Manager - Operational Transactional Services - IIM/ISB

Position details:

Job title : Manager

Department : Operational Transaction Services

Location : Gurgaon

Transaction Advisory Services Manager for GTH - M&A Operational Transaction Services - Finance

- Experience: Managerial Levels (total 5-8 Years) - Ideally combination of exposure in an controllership, analytics, financial planning or financial modeling role (in reputed company) before moving to finance transformation/consulting/analytics with competitors

General responsibilities:

- Work on client engagement teams executing Operational Transaction Services which support key decision makers in developing and executing strategies for transactions.

- Assess the client's state of readiness with respect to people, resources, planning, data collection and strategy, while identifying high-risk areas, unidentified issues and areas for overall improvement.

- Demonstrate excellent skills in project execution, including synergy assessment, problem-solving, and facilitation.

- Assist with the execution of the integration/divestiture plan while working to constantly identify areas for improvement, including resolving integration/divestiture issues.

- Be responsible for creating work products that document the engagement procedures performed against objectives.

- Maintain relationships with client and US personnel at appropriate levels.

- Effectively participate on teams with diverse skills and backgrounds, while staying abreast of current business and industry trends relevant to the client's business.

- Supervise, coach, and mentor team members at the junior level.

- Demonstrate strong transaction knowledge in a particular industry (e.g., manufacturing, life sciences, consumer product goods, industrial products, technology, retail, etc.)

- Assist in business development activities including preparing presentations for pursuit meetings with clients to help sell advisory services.

Specific responsibilities:

- Working with our clients- Finance (and related) teams to analyse, design and roll-out key finance processes and systems as well as support and present the review of Functional strategies / operations and options.

- Data gathering, process analysis and improvement, ownership and support of team deliverables, basic project and stream management, experience of working in multi-disciplined teams, developing knowledge of various sectors and identification and development of sell-on opportunities.

- Support of the team's sales and market development agenda.

- Ability to make recommendations for action by synthesizing financial information and trends.

- Analyze new business strategies and develop financial impact/valuation recommendations.

- Identify risks and opportunities in current and modeled financial plans.

- Develop and maintain monthly actual/forecast variance report, with cause of change.

- Identify leading practices that can be implemented with clients. Automate existing processes.

- Develop holistic business insights from consumer sales and internal data sources.

- Support the Finance and Operations group with ad hoc modeling & analytics.

- Create tools or systems, including databases and spreadsheets, to improve financial data analysis and reporting.

- Assist in preparation of executive presentations

Qualifications:

- Education: MBA from Tier 1 or 2 Indian or major international schools (IIM, ISB); professional accounting qualification e.g. ICAI, ACCA, AICPA, CIPFA, CIMA, CFA with the masters/degree in Finance or Economics

- Functional Competency: Competency in one of the functions as described below

Finance visioning and operating model design.

Defining and optimising Finance processes

Shared services solutions / design (including Business Process Outsourcing)

Working within a significant finance transformation, change or improvement programme

Experience:

The candidates should have work experience of either Professional Services or Controllership background with 5 years of experience gained from substantially large companies in more than four of the following areas under Finance transformation, analytics or advisory:

- Develop and/or refine existing tools and processes to conduct updated cost assessments using advanced Excel and/or Access skills.

- Provide proactive support to identify, analyze and make recommendations on improvement opportunities.

- Support financial analysis, reporting, and data/statistical measurements as required

- Develop data collection and appropriate analytical tools, models and processes

- Interpret and provide recommendations on data concerning financial trends and economic/business forecasts as they relate to the performance metrics

- Perform special assignments or projects as directed. (Example: gather information, assemble spreadsheets, develop templates, write reports, and review financial information.)

- Experienced financial services finance transformation consulting professional with solid track-record of commercial success in project delivery.

- Exposure to Project Management, having successfully participated in complex, multi-function/multi-stakeholder projects

- Exposure to the application of consulting tools and solutions in solving complex business problems

- Experience of working on business case, profitability analysis, reporting.

Desirable Competency/skillset:

(Exposure/expertise in as many areas as possible)

- Formulation of Strategy for the Finance department and planning and management of the initiatives to achieve cost optimization objectives

- Awareness on finance governance, including formulation of policies and Standard Operating Procedures

- Knowledge / experience on technologies including consolidation / reporting applications and ERP solutions (e.g. Oracle / Hyperion, SAP / Outlooksoft / Cartesis, Cognos, Microsoft BI and Reporting Services).

- Awareness on product evaluation and vendor selection process

- Pre Sales and Business Development exposure

- Capable to lead the Finance change Management

- Awareness on strategic consulting, the Enterprise Information risk and cost function establishment and measurement

- Utilizing structured approach using frameworks for formulating finance/business/capital strategy

- Understands the requirement gathering, RFP processes

Preferred employers:

- Big 4 Firms & financial analytics firms: McKinsey, Bain, BCG, Deloitte, PwC, KPMG.

- International Experience: Preferably US or UK front office consulting experience. Willingness and ability to travel internationally at a short notice for prolonged period.

- Transaction Environment: Candidate will be preferred with transactional / deal understanding in business integrations, performance improvement, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis (nice to have)

- Experience leading and managing in complex business environments.

- Excellent problem solving, project management, facilitation and interpersonal skills.

- Strong written and verbal communication skills with experience in developing final presentations

- Understanding of full financial statement analysis (Balance Sheet, P/L, Cash Flow and others)

- Proficient in the use of MS Office tools- Word, PowerPoint, Excel, Projects

- High degree of personal drive and motivation to succeed

- Good executive presence with good business acumen