Agreed Upon Procedures - Assistant Manager
To work as part of the team, leading on site agreed upon procedures teams, effectively providing a hands on compliance and or advisory role that meets or exceeds client expectations and supports the partner or manager team.
Our clients are dynamic and ambitious and we work with different clients across different sectors from asset finance to consumer finance. You'll work with clients at their sites, getting to the heart of how they work and the challenges they face. Making the most of your experience and client management skills, you'll help our clients mitigate risks and work more effectively. And you'll help to shape a vibrant economy.
An Assistant Manager must be capable of managing client engagements; must interface with clients, management, external financiers and other professionals. An assistant manager should know when to seek advice from the manager/associate director and other specialists as appropriate (e.g. regulatory) and demonstrate strong commercial flair.
What you'll be doing:
•Displays good commercial awareness.
•Builds an understanding of the potential for selling into clients and intermediaries.
•Seeks to participate in business development opportunities.
•Sells the firm through high quality of work.
•Manages client expectations, undertaking an assignment manager role for assignments.
•Engenders trust and respect from the client by managing the assignment accurately, delivering to expectations, responding quickly to client demands and delivering to deadlines.
•Attends presentations and can address more complex issues confidently.
Client take on/risk management
•Ensures compliance with internal procedures including the completion of take-on, conflict checking and setting up charge codes.
•Proactively understand the firm's potential liability on assignments.
•Is aware of changes in the firms approach to risk management.
Report writing and review
•Responsible for drafting report sections, with minimal or no input from the manager and ensures the report needs little amendment.
•Responsible for reviewing the reported sections drafted by the analysts and discuss and provide timely feedback regarding the quality of the output
•Demonstrates an understanding of technical issues arising in an assignment, offering potential solutions and seeking advice.
•Ensures analysts follow the procedures and methodology set out for each assignment.
•Sets deadlines for themselves and the analysts, puts measures in place to ensure their achievement.
•Supports peers and subordinates in client meetings.
•Identifies key issues early and discusses with the manager/associate director, keeping them informed of progress.
•Manages the day-to day aspect of assignments with associate director / director supervision at a minimum.
•Completes tombstone and client approval.
•Undertakes other duties to meet the demands of the business.
•Mentors and coaches analysts and builds the respect of peers and subordinates.
•Contributes to the group in terms of presentations at group meetings.
•Works effectively with all members of the team, building the confidence and respect of peers and subordinates.
•Appraises and mentors analysts giving regular feedback, timely appraisals and providing development opportunities.
Training/ self development
•Mentors and coaches new analysts.
•Actively seeks and manages opportunities to attend workshops, keeping technical knowledge up to date and developing managerial competencies through in-house training opportunities.
Operations and results
•Assists with the preparation of fee estimates, proposals and budgets for client assignments and assists in the full recovery of billable time through accurate and timely submission of timesheets.
•Takes proactive steps to keep utilisation high, and refers any identified opportunities to a manager/director/partner.
•Works efficiently and assists the job manager to collect fees and reduce debtor balances.
•Adheres to the Firm's risk management policies and is aware of changes in the Firm's approach to risk management
Who we're looking for:
•Professionally qualified (ACA, CA, ACCA)
•Have experience working in project teams, delegating workloads accordingly and willing to provide the necessary support to the project teams
•Comfortable using Microsoft Excel and PowerPoint
Passionate about supporting, advising and helping businesses achieve their potential, you'll be someone who wants to make a difference and shape your career and a Vibrant Economy. You'll have strong technical skills and experience of providing clients with quality services.
You should be commercially focused with the ability to deliver innovative solutions. You should be focused on self-development as well as having the desire to coach, mentor and develop your colleagues. You must also share our CLEARR values - Collaboration, Leadership, Excellence, Agility, Respect and Responsibility.
We're looking for people who have a strong connection with and share our core beliefs:
•Profit with a purpose that leads to a sustainable business
•We create sustainable value for our clients
•We are better together
•Our CLEARR values underpin all we do
•We never compromise on quality
Your personal development plan will help you grow your skills, and you will be able to shape your career within your team or by moving across our business or going on secondments in the UK and across our global network of member firms. You will also enjoy a competitive salary and a flexible benefits package designed to meet your individual needs.
Becoming a shared enterprise
Our unique culture is built around collaboration. Everybody here plays their part. We share ideas. We share responsibility. We share the rewards. Put simply, we're better together.