Manager-Transaction Services

Job Description

Manager - Transaction Services, Deal Advisory

Core Technical Skills

• Previous experience working with financial institutions (banks, insurance, fintechs, asset managers, etc.) in advisory, consulting or audit
• Strong project management capabilities, ability to effectively multi-task and work with limited supervision to develop a well written report
• Improving the focus of the report to meet client needs
• Improving the quality of recommendations by focusing on key valuation and deal issues
• Understands the dynamics of each transaction and manages each stage of an engagement, seeking input from the partner or director as required
• Seeks to understand and articulate transaction rationale and implications on KPMG project team tasks and deliverables by facilitating start up meetings and team briefings and other team interactions
• Ensures kick off meetings and debriefs with directors and partners are taking place
• Evaluates and prioritizes transaction issues and risks arising from the project team’s analysis, and formulates solutions and deal recommendations for the client
• Reviews forecast and projected financial results and comments on the assumptions and sensitivities, and their implications for the financial model and the transaction
• Monitors and evaluates a complex project regularly to check how they are proceeding against deadlines and budget
• Prioritizes issues by using clear project management principles and is capable to judge the extent of required involvement of AD/Director/Partner and requests such involvement on a timely basis
• Manages client expectations over level and speed of service
• Involves the other KPMG functions when necessary
• Monitor delays/scope extensions on the job and identify and discuss possibilities for cost overruns with Partners/Directors
• Ensure prompt billings and collection on jobs (debtors and WIP)
• Sets and agrees objectives with each team member prior to the project kickoff and ongoing timely feedback
• Ensure that risk documentation are completed online for all jobs and that files are appropriately documented in accordance with Firm policy
  
  

• Seeks to be actively involved in client interaction and participates in setting up client events on their chosen client accounts
• Develop strong relationships with Client and Target at middle/senior levels and leverage on these relationships to identify business opportunities.
• Collaborate with other functions on joint deals
• Present solutions to problems and issues
• Considers the practicalities and costs involved when proposing a solution to a problem
• Puts procedures in place to avoid common problems from occurring again
• Makes decisions independently, without unnecessarily referring to others
• Questions current practices by thinking about the longer-term impact and wider implications
• Initiates smarter ways of working by making improvements to processes and looking for efficiency enhancements
• Takes firm and decisive action when a situation requires intervention
• Shows and instills enthusiasm in others to achieve desired results
• Provides effective coaching to junior team members
• Establishes and manages a clear set of standards for others to work within
• Manages the expectations of people regarding career development and progression
• Addresses objections from others by responding with well-reasoned responses