SUMMARY:
The purpose of the role is to oversee, ensure and manage the Quality and Timeliness of Committee submissions before final review by the Divisional Executive. Quality refers to raising the technical elements including - (1) strategic rationale and value creation aspects (2) financial and structuring aspects (3) o...
POSITION INFO:
The purpose of the role is to oversee, ensure and manage the Quality and Timeliness of Committee submissions before final review by the Divisional Executive. Quality refers to raising the technical elements including - (1) strategic rationale and value creation aspects (2) financial and structuring aspects (3) overall risk reduction aspects and (4) document structuring and writing that aids Committee decision-making including aesthetic aspects of reports, presentations and submissions. This requires coaching and collaborating with CSG Heads and Managers in Segments and BATS and coordinating inputs from other organisation's Divisions. Â In addition to quality, the role to ensure Timeliness of submissions to Committee and this requires coordinating, forward planning and managing deadlines to ensure reviews and submission times to the Divisional Executive and Committee Secretariat are met.
Qualifications
- Minimum qualification: relevant Post Graduate Degree or equivalent qualification.
- CA (SA) / MBA / MBA would be an advantage.
Knowledge and Skills
- Preferably 8 to 10 years’ combined experience in Investment Banking, Private Equity, Corporate Finance and Corporate Strategy Consulting
- At least 5-8 years’ experience at a leadership level and management of teams
- Minimum of 5 years’ experience in the restructuring of businesses experiencing financial difficulty will be an advantage.
- Experience in analyzing and interpretation of financial statements.
- Should have excellent financial modelling skills.
- Experience in assessing credit risk and the economic viability of businesses and/or projects is a prerequisite.
- Experience in a financial services or finance or management consultancy and with general business background, particularly on the quantitative side
Finance structuring and investing related responsibilities.
•   Assist CSG Heads and Managers on how to:
o   Assess a deal's desirability by challenging them to generate innovative idea through their deep understanding of a sector.
o   Structure and negotiate detailed terms of refinancing deals in liaison with other organisation's professionals from other Divisions.
o   Use and customize the organisation's financial models to value BP’s debt and equity for mergers, acquisitions and capital raising transactions.
o   Be responsible for securing new funding sources for BPs to increase the BP funding sources pool.
o   Develop relationships with new and existing clients to entrench organisation’s value creation ideas.
o   Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.
o   Develop recommendations for choice of instruments to use in transactions.
o   Undertake financial assessment activities and enterprise economic valuation leading up to establishing capital requirements, nature and type of capital, additional sources outside organisation's from which to raise new capital required to fund the implementation of Business Partner’s restructuring and turnaround strategies.
•   Through CSG Heads and Managers, ensure Associates and Specialists have correctly assessed BP financial positions leading up to establishing capital requirements, nature and type of capital, additional capital sources outside the organisation from which to raise new capital required to fund the implementation of Business Partner’s restructuring and turnaround strategies.
•   Provide a complimentary oversight on Business Rescue and Turnaround optimization, exploring opportunities which could arise from the Turnaround Playbook.
•   Extract portfolio strategic insights for purposes of risk mitigating; value creation and divisional optimization or efficiencies, from prepared reports and ensure action plans are developed for the implementation of recommendations.
Strategy related responsibilities
• Provide a complimentary oversight on all Business Partners classified within the Top20; and escalated matters, ensuring application of quality control review.
• Play a hands-on role in the development of solutions on material BPs in where the BATS department is responsible – especially those in Business Rescue:
o Participate in the process for selecting a Business Rescue Practitioner and ensure that capable BR Practitioners are engaged.
o Ensure that there is a sound process to manage delivery by the BRP, reporting structure and system to track milestones in the Business Rescue process – especially in relation to funds drawdown to protect the organisation's position.
• Through Heads and Managers assist and support Associates and Specialists on their responsibilities to:
o Create great presentations for submissions and delivery to Committees
o Conduct strategic due diligence for clients on transactions like mergers and acquisitions
o Facilitate discussions with the clients to elaborate on areas of proposed improvements
o Define client business problems concisely, hypothesize the proposed solutions and perform quantitative and qualitative analysis to drive the proposed solution
o Apply quantitative research methodologies include data mining, creating financial models, performing valuation analysis, performing market research and collecting business intelligence to understand evolving marketing conditions and developments and recognize new business opportunities
o Develop and present plan to implement business transformation programs.
• Provide assurance that proposed solutions by Managers (and Associates and Specialists teams) when fully implemented are sufficient to achieve BP financial goals.
• On an ad-hoc basis, lead the development of points of views on specific fundamental issues to establish an organisation's position on the matter.
Managing delivery timelines to Division Executive for final reviews and Committee Secretariat
• In collaboration with CSG Segment and BATS Heads and their Managers, create and manage a rolling forward plan (with 2-week, 4 week, 6 weeks, 3 months, 6 months and 12 months windows) of submissions to Committees that is consistent with and aligned to the CSG Division performance plan.
• Coordinate the final delivery of submissions to Committee Secretariat to ensure that all submissions are on time and in case of delays, the Committee Secretariat is informed on time.
• Ensure that CSG Associates and Specialists act on and complete all next steps emanating from Committee meeting decisions. Such next step actions should be included in the rolling forward plan noted above.
• Schedule and facilitate pre-Committee Meeting presentations dry runs where Associates and Specialists pitch their messages to the Divisional Executive and also post meeting debriefings to ensure clarity of decisions and next steps.
General responsibilities
•   Coaching of Associates and Specialists will take priority, but also essential for Managers and Heads to be coached to build sustainability within CSG.
•   Attend, as a CSG representative, various committee meetings as and when required (Portfolio Technical Forum; Exec Credit Committee; Investment Committee)
•   Quality assurance of technical contents, framing of and professionally packaging: all Committee submissions, internal matters arising and internally initiated DTIC correspondence as well as the rating tools to drive CSG quality proposals and ensure that the appropriate action is taken
•   Drive training programs on newly designed and amended templates and other areas of upskilling as and when the need arises
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