Corporate Finance Manager/Associate Director
FRPAdvisory
LiverpoolOn-sitefull timeFRP - Corporate FinancePosted 3mo agoEarly applicant likely
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- Job Title – Corporate Finance Manager/Associate Director
- Location - Liverpool
- Job Type - Permanent – Full Time
Role overview
We are seeking a highly motivated and detail-oriented Manager/AD to join our growing Corporate Finance team. The successful candidate will play a key role in driving deal execution, business development/origination activities and wider sector-specific activities. This is a hands-on role with direct exposure to clients, senior team members and live transactions from start to finish.
Client Work
- Working closely with a Partner or Director, lead the execution of transactions, focusing on driving the transaction timetable through ownership of specific areas of the deal
- General project management, leading the day the day-to-day transaction and directing the work of more junior members
- Accompany Partner or Directors to meetings with clients and leading discrete areas of work as required
- Preparing and reviewing business plans, information memorandum and financial forecasts - flagging issues for higher level review
- Building a rapport with clients, understanding their business and support in designing project plans aimed at achieving their ambitions and expectations
- Actively identify potential solutions to deal issues and raise with senior team members
- Coordinating the research of potential buyers and involvement in approaching potential buyers and managing the exchange of information
- Detailed understanding of the commercial deal structure and funds flows
- Coordinate compliance with risk management procedures and application of the firm's policies in relation to engagement terms and transaction documentation
Business Development
- Assist senior team members with business development and marketing activities
- Attend networking events and develop network of peers
- Lead on production of pitch documents, including summarising and presenting research on valuations, recent deals and potential buyers/targets
- Take responsibility for agreed areas of origination and business development, including Identifying potential clients and angles of approach
Team Management
- Supervise, coach and develop junior members of staff within teams, on client premises and in the office
- Seek and action feedback from all levels
- Assist with general correspondence, administration (including billing) and ad hoc projects within the department
Risk & Quality
- Act with integrity at all times and comply with all required internal and external risk management procedures
- Ensure quality on all client deliverables,
- Awareness of and compliance with FCA Conduct rules
- Compliance with FRP Fit & Proper Persons test
- Ensure all appropriate take on and risk management processes, including AML, are followed on all client projects
- Seek out training on specific areas where feel required to refresh knowledge
- ACA / ACCA qualified
Experience
- Good experience in a corporate finance environment, including experience leading parts of transactions from either a lead advisory or transaction services perspective
- Some experience of a range of transaction types, including corporate sales and Private Equity deal structuring
- Commercial acumen to understand what contributes to a businesses success and what makes it attractive to investors or buyers.
Skills
- Strong numerical, financial and modelling skills based on a well-developed understanding of financial statements
- Proven ability to produce high quality professional documents for clients and internal use
- Client facing experience
- Strong numerical, analytical and strategic thinking skills
- Excellent report writing and presentation skills
- Ability to identify problems and contribute to the development of solutions
- Comfortable discussing financially related commercial issues
- Ability to work on a range of projects simultaneously to demanding timetables
About FRPAdvisory
FRP Advisory is a professional services firm that provides valuation, forensic accounting, and corporate finance advisory services to clients. The company hires senior managers and associates to lead financial analysis projects, manage dispute resolution and investigations, and execute corporate transactions.
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