Assistant Director, M&A Finance, EFT, M&A

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Job description

Connect to your Industry

Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment.

We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It's how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other , foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most .

Connect to your opportunity

This is your opportunity to join Deloitte's growing M&A Finance team that sits in SRTA. You will work on high profile assignments with some of the best in the field, across a wide variety of transactions covering equity capital markets, corporate mergers and acquisitions and private equity transactions, within a highly commercial, client focussed environment.

Our M&A Finance team is a group of qualified accountants, with a background in transactions who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep expertise of Finance as a function and M&A knowledge, who can own and drive the CFO's capital agenda and related finance workstreams and be deployed across the transaction to meet the finance function aspirations. The team will work alongside client management and other advisers to protect value at deal completion and realise value post deal.

Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including: M&A Tech, M&A People, merger integration or separation, modelling and analytics. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firms.

Responsibilities:

You will primarily focus on providing clients with specialist M&A Finance advice, based on your track record of delivering and running finance related workstreams across a number of transactions, both international and domestic, including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the deal leadership team on projects, assisting senior finance stakeholders to manage large and complex transactions from inception through to delivery on areas including but not limited to: designing finance operating models, stand-up and change management of finance operational, finance tech optionality and selection, calculating and benchmarking the cost of finance, finance change project management through the deal execution, identifying and implementing value creation opportunities through finance etc.

This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our client's stakeholders, so a desire to work in a client engagement environment is essential. Your responsibilities will vary per project and are unique to each transaction however the key responsibilities below give some insight into what the role will entail.

• Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process;
• Support company transaction leads in establishing and setting up the overall transaction and workstream structure;
• Work with company transaction leads, investment banks and other advisors to develop the overall transaction timetable, roadmap and plan, then work closely with workstream leads to develop and deliver on these workstream plan;
• Design and development of programme structure and governance forums;
• Primary point of contact and stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts);
• Lead discussions with external and internal stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting;
• Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc);
• Co-ordination of company-side diligence, data room, information request and verification activities;
• Lead and co-ordinate transaction steering committees and working group meetings;
• Oversee the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution;
• Lead business development opportunities with clients and Deloitte network;
• Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution;
• Oversee Deloitte team budget development and cost tracking and reporting.

Connect to your skills and professional experience

Essential:

• Significant experience in M&A - both private and public transactions
• ICAEW qualified
• Strong technical accounting/finance track record
• Experience in supporting businesses with finance function design for public and private transactions as well as readiness assessments
• Track record of delivering large, complex finance engagements - including technical programmes, finance tech programmes and conversion programmes
• Significant experience in completing finance specific deal completion assessments as well as transitionary finance operating model work
• Proven track record of leading finance change across organisations via a range of transactional and transformation programmes - within a deal context
• Experience in finance tech programmes - for readiness, completion and post deal assessments including value analysis
• Strong knowledge of finance control environments including 3 Lines of Defence models, risk management and internal audit
• Excellent leadership and communication skills, with the ability to influence and collaborate across all levels of the organization, internally and externally and experience in drafting and presenting finance Board documents (including Audit Committee papers)
• Experience with working with PE backed businesses and enacting change across finance functions
• Exceptional communication and presentation skills, with the ability to present clearly in presentation or pitches including senior level stakeholders; ideally comfortable in corporate and private equity board rooms
• Strategic thinker with strong business acumen and the ability to evaluate potential acquisition opportunities in line with long-term business objectives
• Experience in finance synergy work is preferred - finance operational levers, benchmarking and value analysis in a deal context
• Bachelor's degree (or equivalent) in finance, business, or a related field; MBA or equivalent advanced degree is preferred
• Full travel mobility

Desirables:

• Experience in industry (either as full-time employment or an extensive secondment) - within a finance role or working alongside CFO's/finance functions as a key finance business partner
• Relevant experience in at least one of the following industries: consumer goods, energy and resources, industrials, technology and media, financial services or life sciences

Connect to your business - Strategy, Risk & Transactions Advisory

In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference.

Mergers and Acquisitions

We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

"It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." - Lizzie, SR&T

Our hybrid working policy

You'll be based in London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Connect to your return to work opportunity

Are you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application.

Our commitment to you

Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level .

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers

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