Lead Consultant - Transaction Advisory Services

Job Description

The Lead Consultant provides strategic, unbiased and objective advisory services, which assist organizations in improving productivity and overall performance.

Primary Duties And Responsibilities

Administrative Functions

Comply with the Firm’s established administrative policies and procedures

Engagement Management

Perform other duties and responsibilities as may be delegated or assigned by the Managing Consultant or Advisory Partner

Engagement Management

Provide input to, and works closely with, Managing Consultant in planning and scheduling work to be done on engagements, including the preparation of estimated time budgets and staffing requirements

Coordinate, participate and document the planning and risk assessment meetings

Report to the Managing Consultant or Advisory Partner possible conflict of interest with the client

Develop a plan, in coordination with the Managing Consultant or Advisory Partner, which includes understanding the client’s business and industry, and government regulations and requirements affecting the client

Ensure that requests for necessary engagement schedules and documents are sent to the client ahead of the scheduled fieldwork

Complete required preliminary procedures in the Audit Methodology/Tool

Assist the Managing Consultant or Advisory Partner in tailoring the engagement work program to be embedded in the Audit Methodology/Tool file in accordance with the scope of work agreed with the client

Ensure proper and efficient execution of the plan in accordance with the Firm’s quality standards

Ensure that the Associate Consultants receive adequate supervision and observe proper protocol in dealing with clients

Assign specific responsibilities to the Associate Consultants based on the latter’s experience and capabilities and ensure that they understand their responsibilities and that they are provided with appropriate on-the-job training

Perform detailed work procedures that cannot be delegated to Associate Consultants

Perform preliminary review of working papers, reports, and other related deliverables in preparation for the review of the Engagement Managing Consultant

Ensure that the planned work is appropriately completed to satisfy the engagement’s objectives and support the report

Ensure that the Firm's working paper documentation standards have been complied with.

Obtain Managing Consultants’ authorization prior to rendering overtime work.

Ensure that team meets internal deadline with Managing Consultant and Advisory Partner for quality review before release to client.

Ensure that the team meets the client’s set deadline

Ensure accomplishment of travel log and AS-developed Green Flags Checklist as part of the working paper binder

Perform the cleaning up and archiving of the Audit Methodology/Tool file and other working papers at the conclusion of every engagement and within the prescribed period of archiving

Provide timely feedback of engagement status to Managing Consultant

Ensure that questions or review notes of managers and partners are responded to, documented and cleared before release of final report

After getting resolution based on discussion with the Managing Consultant, discusses with appropriate client personnel any issues that are encountered during the engagement

Ensure that engagement binders and Audit Methodology/Tool files are submitted to Managing Consultant together with the report and related deliverables

People Management

Provide timely feedback to staff assistants about their job performance, i.e., their strong and weak points and areas for improvement

Accomplish and discuss Performance Review Reports (PRRs) of staff assistants immediately after every engagement

Participate in an annual performance review process through deliberations on the overall performance of staff assistants

Professional Development

Attend in-house or relevant outside seminars and trainings either as participant or facilitator for continuous professional development and enhancement of technical skills and competence

Obtain the necessary certifications expected of the position as prescribed in the policy

Relationship Management

Establish and maintain a clear coordination and good working relationship with the client personnel, peers, subordinates and other associates within and outside the Firm at all times

Keep the client aware of significant development in accounting standards, internal control, internal audit, risk management, fraud, IT and other areas that affect their businesses

Provide immediate assistance and/or advice for the professional needs of the clients

Relationship Management

Be available at all times during business hours or while the engagement is on-going for queries and requests by clients, managers and partners

Qualifications

Strong quantitative and analytical reasoning

At least three years of relevant work experience in Business Risk and Consulting Services (Internal Audit, Governance and Risk Management, Operational Improvement, Change and Program Management, IT Management, and Business Intelligence, and Analytics); Transaction Services (M&A Advisory, Capital Markets, Project Financing, Due Diligence, and Valuation)

Certified Public Accountant (CPA) is an advantage

Bachelor’s degree in Accounting, Business, Economics, Finance, Information Systems, Engineering or other related fields (although work experience is more important)