Financial Advisory - Associate Director - Transaction Services at Deloitte

Main Purpose of Job

• Serving the client, growing the business and creating an impact that matters through quality service delivery.
•  Financial Advisory Core Technical/Professional Performance Areas

Strategic Impact

•  Drives the implementation of strategy of the Service Line  in relation to specific area  of expertise:
• Implements the strategy within area of responsibility by conforming to plans set by leadership in all engagements / projects including:

Revenue targets

• Talent management
• Communication to teams
• Tracking of plans in engagements / projects 
• Actively identifies sales opportunities and new business opportunities in broader market
• Drives preparation of proposals/tenders and presentations
• Leads sales presentations and client negotiation teams for new and retained business
• Grows market network with key players and builds long-term relationships
• Builds relationships across Deloitte service lines for cross-selling opportunities and combined engagement pursuits
• Identifies innovative solutions on projects / engagements to enhance / renew service offerings to client
• Drives own client portfolio and profitable book of business (depending on SL)

Budgets / Profitability

• Resources engagement teams with suitable talent, balancing correct levels and numbers and providing input into recruiting as necessary
• Manages margins effectively through accurate budgeting, pricing and profitability management on engagements
• Monitors that time and expenses to engagements are recorded and submitted weekly
• Active management of WIP and cash collection.
• Management of overruns on engagements.

Delivery Excellence

• Aligns all key stakeholders and establishes the appropriate governance structures to ensure transactions deliver a superior client experience
• Defines how the engagement should impact broader deal objectives and creates a team environment that builds accountability for and commitment to meeting engagement objectives
• Ensures clients are aware of their responsibilities in the deal process and appropriately manages clients against these expectations
• Shares important information with as much transparency and urgency as possible
• Challenges scope of engagement and recommends new solutions to better address client's business needs when required
• Identifies new opportunities and engages the right global experts to seize them
• Collaborates across the Firm to enhance the value Deloitte offers to clients; seeks and recognizes collective insights
• Builds and sustains relationships across global services and/or industry network to sell and deliver engagements
• Constantly achieve delivery targets
• Managing multiple engagements and maintaining high quality of delivery.

Executive Presence

• Acts as a trusted advisor to and projects confidence with clients at all levels
• Manages and advances relationships with clients beyond immediate engagement needs and serves as a trusted advisor, setting aside personal agenda to strengthen interactions with clients
• Acts as a key interface amongst client, fraud investigators, internal and external auditors, lawyers, and regulatory authorities in sensitive and sometimes adversarial situations
• Conducts interviews with executive level stakeholders, and probes on critical areas confidently and in a professional manner
• Takes control of challenging situations and diffuses escalated situations calmly by controlling own emotions and recognizing emotions in others

Financial Acumen

• Maximizes deal value by influencing the business on financial and operational decisions.
• Interprets and translates financial statements to inform sound decision making
• Helps client identify and analyse opportunities for value creation
• Understands the critical interdependencies and the short- and long-term trade-offs of decisions by maintaining a view of the deal landscape
• Comprehends the financial, procedural, and regulatory requirements for a given deal and can advise client accordingly
• Consistently meet minimum productivity targets

Knows the Business & the Industry

• Provides subject matter expertise on sector trends and leading practices to add significant value to the client
• Leverages deep sector expertise to articulate the reasoning behind drivers of growth in an industry
• Speaks to relevant Deloitte services within given sector outside of primary area of expertise
• Anticipates changes to a client’s business given economic influences
• Leads initiatives to build intellectual capital and develop new firm tools to gain a competitive advantage
• Uses relationships with senior-level stakeholders to identify opportunities for add-on work beyond own service line or business (eg. SPA opportunities, Tax or Consulting opportunities)

Manages Risk & Upholds Confidentiality

• Anticipates risks and continuously improves existing controls and procedures to mitigate risks and uphold confidentiality throughout engagements
• Represents Deloitte in the most ethical way in all matters of conducting business
• Anticipates issues before they become issues and takes appropriate course of action to mitigate
• Accepts overall responsibility and establishes appropriate controls for optimizing engagement profitability and managing risk in accordance with the contract, project plan, and Deloitte quality standards
• Advocates for Deloitte’s quality assurance and risk management procedures across engagements and teams
• Champions independence across engagement teams
• Ensures that professional, technical or client service issues are resolved appropriately, ensuring that Deloitte’s reputation remains intact

M&A Lifecycle Acumen

• Serves as a subject matter expert in the DD stage of the M&A lifecycle and maintains a vast network of professionals in others to lead complex transactions
• Maintains deep expertise in one stage in and builds a strong understanding of the M&A lifecycle, from Strategy through to Integration/Separation
• Comprehends the procedural and regulatory requirements for a given deal and can advise client accordingly
• Engages with the appropriate experts to maximize deal value by influencing the business on strategic and operational decisions across all stages
• Drives sales pursuits and marketplace eminence within a specific M&A/ TS segment and across borders

Qualifications
Required

• Honour’s degree in Finance/Investment Management/ CA(SA)

Desired Qualifications

• Honour’s degree in Finance/Investment Management/ CA(SA) / (CFA/ MBA advantageous)

Minimum Experience

• More than 8 years professional work experience, with at least six years in a financial Due diligence environment

Desired Experience

• More than 8 years’ experience in a Due Diligence environment