Associate Director, Financial Advisory

Teneo; New York; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Market-leading Salary

28 days holiday

Discretionary Bonus Scheme

Cash benefits package

Company pension scheme

Extensive investment in personal dev &

Enhanced maternity and paternity leave

Group Income Protection

Life Assurance

Regular social, cultural and charitý

Job summary

Teneo is seeking an Associate Director in Financial Advisory. You will work with a seasoned team advising boards and lenders on underperforming or financially stressed companies. You will lead workstreams, manage junior staff, and support Directors in client-facing delivery across sectors.

You will build client relationships, develop technical expertise, and contribute to business development while overseeing complex engagements, including restructuring and cash management initiatives.

Qualifications

• Qualified accountant with ACA/ACCA or equivalent; time and exam qualified.
• Experience in Financial Advisory within professional services, consultancy or investment bank; knowledge of debt markets and loan agreements.
• Understanding of financial statements and ability to assess historical performance and future outlook for clients.
• Knowledge of Financial Advisory marketplace trends and key players.

Responsibilities

• Prepare engagement letters and ensure compliance.
• Support Managing Director/Director in managing external stakeholders and engagement parts.
• Assist management with business plans, cash flow forecasts and Financial Advisory plans.
• Provide financial restructuring and cash management services to improve working capital.
• Stress-test business plans, budgeting and forecasting models; define KPIs and automate reporting.
• Develop or enhance finance functions and processes within client companies.
• Present Financial Advisory options with inputs from insolvency or tax analysis; liaise on legal documentation.
• Manage complex insolvency cases and multi-jurisdictional asset recovery actions.
• Apply understanding of engagement economics and risk management.
• Lead cross-functional teams and develop junior staff; coach and mentor.

Skills

ACA/ACCA qualified

Financial Advisory experience

Financial analysis

FA marketplace understanding

Analytical skills

Interpersonal skills

Project management

Fluent English

Education

ACA/ACCA qualified

Job description

The Role

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;

• Market-leading Salary

• 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.