At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.
Skills
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
- Respond effectively to the diverse perspectives, needs, and feelings of others.
- Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
- Use critical thinking to break down complex concepts.
- Understand the broader objectives of your project or role and how your work fits into the overall strategy.
- Develop a deeper understanding of the business context and how it is changing.
- Use reflection to develop self awareness, enhance strengths and address development areas.
- Interpret data to inform insights and recommendations.
- Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
Main purpose of the job and keybackground information(Note: Key responsibilities are assignedbased on an evaluation of the candidate’s professional qualification, relevant experience, Excel skills, and ademonstrated working knowledge offinancial analysis that impacts the businessand economic environment.)You will play an integral role in valuation services provided toPwC audit companies as well as non-audit companies as it relates to various private equity investments and valuation of portfolio companies.
Specific Responsibilities Include But Are Not Limited To
- Analysing third party valuations by challengingassumptions and performing sensitivity analysis on a wide range of illiquid investments across industries and geographies while using accepted and relevant approaches and theory
- Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for thatexpertise
- Reporting and presenting analysis and conclusions including written reports, and drafting valuation queries for audit team
- Delegating effectively tasks and providing direction and support to more junior team members
- Enhancing the quality of work by actively supervising and coaching others taking responsibility for the quality of work and performing a critical self-review, seeking proactively the advice of supervisors, and responding to feedback in a timely manner
- Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product
Education & Experience
- Qualified Chartered accountant or CFA charter holder
- Minimum of 3-5 years of valuation-related work experience including but not limited to solid experience of constructing and reviewing valuation models such as: DCF, comparable company / bond, option pricing model (knowledge of building breakpoints), waterfall allocation methods etc.
- Understanding of Private Equity industry, Startup and VC funding, and understanding capital structure of private company
- End to end understanding of various nuances in arriving at fair valuation of private company’s shares
- Ability to analyze key financial metrics depending on the portfolio company’s industry, identify historical trends and perform calibration analysis to understand the key drivers causing the changes in the company'svaluation in each reporting period.
- Proficient in MS Excel
- Experience of building and maintaining client
relationships
- Experience in mentoring staff and / or managing a
small team
- Ability to coordinate internal teams and tasks across a
variety of functions
- Knowledge of CapitalIQ will be an advantage
- Playing a role in discussions, proactively ask questions
and share an informed point of view;
Personal competencies
- Strong research, financial modeling, analytical and
valuation skills
- Strong communication skills along with fluency in
English;
- Strong intellectual curiosity and a fast learner
- Demonstrated capability of working effectively with
3rd parties, including managing the process/ timetable
of deliverables and providing feedback etc.
- Strong team player. Demonstrated capability of
working closely with team members and delivering
quality work under tight schedule
- Flexible and able to adapt to changing situations
Requirements
These should include essential &
Desirable Requirements Such As
- Level of experience
- Education/qualifications
- Industry experience
- Technical capability
- Sales/BD capability
- Metrics
- Key personal attributes
- Bachelor’s in finance/Accounting/Economics with focus
on valuation methods (B. Com, B.Sc. with Economics
Hons) Along With Following Certifications
- CFA (US) or CA – Mandatory
- Work Experience ranges as below:
- 3 to 5 years for CA / CFA (US)
- Work Experience from following organisations:
- Big 4s – similar experience
- Financial Services Companies / Investment Banks
– Barclays, JP Morgan, Morgan Stanley, Goldman
- Consulting experience Sachs, Credit Suisse, Wells Fargo, Macquarie,
Standard Chartered, Nomura, Citigroup, HSBC,
Karvy Financial Services Company, Merrill Lynch,UBS, Bank of America, Fidelity Investments,Blackrock, TIAA
- Valuation firms such as Duff & Phelps
- Consulting Firms: Accenture, McKinsey & Co.,
- Advance knowledge on Microsoft Office especially Excel
- Experience in financial modelling
- Good understanding of corporate financial statements and
various types of securities
- Proficient written and verbal English communication skills
- Commitment to continuous training and to proactively
learn new processes
- Demonstrated self-motivation and a desire to take
responsibility for personal growth and developmen
