為扎實(shí)的財(cái)務(wù)知識(shí)基礎(chǔ)，通過cpa考試或其他執(zhí)業(yè)資格考試者優(yōu)先。

2.兩年以上大中型會(huì)計(jì)師事務(wù)所審計(jì)、財(cái)務(wù)咨詢或大型企業(yè)集團(tuán)內(nèi)部審計(jì)，以及四大corporate finance、fa財(cái)務(wù)顧問或投資機(jī)構(gòu)經(jīng)驗(yàn)。

3.良好的團(tuán)隊(duì)合作精神、客戶服務(wù)意識(shí)及溝通交流能力，較強(qiáng)的抗壓能力，接受不定期出差。

4.高效的學(xué)習(xí)能力，熟練掌握辦公軟件（word、e_cel、powerpoint等）。

5.英語流利，有海外留學(xué)或跨境并購經(jīng)驗(yàn)者優(yōu)先。

6.具備良好的職業(yè)道德，無違法違紀(jì)行為，未受到過行業(yè)監(jiān)管處罰。

第5篇 戰(zhàn)略咨詢經(jīng)理交易盡調(diào)方向 (strategy deal cdd)崗位職責(zé)要求

職位描述：

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