Transaction Services - Financial Modelling - Senior Associate

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Deals

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.

In transaction services at PwC, you will provide strategic advice and support to clients in their mergers, acquisitions, and divestitures. Your work will include conducting due diligence, financial analysis, and managing the transaction process.

Join our Deals Insights and Analytics (DIA) Transaction Services Team

About the role 

We are the world’s largest and most successful deal analytics and modelling team. Sitting at the heart of PwC’s +$10bn global deals business, we work with the world’s largest investors on their most complex transactions.

Our purpose is to support the increasingly sophisticated client demand for advanced data-driven insights to underpin their critical investment decisions. We deliver this with:

●      A range of products and services that deliver transformational insights to our clients throughout the deal cycle;

●      Significant investments in cutting edge technologies and platforms

●      A world class and truly diverse team with a range of data science, technology, commercial, financial and industry backgrounds

For the right candidate, this is an amazing opportunity to build a career in an environment that fosters a creative and entrepreneurial spirit, with the unrivalled security, personal development, client access and investment that PwC brings. 

We offer an exciting, continuous development journey to help you become a market leading deals advisor.

PwC operates in 136 countries around the world with over 364,000 employees and revenues of US$57bn.

 

What your days will look like:

Your main area of focus will be Financial Modelling which is used by our clients to support almost every critical business decision.

In this role, you will leverage your ACA or equivalent qualifications to develop and deliver sophisticated financial models and analytics that reveal the core strengths of businesses, supporting strategic decision-making and enhancing investor confidence.

You'll be at the heart of our team, crafting and delivering analyses that change the game for our clients. You will own sections of our work end-to-end including:

• Building three statement financial models to evaluate various financial plans and scenarios, supporting strategic decision-making.

• Developing modelling and analytics that reveal the core strengths of a business to its leaders or potential investors, boosting their confidence in the deal.

• Understanding what makes a business tick and creating data-driven tools and/or models that empower management to make informed decisions and enhance business value.

• Turning ambiguous client questions into structured analytical approaches, identifying the key business drivers, assumptions and sensitivities required to answer them.

• Translating complex technical and financial concepts into clear insights, and confidently presenting these to our non-technical stakeholders, aiding in sound decision-making.

• Take responsibility for the quality and integrity of your work, including robust self-review, model testing, reconciliation of outputs and clear documentation. Coaching and upskilling within the team in current and new techniques.

• Enhancing investor and financier understanding by contributing to clear, KPI-focused forecasts that reflect key business sensitivities.

• Strengthening negotiation positions with in-depth analysis of past financial performance, projecting cash flow and profit trends.

• Working with management to develop commercial insights to improve business performance after a deal process.

• Preparing businesses for future transactions by establishing essential KPIs and reporting frameworks. Supporting in business development to spot and research new opportunities with current or potential clients.

Most importantly, you will build trusting relationships and be a business partner and strategic advisor to our clients, translating and communicating your analysis to help answer the critical financial and commercial questions.

In short, you'll be joining a team where you can have fun, learn a great deal, gain confidence, and enjoy memorable experiences, both personally and professionally. We welcome a diverse range of skills in data analytics and financial modelling, and we'll explore where your talents fit best during the interview process.

This role is for you if:

You will be technically minded, and driven by solving complex problems, and you get a kick out of explaining how you do it.  You’ll be working with some excellent analytical brains, but also varying stakeholders for our clients, and for this reason you will know how to explain the technical details to non-technical people.

You will use your commercial and financial skills to understand the drivers of a business, analyse their data and use this to provide clear insights and advice to our clients.

• Therefore, what we can’t go without is:
• Strong critical thinking and problem-solving skills, with an inquisitive mindset and willingness to challenge assumptions
• Understand commercial drivers of a business and able to succinctly articulate this to stakeholders
• Able to articulate complex financial or technical concepts to non-finance staff
• Proficient in MS excel (including VBA) and able to lead a team to design and deliver a driver-based model aligned to the commercial drivers of the business
• Experience in leveraging AI tools e.g. Claude, Copilot and ChatGPT
• Capability and a keen interest in coaching and mentoring others
• Must possess an ACA/ICAS Qualification (or an international equivalent) or have equivalent work experience. This includes international candidates who qualify through experience in their home country.

The role requires flexibility to travel throughout the UK.

What you’ll receive from us: 

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. 

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

 

 

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, AI Fluency, AI-Human Collaboration, Alteryx (Automation Platform), Analytical Thinking, Budget Analysis, Business Valuations, Carve-Outs, Cash Flow Analysis, Communication, Compliance With Accounting Standards, Contractual Risk Mitigation, Creativity, Data Analysis, Data Analysis and Interpretation, Data Analytics, Data Integrity, Deal Structures, Digital Tooling, Draft Preparation, Due Diligence Research, Earnings Quality, Embracing Change {+ 40 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Up to 40%

Available for Work Visa Sponsorship?

Yes

Government Clearance Required?

No

Job Posting End Date