Transaction Advisory Services Manager

Role Overview

The Transaction Advisory Services Manager is responsible for leading and managing engagements related to transaction advisory, including financial due diligence, valuations, M&A support, and restructuring. This role ensures that all client projects are delivered with exceptional quality, overseeing engagement teams while fostering strong client relationships.

Main Duties and Responsibilities

• Direct and coordinate transaction advisory projects encompassing financial due diligence, valuations, feasibility analysis, M&A advisory, restructuring, and strategic financial consulting.
• Plan engagements effectively by assessing staffing needs, scheduling activities, allocating resources, and assigning tasks accordingly.
• Manage concurrent projects ensuring timely delivery, adherence to scope, and maintenance of quality standards.
• Act as the primary liaison for clients, guaranteeing high standards of service and customer satisfaction.
• Evaluate deliverables including financial analyses, valuation models, reports, and transaction documents, providing insightful recommendations.
• Track project progress, identify critical financial risks, regulatory concerns, and ensure compliance with firm policies, engaging partners when required.
• Build and nurture productive relationships with clients, investors, financial institutions, stakeholders, and internal teams.
• Encourage continuous professional development and learning within the team.
• Delegate responsibilities effectively while ensuring adherence to workplace policies and professional standards.
• Identify and cultivate new business prospects in transaction advisory and corporate finance sectors.
• Support practice growth by preparing proposals, engagement contracts, presentations, and participating in meetings and bidding processes.
• Oversee engagement financials including budgeting, billing, collections, and client account management.
• Utilize advanced expertise in financial analysis, modeling, valuation techniques, market research, and transaction structuring.
• Conduct and review financial due diligence, investment and scenario analyses, and business performance evaluations.
• Ensure compliance with applicable regulatory frameworks, internal procedures, and professional standards.
• Lead preparation and review of reports, schedules, presentations, and client deliverables.
• Contribute to knowledge sharing, thought leadership, and initiatives aimed at continuous improvement within the firm.

Qualifications and Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• Preferred professional certifications include CPA, ACCA, CFA, CA, CMA, or equivalents.
• A minimum of 6 to 8 years of experience in Transaction Advisory Services, Corporate Finance, Financial Consulting, Investment Banking, or related areas.
• Demonstrated expertise in financial due diligence, financial modeling, valuations, M&A transactions, feasibility studies, and restructuring projects.
• Proven track record in managing client engagements and leading teams within professional service or consulting environments.
• Strong analytical, problem-solving abilities, and proficiency in financial analysis.
• Advanced skills in Microsoft Excel, PowerPoint, and financial modeling software.
• Knowledge of IFRS, financial reporting standards, and pertinent regulatory frameworks.
• Experience in business development and client relationship management is advantageous.
• Fluency in English is required; proficiency in Arabic is highly desirable.