Senior Associate (Financial Advisory)

Specifications

• Bachelor’s or master’s degree in business, finance, or a related field.
• Certification in process improvement methodologies is desirable.
• 6 - 7 years of minimum working experience in the business advisory consulting space.
• Experience with any of the Big 4 or other consulting firms is an added advantage.
• The ability to do Valuations is a must-have.
• Experience in risk-based due diligence or implementation of internal control systems is desirable.
• Experience in investigation and audit.

Mission / Purpose of the Job:

• Identify business opportunities, build strategic partnerships, cultivate client relationships, and manage these effectively to become a sustainable asset
• Responsible for managing key projects in the business, including business valuations, commercial & financial due diligence, feasibility studies, process optimization, amongst others

(1.) Job Responsibilities (A) Business Valuations:

• Responsible for using a variety of analytical, financial, and market strategies to provide an accurate value of a business that can be used for business sales, litigation support, and financial reporting, among other purposes.
• Conduct business valuations for a wide variety of purposes, including succession planning, business sales, mergers, and acquisitions, and estate planning.
• Assess financial implications and ROI potential
• Responsible for analyzing complex financial data quickly and accurately and providing actionable recommendations to clients based on that analysis.

(B) Feasibility Studies

• Conduct thorough feasibility studies for proposed projects
• Keep up to date with the latest economic market trends, industry developments, and changes in regulations to ensure accurate valuations
• Assess financial implications and ROI potential
• Identify potential risks and mitigation strategies

(C) Market Research:

• Collect and analyze data on market trends.
• Provide insights and recommendations to support decision-making, identify market trends, and improve competitiveness.

(D) Process Optimization:

• Proficiency in process improvement methodologies.
• Facilitate change management efforts by communicating proposed improvements, obtaining buy-in from stakeholders, and ensuring successful implementation.
• Create strategic models to evaluate and monitor business performance to assist business owners in choosing and adopting the best alternatives for their business and to create financial models, forecasts, projections and budgets.
• Identify potential risks and mitigation strategies.

Knowledge

• A sound understanding of economic trends, a confident knowledge of industry movements is necessary for accurate valuation statistics for stakeholders
• Have a deep understanding of accounting principles, financial reporting standards, and regulatory compliance requirements.
• Be knowledgeable on valuation principles including discounted cash flow valuation – experience in purchase price allocation is a plus.
• Strong market analysis experience and knowledge of financial modelling, have a full suite of analytical skills, and knowledge of complex financial and asset modelling.
• Financial Instruments Valuations
• Mortgage and Financing Appraisals
• Project Risk Monitoring
• Business Valuations