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Associate Director - Financial Services - Integration & Separation

Date: Jul 20, 2021

Location: London, United Kingdom

Company: KPMG UK

KPMG is part of a global network of firms that offers Audit, Tax, Pensions & Legal, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges.

As a firm we help our clients navigate their biggest issues and opportunities. We aim to be universally recognised as a great place for great people to do their best work – a firm known for our collaborative and inclusive culture. And we will take pride in driving lasting, positive change in society.

With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in.

Our Transactions Services group is focused on continually enhancing value for clients across the deal and economic cycle. Our teams comprise of specialists capable of helping clients right through from conceptual thinking of buying a business to turning their business around in times of difficulty.

The Role
KPMG's Integration & Separation Advisory Team is a growing and dynamic team. We work with both vendors and acquirers on mergers, acquisitions, divestments, exits and joint ventures, both pre and post-deal.
The team offers four key proposition areas:
- Separation: Supporting vendors to plan and deliver a credible, discrete standalone entity to the Buyer with value preserved and business continuity in place from Day 1, including supporting the definition and implementation of transitional service agreements.
- Integration: Pre and post deal integration design, planning and implementation to integrate the target business into the Buyer’s organisation whilst mitigating risk and enhancing value.
- Synergies: Understanding the potential benefits and costs generated through a proposed transaction, and the associated plans, interdependencies, risks and issues for the delivery of base and stretch case targets.
- Joint Ventures: Helping respective partners ensure the key value considerations are identified and prioritised early and delivered through the associated business plan, leveraging each party’s specific contribution and capabilities and managing broader stakeholder relationships.
- Delivering high levels of client satisfaction throughout the engagement, covering all client interactions and updates, deliverables and outputs
- Challenging our people to be curious and innovative on all engagements and internal work, to ensure outcomes are commercially focussed, value adding and effectively executed
- Production of the initial draft updates, outputs and deliverables to required timescale and ahead of Partner / Director review – responsibility on major deals may be focussed on a discrete section or element of the report
- Project manage a workstream or number of workstreams on a major deal or have overall responsibility for a medium scale engagement, covering deal strategy and synergy reviews; pre deal integration and separation and Day One Planning; to post deal integration and separation planning and implementation
- Supporting client pitches, proposals and internal/ external marketing initiatives
- Being seen as a role model, ensuring our core values are maintained, and coaching, mentoring and supporting our people to help them reach their full potential
- Ensure KPMG engagement quality and risk management procedures are consistently applied on each engagement to protect the interests of our clients as well as KPMG
- You will need to be willing to travel as we mainly work from client sites and have a global portfolio of clients. The length of a project can be anywhere from one week to one year, although a typical project will last a few weeks and we would aim to give you as diverse an experience as possible.
As an AD typically performs one of the leading roles on an engagement, the role on an engagement is seen as a leadership role modelling right behaviours to the team.
- An AD is expected to be challenging our people to be curious and innovative on all engagements and internal work and supportive for each other. At the same time ensuring that all outcomes are commercially focussed, value adding and effectively executed.
- An AD is expected to develop and drive practice development for the Financial Services Integration & Separation team, alongside their client facing responsibilities
- Individuals are expected to actively contribute to developing pitches, proposals and external market initiatives which help us to win new work as well as look out and help to convert new opportunities on existing engagements.
- Experience working within the Financial Services Deals/M&A environment ideally within the Integration & Separation space.
- Project/programme management experience ideally from working on complex/large scale projects.
- An understanding of the market drivers, challenges and opportunities impacting our client’s strategies and priorities in Financial Services, enabling them to position solutions and ideas which take these into account
- Possess a genuine interest in building and commercialising relationships having the ability to interact with our clients on a consultative manner as a trusted advisor in Financial Services
- Demonstrate curiosity and innovation, striving for continuous improvement, exercising professional judgement and making a positive and lasting impact
- Commitment and ambition to develop personally and professionally to achieve their full potential, acting as a role model, coach and colleague to other team members
- Financial awareness
- Presentation (oral and written)
- Good client relationship skills
- Analysis and problem solving
- Report writing
- Strong team player - we pride ourselves on the way we work with and support each other.
- Strong interpersonal skills and the ability to demonstrate personal impact, flexibility, drive and commitment.
- A desire to broaden your current skillset and an embrace the opportunity to work at client sites with a relatively high level of autonomy.
- Individuals should be comfortable working in the high pressured yet often ambiguous and flexible conditions that characterise transactions

Experience Required
Essential:
- Experience working within a Deals environment ideally within the Financial Services market Integration & Separation space and in a broader role with a solid understanding of operational interdependencies and implementation challenges.
- Ideal candidate would have previous experience in Financial Services industry
- Experience of leading teams and developing individuals
- Project/programme management experience ideally from working on complex/large scale projects.
- Demonstrate curiosity and innovation, striving for continuous improvement, exercising professional judgement and making a positive and lasting impact.

Desirable:
- Professional qualifications welcome.
- Possess a genuine interest in building and commercialising relationships having the ability to interact with our clients on a consultative manner as a trusted advisor.




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