Financial Advisory-Mergers & Acquisitions-Manager at Deloitte

Main Purpose of Job

Supports the Senior Manager on delivery of designated engagement / project, managing the implementation of the agreed deliverables

Role & Responsibilities

• Tracks outputs against Service Level Agreement and reports to Senior Manager on any unforeseen issues arising
• Seeks to identify additional sales opportunities in client business
• Assists in the preparation of proposals/tenders and presentations on request
• Is a support resource in planning of sales presentations and client negotiation teams for new and retained business
• Develops market network in business and builds relationships that generate leads
• Builds relationships across Deloitte  service lines to understand broader offerings and seeks opportunities for cross-selling
• Generates innovative solutions on projects / engagements in collaboration with team members to enhance / renew service offerings to client
• Manages day-to-day deliverables of team on client engagements / projects
• Proactively identifies client service and  technical issues and implements resolutions to address these
• Develops productive working relationships with client teams
• Builds network of relationships across Deloitte to understand other service line offerings and to market own functional area
• Establishes and maintains good working  relationships with external clients across industries
• Participates in thought leadership process and shares functional and industry knowledge and expertise with clients, colleagues and teams
• Leads  delivery of team based on the SLA and identifies and addresses any areas of concern in outputs
• Manages engagement/project risk to ensure that the firm’s risk policies as well as risk to client confidentiality is aligned at all times
• Consistently reviews and analyses standard and quality of team deliverables and implements changes as necessary
• Meets regularly with client and client teams to understand issues, anticipate needs and address these
• Keeps Senior Manager updated on status of engagement  
• Communicates need for any changes in engagement / project plan to Senior Manager for discussion with Engagement sponsor / client
• Provides ongoing communication to teams on status of engagement / project, changes, achievements, etc.
• Drives Deloitte values of exceptional service to clients, growing the firm’s brand and talent development
• Shares expertise and knowledge with team members and counselees on an ongoing basis
• Develops good working relationships with key talent in team
• Monitors resource requirements for engagement and communicates to Senior Manager the need for increase / decrease in team headcount
• Maintains own development and knowledge in specialised area
• Manages engagement budget through accurate budgeting,  cost control and profitability management
• Monitors that time and expenses on engagement are accurately recorded and submitted weekly
• Manages WIP on engagement and ensures billings are timeously done and collections followed up
• Running transactions independently or 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
• Management and training of junior and reporting upwards
• Knowledge of regulations:
• BEE Legislation
• JSE Regulations
• Companies Act Requirements
• Understanding of Corporate Tax rules

Qualifications

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