Financial Advisory Executive

Role overview

The Financial Advisory Executive will support team members on financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects. This role involves managing your own workload, performing detailed financial analysis, providing a point of contact throughout engagements, and developing an understanding of when to seek help from senior team members.

Key Responsibilities

• Support team members on financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects.
• Manage your own workload and keep team members informed of progress and questions.
• Provide a point of contact throughout engagements for routine project issues and questions.
• Develop an understanding of when to ask senior team members for help and manage time effectively on projects.
• Attend client meetings as appropriate.
• Support senior team members with client take-on and risk processes, ensuring compliance with regulations and FRP policies.
• Help ensure client files are maintained appropriately and compliant with FRP policy at completion.
• Work closely with partners and colleagues on business development, including networking.

Client Work

• Work closely with a Director or Manager to support the execution of projects on a day-to-day basis.
• Undertake initial analysis of historic and forecast financial information, and other financial forecasting such as weekly cash flows.
• Summarise analysis in Excel tables for inclusion in reports.
• Prepare discrete areas of reports and financial models.
• Identify potential issues and raise them with senior team members.
• Develop experience in a range of transactions in a corporate finance environment.
• Accompany senior team members to client meetings and assist with preparation and follow-up.

Business Development

• Attend networking events and develop a network of peers.
• Assist senior team members with business development and marketing activities.
• Support research and preparation of proposals.

Team Management

• Seek and act upon feedback from all levels.
• Assist with general correspondence, administration (including billing), and ad hoc projects within the department.

Risk & Quality

• Act with integrity and comply with all required internal and external risk management procedures.
• Ensure quality on all client deliverables.
• Undertake regular CPD in line with ACA/ACCA requirements.
• Seek training on specific areas to refresh knowledge.
• Compliance with FRP Fit & Proper Persons test.
• Follow all appropriate take-on and risk management processes, including AML, on all client projects.

Qualifications

• ACA/ACCA – or about to qualify.
• Good experience in financial analysis and data/model interrogation.
• Strong Excel skills for data/model interrogation.
• Strong numerical and financial skills based on a good understanding of financial statements.
• Some client-facing experience.
• Ability to work on multiple projects simultaneously to demanding timetables.
• Enthusiastic with interpersonal skills to build internal and external relationships.