Value Realization (Associate Director)

Introduction:

We are looking for a talented and driven Value Realization Associate Director with expertise in financial and transaction advisory. The ideal candidate will have a strong mix of consulting and industry experience, with the ability to lead financial analysis, develop financial models, and provide insights on mergers, acquisitions, and investments.

In this role, you will work closely with senior leaders and clients to support key projects, contribute to business development efforts, and help deliver impactful financial solutions. This is an exciting opportunity to grow your career in a collaborative and dynamic environment.

Key Responsibilities:

• Lead Financial and Transaction, investment advisory related projects
• Independently be able to conduct financial analysis and valuation by developing high-quality financial models.
• Develop financial models for new projects covering all aspects of project life cycle for internal and external audiences
• Scope out requirements from business functions and integrating the impact of requirements into models allowing for scenario planning and forecasting
• Review existing models and develop an enhanced external cost model to integrate the balance sheet, income statement and cash flow positions
• Offer advice to management and shareholder teams on a large set of financial matter such as merger and acquisition initiatives, potential opportunities, and financial due diligence.
• Build pipeline through continuously engaging prospect clients.
• Assess impact of transformation initiatives
• Lead workstreams autonomously within larger projects and ensure project deliverables are completed on time and meet quality standards.

Client Engagement:

• Independently lead a portfolio of clients, whilst also working closing with other team members to ensure work is delivered to the highest standard.
• Provide excellent service to clients up to c-suit level, building trusted relationships and generating appropriate financial returns.
• Prepare high quality presentations/proposals for clients including visually compelling documents, reports, and charts.
• Assist project team with relationship development, client need identification and proposal preparation

Team Collaboration and Development:

• Participate in the growth and development of the consulting team, assisting in recruitment and continuous learning initiatives.
• Contribute to the operations and strategic direction of the VRT practice through active collaboration and support.
• Promote high standards of service delivery and support team members to achieve client satisfaction and foster long-term relationships.

Required Qualifications:

• Educated to Bachelors Degree in Accounting or Finance or Qualified ACCA
• CFA level 1 is a must – CFA Charterholder preferrable
• 8-10 years of relevant professional experience in an corporate finance, transaction advisory, boutique corporate finance firm, or the corporate finance division of a recognized accounting firm

Core Competencies

• Proven and successful experience in strategy consulting and advisory, leading a business into enhanced financial performance.
• Exceptionally good skills in creating complex financial modeling and have an ability to understand and interpret financial marketing instruments.
• Deep understanding of accounting and tax standards as well as an understanding of financial instruments.
• Deep understanding of portfolio management, exit/entry strategies and accounting of portfolio companies
• Knowledge of complex formulas, VBA and Macro coding in Excel
• Develop high quality PowerPoint slides with rich content to convert financial model analysis into meaningful insights.
• Adequate knowledge of Power Bi and Dax coding.

Interpersonal Skills

• Exceptionally good communication skills both in written and verbal form.
• Superior analytical and problem-solving skills, with an unparalleled attention to detail
• Proven ability in critical thinking and solution creation
• Agility in shifting between various projects and teams
• Able to manage client team members and build relationships.
• Strong strategic thinking and problem-solving skills
• Excellent interpersonal skills and ability to communicate insights thoughtfully and efficiently
• Capable of effectively engaging with and influencing diverse stakeholder