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Transaction Advisory Services - Manager
1- Reporting
Job Title   Transaction Advisory Services - Manager
Department   Business Advisory
Unit   Financial Advisory
Direct reports to   Director of Business Advisory Department
 
2- Job Purpose, Duties and Responsibilities
General Purpose   The general and main purpose of this job is to prepare all financial consulting-related deliverables, provided that the incumbent shall be able to deliver complete product no less than 70% compliant with the technical specifications of the company’s deliverables. The deliverables include the following:
  • Prepare feasibility studies
  • Conduct business valuation
  • Develop Financial Modeling
Duties of job
incumbent
  A. Strategic Duties
  • Provide strategic suggestions on new services or recommendation to be incorporated with the strategic plan
  • Execute operational objectives approved by top management
  • Provide suggestions for best achieving of operational objectives
B. Operational Duties
  • Project Execution
    • Attendance of kickoff and periodic meetings with clients for gathering information and documents.
    • Prepare correspondences for clients.
    • Prepare internal correspondences as per company policy.
    • Prepare draft deliverables.
    • Supervise final deliverables preparation by the Administrative Assistant to be handed over to the client.
    • Prepare presentations.
    • Prepare periodic reports to the clients.
  • Related Back Office Support
    • Prepare monthly press articles as per approved media plan.
    • Prepare monthly updates on company website.
    • Participate in enhancing company’s brochure
    • Prepare financial and technical proposals and presentations for government and private sector tenders and projects.
  • Do other relating duties as assigned
Interrelationships  
  • Clients of whatever job level, from Manager and below.
  • Concerned regulatory and government bodies.
Inputs  
  • Technical requirements of government tender
  • Technical requirements of private sector clients
  • Contracts after signing
Outputs  
  • Technical & financial proposals
  • Draft deliverables
  • Final deliverables
  • Internal & external correspondence
  • Periodic reports for clients
Key Performance
Indicators KPIs
 
  • External indicators by clients
    • Ability to prepare complete deliverable in not less than 70%
    • Accuracy of information used in interim and final deliverables
    • Compliance with approved timetable of deliverables
    • Compliance with company policies on preparing deliverables and correspondence
    • Not causing the client to delay payment due to a delay in approving of deliverables for several amendments
    • Achieve client satisfaction
    • Boost client loyalty
  • Internal indicators
    • Adhering to standards of good professional conduct in dealing with all staff
 
3- Minimum Job Requirements
Qualifications & Professional Certificates  
  • Qualifications University degree, major Accounting or Business Administration
  • Professional Certificates Certified Financial Analyst (CFA) or Master of Business Administration (MBA) is preferred .
Work experience   A minimum 4 years of extensive experience in financial analysis, including not less than 2 years of experience in similar position.

Knowledge, Skills and Abilities (KSA)  
  • Knowledge
    • Conducting financial analysis
    • Preparing feasibility studies
    • Conducting business valuation
    • Proficiency in computer use, including:
      • MS Word
      • MS Excel
      • MS Power Point
      • MS Project Manager
      • MS Visio
  • Skills
    • Search skills using different sources of information such as internet and primary sources of information issued in Kuwait.
    • Fluency in both Arabic and English (reading, writing, and speaking)
    • Skills of planning and prioritizing daily duties
    • Communication skills with clients and colleagues
  • Abilities
    • Ability to express thoughts using clear terms in both Arabic and English
    • Ability to do analysis and reach conclusion
    • Ability to take the right decision
    • Ability to self-development
 
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