Associate Vice President - SaT - National - SaT - TCF - Valuation, Model & Econom

The opportunity : Associate Vice President-National-SaT-SaT - TCF - Valuation, Model & Econom - Mumbai

SaT - TCF - Valuation, Model & Econom :

Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today's toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.

Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.

Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence,Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.

Your key responsibilities

Technical Excellence

Technical expertise

Preparation of a detailed financial model from scratch, in line with global modelling best practices and within a tight time frame

Develop a logical, transparent and understandable model structure capturing all of the client requirements

Suggest and incorporate modelling aspects relevant to the client engagement and/or sector that would provide greater insights to the client

Leverage industry and domain experts within the Firm for industry issues and technical aspects to deliver a superior quality model to the client that is accurate, free of any material errors and easy to understand

Undertake thorough quality checks on the model before it is delivered to the client

Conduct trainings/workshops for client personnel on use of the model and/or put together a model user manual for the client to ensure effective handover

Analyzing business plans prepared in MS Excel, identify issues which might impact the outputs of the model and evaluate their materiality on model outputs

Critically analyze the model and identify not just coding and linkage issues but commercial, analytical and strategic matters that the client team should consider in the model

Quantify the impact of errors/commissions/oversight observed in the model, if required

Exhibit strong communication and report-writing skills to explain and qualify the issues identified

Be assertive to ensure that client incorporates or otherwise adequately addresses all material issues identified before issuing final sign-off

Experience of model builds and model reviews for various purposes. Indicative list outlined below:

Transaction

Equity and debt transactions

Buy-side and sell-side transactions

Strategic, financial (including specific investment vehicles such as SPVs , JV, InvITs, REiTs)

Bid advisory

Government as well as private sector bids

Decision support models for operational monitoring and/or internal management analysis

MIS models

Budget and variance analysis models

Covenant testing models

Benchmarking and market sizing models

Restructuring models

Organizational restructuring

Financial restructuring

Toolkits and template models for day-to-day organizational use

Deep understanding of certain key sectors requiring complex modelling such as

Infrastructure

Power & utilities (including renewable power)

Transportation (roads and highways, airports, railways, ports, shipping)

Waste management and urban infrastructure

Engineering, procurement and construction

Real estate (residential, commercial, retail, hospitality)

Oil & gas (upstream/downstream, pipeline infrastructure)

Telecom and telecom infrastructure

Mining

High-level understanding of other major sectors such pharmaceuticals, life sciences and health care, manufacturing and industrial products, technology

Experience of using VBA with Excel, i.e., Macros, User forms, Add-ins etc.

High level understanding of key accounting and taxation concepts that impact most financial models and that would aid in having intelligent client conversations

Ability to identify where domain experts need to be involved or local teams (in case of international clients) need to be consulted

Knowledge and ability to leverage data visualization and analytics tools on engagements where they can add value to client (tools such as Spotfire, Tableau, PowerBI, Power Pivot, Social media analytics, etc)

Regularly deliver be-spoke trainings on Financial Modelling and Valuation to various corporate organizations, students, educational institutions and finance professionals.

Develop and customize content to make it relevant to the target audience

Devise assignments and assessments to provide the participants with practice material ad evaluate learning

Network with participating professionals and leverage any business opportunities that arise

Respond to participant queries in a timely manner

2.Lead in client service delivery

Independently lead and coordinate the planning and management of engagements including:

Defining the scope of work and ensuring clear and water-tight scoping of the engagement

Pricing and fee negotiation in consultation with senior partners and client account leaders

Manage and ensure timely billing and recovery

Identifying opportunities to cross-sell services across EY and maximizing fee opportunities for the Firm

Monitor effective execution of the work on a multiple client base and assume independent responsibility on engagement management

Develop rapport with middle to senior levels at Client's organization

Participate in advising clients on strategic issues and understanding client's needs work as a holistic business advisor to the client

Risk Management

Ensure compliance with risk management strategies, plans and activities

Understand the risk management policies at the Firm and bring to focus risk issues on client assignments in a timely manner

Handle straightforward QRM and independence matters on engagements by seeking the necessary approvals and adhering to Firm requirements

Manage sensitive and high level risk issues and escalate matters to senior partners in a timely manner

Proactively resolve (with Partner support) risk issues in delivering service to clients

Develop and implement risk management / mitigation strategies, plans and activities in consultation with seniors / partners / QRM team

4.People Management

Build a strong and cohesive team and be a strong role model, mentor and coach

Train the team effectively to make them independent and aware of EY polices, best practices and role expectations

Effectively manage resourcing on engagements by collaborating within the team and ensuring the right person for the right job

Assist in resolving people issues, if any, in a timely, rational, fair and calm manner

Assist in recruiting activities for the business

Knowledge Management

Champion knowledge sharing efforts, review and continually improve processes so that the team and firm capture and leverage knowledge

6.Business Development, Networking & Identification of opportunities:

Create and manage strong independent relationships with clients at middle to senior positions with minimal partner involvement

Identify and act promptly on referrals

Work towards expanding client base with new wins and conversions (both existing and new clients) by building strong external networks and communicating with the partner on opportunities in a timely manner

Build broad networks within the firm locally and internationally

Maintain up-to-date repository of sector-wise, service-wise credentials and CVs

Periodically develop or participate in putting together thought leadership content on matters relevant to the business and help in periodic refresh of the marketing collateral for the practice

Support the leadership and participate in building the brand of the Firm and the VME practice

Skills and attributes

To qualify for the role you must have

Qualification

CA / MBA from Tier I institution / CFA

Any additional modelling certifications would be preferred

Technical/programming knowledge across domains of VBA, Python, C++, SQL would be given preference

Experience

8+ years of relevant post qualification experience

Strong Financial modeling skills backed by project experience

Analytical skills and attention to detail

Conversant with Excel, Word, PowerPoint and various data modelling, coding and analytics tools such as VBA, SQL, Spotfire, Tableau, Power BI, etc.

Business development

Client relationship management

Strong market network and relationship building skills

High initiative and drive

Maturity and ability to handle pressure

Positive attitude and high commitment

Excellent oral and written communication skills

Professional appearance and poise

High team orientation

Project / time management

Leadership skills

Team management and development