Job Description
Manager - Transaction Services, Deal Advisory
Core Technical Skills:
- 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
