Manager/ Associate Director, Financial Advisory
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About the role
Teneo's Financial Advisory team in Bristol is expanding and we are seeking a highly analytical and motivated Assistant Director with a strong core financial skillset. Teneo's Financial Advisory team helps organisations and their stakeholders navigate periods of financial uncertainty-bringing clarity to complex decisions and supporting practical routes forward. You will work on a wide mix of restructuring advisory, contingency planning and insolvency engagements, often with senior stakeholders and time-critical decisions. As an Associate Director, you will be trusted to lead delivery: setting direction for workstreams, coordinating stakeholders, and ensuring outputs are rigorous, clear and usable. You'll also develop people-creating a supportive team environment where high standards and inclusion go hand-in-hand.
Responsibilities
- Client Service
- Take day-to-day ownership of significant workstreams and smaller engagements from scoping through to delivery-prioritising quality, pace and clarity.
- Lead analysis and outputs including business plans, short-term cash flows and restructuring options; translating complex situations into practical recommendations and solutions.
- Support and challenge management teams in developing business plans, cash flow forecasts and turnaround plans using fact based, data driven analysis.
- Support in financial restructuring and lender side assignments (e.g. business plan reviews, stakeholder options analysis).
- Prepare high quality client deliverables including contingency plans, options reports and board packs.
- Work closely with senior colleagues to manage stakeholders across complex and sensitive situations, requiring the necessary soft skills to do so.
- Build trusted client relationships through clear communication, constructive challenge and well-reasoned recommendations.
- People and Leadership
- Support management of junior colleagues, providing on-the job coaching, mentoring and support development through feedback and stretch opportunities.
- Contribute to practice-wide training initiatives.
- Foster an inclusive, supportive team culture where contributions are recognised.
- Business Development
- Proactively contribute to the pursuit of leads, development of proposals, pitch materials, and marketing initiatives bringing enthusiasm and energy to relevant sectors where you have experience or a passion.
- Help identify opportunities for expanding further Teneo services across engagements
- Quality & Risk
- Apply sound judgement and quality control to ensure deliverables are accurate, well-evidenced and aligned to scope and engagement needs.
- Support engagement economics through effective project management and clear oversight of priorities, timelines and issues.
- Key Skills & Experience
Requirements
- Strong financial skillset in a professional services capacity, likely from financial advisory, restructuring, transaction services, banking or corporate finance role.
- Proven ability to lead teams to deliver high-quality written outputs and client materials.
- Proven experience in financial analysis and/or financial modelling, cash and working capital analysis and report writing.
- Comfortable working with senior stakeholders and operating in fast‑paced, ambiguous environments.
- Excellent project management skills with an ability to manage multiple workstreams concurrently.
- Strong stakeholder management and communication skills (written and verbal).
- High proficiency in Excel and PowerPoint.
- Ability and willingness to work hands-o‑on with clients, including time spent on site as required.
- Prior experience in restructuring advisory role.
- Evidence of business development capability including demonstrable professional and corporate network and/or key account management.
- Knowledge of insolvency legislation/practice (helpful, not required).
- What can we offer you?
- New joiners are supported by an induction programme. As well as this we offer a whole host of benefits and reward including;
- Market-leading Salary
- 28 days holiday
- Cash benefits allowance
- Discretionary Bonus Scheme
- Company pension scheme
- Extensive investment in personal development & learning
- Enhanced maternity and paternity leave (depending on length of service) and shared parental leave
- Life assurance
- Cycle to work schemes
- Regular social, cultural and charitable activities
- About Teneo
- Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future.
- Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a
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