Manager- Operations Deal Services

Posted 6 days ago by Robert Alan Partnership Ltd

Our Client is a leading Accountancy firm and are looking for a Manager within their Operations Deal Services.

Overall Role Purpose Operational Deal Services (ODS) is a specialised National Business Unit sitting within Transaction Advisory Services (TAS) .

ODS provides practical operational insight and advice to private businesses, equity and debt providers and public organisations involved in transactions at all stages of the deal cycle, delivering a wide range of solutions to maximise and sustain value across all industry sectors. Key services offered include Integration, 100 day planning, Separation, Operational Due Diligence, Synergy case development and reporting.

A Manager in ODS will work as part of a project team, sometimes leading one or more Executives and involving other service lines such as TAS, Lead Advisory, Performance Improvement and Tax. A Manager will be responsible for leading smaller projects with minimal oversight from an Associate Director/Director/Partner and will interface directly with client management, financiers and other advisors, whilst taking responsibility for risk management, budgets and billing. The role requires a combination of strong analytical skills and rounded inter-personal skills and will be based in London, but requires flexibility to travel throughout the UK, with the potential to travel overseas, depending on client requirements.

Main responsibilities Markets

• creates a positive first impression, projecting a professional image
• proactively builds own network both internal and external to the Firm to generate leads
• actively seeks to support the preparation of sales proposals and pitches, including research
• understands the services of our client and takes an active role in cross selling
• leads initiatives to raise the awareness of ODS within the Firm, for example presenting to other lines of service and running of internal training sessions
• takes an active role in marketing events and seminars, including organising, as required by the department
• supports the development of ODS product collateral, including tools and templates etc.
• responsibility for capturing of experiences / credentials after each project


• projects a professional image and builds good rapport with the client, with a clear understanding of client expectations
• interacts confidently with clients, with impact and gravitas
• day to day client relationship lead role for smaller projects, regularly updating key client stakeholders and responding to client needs
• understands the key operational implications to an acquisition, integration or divestment, utilising previous functional and sector experience
• flexibility to be able to travel to clients premises and respond to client requests at short notice
• collects and presents information (verbal and written) to clients and engagement leaders in a logical manner
• communicates clearly and concisely, both verbally and in writing
• leads report drafting for smaller projects, or drafting of specific sections for larger projects, with minimal oversight, ensuring accuracy for all figures presented
• ability to work autonomously on specific pieces of work and smaller projects (under the supervision of a line manager)
• actively participates in (and for smaller projects leads) the presentation of conclusions and recommendations to clients


• works effectively and enthusiastically with all members of the team
• adopts a proactive, 'sleeves rolled up' attitude
• prepares own self-appraisal and regularly seeks feedback after each assignment
• supports the provision of 'on the job' training to Executives including regular feedback
• actively seeks opportunities to attend training courses to develop technical and softer skills
• demonstrates team leadership by supporting the management and running of the department (e.g. by organising team meetings and initiatives)

Operations and results

• drafts project budgets and monitors / manages actual costs versus budget
• ensures fees are collected in a timely manner and debtors kept to a minimum
• responsibility for leading take on procedures, including drafting letters of engagement for Partner approval
• ensures all files are closed down on completed projects in accordance with the Firm's policy (including approval sign off)

Person Specification

Essential Desirable
Education/qualifications 2:1 honours degree (or equivalent)

Experience Word/ excel/ powerpoint at intermediate level or above

Strong analytical skills

Excellent written and verbal communication skills

Organised with strong time management skills

Developing experience of developing and mentoring staff

Developing ability to build and maintain a network of contacts

Previous experience of integrations or carve-outs through an in-house or advisory, transaction support or corporate finance role

Held a role in industry in an operations or back office function Previous Programme Management Office (PMO) experience

Previous report writing experience

Required skills

  • Due Diligence
  • ODS
  • Strategic M&A

Reference: 34342910

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