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| Transaction Advisory Services - Manager |
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| Job Title |
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Transaction Advisory Services - Manager |
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| Department |
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Business Advisory |
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| Unit |
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Financial Advisory |
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| Direct reports to |
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Director of Business Advisory Department |
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| General Purpose |
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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
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Duties of job
incumbent |
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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
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| Interrelationships |
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- Clients of whatever job level, from Manager and below.
- Concerned regulatory and government bodies.
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| Inputs |
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- Technical requirements of government tender
- Technical requirements of private sector clients
- Contracts after signing
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| Outputs |
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- Technical & financial proposals
- Draft deliverables
- Final deliverables
- Internal & external correspondence
- Periodic reports for clients
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Key Performance
Indicators KPIs |
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- 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
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| Qualifications & Professional Certificates |
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- Qualifications University degree, major Accounting or Business Administration
- Professional Certificates Certified Financial Analyst (CFA) or Master of Business Administration (MBA) is preferred
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| Work experience |
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A minimum 4 years of extensive experience in financial analysis, including not less than 2 years of experience in similar position.
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| Knowledge, Skills and Abilities (KSA) |
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- 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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