Financial Advisory- Mergers & Acquisition-Senior Consultant at Deloitte

Job Description
Main purpose of Job

Supports the Engagement Manager in delivery of engagement / project, in specific area of competency

Role & Responsibilities 

• Raises issues with manager as identified in area of focus that may affect the quality of delivery or timelines of the engagement 
• Identifies opportunities for follow-on work and works with management to win the business
• Assists in development of client presentations / discussion documentation
• Actively builds business relationships that generate leads
• Gathers information to understand broader offerings of Deloitte and seeks opportunities for cross-selling
• Raises solutions to address issues in area of expertise that may enhance / renew service offerings to client
• Communicates regularly with both Engagement Manager and client to meet deliverable expectations in specific area of expertise
• Develops productive working relationships with client staff
• Proactively identifies client needs and problems on technical issues that arise and propose resolutions to address these
• Manages risk in area of engagement in alignment with Deloitte policies  
• Consistently reviews and analyses accuracy and quality of own deliverables
• Maintains clear communication channels with engagement team members on work status
• Shares expertise and knowledge with team members and assists where possible to ensure quality and timeous delivery of work
• Mentors junior members of the team
• Maintains own development and knowledge in specialised area
• Maintains quality and timeous delivery as per SLA
• Running transactions with little support
• Working on a range of buy-side / sell-side / BEE transactions
• Assisting with day to day management of transactions which includes preparation of pitch books, information memoranda, management presentations, valuation analysis and taking responsibility for preparation of information and client communications
• Industry research for both deal origination and transaction analysis (carry out detailed industry and sector analysis on projects)
• Valuation (using various methodologies (DCF, trading multiples, transaction multiples, etc.)) work and financial modelling
• Transaction structuring, including determining optimal capital structure
• Ability to provide input into and mark up legal agreements
• Liaise with all parties and service providers involved in transaction, including due diligence, tax, legal, regulatory etc.
• Prepare positioning papers to be used for stakeholders on deal rationale, structure and implications
• Evaluate shareholding structures and related company documentation to understand implications for envisaged transactions
• Facilitate brainstorming sessions regarding potential transactions
• Contribution to marketing and business development opportunities
• To have a broader perspective of potential issues encountered in transactions
• Need to be aware of regulations and exhibit ability to apply and adjust deliverables.
• BEE Legislation
• JSE Regulations
• Companies Act Requirements
• Understanding of Corporate Tax rules
• Management and training of junior team members and reporting upwards
   

Qualifications

• B Com Honours Business Science /Finance
• Postgraduate qualification in Business Science/ CA(SA) CFA Advantageous

Additional Information
Leadership Capabilities

• Living our Purpose - Acts as a role model, embracing and living our purpose and values, and recognizing others for the impact they make
• Talent development - Develops high-performing people and teams through challenging and meaningful opportunities
• Performance drive - Delivers exceptional client service; maximizes results and drives high performance from people while fostering collaboration across businesses and borders
• Influence - Influences clients, teams, and individuals positively, leading by example and establishing confident relationships with increasingly senior people
• Strategic direction - Understands key objectives for clients and Deloitte, aligns people to objectives and sets priorities and direction

Analytical Thinking & Problem Solving

• Selects appropriate methods for collecting and analyzing large and complex data sets to extract insights and support solutions

Delivery

Excellence

• Produces a high quality work product and collaborates with others across phases of the M&A transaction lifecycle to deliver a superior client experience
• Financial Acumen
• Analyzes financial and accounting information when evaluating transactions
• Manages Risk & Upholds Confidentiality
• Manages own work in an ethical manner with a continuous attention to quality and risk rules, and confidentiality
• M&A Lifecycle
• Acumen
• Builds an understanding of how stages of the M&A lifecycle operate to enhance delivery in own phase of expertise

M&A Strategy & Execution

• Researches and conducts analyses to compile key deal documents to support all phases of M&A

Debt & Capital

• Advisory
• Evaluates alternative schemes and sources of funding to find the solution that best fits client’s needs
• Infrastructure
• Advisory
• Supports business development initiatives to maximize value from client’s infrastructure investment

*Please note that this job advertisement provides a summary of the capabilities required and all candidates shortlisted will receive a full list of capabilities.