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Associate Director - Value Creation - Financial Services

Date: Oct 25, 2021

Location: London, United Kingdom

Company: KPMG UK

KPMG’s Deal Strategy & Value Creation practice is looking for Associate Directors specialising in the Financial Services (FS) sector (covering key sub-sectors including Retail Banking, Consumer and SME Lending, Wealth Management, Insurance and FinTech

About the team

The Deal Strategy and Value Creation team – part of KPMG Deal Advisory (~£450m revenue; ~2,500 professionals) – is developing an innovative Integrated Value Delivery (IVD) proposition to support investors, shareholders and C-suite throughout the ownership cycle of a Business. This proposition provides our Private Equity and Corporate clients with a holistic, integrated portfolio of implementable value creation opportunities in all deal situations (buyside and sell-side), underpinned by advanced data science and industry insights.
This team is a cross functional (commercial, operational, and digital), agile capability group that operate as architects of value creation by knitting together the vast array of capabilities available inside the practice as well as the wider KPMG Advisory groups (including Customer Experience, Pricing, Cost, Digital, ESG, and Integration & Separation among others).
We are hiring practitioners with expertise across various industries, including TMT, Consumer Goods, Healthcare & Life Sciences, Industrials, and Financial Services.
This role is ideal for bright, high energy and intellectually curious individuals that thrive in fast paced client engagements and want to develop and operate with an investor mindset.

Role & Responsibilities

To be an effective Associate Director within Strategy & Value Creation, applicants will be expected to:
• Support the design of complex engagements and take responsibility for leading day to day delivery, working directly with Partners and Associate Partners
• Translate the client brief into manageable work streams
• Lead hypothesis generation, complex storyboarding and shape the overall problem-solving approach to develop insights and recommendations
• Identify strategic value creation opportunities, lead hypothesis generation, data analyses, manage data requests, complex storyboarding, conduct client and SME interviews, and shape the overall problem-solving approach to develop insights and recommendations
• Work collaboratively with a range of practitioners within the Strategy and Value Creation team and wider KPMG advisory team
• Manage, coordinate and inspire other members of the team, providing coaching, direction and constructive feedback
• Ensure quality control and consulting best-practices adoption (analytical accuracy, best-in-class data insights, infographics, reports and written/verbal delivery)
• Interact with the senior client team credibly and effectively
• Support client development activity including thought leadership, pitches preparation and proposals writing
• Actively develop own knowledge and expertise in chosen Value Creation proposition(s) and sub sector(s) of choice
• Identify, design and lead critical and complex practice development initiatives, coordinating other members of the team
• Build and maintain a strong internal network across the global FS and Strategy/Deal Advisory practices, including collaborating with Europe, US and other global practices as appropriate
• Understand risk and ensure the Firm’s risk management frameworks are adhered to
• Ability & willingness to travel when necessary

Skills & Requirements

Work experience

• Experience of working on a combination of the following Commercial Due Diligence, Strategy and Performance Improvement/Value Creation engagements with experience across the Deals lifecycle working with PE houses and/or Financial Institutions working for:
o Strategy House, strategy or Deals strategy arm of a Big 4 or other consulting firms
o Private Equity or Corporate Development arm of a Financial Services organisation
• Experience and understanding of commercial strategy, industry economics, trends and performance drivers of UK financial services sub-sectors such as retail and SME banking, consumer and SME lending, wealth management, Insurance and FinTech
• Hands-on functional strategic experience of working on key topics such as market sizing, growth strategy, pricing, customer segmentation and commercial analysis, profitability improvement, cost reduction etc. in financial services
• Experience of managing or supporting high value business development activities with senior stakeholders
• Demonstrable ability to build and commercialise relationships with senior executives in corporate or private equity environments

Skills & Education
• High-quality storyboarding and written/oral presentation skills with impact, competent in presenting ideas clearly, convincingly to influence senior stakeholders and possessing personal presence, with the ability to earn trust and respect
• Ability to multi-task effectively and balance time between project deliver, proposition development, coaching / training, and business development support effectively
• Proven management of teams, developing talent, developing and delivery of training materials Evidence of strong problem-solving and analytical capabilities
• Structured thinking skills combined with creativity (‘both brains’ thinking)
• Excellent English written and oral communication skills; other language skills would be a strong bonus
• A first-class degree from a leading institution (MBA or Data Science degree a strong plus)
• Working knowledge of Alteryx, PowerBI and Tableau a plus

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