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Our Modelling team supports clients with financial modelling across the whole umbrella of Advisory services, with four main focus areas: Transactions and fundraising, Strategic planning and decision support, Restructuring and insolvency, Funds and valuations. Financial models underpin almost all business decisions and all corporate transactions. We build, review and amend models across all sectors, and our tools and analysis help our clients understand the impact of their decisions before they make them. Our priority is delivering tools that are easy to understand, as well as flexible and robust in the face of change. Most of our work is executed in Microsoft Excel, with some use of other programming languages. The Associate Directors in the team are responsible for leading the delivery of modelling assignments, and for executing work of the most complex nature.
Job Responsibility
Run modelling assignments on a day-to-day basis and maintain strong client relationships
Execute and review modelling work with a great degree of autonomy and expertise
Plan and develop financial models and other tools for clients, or assist in their design and development
Review financial models built by clients and their advisers and compile initial views and findings
Update and run financial models to provide analysis to support the firm's wider deliverables
Review the modelling work of team members, ensuring technical excellence and brand compliance, and giving appropriate guidance and feedback
Understand the results of models and engage with clients and colleagues in meaningful dialogue about the implications
Prepare model specification and user guide documents to a high standard, requiring minimal amendments by the partner/director
Manage risk on modelling assignments, including drafting and reviewing engagement letters
Lead the pursuit process for new opportunities, including understanding client requirements and drafting proposals
Proactively contribute to the team's marketing efforts, including attending networking events, preparing presentations and marketing collateral
Contribute to reports being prepared by other Advisory teams
Manage your time and that of the team and deliver work in line with agreed budgets, monitoring time and costs and advising the partner/director/client as appropriate
Provide coaching and training to junior team members
Contribute to the operational and interpersonal success of the team
Requirements
Experience in a directly comparable Big 4 or similar modelling team
Currently holding a senior manager or equivalent grade
Excellent Excel proficiency and familiarity with advanced techniques
Strong understanding of modelling best practice ideas
Highly numerate with strong communication skills
Logical approach to problem-solving, attention to detail
A track record of collaboration with clients and colleagues
Strong accounting skills and understanding of cash and working capital cycles
Educated to degree level or equivalent, preferably in a numerate degree
ACA or CA qualified or equivalent
Nice to have
Experience of coaching and/or mentoring others
Have a defined specialism in a relevant target industry sector, or modelling specialism such as operational change or restructuring, is desirable
Experience with VBA programming or PowerBI
Experience of business development and relationship building