Director - Financial Services, Performance Improvement (BTS)

Description

Company Profile:

Alvarez & Marsal is a leading global professional services firm specializing in providing performance improvement, turnaround management and corporate advisory services. With over 9000 professionals based across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation.  Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

Our India office, offers clients Performance Improvement, Turnaround and Restructuring Advisory, and Transaction Advisory Services to PE firms, Corporates and banks. Additionally, A&M brings industry expertise to India in a range of sectors, including financial services, Consumer, Healthcare & Life Sciences, Industrial, technology, transportation & infrastructure, Metals & Mining and Energy.

Team Profile:

Alvarez & Marsal’s Business Transformation Services (BTS) collaborates with Private Equity and Corporate clients to provide transaction support, drive operational improvements, and facilitate mergers and acquisitions (M&A). The practice has a strong sector focus on Banking, Insurance, and Non-Banking Financial Companies (NBFCs), offering services such as Strategic Planning, Entry Strategy, Business Transformation, Process Improvement, Data driven decision making, Commercial and Operational Due Diligence, as well as Revenue Enhancement Solutions.

Globally, A&M’s Financial Services Advisory practice has supported numerous marquee clients across various sub-segments, including banking, insurance, payments, wealth management, and fintech. In India, the Financial Services team has successfully executed over 50 engagements in the past 4–5 years across multiple geographies, partnering with leading Indian and multinational financial institutions and Private Equity investors. The firm has ambitious plans to further grow the Financial Services Business Transformation – Performance Improvement practice over the next few years.

Job Roles & Responsibilities:

Problem Solving

• Lead the delivery teams working on challenging engagements for some of the largest global and Indian Private Banking, Insurance and corporate clients
• Guide and mentor team to systematically break down the problem into relevant focus areas
• Provide insights by understanding the clients’ businesses, its industry and value derivers
• Assimilate so-what’s of analyses to develop the “big-picture”Prepare client ready delivery documents – including market models, financial models, project reports, etc.

Project Management:

• Maintain acceptable pace of work, balance project priorities with respect to personal commitments and delivers high quality work
• Take ownership and accountability of project delivery and team capability development
• Manage project risks effectively and ensure timely resolution

Client Management:

• Engage client as a partner in a team effort Discuss, with clients, issues beyond immediate scope of project and build lasting relationships
• Set clear and unambiguous expectations on deliverables
• Be the ‘go-to’ person for client and build a relationship of trust and advice

Team Building

• Own knowledge management of the project and work with team to update creds/decks/knowledge nuggets
• Value and leverage different experiences and backgrounds across the firm
• Mentor and coach project team proactively and transmit knowledge and experience to develop people capability  

Building Financial Services Practice and Business Development:

• Actively participate in business development – build network, formulate proposals / pitches (along with the MD / SD), own solution building, eventually create opportunities in areas of strength (this could be a journey in y2/3 but a good plus is already present)
• Manage 1-2 corporate account – can be existing relationship or the ones provided at A&M

Communication

• Lead key leadership meetings by clearly setting the agenda and summarizing next steps
• Narration and story building capability to communicate findings to clients in effective manner
• Engage audience by projecting self-assurance and adapting style when needed
• Communicates persuasively when needed and influence others into action

Basic Qualifications:

• Chartered Accountant or MBA (preferred IIM / IIT / NIT)

Experience:

Required:

• Minimum 9+ years of strategy consulting experience post MBA with top consulting organizations; Or minimum 10+ years of experience across strategy consulting and Financial Services industry (Banking/ NBFC/ Insurance)
• Experience in being part of Performance Improvement engagements for global large organizations especially private banking/insurance/NBFCs
• Proven aptitude and enthusiasm for conducting detailed financial modeling, strategic analyses

Preferred:

• Current network of contacts in the marketplace and excellent relationship building skills, with the ability to utilize relationships to uncover and develop opportunities

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.