Financial Manager – Duys (Escopil Group) with a Primary Focus on the Merger

1. Background

Escopil Group, the majority shareholder of Duys (66.7%) and the full owner of Escopil, is
seeking to hire a Financial Manager to oversee the finance function of Duys while leading the
financial component of the merger between Duys and Escopil. This position is a full-time
managerial role, but the merger will be the primary focus of the candidate’s work during the
initial phase. The Financial Manager will be responsible for ensuring financial accuracy,
regulatory compliance, and operational alignment between the two entities, making financial
consolidation a key deliverable.

1. Objective of the Assignment

Financial Management Responsibilities:
 Oversee Duys’ financial operations, ensuring efficient management of resources.
 Strengthen financial controls, improve reporting accuracy, and optimize financial
performance.
 Ensure compliance with IFRS and regulatory requirements.
Merger-Related Responsibilities (Primary Focus):
 Lead the financial integration of Duys and Escopil, ensuring financial statements reflect
the true economic reality.
 Conduct financial due diligence and align financial reporting frameworks between the
two companies.
 Develop financial models and forecasts to support the merger process.

1. Scope of Work

3.1. Financial Oversight & Management
 Supervise Duys’ financial health, including budgeting, forecasting, and financial
reporting.
 Ensure financial operations align with Escopil Group’s strategic objectives.
 Maintain financial controls and ensure compliance with international and local financial
regulations.
3.2. Merger Execution – Primary Focus of the Role
 Lead the financial preparation and integration of Duys and Escopil, ensuring
seamless financial consolidation.
 Ensure that financial statements accurately reflect the companies' true economic
reality to support the merger process.
 Identify and rectify inconsistencies, misstatements, or gaps in financial reporting that
could impact the merger.
3.3. Financial Due Diligence & Integration

 Conduct a comprehensive financial due diligence to assess the financial position of
Duys and Escopil.
 Align financial reporting methodologies, accounting policies, and internal controls
between the two companies.
 Develop financial models and forecasts for the post-merger entity.
 Ensure financial transparency and support strategic decision-making throughout the
merger process.
3.4. Regulatory & Compliance Alignment
Ongoing Financial Compliance:
 Ensure compliance with IFRS and other relevant international accounting
standards.
 Manage regulatory and tax compliance obligations.
Merger-Specific Compliance:
 Identify financial, tax, and compliance risks related to the merger and propose mitigation
strategies.
 Work closely with auditors, legal advisors, and external consultants to ensure a smooth
financial transition.
3.5. Post-Merger Financial Integration
Operational Financial Oversight:
 Lead financial systems integration and optimize post-merger financial operations.
 Streamline internal processes and reporting structures.
Strategic Financial Planning for the New Entity:
 Develop a financial governance framework for the newly merged company.
 Ensure long-term financial sustainability and efficiency.

1. Deliverables

General Financial Management Deliverables:
 Financial performance reports and forecasts for Duys.
 Compliance and risk assessments for ongoing operations.
Merger-Specific Deliverables:
 Financial Statement Review & Adjustment Report: Ensuring that financial statements
reflect the economic reality of both companies.
 Financial Due Diligence Report: Analyzing financial risks, liabilities, and opportunities
for the merger.
 Merger Financial Integration Plan: A structured plan outlining financial integration
strategies.
 Regulatory Compliance Report: Ensuring alignment with IFRS and tax regulations for
the merger.
 Post-Merger Financial Roadmap: A long-term financial plan for the merged entity.

1. Candidate Profile & Experience Requirements

General Financial Management Requirements:
 Experience in corporate finance, financial restructuring, and financial oversight.
 Strong knowledge of IFRS and international accounting standards.
 Proven ability to work in an industrial sector or emerging market environment.
Merger-Specific Requirements:
 Experience in M&A transactions, financial due diligence, and integration.
 Strong financial modeling skills to support the merger’s financial impact analysis.
 Ability to navigate financial and governance complexities in an M&A context.

1. Duration & Reporting Structure

General Role Structure:
 The position is a full-time role based at Duys.
 The Financial Manager will oversee daily financial operations and report to [….].
Merger-Specific Structure:
 The Financial Manager will provide regular updates on the merger’s financial
progress and integration milestones.
 Collaborate closely with senior leadership and external advisors to execute the financial
consolidation strategy.

Financial Manager – Duys (Escopil Group) with a Primary Focus on the Merger

1. Background

Escopil Group, the majority shareholder of Duys (66.7%) and the full owner of Escopil, is
seeking to hire a Financial Manager to oversee the finance function of Duys while leading the
financial component of the merger between Duys and Escopil. This position is a full-time
managerial role, but the merger will be the primary focus of the candidate’s work during the
initial phase. The Financial Manager will be responsible for ensuring financial accuracy,
regulatory compliance, and operational alignment between the two entities, making financial
consolidation a key deliverable.

1. Objective of the Assignment

Financial Management Responsibilities:
 Oversee Duys’ financial operations, ensuring efficient management of resources.
 Strengthen financial controls, improve reporting accuracy, and optimize financial
performance.
 Ensure compliance with IFRS and regulatory requirements.
Merger-Related Responsibilities (Primary Focus):
 Lead the financial integration of Duys and Escopil, ensuring financial statements reflect
the true economic reality.
 Conduct financial due diligence and align financial reporting frameworks between the
two companies.
 Develop financial models and forecasts to support the merger process.

1. Scope of Work

3.1. Financial Oversight & Management
 Supervise Duys’ financial health, including budgeting, forecasting, and financial
reporting.
 Ensure financial operations align with Escopil Group’s strategic objectives.
 Maintain financial controls and ensure compliance with international and local financial
regulations.
3.2. Merger Execution – Primary Focus of the Role
 Lead the financial preparation and integration of Duys and Escopil, ensuring
seamless financial consolidation.
 Ensure that financial statements accurately reflect the companies' true economic
reality to support the merger process.
 Identify and rectify inconsistencies, misstatements, or gaps in financial reporting that
could impact the merger.
3.3. Financial Due Diligence & Integration

 Conduct a comprehensive financial due diligence to assess the financial position of
Duys and Escopil.
 Align financial reporting methodologies, accounting policies, and internal controls
between the two companies.
 Develop financial models and forecasts for the post-merger entity.
 Ensure financial transparency and support strategic decision-making throughout the
merger process.
3.4. Regulatory & Compliance Alignment
Ongoing Financial Compliance:
 Ensure compliance with IFRS and other relevant international accounting
standards.
 Manage regulatory and tax compliance obligations.
Merger-Specific Compliance:
 Identify financial, tax, and compliance risks related to the merger and propose mitigation
strategies.
 Work closely with auditors, legal advisors, and external consultants to ensure a smooth
financial transition.
3.5. Post-Merger Financial Integration
Operational Financial Oversight:
 Lead financial systems integration and optimize post-merger financial operations.
 Streamline internal processes and reporting structures.
Strategic Financial Planning for the New Entity:
 Develop a financial governance framework for the newly merged company.
 Ensure long-term financial sustainability and efficiency.

1. Deliverables

General Financial Management Deliverables:
 Financial performance reports and forecasts for Duys.
 Compliance and risk assessments for ongoing operations.
Merger-Specific Deliverables:
 Financial Statement Review & Adjustment Report: Ensuring that financial statements
reflect the economic reality of both companies.
 Financial Due Diligence Report: Analyzing financial risks, liabilities, and opportunities
for the merger.
 Merger Financial Integration Plan: A structured plan outlining financial integration
strategies.
 Regulatory Compliance Report: Ensuring alignment with IFRS and tax regulations for
the merger.
 Post-Merger Financial Roadmap: A long-term financial plan for the merged entity.

1. Candidate Profile & Experience Requirements

General Financial Management Requirements:
 Experience in corporate finance, financial restructuring, and financial oversight.
 Strong knowledge of IFRS and international accounting standards.
 Proven ability to work in an industrial sector or emerging market environment.
Merger-Specific Requirements:
 Experience in M&A transactions, financial due diligence, and integration.
 Strong financial modeling skills to support the merger’s financial impact analysis.
 Ability to navigate financial and governance complexities in an M&A context.

1. Duration & Reporting Structure

General Role Structure:
 The position is a full-time role based at Duys.
 The Financial Manager will oversee daily financial operations and report to [….].
Merger-Specific Structure:
 The Financial Manager will provide regular updates on the merger’s financial
progress and integration milestones.
 Collaborate closely with senior leadership and external advisors to execute the financial
consolidation strategy.