Manager - Financial Advisory. at Parker Randall

We seek to recruit for the position of Manager – Financial Advisory.

Job Purpose: Engage with clients in undertaking financial advisory assignments and provide them with value-adding services.

Core duties and responsibilities

• Manage all Financial Advisory Services (FAS) engagements.
• Collaborate with the client to determine a FAS strategy that appropriately addresses risk and manages client expectations relating to deliverables.
• Provide clients with advice on financial matters, making recommendations on ways to best utilize their financial resources.
• Manage the development of supporting analysis including financial models
• Deliver personalized investment solutions to help clients work toward their long-term financial goals
• Examine client organizations’ balance sheets, seeking appropriate investments and analyzing corporate financial capabilities.
• Assess transaction values, analyze cost savings and seek ways to finance client transactions.
• Provide integrated service delivery in collaboration with other service lines
• Responsible for leading multiple engagement teams as a senior executive within FAS.
• Ensure that the FAS engagement team understands the clients’ needs and expectations and that the work product is client-focused, clear, accurate and well-presented.
• Identify and communicate relevant trends, developments and key performance drivers relevant to the client.
• Employ a structured approach to project management to ensure complete client satisfaction and project profitability
• Ensure work is delivered timely to clients and in compliance with regulatory requirements.
• Coach and develop the engagement team by sharing knowledge with team members and helping team members attain experiences that cultivate technical competencies.

Qualifications & Experience

• Bachelors’ degree in Finance/ Accounting
• CPA (K) / ACCA
• MBA Finance/ Accounting will be an added advantage
• Must be a Chartered Financial Analyst (CFA)
• At least 5 years of financial services experience.

Skills & Competencies

• Excellent analytical and numeracy skills.
• Ability to make key decisions and solve problems.
• Excellent Financial services/asset management skills
• Ability to advice clients on all financial and accounting processes and procedures.
• Excellent team leadership and team building skills
• Excellent organization and time management skills
• Excellent project management skills
• Excellent verbal and written communication skills
• Excellent report writing and presentation skills
• Integrity within a professional environment.