Associate Director, Financial Advisory

Teneo external feed for LinkedIn; Jersey Marine; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

28 days holiday

Discretionary Bonus Scheme

Cash benefits package

Company pension scheme

Investment in personal development &学习

Enhanced maternity and paternity leave

Job summary

Teneo is seeking an Associate Director to join its Financial Advisory practice, leading engagements across sectors and managing teams. You will support Directors, advise boards and management on restructuring, cash flow and strategic options, and drive client delivery with a data-driven mindset.

You will oversee complex projects, liaise with legal and tax advisors, and contribute to business development while mentoring junior staff. Fluency in English is essential.

Qualifications

• Qualified accountant (ACA/ACCA or equivalent), time and exam qualified.
• Financial advisory experience in professional services, consultancy or investment banking.
• Ability to assess historical financial performance and future outlook from statements.
• Understanding of debt markets, loan agreements and relevant documentation.
• Strong analytical and interpersonal skills.
• Experience leading mid-to-large teams and mentoring staff.
• Proficient English, both spoken and written.

Responsibilities

• Prepare engagement letters and ensure compliance.
• Support Directors and manage external stakeholders.
• Assist management with cash flow forecasts and advisory plans.
• Provide financial restructuring and cash management insights.
• Stress-test business plans, budgeting, KPI reporting and automation.
• Establish or enhance company finance functions and processes.
• Develop advisory options with input from other teams and drive documentation.
• Manage complex insolvency cases and asset recovery actions.
• Oversee engagement economics and risk management.
• Lead junior staff and support talent development.

Skills

Qualified accountant

Financial advisory

Debt markets

Financial statements

Analytical skills

Interpersonal skills

Project management

English fluency

Education

ACA/ACCA or equivalent

Job description

This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory skills and experience.You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, lenders and shareholders of companies which are underperforming and/or facing any financial stress.

As an Associate Director in the team, you will have the opportunity to work and lead on a diverse range of engagements across all sectors, with plenty of responsibility for leading workstreams, managing junior staff and supporting Directors and Managing Directors in client-facing delivery.

Key Responsibilities

Client Service

• Preparation of engagement letter(s) and ensuring adherence to all compliance requirements.
• Manage parts of the engagement, providing support to the Managing Director/ Director (or often directly to Senior Managing Director) in managing external stakeholders.
• Support management teams in preparing and challenging business plans, short term cash flow forecasts and Financial Advisory plans.
• Providing comprehensive financial restructuring and cash management services to identify working capital and other cash flow improvements.
• Reviewing and stress-testing integrated business plans, budgeting and forecasting models using a fact-based, data driven approach, including KPI definition, data visualization, reporting automation and touchless forecasting.
• Establishment or enhancement of company finance functions and processes.
• Develop, analyse and present Financial Advisory options using input from other teams, e.g. insolvency or tax analysis, sector and financial modelling. Liaise with the Company’s legal advisors to understand key aspects of legal documentation and also drive any documentation processes (term sheets, waivers, loan documentation etc.)
• Management of complex insolvency cases reporting to the appointees.
• Manage forensic accounting, complex and lengthy litigation issues, and multi-jurisdictional asset recovery actions.
• Apply an understanding of engagement economics.
• Apply an understanding of financial and risk management.

Knowledge Acquisition

• Build client relationship skills, sector knowledge and continue to develop leadership skills.
• Continue to build technical expertise, broader business advisory and people management skills.
• Understand the market, topical issues and our Financial Advisory propositions.

People and Leadership

• Support practice and talent development.
• Provide on-job coaching and development to staff.
• Develop junior staff outside of jobs through appraising and mentoring.
• Support wider Financial Advisory training initiatives.
• Manage diverse teams within an inclusive team culture where people are recognised for their contribution.

Business Development

• Start to own elements of business development including actively supporting business development activities, building and expending your own contact network and supporting Director/ Managing Director-led marketing and sales activities.
• Participate in existing business development programmes and key client accounts.
• Identify opportunities to expand jobs as well as opportunities to provide wider Teneo services to existing clients.
• Take responsibility for leading marketing initiatives aimed at specific channels to market, or events.

Key Skills & Experience

• Qualified accountant (ACA/ACCA or equivalent), both time and exam qualified.
• Financial Advisory experience gained either as an advisor within a professional services company, consultancy or investment bank; as an analyst in a debt or special situations funds. An understanding of debt markets, banking, loan agreements and other relevant financial and legal documentation.
• Understanding of financial statements and related data to assess historical financial performance and future outlook for client companies and prospects.
• Good understanding of the Financial Advisory marketplace, its trends, and key players (principals and advisers).
• Very strong analytical skills, including: business analytics, business planning, short term cash flows, financing options. A basic understanding of Crown Dependencies' insolvency legislation and practice is not a prerequisite but helpful.
• Excellent interpersonal skills.
• Strong project management skills, with ability to lead mid-large teams and develop people.
• Ability to conduct business in fluent oral and written English is a pre-requisite.

What can we offer you?

New joiners are supported by an induction programme. As well as this we offer a whole host of benefits and reward including;

• 28 days holiday
• Discretionary Bonus Scheme
• Cash benefits package
• Company pension scheme
• Extensive investment in personal development & learning
• Enhanced maternity and paternity leave (depending on length of service)
• Group Income Protection
• Life Assurance
• Regular social, cultural and charitable activities

About Teneo

Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future.

Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations.

Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I.

The firm has more than 1,800 employees located in 40+ offices around the world.