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The Team

KPMG's Integration Advisory Team works with both acquirers and vendors on pre- and post-deal Integration and Separation issues related to M&A or similar transactions.

The Financial Management in M&A team is a specialist capability which supports the growth of the Integration Advisory practice. The team is built using a mix of consultants and industry-trained finance professionals, and has the ambition to be the advisor of choice for M&A issues which impact the finance function.

You will be working with highly motivated and high calibre individuals to build the leading team in the industry and work regularly on 'front page headline' deals for a client base comprising a wide range of publicly listed corporates, private companies, private equity houses and public sector organisations.

This is an excellent opportunity to join a newly formed team with ambitious growth plans and help build a market leading Financial Management in M&A capability.

Within Integration Advisory the key proposition areas are:
- Synergy evaluation – understanding the potential benefits and costs of a transaction.
- Pre-completion planning – developing high level plans for the first 100 days by workstream, setting up programme governance and developing Day 1 plans to take control.
- First 100 days and long term implementation – fully mobilised integration team with a prioritised set of opportunities and realisation of quick wins.
- Second wave integration – a refocused, re-energised integration process to capture the originally envisaged benefits of the deal.
- Demerger and Separation – understanding the separation options and giving assistance to deliver a credible, discrete standalone entity on Day 1 with value preserved and business continuity ensured.

The Role

You will gain exposure to the high pressure, fast-paced world of transactions through delivering operational finance integration and separation projects. Your role on a project will include:

- Assisting CFOs and finance stakeholders on the buy-side or sell-side to plan and execute changes in the finance organisation as required by the transaction. This will be across the deal cycle from pre-deal to post-deal phases of the transaction.
- You will work across a variety of industry sectors and locations with clients of varying size and complexity. We also work with other advisory firms (banks, law firms, technology companies, and other accounting firms) on deals, as required, which depends on the nature and scope of the engagement.
- Delivering high levels of client satisfaction throughout the engagement, covering all client interactions and updates, deliverables and outputs
- Challenging our people to be curious and innovative on all engagements and internal work, to ensure outcomes are commercially focussed, value adding and effectively executed.
- Production of the initial draft updates, outputs and deliverables to required timescale and ahead of Partner / Director review – responsibility on major deals may be focussed on a discrete section or element of the report.
- Project management ownership of the finance workstream or a number of workstreams on a major deal or have overall responsibility for a medium scale engagement, covering deal strategy and synergy reviews; pre deal integration and separation and Day One Planning; to post deal integration and separation planning and implementation.
- Supporting client pitches, proposals and internal/ external marketing initiatives.
- Being seen as a role model, ensuring our core values are maintained, and coaching, mentoring and supporting our people to help them reach their full potential.
- Ensure KPMG engagement quality and risk management procedures are consistently applied on each engagement to protect the interests of our clients as well as KPMG.
- You will need to be willing to travel as we mainly work from client sites and have a global portfolio of clients. The length of a project can be anywhere from one week to one year, although a typical project will last a few weeks and we would aim to give you as diverse an experience as possible.

The Person

Candidates must be team players. We pride ourselves on the way we work with and support each other.
Candidates will have strong interpersonal skills and be able to demonstrable personal impact, flexibility, drive and commitment.

Candidates will be looking to broaden their current skill set and will embrace the opportunity to work at client sites with a relatively high level of autonomy.

Candidates will be expected to have as a minimum the following skills and experience:
- Background in Management Consulting or an operational finance role in industry.
- Professional qualification preferred (ACA, CIMA, MBA or equivalent).
- Operational finance experience could include activities such as planning, budgeting and forecasting, finance business partnering, management reporting, ERP systems implementation, cash management or design and operation of core end-to-end processes (Record to Report, Procure to Pay, Order to Cash etc.).
- Strong understanding of the component parts of a finance function and the typical organisational structure, processes, controls, systems and performance metrics/ benchmarks.
- Strong knowledge and understanding of core finance processes.
- Extensive knowledge of current leading practice and future trends in creating efficient and effective finance functions, including supporting business strategy, operating model design and implementation, disruptive technologies and creating insight from data.
- Exposure to the operational finance issues created by finance integrations, separations and carve outs.
- Significant experience of leading finance change projects and business improvement initiatives in industry or a consulting environment.
- Experience of organisational change in finance/ back office functions.
- Extensive experience in mergers and acquisitions.
- An understanding of the market drivers, challenges and opportunities impacting our client’s strategies and priorities, enabling them to position solutions and ideas which take these into account.
- Possess a genuine interest in building and commercialising relationships having the ability to interact with our clients on a consultative manner as a trusted advisor.
- Demonstrate curiosity and innovation, striving for continuous improvement, exercising professional judgement and making a positive and lasting impact.
- Commitment and ambition to develop personally and professionally to achieve their full potential, acting as a role model, coach and colleague to other team members.
- Individuals should be comfortable working in the high pressured yet often ambiguous and flexible conditions that characterise transactions.

The Role


At KPMG our FS Data team works to enable our clients from a broad range of top tier banks, to optimise the use of data to achieve their business strategy, and to implement a data driven business.
As a Manager within this team, you will have a proven track record as a Data Management specialist, advising clients on how to effectively manage their data, from ingestion through to insight.

Specifically, you should have strong experience in:
• Data governance practices including change management
• Reviewing and implementing data quality controls and end to end control frameworks
• Data sourcing, profiling, cleansing, & transformation best practice methods, including capturing of lineage & data definitions
• MDM solutions

As this is an FS data consulting role, you will be expected to competently:
• Lead small-medium KPMG and client data management workstreams of 3-10 people where you are expected to oversee the development and use of data systems, processes and controls
• Be a data management SME on large transformation projects, advising our clients on strategy and design
• Be up-to-date of the latest industry regulations and have a keen interest in future technology trends
• Have in-depth sector experience in either Banking, Capital Markets or Insurance and understand key business drivers and key regulations in the industry (e.g. GDPR, IFRS, AML, BCBS 239, FATCA, Dodd Frank, Solvency II)
• Work with key stakeholders to define scope and discover efficient ways to organise, store and analyse data with attention to security and confidentiality
• Develop lasting client relationships and actively building a network and range of experience to help address client needs
• Identify profitable opportunities, sell-on at client work, make a significant contribution in supporting a market proposition/capability and wider practice contribution
• Provide compelling and well thought out solutions to problems of moderate complexity
• Be client focused with good presentation, communication and relationship building skills.

To excel in this role, you are able to fully grasp the complexity of data management, its importance in marketplace currently and why it is critical for our current and potential clients.

The Person


We are building up the FS data team, and as we continue to grow, we want to ensure we are fostering an enjoyable and supportive place to work. Therefore we are seeking people with high energy who:
• Coaches and develops junior colleagues
• Supports the growth of the data management practice through internal initiatives and identifying new business opportunities
• Thrives on challenges and issues and enjoys solving problems
• Inspires change and makes an impact within the team and in a client organisation

Desirable
• Prior consulting experience

Responsibilities


Acting as a technical subject matter specialist on the external audit of credit risk models (IFRS 9, CECL, Regulatory) at our audit entities and conducting procedures that include but are not limited to:

1) Technical model development documentation review
2) Technical model validation documentation review
3) Assessment of model performance
4) Independent replication of any of the above

Acting as a technical subject matter specialist on the external audit of audit entities end to end credit risk process and conducting procedures that include but are not limited to:

1) Credit risk governance reviews
2) Credit risk policy and procedure reviews
3) Individual credit file reviews
4) Substantive testing of any of the above

Advising non audit clients on the impact of changing requirements in provision accounting standards (IFRS9) and helping clients validate or build credit risk measurement models.

The individual will also be expected to complete technical analysis for workstreams within both IFRS9 and credit risk modelling engagements.

The individual will also be expected to work independently and be able to manage teams of up to 10 on audits or advisory engagements. Said individual would also be responsible for the quality and risk management on audit and advisory engagements.

The individual will also be required to apply their skills to a broad range of banking risk related issues supporting both regional and national propositions.

The Person


Knowledge & Experience:
- Experience working in a credit risk modelling role within a financial or professional services firm.
- Experience in managing teams of 6-10 people
- Practical experience in credit risk modelling techniques
- Knowledge and practical experience in accounting and risk requirements as related to IFRS9, CECL and regulatory credit risk models
- Detailed working knowledge and experience of all aspects of model development and validation including the following:

1) Data extraction and pre-processing
2) Modular model development
3) User acceptance testing
4) Model performance assessments
- Relevant Sectoral experience – developing Retail/ Wholesale banking PD/EAD/LGD models
Knowledge and experience of credit risk processes, governance and documentation
Qualifications & Skills:



- Ability to communicate risk/finance requirements of IFRS9 to the reciprocal function, i.e. risk to finance and finance to risk.
- Flexibility and agility to contribute in a senior capacity to a broad range of banking risk engagements.
- Excellent oral / written communication, planning, project management, networking and influencing skills.
Flexibility to work across the UK (and internationally) where required

The Team

KPMG's Integration & Separation (I&S) Advisory team works with both acquirers and vendors on pre- and post-deal Integration and Separation issues related to M&A or similar transactions.

The Financial Management in M&A team is a specialist capability which supports the growth of the I&S practice. The team is built using a mix of consultants and industry-trained finance professionals, and has the ambition to be the advisor of choice for M&A issues which impact the finance function.
You will be working with highly motivated and high calibre individuals to build the leading team in the industry and work regularly on 'front page headline' deals for a client base comprising a wide range of publicly listed corporates, private companies, private equity houses and public sector organisations.

This is an excellent opportunity to join a newly formed team with ambitious growth plans and help build a market leading Financial Management in M&A capability.

Within Integration Advisory the key proposition areas are:
- Synergy evaluation – understanding the potential benefits and costs of a transaction.
- Pre-completion planning – developing high level plans for the first 100 days by workstream, setting up programme governance and developing Day 1 plans to take control.
- First 100 days and long term implementation – fully mobilised integration team with a prioritised set of opportunities and realisation of quick wins.
- Second wave integration – a refocused, re-energised integration process to capture the originally envisaged benefits of the deal.
- Demerger and Separation – understanding the separation options and giving assistance to deliver a credible, discrete standalone entity on Day 1 with value preserved and business continuity ensured.
- We work closely alongside our colleagues within KPMG's Transaction Services who conduct financial, commercial and operational due diligence, providing an integrated and value-adding service to our clients to help make their transactions successful.

The Role

You will gain exposure to the high pressure, fast-paced world of transactions through delivering operational finance integration and separation projects. Your role on a project will include:

- Assisting CFOs and finance stakeholders on the buy-side or sell-side to plan and execute changes in the finance organisation as required by the transaction. This will be across the deal cycle from pre-deal to post-deal phases of the transaction.
- You will work across a variety of industry sectors and locations with clients of varying size and complexity. We also work with other advisory firms (banks, law firms, technology companies, and other accounting firms) on deals, as required, which depends on the nature and scope of the engagement.
- Providing day to day support to project office activities, and lead PMO activities on small to medium sized engagements.
- Lead analytics on synergy and separation type projects and be responsible for first draft of significant sections, if not all, synergy commentary reports.
- Lead the support to the finance workstreams on integration / separation projects, supporting client workstream leads to fulfil their workstream objectives.
- Ownership and maintenance of engagement financials and on larger projects oversee the work of more junior staff.
- Contribution of content for sections of reports/deliverables on separation and integration projects.
- When you are not working on a project, you will provide support to senior colleagues in preparation of proposal materials.
- You will need to be willing to travel as we mainly work from client sites and have a global portfolio of clients. The length of a project can be anywhere from one week to one year, although a typical project will last a few weeks and we would aim to give you as diverse an experience as possible.

The Person

Candidates must be team players. We pride ourselves on the way we work with and support each other.
Candidates will have strong interpersonal skills and be able to demonstrable personal impact, flexibility, drive and commitment.

Candidates will be looking to broaden their current skill set and will embrace the opportunity to work at client sites with a relatively high level of autonomy.

Candidates will be expected to have as a minimum the following skills and experience:
- Background in Management Consulting or an operational finance role in industry.
- Professional qualification preferred (ACA, CIMA, MBA or equivalent).
- Operational finance experience could include activities such as planning, budgeting and forecasting, finance business partnering, management reporting, ERP systems implementation, cash management or design and operation of core end-to-end processes (Record to Report, Procure to Pay, Order to Cash etc.).
- A good understanding of the component parts of a finance function and the typical organisational structure, processes, controls, systems and performance metrics/ benchmarks.
- A good knowledge and understanding of core finance processes.
- Awareness of current leading practice and future trends in creating efficient and effective finance functions, including supporting business strategy, operating model design and implementation, disruptive technologies and creating insight from data.
- Exposure to the operational finance issues created by finance integrations, separations and carve outs.
- Experience of leading finance change projects and business improvement in industry or a consulting environment.
- Experience of organisational change in finance/ back office functions.
- A keen interest in merger and acquisitions.
- Financial and commercial awareness.
- Presentation (oral and written).
- Good client relationship skills.
- Analysis and problem solving.
- Report writing.
- Individuals should be comfortable working in the high pressured yet often ambiguous and flexible conditions that characterise transactions.