Job Description

Core Skills

Client Focus o Take the lead on managing and building client relationships with Azets clients with responsibility for developing relationships on key clients. o Identifies and delivers service improvements. o Demonstrates a deep understanding of client underlying future needs. o Understands current & future forces that will shape and influence clients' needs. o Uses a variety of influence approaches for strategic impact. o Makes decisions based on maintaining long term relationships. o Delivers excellent client satisfaction as measured by relevant KPIs. o Manages client complaints in accordance with Azets processes. o Takes the lead on cross service line delivery on own client base. Technical Excellence o Recognised as a technical expert. o Provides oversight and takes responsibility for ensuring that team members possess the necessary skills, knowledge and behaviours required to deliver accurate, high quality work for our clients and assesses the team's ability to deal with future technical or regulatory developments and takes steps to address any skill gaps including managing talent / resource and software planning. o Have a broad knowledge of the more technical aspects of other services lines - be able to spot and talk at a high level about matters outside of own service line. o Thinks beyond own area to develop capability. o Ensures that quality is beyond a minimum level, with adherence to key processes and ensuring appropriate training is undertaken Commitment o Proactive leadership of tasks to achieve business plan. o Creates and maintains positive environment. o Able to look holistically at department to promote wellbeing, and a collaborative environment. o Is able to pick up on the 'mood' of the business and take steps to raise team morale as appropriate. o Leading by example and consistently setting high standards for professionalism and ethical behaviour. o Champions the Azets brand, building on our portfolio of services, values, reputation, and market profile. o Supports the continued development of a consistent and unified Azets brand, strategy and values and is able to challenge colleagues and clients who are not demonstrating these behaviours. Attention to Detail o Encourages team to raise standards and eliminate errors. o Tracks and acts on quality issues. o Is transparent and shares information with colleagues which could benefit the business, working with the partners in the team. o Is aware of the skills and abilities of those around them, communicating tasks clearly with deadlines and supporting through to completion. o Communicates to the team the bigger picture and objectives of an assignment and is able to strike a balance between seeking further detail and an efficient and commercial output. o Actively takes part in and contributes to the development of Azets quality monitoring processes in own part of the business. Decision Making o Takes a dynamic and flexible approach to decision making, using live data to recognise when different approaches are required. o Holds genuinely open discussions, listens to others views, and show a willingness to compromise. o Is able to present a range of possible decision making options to stakeholders, highlighting the positive and negative implications of each to reach a decision.

Key accountabilities

o Is able to identify and extract relevant data to support a decision from a large volume and wide range of sources. o Consistently demonstrates awareness and sound judgement on decisions which are able to be made autonomously and escalates those that cannot to more senior stakeholders. o Actively reviews and adapts past decisions where data suggests original expectations are not being met Efficiency o Deals effectively with conflicting objectives, priorities and agendas. o Draws upon organisational data, understanding of market trends, and latest thinking to identify and take forward ideas for improvements and efficiencies. o Leads the way with digital transformation initiatives through clear understanding of the program and embedding throughout their team. o Is able to critically assess effective use of time, for example ensuring all meetings have a defined purpose and agreed output. Leading People o Communicates direction clearly and brings colleagues along on the journey balancing business priorities and people priorities with respect. o Trusts and appropriately empowers team members o Promotes a culture of openness and trust o Actively looks for opportunities to develop others, gives responsibility to others and willingly delegates as appropriate. o Comfortable in voicing opinions that may conflict with the status quo o Builds empathy and support to ensure buy-in and ownership of ideas o Always upholds and demonstrates integrity o Has oversight of wider team's development and their future career progression and leads the support strategies. Leading Yourself o Is able to lead a team to achieve resolution of complex challenges. o Stays true to leadership style even when under pressure. o Can step outside comfort zone and actively pursues new challenges and opportunities that support the business. o Lead by example by openly pursuing continuous personal and professional development and demonstrates self-awareness. o Demonstrates resilience but is able to recognise own limitations and draws on and is accepting of support from own network when required. Driving Business Growth o Strategically develops and refines own external network and shows evidence of winning work from this network for own team and for Azets more widely. o Able to critically assess the value of business development efforts and takes steps to refine own and team strategies that are under performing. o Leads and builds own client portfolio, demonstrating fee growth from existing services and evidence of successfully introducing new services. o Can identify the commercial realities of a client engagement and is able to seek agreement across service lines on approach to fee setting and fee growth. o Is able to articulate the value proposition for the services the team delivers to support fee growth. o Uses chain of indirect influence. This may include the use of technical experts to help sell a concept by adding credibility. o Takes the lead on ensuring minimum pricing initiatives are followed and is proactive in RRR reviews. Living Our Values Consistently 'lives our values' - demonstrates expected behaviours in line with our company values.

Technical Skills

Lead Advisory Projects o Review buyer/ funder research. o Discuss and finalise buyer/funder research with the client and agree final target list. o Review the information request list for IM / business plan. o Review IM/ business plan and teaser. o Discuss and finalise IM / business plan and teaser with the client. o Review valuation analysis (if required). o Review three year integrated basic financial forecast (if required). o Discuss and finalise three year integrated basic financial forecast with the client (if required). o Review further information. o Attend meetings with interested parties as required. o Discuss further information requests with the client and agree courses of actions. o Discuss initial offers with the client and agree course of action. o Negotiate with interested parties to elicit final offers. o Discuss final offers with the client and agree courses of actions. o Maintain a control schedule that details who has been approached and when and how, what have they been provided with and when, what their feedback has been. o Draft Heads of Terms on more complex transactions o Review Heads of Terms on less complex transactions. o Discuss heads of terms with the client and agree course of action. o Negotiate the heads of terms with the preferred interested party. o Review the information for the due diligence request. o Liaise with the client's solicitor to discuss any issues/amendments required to the legal documents. o Liaise with the client to discuss any issues/amendments required to the legal documents. o Negotiate any commercial terms with the preferred interested party and ensure any agreed position is reflected in the legal documents. o Raise invoices and discuss fees with clients if necessary Due Diligence Projects o Sign NDA. o Budget costs for project. o Email proposals to prospects with an agreed scope. o Initial planning meeting with client. o Review engagement letter. o Have an initial briefing meeting with the engagement team internally to highlight any key areas to target. o Review IRL. o Perform analysis in Data packs on larger/ higher risk due diligence assigments and collate Q&A packs. o Review analysis in Data packs. o Attend client / Target meetings. o Discuss internally a need for revised fees if major changes noted in the revised model provided by client. o Project management and liaising with other teams involved, including directing juniors and client updates. o Review draft report and workings. o Attend and support on Client / Target or bidder meetings. o Ensure all key emails during the Transaction have been saved in client file folder.

Qualifications

Fully qualified with an accountancy qualification (e.g., ACA, ACCA, CA).

Essential Experience

Significant experience in corporate finance, including leading advisory and due diligence projects, managing client relationships, and driving business growth.

Job Reference: AZ04658