About the Role
We are seeking a talented individual to join our Valuations team in London. The role involves preparing a wide range of valuations for accounting, tax, and commercial purposes, offering exposure to diverse clients, sectors, and projects within a small team environment.
Responsibilities
- Provide excellent client service and prioritize customer experience.
- Manage client relationships effectively.
- Ensure efficient, high-quality, proactive, and timely execution of advice and services.
- Establish and communicate work scopes.
- Plan and prepare budgets.
- Perform and supervise technical work and projects.
- Write and review reports.
- Build valuation models.
- Research industry trends, comparable companies, and acquisitions.
- Promote and build the group's reputation internally and externally.
- Contribute to business strategy to ensure client-first and commercially viable decisions.
- Assist Head of Department with PR for your field of expertise.
- Promote cross-selling within the group.
- Build and cultivate relationships with clients and potential clients.
- Ensure compliance with internal procedures, compliance manual, and operating procedures.
- Maintain personal technical competence.
- Report complaints and potential PI issues in line with group procedures.
- Monitor and manage chargeable hours, utilization, recoveries, WIP, billing, and lock-up.
- Monitor and manage time recording and ensure prompt submission of timesheets.
- Hold regular financial performance reviews with direct reports.
- Inform Head of Department of WIP, bad debt provisions, or other material financial issues.
- Act as an effective leader.
- Manage day-to-day responsibilities of direct reports.
- Conduct annual development reviews (ADRs) for direct reports.
- Act as a mentor and help develop talent.
- Maintain and develop technical and professional competence for yourself and your team.
- Develop strong management and leadership skills in direct reports.
Requirements
- Extensive experience of valuation methodologies and modelling.
- History of providing valuations in a range of sectors and for various purposes (accounting, tax, commercial).
- Up-to-date working knowledge of key valuation methodologies and best practice in modelling.
- High competency in Excel, Word, and PowerPoint for creating valuation models and reports.
- Demonstrable experience in business development with a proven track record of winning new clients and developing commercial relationships.
- Ability to generate contacts within the industry and willingness to develop such contacts.
Skills
- Valuation methodologies
- Valuation modelling
- Excel
- Word
- PowerPoint
- Business development
- Client relationship management
- Financial analysis
- Technical writing
- Leadership
- Mentoring
Location
- London
Work Type
- Hybrid working model (role dependent)
Experience Level
- Director
Education Level
- Degree level or equivalent
- Chartered accountant (desirable)
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
About the Company
- S&W helps clients thrive by simplifying complexity, illuminating new paths, and shaping impactful solutions.
- One of the UK’s top 10 fastest-growing accountancy firms, trusted since 1881.
- Provides a comprehensive range of services including tax, accountancy, advisory, assurance, corporate finance, and restructuring.
- Purpose-driven to help navigate challenges, unlock potential, and achieve the extraordinary.
Equal Opportunity
- Value the differences that a diverse workforce brings, representative of society and our clients.
- Wide range of highly active employee resource groups.
- Delivering multiple diversity, equity, and inclusion initiatives.
- Commitment to provide a workplace where all colleagues feel respected, can achieve their full potential, and work in a safe, supportive, and inclusive environment.
- Happy to make reasonable adjustments to accommodate needs throughout the application process.
