Job Description

Responsibilities
Transaction/engagement management

• Leading / execution of the client engagement processes reporting directly to the partners (time management, WIP management etc);
• Leading junior staff on projects;
• Liaising as necessary with clients, internal referrers/stakeholders, lenders and other professional advisors during execution of work;
• Preparation of high quality engagement documentation (from pitch and scoping documents through engagement and take-on documentation to deliverables and reports).

Financial modelling

• Business modelling: developing and/or overseeing development of complex financial and business models (cashflow forecasts, strategic planning tools, business plans, valuation tools, investment appraisal, bid and cost models);
• Deal modelling: developing and/or overseeing the development of models for fund raising or restructuring transactions (project finance, leveraged finance, IPOs, private equity, debt raising, restructuring);
• Model assurance: leading and overseeing the delivery of auditing and review of financial models.

Business development and marketing (dependent on candidate level and experience)

• Leading and shaping development of client pitches/proposals, researching, preparing and supporting presentations, scoping new work, support development of marketing collateral;
• Presenting on financial modelling internally and externally;
• Relationship building with potential clients and intermediaries and development of own network internally and externally (including large corporates, private equity/infrastructure houses, banks).

Practice development

• Contribute to ongoing development of methodologies, templates, tools and best practice documentation;
• Coaching of others in the team;
• Contribute to internal reporting and operational improvement initiatives.

Personal and professional qualities

• Graduate and Qualified Chartered Accountant or equivalent, preferably with first time passes, and of the order of 2 years + PQE
• Minimum 3 years direct financial modelling experience, preferably within a dedicated financial modelling or FP&A function or team

Required Knowledge, Skills, and Abilities

Strong technical financial modelling ability and on-going interest in developments in this area Strong IT literacy required, particularly in Excel Exposure and / or interest in data analytics tools such as Power BI would be desirable Genuine interest in, and enthusiasm for helping clients make better business decisions, informed by robust analytical tools Logical and creative problem-solving mindset Proactive and hands-on approach High intelligence, evidenced by strong academics Self -starter with energy to work long, flexible hours and to tight deadlines Displays high level of accuracy, diligence and integrity Commercially minded and a critical thinker with a focus on continual improvement Able to form relationships with wide range of people and strong team player Willing to travel as required