BDO LLP is an accountancy and business advisory firm, we provide integrated advice and solutions to help businesses navigate a changing world.
Our clients are Britain’s economic engine ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy.
We share our clients’ ambitions and their entrepreneurial mind-set. We have the right combination of global reach, integrity and expertise to help them succeed.
BDO LLP operates in 18 offices across the UK, employing 3,500 people offering tax, audit and assurance, and a range of advisory services.
BDO LLP has revenues of £428m and is the UK member firm of the BDO International network. The BDO global network provides business advisory services in 162 countries, with 74,000 people working out of 1,500 offices worldwide.
Purpose of this role is to assist and support the M&A Stream Leader in managing the financial and operational performance of the group on a day-
to-day basis and to provide relevant support, advice and guidance to the national partners and staff within the business unit on both financial and operations matters.
Will be responsible to liaise with relevant central functions (Finance, HR, PE, Marketing, etc..), in order to ensure adequate levels of services are provided and improve existing procedures / develop new processes to support informed decision making in the MA Stream.
Regular liaison with the central Finance function, overseeing the month end and year end processes. Overseeing regular management reporting, making sure that billings, variances and journals are posted into the firm’s finance systems in a timely manner
Monthly financial analysis and reporting to the Partners and the Group Financial Controller to enable informed planning and decision making.
It includes budget, rolling forecast, key performance indicators and analysis of variances
Managing the Group’s annual budget : liaising with the M&A Partners and central Finance team as appropriate and overseeing the input of the data into the Firm’s budget model
Assist in the production and preparation of Group business plans and support the partners in identifying and developing strategy for the group and individual sub-
streams; providing support in driving through these strategic decisions.
Project pipeline management : Having an overview and control over project pipeline management, with control between project pipeline and fee forecasts.
Regular update of the project pipeline and new leads dashboard to be sent to the M&A Partners once per month. The sales pipeline will have to be regularly shared with the Private Equity Team and the Marketing Team in order to support a One-
Firm approach to the business and lead to profitability increase.
Other ad-hoc tasks as required in support of the Lead Partner and Partners. Assist in the production and preparation of Stream business plans and support the partners in identifying and developing strategy for the group and individual sub-
streams; providing support in driving through these strategic decisions, showing initiative and problem solving
Providing support to the Stream Lead / Lead Partner in respect of preparation for meetings, away days and presentations, where appropriate
Co-ordinating the agenda for the monthly Group’s Partner meeting, providing active participation in these meeting
Monthly newsletter to be sent to the MA stream including financial updates, pipeline updates, people updates, marketing, knowledge and risk&quality updates
Resourcing and HR
Working with partners and HR on resourcing requirements, providing support and proposals in respect of group structure and changes required, identifying and working with relevant internal parties
Overseeing the implementation of payroll policies and procedures, salary reviews, bonus allocation, how funds are allocated for benefits packages and how other funds are spent to keep the company operating smoothly on a day-to-day basis
People development and performance review : overseeing the appraisal process; talent management programme; people development and training;
co-ordination of partner appraisals across the streams; Supporting Stream Lead / Lead Partner to ensure there remains a continued consistency of approach around the partner group
Analysis of cost trends to assist decision making and staff planning
Ability to engage, inspire and influence people at all levels in the organisation
Ability to handle / process confidential information in sensitive manner
Proven project management skills with a collaborative and participative approach
Capable of contributing to the strategic agenda with strong operational skills
Strong Microsoft Office skills, particularly PowerPoint and Excel
Qualified accountant or relevant financial experience