Financial Advisory Manager

Job Description

Role overview

The Financial Advisory Manager will manage financial due diligence, lender due diligence, independent business reviews, short term cashflow reviews, options reports and Employer Covenant reviews. This role involves managing your own workload, managing other members of the team, maintaining day to day communication with the client, performing detailed financial analysis, and preparing reports with minimal review points.

The Financial Advisory team in Bristol works closely with the Restructuring Advisory team, on occasions.  Experience of previously working in a Restructuring environment will be beneficial, or otherwise a strong willingness to gain experience and work with the Restructuring team as may be required.

Key Responsibilities

• Determine project scope and resource requirements, attend initial client meetings
• Manage risk issues on all assignments and apply the firm's policy in relation to engagement terms
• Project manage projects, leading day-to-day communication with clients/targets
• Build rapport with clients/targets, understanding their business and expectations for future opportunities
• Contribute to key areas in client meetings
• Perform detailed analysis of historical information and challenge assumptions in financial forecasts
• Review other financial forecasting such as daily/weekly cash flows
• Prepare reports to present and comment on analysis, including financial due diligence, lender due diligence, independent business reviews, short term cashflow reviews, options reports and Employer Covenant reviews. Take responsibility for agreed areas of origination and business development
• Research and prepare for new opportunities and proposals
• Work closely with partners and colleagues on business development, including networking

Client Work

• Lead the execution of projects on a day-to-day basis, focusing on meeting timelines
• Undertake initial analysis of historical and forecast financial information
• Identify potential issues and raise them with senior team members
• Prepare or review reports and financial models
• Manage projects, assist senior team members, and direct junior members' work
• Develop experience in a range of transactions in an Advisory environment
• Lead on client take-on and risk processes, ensuring compliance with regulations and FRP policies
• Accompany senior team members to client meetings and lead discrete areas as required and/or lead smaller projects from start-to-finish

Business Development

• Attend networking events and develop a network of peers
• Assist senior team members with business development and marketing activities
• Lead the production of proposals
• Identify potential clients and angles of approach

Team Management

• Supervise, coach, and develop junior team members
• Seek and act upon feedback from all levels
• Assist with general correspondence, administration (including billing), and ad hoc projects within the department

Risk & Quality

• Act with integrity and comply with all required internal and external risk management procedures
• Ensure quality on all client deliverables
• Undertake regular CPD in line with ACA/ACCA requirements
• Seek training on specific areas to refresh knowledge
• Compliance with FRP Fit & Proper Persons test
• Follow all appropriate take-on and risk management processes, including AML, on all client projects

Qualifications

• Good experience in financial analysis and data/model interrogation
• Experience in an Advisory/Restructuring/Corporate Finance environment, with a good understanding of distressed Advisory and M&A transactions
• Experience working with lenders and/or clients on debt transactions
• ACA/ACCA – preferably at least 3 years post qualified
• Strong Excel skills for data/model interrogation and financial analysis
• Strong numerical and financial skills
• Proven ability to produce high-quality professional documents
• Client-facing experience
• Excellent report writing skills
• Ability to identify problems and develop solutions
• Comfortable discussing financially related commercial issues
• Ability to work on multiple projects simultaneously to demanding timetables
• Enthusiastic with interpersonal skills to build internal and external relationships

Additional Information

Our Values

• Straightforward: We provide clear, no-nonsense advice
• Confident: Our guidance is backed by expertise and evidence
• Pragmatic: We focus on practical solutions and tangible outcomes
• Real: We are professional yet approachable, understanding the challenges our clients face

Our Commitment to You and the Environment

At FRP Advisory Group, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment.

We are always striving to improve in all areas - whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape.

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.

Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.