Principal Consultant - Financial Advisory

Placements24; Bloemfontein; On-site; ZAR 150,000 - 260,000; Full time

Benefits offered by this job

Competitive salary and bonus

Health and retirement benefits

Growth and development opportunities

Pension plan

Access to advanced financial tools

Dynamic work environment

Professional development reimbursement

Industry networking

Annual leave

Job summary

Placements24 is seeking a Principal Consultant in Bloemfontein to lead financial advisory engagements, including M&A, valuation and due diligence, while guiding clients through complex corporate finance challenges.

The role requires a CA(SA)/CFA/ACCA or MBA with 10+ years in advisory, capable of building senior client relationships and mentoring junior consultants. Based in Bloemfontein with travel as needed.

Qualifications

• Professional qualification (CA(SA), CFA, ACCA or equivalent) required or highly desirable MBA/Master’s in Finance.
• Minimum 10 years of progressive experience in financial advisory, corporate finance, investment banking or related fields.
• Proven track record managing complex advisory projects and transactions.
• Deep expertise in financial modeling, valuation techniques, M&A processes, and due diligence.
• Strong understanding of financial markets and capital raising instruments.
• Excellent analytical, problem-solving and decision-making skills.
• Exceptional communication, negotiation and interpersonal skills.
• Demonstrated leadership and ability to manage teams.
• Proficiency in financial analysis software and databases; willing to travel to Bloemfontein.

Responsibilities

• Lead and manage financial advisory engagements including M&A, valuation, due diligence and corporate restructuring.
• Provide strategic financial advice to clients to support growth objectives.
• Conduct in-depth financial analysis, market research and due diligence investigations.
• Develop comprehensive financial models and valuation reports.
• Assist clients in capital raising activities (debt and equity).
• Manage client relationships and deliver exceptional service while mentoring juniors.
• Prepare and deliver high-quality presentations and reports to clients.
• Stay updated on market trends, regulatory changes and best practices.
• Collaborate with internal specialists to deliver integrated client solutions.

Skills

Analytical thinking

Problem solving

Decision making

Communication

Negotiation

Interpersonal skills

Leadership

Team management

Financial analysis

Education

CA(SA) / CFA / ACCA

MBA or MSc in Finance

Tools

Financial modeling tools

Valuation software

Job description

About the Role

Our client, a leading financial advisory firm, is seeking a highly accomplished Principal Consultant to join their team in Bloemfontein, Free State. This senior role is dedicated to providing expert financial advice and strategic solutions to a diverse range of corporate clients. You will be instrumental in assisting clients with complex financial challenges, including mergers and acquisitions, capital raising, financial restructuring, and strategic financial planning. The ideal candidate will possess extensive experience in corporate finance, strong analytical and valuation skills, and a proven ability to build and maintain trusted client relationships. This is a critical role for driving value creation and ensuring financial success for our client's partners.

Key Responsibilities

• Lead and manage financial advisory engagements, including M&A advisory, valuation services, due diligence, and corporate restructuring.
• Provide strategic financial advice to clients to support their business objectives and growth initiatives in Bloemfontein, Free State.
• Conduct in-depth financial analysis, market research, and due diligence investigations.
• Develop comprehensive financial models and valuation reports.
• Assist clients in capital raising activities, including debt and equity financing.
• Manage client relationships, ensuring exceptional service delivery and fostering long-term partnerships.
• Mentor and develop junior consultants within the financial advisory team.
• Prepare and deliver high-quality presentations and reports to clients and stakeholders.
• Stay abreast of financial market trends, regulatory changes, and best practices in financial advisory.
• Collaborate with internal specialists to deliver integrated solutions to clients.

Requirements

• Professional qualification such as CA(SA), CFA, ACCA, or equivalent; MBA or Master's in Finance is highly desirable.
• Minimum of 10 years of progressive experience in financial advisory, corporate finance, investment banking, or related fields.
• Proven track record of successfully managing complex financial advisory projects and transactions.
• Deep expertise in financial modeling, valuation techniques, M&A processes, and due diligence.
• Strong understanding of financial markets, capital raising instruments, and corporate finance principles.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication, negotiation, and interpersonal skills.
• Demonstrated leadership and team management abilities.
• Proficiency in financial analysis software and databases.
• Must be willing to be based in Bloemfontein, Free State and travel as required.

Benefits

• Highly competitive salary and performance-based bonus structure.
• Comprehensive health, dental, and vision benefits.
• Significant opportunities for professional growth and career advancement.
• Generous pension fund and retirement savings plan.
• Access to cutting-edge financial tools and resources.
• Dynamic and intellectually stimulating work environment.
• Reimbursement for professional development and certifications.
• Networking opportunities with industry leaders.
• Annual leave and holiday pay.