Financial Advisory - Associate Director - Transaction Services (Financial Due Diligence)

  • Full-time

Company Description

About Deloitte

Deloitte is a leading global provider of audit and audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our global network of member firms and related entities in more than 150 countries and territories (collectively, the “Deloitte organization”) serves four out of five Fortune Global 500® companies.  Learn how Deloitte’s approximately 312,000 people make an impact that matters at www.deloitte.com 

Every day, your work will make an impact that matters, while you thrive in a dynamic culture of inclusion, collaboration and high performance. As the undisputed leader in professional services, Deloitte is where you will find unrivalled opportunities to succeed and realize your full potential. 

About the Division

Our Financial Advisory team specialises in taking facts and figures and then adding insight and expertise to maximise value and impact for our clients. Our integrated approach means our clients enjoy ‘one point of call’ that encompasses every aspect of a transaction. 

Together with other Deloitte services such as Tax, Consulting and Legal, we provide a comprehensive solution to clients, using global best practice and our global and local network.

Our professionals need to have the acumen to handle complex situations and multiple responsibilities simultaneously, balancing long term projects with the urgency of immediate operational demands. We are committed to establishing and empowering the firm by establishing an environment of continuous learning and enriching career opportunities.

Job Description

What impact will you make?

Every day, your work will make an impact that matters, while you thrive in a dynamic culture of inclusion, collaboration and high performance. As the undisputed leader in professional services, Deloitte is where you will find unrivalled opportunities to succeed and realize your full potential.

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

o   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

 

 

 

Additional Information

Leadership / Behavioural Capabilities

  • Living our Purpose - Fosters broad commitment to our purpose and values; inspires peers and teams to make an impact that matters
  • Talent Management - Manages the development of a strong pipeline of talent for current/ future success; owns and drives a talent experience that differentiates Deloitte
  • Performance drive - Builds a high performance culture by cultivating individual and team strengths; drives outstanding client service, often through large cross-business and/or cross-border teams
  • Influence - Builds long-term, trust-based relationships with senior stakeholders and influencers, and uses highly developed influencing skills to drive impact, often in complex situations
  • Strategic Direction - Sets & communicates strategic direction, excites people around the vision and goals and aligns diverse, cross-functional and cross-border teams to achieve success
  • Competitive Edge - Anticipates market and competitor trends to develop and deliver bold and innovative solutions that differentiate Deloitte with clients
  • Inspirational leadership - Leads from the front, acting as an exemplary role model for leaders at all levels; promotes a strong sense of loyalty and followership and energizes others to act

 

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

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