I'm looking for

Financial Modelling - Assistant Manager (Bristol) – Corporates

The Team

Organisations across all industries are using cost, financial and data models of growing complexity in key decision-making areas such as project evaluation, investment appraisals, on-going reporting of financial and operational metrics.

KPMG’s Modelling team support our clients across a diverse range of sectors, such as defence, transport, infrastructure, communications, health, energy, financial services, leisure, retail and manufacturing. Our modelling services include:

· Model risk assessment;
· Model assurance;
· Best practice appraisals;
· Cost modelling;
· Business planning and forecasting;
· Modelling the impacts of business restructuring including options analysis, cost optimisation, outsourcing and other operational and financial restructuring;
· Management reporting and dashboard development;
· Data analysis and presentation;
· Database design and build.

We work closely with teams across all functions within KPMG such as Transaction Services, Corporate Finance, Restructuring, Tax, Financial Risk Management, Internal Audit and Regulatory and Compliance Services. You will work on some of the most exciting projects in KPMG, delivering high quality, flexible and bespoke analytics and modelling solutions.

The Role

You will join our rapidly growing Bristol Modelling team as an Assistant Manager delivering modelling services primarily to our defence clients. These services, provided as part of KPMG’s broader and market-leading defence advisory services, will include designing and constructing cost and operational models, model reviews and model audits, for defence clients, as well as designing MI solutions and analysis.

The role will be challenging and require you to develop trusted relationships with key stakeholders, work to deadlines, prioritise workload, run projects and providing a high level of client service at all times. Your level of responsibility will only be limited by your own aptitude and passion to learn and to take on new challenges. You should have a proven track record of managing your own time, as well as managing others in a team. Previous experience in cost modelling is essential, and experience of working in a consulting or professional services environment is desirable. VBA and SQL skills are desirable but not essential.

The Person

Qualifications, Experience and Background
We are looking for an Assistant Manager with the following attributes who is passionate about developing a career in modelling:
· A numerate (science, engineering or maths-based) first-class or upper second-class degree
· Either an accounting qualification or an MBA or post graduate qualification in maths, statistics or Operational Research
· Experience in roles that require an understanding of the unique nature of defence cost modelling, including Monte Carlo analysis
· Positive approach towards problem solving, even under time pressure
· The ability to focus on a particular project whilst managing multiple projects
· Ability to motivate and manage teams to achieve optimal potential
· A high degree of knowledge of Excel and best practice modelling
· The ability to think through a problem and apply a logical, analytical approach to develop a solution
· Ability to describe complex technical issues in a clear non-technical way
Initiative, enthusiasm and excellent communication skills (verbal and written)
· Excellent project management skills
· Strong analytical and interpretative skills
· Vigilance and sustained attention to detail
· Ability to quickly assimilate and apply new techniques and knowledge
· The ability to work and communicate as part of a team
· The ability to work in an efficient organised manner
· The desire to perform to a consistently high standard
· A proven record of effective time and resource management

Due to the nature of the work applicants should either hold or be capable of obtaining UK security clearance.

The role can be based in anyone of our major offices in the UK (Birmingham, Leeds, Manchester, Bristol, Cardiff).

The Team

The successful candidate will join our UK Infrastructure Government and Healthcare (IGH) Data Analytics Practice as a Technical Architect focused on leading the technical development and delivery of our Healthcare Digital and Data Analytical Services solutions. You will provide technical analytics solution architecture, development and market expertise to help grow our public sector digital and data analytics offerings across the UK. You will also contribute to the successful delivery of other KPMG services across the public sector while establishing a core set of analytics product services of your own related to health and care. Our services include:

Data Modelling and Analytics

• Interactive data visualisation, presentation and reporting
• Dashboard development, publishing and maintenance
• Advanced analytics including exploiting modern data science techniques like machine learning and applied statistics to extract valuable data driven insights
• Cloud-enabled analytical services
• Agile analytics project management and delivery

Data analytics strategy design and implementation

• Developing ad supporting the implementation of data strategy and digital transformation programmes and initiatives

Business and data modelling

• Data blending and database development
• Cost benefit analysis and financial modelling
• Modelling the impacts of business change, including options analysis, cost optimisation, outsourcing and other operational and financial restructuring

We work closely with teams across all functions within KPMG, such as Operational Transformation, Transaction Services, Corporate Finance, Restructuring and others.

The Role

We are looking for a Senior Manager to help lead our rapidly growing team with strong technical expertise in data visualisation, analytics, and data modelling. The individual should have a proven track record in leading data analytics programmes and projects with exceptional communication and presentation skills.

The Senior Manager will lead multiple projects in the following areas:

• Interactive data visualisation, presentation and reporting
• Dashboard development, publishing and maintenance
• Data strategy design, development and implementation
• Cloud-enabled analytical services
• Requirements gathering and stakeholder engagement
• Rapid proof of concept development
• Cost benefit analysis and financial modelling
• Development and delivery of analytics training
• ETL, data blending and database development

You will build service offerings and take them to market, leading business development including managing bids and proposals and contributing to the development of KPMG’s services through knowledge management and methodology design.

You will also play a leading role in generating sales and leading successful delivery of engagements, taking primary responsibility for the quality of our work and client relationships.

You will manage teams of KPMG professionals on and off engagements, providing leadership and coaching to ensure excellent client delivery whilst enabling their future development.

You will have significant and proven experience, including experience engaging senior leaders and managing complex projects and programmes with multiple work streams.

This role offers the candidate the opportunity to develop and share their extensive knowledge and experience of sophisticated data management and analytics techniques, as well as developing client-facing, project management and consulting skills. The roles require working to tight deadlines, prioritising workload, project management and providing a high level of client service. The candidate will be expected to show clear leadership capability with a track record of developing and coaching people to deliver complex analytics projects.

The Person

Essential requirements

• Experience in leading complex programmes of work, and engaging with senior stakeholders
• Deep analytics and or consulting experience
• Deep understanding and experience of supporting the business development process, including: responding to request for proposals and formally pitching for work
• A proven track record of delivering complex analytical products
• A numerate (computer science or maths-based) degree or equivalent experience
• Excellent communication skills with proven experience of having engaged with clients at the executive and board level
• Data modelling (SQL, Access) and/or visualisation experience (PowerBi, QlikView, Tableau)
• Experience in sales including a track record of supporting revenue growth
• Experience in proposition development and taking ideas to market
• Experience in performance management and developing and retaining talent,
• Experience in leading multiple analytics/modelling and or data strategy engagements simultaneously
• Experience in building and maintaining strong client relationships
• Ability to describe complex technical issues in a clear and non-technical way
• A strong understanding of analytics, decision science, and strategy concepts
• Knowledge of analytics services, products, and key concepts
• Positive approach towards problem solving under pressure, including the ability to think through a problem and apply a logical, analytical approach to develop a solution
• The ability to manage time and work independently with multiple stakeholders
• Ability to quickly assimilate information and propose workable solutions
• Strong analytical and interpretative skills
• Sustained attention to detail

Desirable requirements

These include:

• A professional qualification (e.g. Microsoft SQL Certified Professional)
• A good understanding of public sector data, especially Healthcare

Ideally the candidate will have experience delivering analytics using on-premise and cloud-based technologies, including the following:

• Understanding of cloud computing technologies, business drivers, and emerging computing trends
• Understanding of data solutions that leverage technology like Microsoft Azure and or SQL, Google Cloud or AWS
• Experience in migrating on premise workloads to the cloud
• Experience in architecting and developing cloud-based solutions
• Experience of applying statistical and machine learning techniques and cloud-based machine learning tools like Azure Machine Learning
• Deep understanding in databases and analytics, including relational databases (e.g. SQL Server)

The Team


Organisations across all industries are using financial and data models of increasing complexity in key decision making areas such as project evaluation, investment appraisals, on-going operational and financial reporting purposes.


The roles are within the Modelling team based in London, Canary Wharf. We provide a wide range of modelling services to our clients in a diverse range of sectors such as transport, infrastructure, communications, health energy / natural resources, financial services, leisure, retail and manufacturing. Our modelling services include:


• business planning and forecasting;
• modelling the impacts of business restructuring, including options analysis, cost optimisation, outsourcing and other operational and financial restructuring;
• transaction modelling (mergers & acquisitions, buyouts, refinancing, bids and bid defence);
• management and KPI reporting solutions;
• data analysis and presentation;
• model risk assessment;
• model assurance;
• financial model best practice reviews


We work closely with teams across all functions within KPMG such as Transaction Services, Corporate Finance, Restructuring, Tax, Performance Management, Financial Management, Financial Risk Management, Internal Audit and Regulatory and Compliance Services. We work on some of the most exciting projects in KPMG, delivering high quality, flexible and bespoke analytics and modelling solutions for our clients.


The Role


We are looking for advisors to join our team and work in all of the areas referred to above. The successful candidate, after undergoing KPMG’s rigorous training programme, will start working on best practice reviews and model assurance under the guidance of senior staff. This role offers the candidate the opportunity to develop an extensive knowledge of Financial Modelling that would complement their existing strong accounting, finance and Excel skills, whilst also developing client-facing skills, project management skills and consulting skills. As the candidate’s familiarity with best practice financial modelling increases, they will be given the opportunity to work on business and transaction modelling projects with senior staff. The candidate will be expected to pass on this knowledge to more junior analysts through mentoring and on-the-job training.

The role requires working to deadlines, prioritising workload, project management and providing a high level of client service at all times. The level of responsibility you will be given will only be limited by your own aptitude and willingness to learn and to take on new challenges.


The Person


• A first-class or upper second-class degree that included finance and accounting modules
• Holds or is working towards a post graduate degree (Masters, PhD, CFA)
• Holds the ACA qualification, or close to being awarded the ACA qualification

Experience and Skills


• Experience of working in a Financial Modelling role with an understanding of financial and accounting concepts or project finance (e.g. debt structures, cash waterfalls, financial ratios) working with Financial Sector clients
• A high degree of knowledge of Excel
• Experience of producing Financial Models using VBA and Excel
• Experience of managing junior staff
• Experience of interacting with senior management
• Experience in describing complex technical issues in a clear non-technical way
• Initiative, enthusiasm and excellent communication skills (verbal and written)
• Strong analytical and interpretative skills
• Ability to quickly assimilate and apply new techniques and knowledge

The Role


The KPMG Real Estate Tax Team is part of the wider KPMG Financial Services Tax Group and focuses specifically on providing tax advisory and compliance services to UK and international fund managers and property investors. We also work alongside our clients and our colleagues in Transaction Services on transactions, providing tax structuring and tax due diligence services. The investors in funds are typically multi-national, as are many of the targets. Therefore the projects frequently require us to work with colleagues from our global KPMG tax network.


The successful candidate will have an opportunity to broaden their knowledge of the investment management, real estate and infrastructure industries, types of common fund structures, and the way different entities in these structures are taxed; increasing his/her experience of corporation tax, income tax, capital gains tax, VAT, stamp duty and overseas tax regimes while learning about a specialist business area.



The Responsibilities


The successful candidate must have experience in all of the following areas:


•Taking responsibility for the delivery of high quality compliance and reporting services for a portfolio of clients
•Helping with ad hoc advisory questions, funds structure papers, etc
•Being the first point of contact for many clients
•Supporting graduates with the preparation of computations, reviewing computations and ensuring their accuracy
•Ensuring all risk procedures are adhered to
•Assisting with carrying out detailed technical research
•Providing tax structuring, tax due diligence and restructuring advice on a wide range of transactions
•Co-ordinating the advice provided by other overseas KPMG teams and other tax skillsets
•Working closely with colleagues in Transaction Services
•Developing client relationships with fund management houses, TS and overseas teams
•Understanding the client's business and helping to identify areas for the provision of tax and other services
•Being involved in business development and proposal activity



The Person


The successful candidate must have the following skills and previous experience in all of the following areas:


•An accountancy/ finance qualification to masters level.
•A CTA/ACA/CA or equivalent qualification
•Post-qualified corporate tax experience within a Real Estate or Financial Services Tax team.
•Significant experience of working within a professional services firm, with a history of developing strong external and internal client relationships
•A commercial approach to resolving issues and providing advice
•High level analytical skills
•Project coordination/management skills
•The flexibility to adapt to the ever changing demands brought about by tax, regulatory and business changes.
•Corporate tax knowledge within the financial sector, including asset management, real estate tax and funds tax.
•Tax accounting experience is essential for this role.

The Role:

The KPMG Real Estate Tax Group is part of the wider KPMG FS Tax team and focuses specifically on providing tax advisory and compliance services to UK and international property investors and fund managers. We also work alongside our clients and our colleagues in Transaction Services on transactions, providing tax structuring and tax due diligence services. The investors in funds are typically multinational, as are many of the targets. Therefore the projects frequently require us to work with colleagues from our global KPMG tax network.

You will have an opportunity to broaden their knowledge of the real estate industry, common fund structures, and the way different entities in these structures are taxed; developing your experience of corporation tax, income tax, capital gains tax, VAT, stamp duty and overseas tax regimes while developing relationships in a specialist business area.

This is an exciting time to be part of the KPMG Real Estate tax Group. We are looking for excellent candidates with a proven track record who are seeking a dynamic and challenging working environment with the opportunity to apply their deep technical knowledge in a compliance capacity.

The Responsibilities:

The role involves a mixture of both compliance and advisory responsibilities, with specific duties including:
• Providing tax structuring, tax due diligence and restructuring advice on a wide range of transactions
• Carrying out detailed technical research
• Being the first point of contact for many clients
• Co-ordinating the advice provided by other overseas KPMG teams and other tax skillsets
• Taking responsibility for the delivery of high quality compliance and reporting services for a portfolio of clients
• Working closely with colleagues in Transaction Services
• Developing client relationships with fund management houses, TS and overseas teams
• Understanding the client's business and helping to identify areas for the provision of tax and other services
• Being involved in business development and proposal activity
• Ensuring all risk procedures are adhered to

The Person:

You will have the following skills:
• Qualified CTA or ACA/CA or equivalent
• Strong corporate tax technical knowledge
• A good knowledge of UK corporate tax and an awareness of other tax and accounting areas. M&A tax and/or international tax experience would be an advantage but is not a requirement
• Strong interpersonal skills in addition to strong oral and written communication skills
• High level analytical skills and a commercial approach to resolving issues and providing advice
• Ability to work as part of a team in a transaction based environment
• Strong task management skills
• Ability to build client relationships
• Good computational and excel skills
• Good technology skills - experience of Digita and/or Alphatax would be advantageous but not essential