Previous experience working with financial institutions (banks, insurance, fintechs, asset managers, etc.) in advisory, consulting or audit
Strong project management capabilities, ability to effectively multi-task and work with limited supervision to develop a well written report
Improving the focus of the report to meet client needs
Improving the quality of recommendations by focusing on key valuation and deal issues
Understands the dynamics of each transaction and manages each stage of an engagement, seeking input from the partner or director as required
Seeks to understand and articulate transaction rationale and implications on KPMG project team tasks and deliverables by facilitating start up meetings and team briefings and other team interactions
Ensures kick off meetings and debriefs with directors and partners are taking place
Evaluates and prioritizes transaction issues and risks arising from the project team’s analysis, and formulates solutions and deal recommendations for the client
Reviews forecast and projected financial results and comments on the assumptions and sensitivities, and their implications for the financial model and the transaction
Monitors and evaluates a complex project regularly to check how they are proceeding against deadlines and budget
Prioritizes issues by using clear project management principles and is capable to judge the extent of required involvement of AD/Director/Partner and requests such involvement on a timely basis
Manages client expectations over level and speed of service
Involves the other KPMG functions when necessary
Monitor delays/scope extensions on the job and identify and discuss possibilities for cost overruns with Partners/Directors
Ensure prompt billings and collection on jobs (debtors and WIP)
Sets and agrees objectives with each team member prior to the project kickoff and ongoing timely feedback
Ensure that risk documentation are completed online for all jobs and that files are appropriately documented in accordance with Firm policy
Relevant Advisory Skills and Behaviors
Seeks to be actively involved in client interaction and participates in setting up client events on their chosen client accounts
Develop strong relationships with Client and Target at middle/senior levels and leverage on these relationships to identify business opportunities.
Collaborate with other functions on joint deals
Present solutions to problems and issues
Considers the practicalities and costs involved when proposing a solution to a problem
Puts procedures in place to avoid common problems from occurring again
Makes decisions independently, without unnecessarily referring to others
Questions current practices by thinking about the longer-term impact and wider implications
Initiates smarter ways of working by making improvements to processes and looking for efficiency enhancements
Takes firm and decisive action when a situation requires intervention
Shows and instills enthusiasm in others to achieve desired results
Provides effective coaching to junior team members
Establishes and manages a clear set of standards for others to work within
Manages the expectations of people regarding career development and progression
Addresses objections from others by responding with well-reasoned responses
