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Experience Level
Senior Level Manager
Qualifications
The ideal candidate will have a strong background in VAT management, with at least 5 years of relevant experience. A degree in Finance, Accounting, or a related field is preferred. You should possess exceptional analytical skills, attention to detail, and the ability to communicate complex VAT issues effectively.
About the job
Future PLC is seeking a Senior VAT Manager based in London. This position takes ownership of VAT compliance and shapes the company's VAT strategy. The Senior VAT Manager ensures all reporting meets regulatory standards and maintains accuracy across filings.
Main responsibilities
Lead VAT compliance activities, including preparation and review of reports
Develop and implement strategies to meet regulatory requirements
Collaborate with teams throughout the business to improve VAT processes
Support efficiency initiatives related to VAT operations
Collaboration
This role works closely with colleagues in various departments to streamline VAT procedures and provide guidance on compliance matters.
About Future PLC
Future PLC is a leading media company specializing in digital media and publishing. We pride ourselves on our innovative approach and commitment to delivering high-quality content across various platforms. Join us and be part of a forward-thinking organization that values creativity and professional growth.
Join our dynamic London VAT team as an Associate Director, where your expertise in FS VAT advisory will be instrumental in delivering exceptional VAT advisory and compliance services to a diverse clientele.In this pivotal role, you will take charge of your own client portfolio, collaborating with Partners and Directors or independently managing intricate consultancy and advisory projects. A critical aspect of this position involves driving business development for both existing and prospective clients while cultivating specialized sector knowledge and expertise.Your key responsibilities will include:Client Engagement: Serve as a trusted advisor, engaging clients on broader commercial and strategic issues while managing a portfolio of complex advisory and compliance matters.Technology Integration: Leverage your advisory supporting technology and AI skills to enhance operational efficiency and effectiveness.Team Leadership: Oversee staff performance through appraisals and provide hands-on training for junior team members on a one-to-one basis.Practice Development: Participate in business development initiatives to elevate the team’s local profile, utilizing your established network to generate new business opportunities and facilitate cross-referrals of services.Continuous Learning: Engage in personal development through internal and external seminars and courses, ensuring you remain updated on case law, legislation, tax policies, procedures, and HMRC guidance.To excel in this role, you should possess:Extensive VAT experience within a professional services environment or industry.Strong technical capabilities as a VAT advisor adept at managing complex client engagements.Demonstrated experience in managing both people and client relationships.A proven track record in business development and a desire to grow your portfolio.Solid project management experience.Prior engagement with senior stakeholders, both internally and externally.
Location: London, England, United KingdomCompany: Interpath Advisory About Interpath Advisory Interpath Advisory is a financial advisory firm known for its independent, conflict-free approach. The firm supports clients at every stage of the business lifecycle, working with both regional SMEs and large multinationals to help them create, preserve, and grow value. Financial Services M&A Advisory The M&A Advisory team in Financial Services maintains strong industry connections and works with a range of clients, including businesses, banks, private equity, and diversified funds. The team has a track record of advising lending platforms, banks, fintechs, servicers, and loan brokers, and is expanding its focus to asset managers, wealth managers, and insurance firms. Key services offered include: Sell-side and buy-side advisory on mergers and acquisitions Strategic consulting for clients Equity raises and structured equity trades, such as structured notes and preference shares The team values responsiveness, high-quality advice, and seamless collaboration across service lines when it benefits clients. Role Overview: Associate Director, M&A Advisory With growing market opportunities in the UK and selected European markets, Interpath is expanding its Financial Services M&A Advisory team. The Associate Director will play a central role in deal origination, business development, deal execution, sector analysis, and team building. This position offers significant exposure to all phases of M&A transactions and close collaboration with senior colleagues. Main Responsibilities Lead and support the origination and execution of M&A transactions in the financial services sector Take on significant responsibilities across multiple deals running in parallel Conduct financial analysis, strategic business assessments, and in-depth industry research Analyze large and complex data sets to generate insights for clients and team members Oversee the preparation of data and marketing materials to support transaction processes Develop and deliver client presentations Support and coordinate due diligence processes Stay current on buyers, sellers, services, and market trends within the sector This role involves hands-on participation in all stages of the M&A process, from initial pitch and financial modeling to drafting Information Memorandums, project management, deal structuring, and execution.
Join Interpath Advisory, a dynamic and rapidly expanding international firm renowned for its expertise in deals, advisory, and restructuring services. We are committed to delivering exceptional results for businesses, investors, and stakeholders facing complex challenges and critical decisions. Our independence, agility, and unwavering commitment to integrity distinguish us in the advisory landscape.Since our inception in 2021, we have quickly established a presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong, with an ambitious goal of becoming a leading global advisory firm by 2030.As a member of our Value Creation team, you will work with a diverse array of organizations across both public and private sectors, including listed corporations, private equity funds, and government agencies. Your role will be pivotal in helping clients enhance their business performance and create value for their stakeholders through insightful data analysis and actionable strategies.Our services focus on delivering sustainable long-term value through:Comprehensive profitability improvement strategies,Supply chain optimization,Innovative product strategy and pricing approaches,Working capital management,Cash flow forecasting,Corporate turnaround initiatives, andManagement of large-scale transformation projects.We are looking for passionate and talented individuals to support our ambitious growth plans. Successful candidates will:Enhance our reputation by consistently delivering high-quality projects.Analyze data to identify root causes of underperformance and develop actionable recommendations.Support senior leaders in business development through client engagements and proposal development.Contribute to ongoing product development to maintain our market-leading position.Receive continuous professional development and technical training in data analytics and client engagement.
Interpath Advisory is on the lookout for a dynamic Director to propel the growth of our newly established fund finance division. Our goal is to emerge as the premier fund finance debt advisory firm, catering to a diverse array of fund finance clients.In this pivotal role, you will harness your extensive expertise in fund finance to deliver strategic guidance to funds on capital advisory and innovative financing solutions. You will spearhead complex transactions, cultivate client relationships, and uncover fresh business prospects within the fund finance landscape.The ideal candidate will boast a robust track record of executing fund finance transactions and possess an in-depth comprehension of the sector's intricacies. You will collaborate closely with our cross-functional teams to provide customized solutions that align with our clients’ unique requirements.Key Responsibilities:Oversee and manage fund finance advisory projects from initiation to completion, driving strategic initiatives and ensuring successful transaction execution.Build and maintain solid relationships with clients, investors, and stakeholders, acting as a trusted advisor on all matters related to fund finance markets.Conduct thorough market analysis to pinpoint trends, opportunities, and risks within the fund finance sector, offering insights that guide clients' investment strategies.Develop and deliver compelling pitch materials, investment memorandums, and financial models to support client engagements and business development initiatives.Mentor junior team members, providing guidance and support to enhance their professional growth and improve team performance.Collaborate with internal teams to maximize cross-selling opportunities, ensuring comprehensive service delivery to clients.Identify and assess new business opportunities within fund finance markets, contributing to the expansion and growth of our advisory services.
Unity Advisory is a CFO advisory firm based in Mayfair, London, focused on supporting clients across finance, commercial, tax, and deal transactions. The firm operates independently of audit conflicts and emphasizes clarity, actionable insights, and efficient decision-making for CFOs. Advanced automation, analytics, and AI are core to Unity Advisory’s approach. Role overview The Director of Capital Markets & Accounting Advisory leads projects for companies preparing for transactions and IPOs. This position covers a broad range of responsibilities, including: Ensuring compliance with IFRS and US GAAP Managing regulatory and exchange requirements Overseeing carve-out and pro forma reporting Structuring deals and managing project delivery (PMO) Implementing internal controls, including SOX compliance Providing post-IPO guidance and support Technology and approach This role emphasizes a technology-driven mindset. The Director will use data and automation to streamline processes and improve consistency, moving away from manual practices. Experience integrating AI into both business development and project execution is required. Requirements Extensive experience in capital markets and accounting advisory Deep knowledge of IFRS and US GAAP Proven ability to incorporate AI and automation into advisory work Strong leadership skills and a proactive approach to client challenges Interest in professional growth and leading future teams
Join Interpath, a rapidly expanding international advisory firm renowned for its extensive expertise in deals, advisory services, and restructuring. We are dedicated to delivering measurable results for global businesses, their investors, and stakeholders during critical decision-making processes when complex challenges arise.Our independent and agile approach, coupled with our commitment to ethical practices, distinguishes us in the market. Interpath boasts a diverse team that combines specialized technical knowledge with deep sector experience across various service lines. Established in 2021, we have quickly expanded our presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong. Our goal is to be among the world’s leading advisory firms by 2030, with a truly global reach.As we pursue our growth ambitions, we are establishing the Deal Strategy team within our Value Creation service line. This team will collaborate with investors and executive management teams, aiding them throughout their transaction cycles and accelerating their growth journeys. As the team evolves, it will develop specialization across numerous market sectors.This position offers a unique chance to contribute to the development of a new service line within a well-established and successful organization. As an Associate Director in Deal Strategy at Interpath, you will partner with our Managing Director to build the Deal Strategy service line focused on Healthcare and Life Sciences, both in the UK and in international markets.
Interpath Advisory is a dynamic and rapidly expanding international advisory firm with profound expertise across a diverse range of specializations, including deals, advisory, and restructuring services.We are dedicated to delivering measurable outcomes for global enterprises, their investors, and stakeholders, particularly in times of complexity and crucial decision-making. Our independence and conflict-free approach, coupled with an unwavering commitment to integrity, truly sets us apart in the industry.Our multifaceted teams blend specialist technical knowledge with extensive sector experience across various service lines. Established in 2021, Interpath has swiftly expanded its footprint across the UK, Ireland, France, Germany, Austria, Spain, British Virgin Islands, Cayman Islands, Bermuda, Barbados, and Hong Kong. Our vision is to become one of the foremost advisory firms globally by 2030, with a truly international presence.We are currently on the lookout for an accomplished Associate Director to join our Value Creation team. This pivotal role places you at the heart of our Integration & Separation team, where you will oversee critical elements of large-scale I&S transactions from initial deal stages to execution. You will collaborate closely with senior management and various stakeholders to craft and implement integration and separation strategies that align with each client's distinct requirements.This position offers a unique chance to be part of a growing, entrepreneurial team. You will play an essential role in our I&S team, utilizing your experience to deliver high-caliber programs. We seek individuals who are enthusiastic about leveraging their expertise to stand out, thrive in non-traditional team environments, and be vital contributors rather than getting lost in a larger organizational structure.Key Responsibilities:Act as a vital member of the delivery team for integration and separation projects from inception to completion, ensuring successful delivery within budget and timelines.Lead multiple workstreams, owning each project phase (discovery, design, planning, execution), managing client interactions, and coordinating with cross-functional teams involved in integration and separation efforts.Identify and address potential risks and issues throughout the project lifecycle while maintaining effective communication and stakeholder management.Conduct thorough pre-deal diligence assessments to uncover key synergy opportunities and develop comprehensive integration plans, including readiness assessments for day one.Track and report on project progress, providing regular updates to senior management.Oversee all project administration aspects, including planning, resource allocation, risk management, and communication.Mentor and train junior team members to enhance their skills and experience.
What will you be doing?We are looking for a dynamic and skilled Senior Manager to join our VAT Tax Team based in London. This team is dedicated to delivering top-notch VAT compliance and advisory services to a diverse range of business clients.In this role, you will manage your own portfolio of clients, collaborating with Directors or independently on intricate consultancy and advisory projects. A key aspect of your position will involve nurturing client relationships, identifying opportunities within existing clients, and potentially developing specialized technical or sector expertise.As a Senior Manager, your responsibilities will include:Client Engagement: Serve as a trusted advisor, engaging with clients to uncover broader commercial and strategic issues while managing a portfolio of complex advisory and compliance cases. Deliver exceptional client service and take the lead in enhancing certain client relationships, while identifying new opportunities within your client portfolio.Staff Development: Oversee staff performance and conduct appraisals. Provide on-the-job training for junior staff on a one-to-one basis, and collaborate effectively with peers across the firm to ensure a cohesive approach.Business Development: Participate in local business development initiatives and profile-raising activities. Actively cultivate relationships to generate new business opportunities and facilitate cross-referrals of services.Compliance Assurance: Ensure adherence to established procedures, taking into account guidance from professional institutes and HMRC as applicable.
Future PLC is seeking a Senior VAT Manager based in London. This position takes ownership of VAT compliance and shapes the company's VAT strategy. The Senior VAT Manager ensures all reporting meets regulatory standards and maintains accuracy across filings. Main responsibilities Lead VAT compliance activities, including preparation and review of reports Develop and implement strategies to meet regulatory requirements Collaborate with teams throughout the business to improve VAT processes Support efficiency initiatives related to VAT operations Collaboration This role works closely with colleagues in various departments to streamline VAT procedures and provide guidance on compliance matters.
Join us in empowering global customers to connect with culture through their passions.Why you’ll love this opportunity:The Tax Team plays a pivotal role in collaborating with both internal and external stakeholders to maintain the financial integrity of StockX. We are responsible for accurate and timely tax filings, providing strategic business insights, and ensuring compliance with federal, state, and international laws. As a Senior VAT Tax Analyst, you will be part of a dynamic team of analytical thinkers who excel in StockX's fast-paced, high-growth environment, working collaboratively across various departments including accounting, finance, legal, operations, marketing, and product engineering.Your responsibilities will include:Overseeing VAT compliance for the EMEA region, ensuring audit readiness through registrations, filings, payments, and indirect tax account reconciliations.Supporting VAT audits in EMEA by performing data analysis, maintaining documentation, and liaising with both internal and external stakeholders.Collaborating with Tax Technology and Engineering teams to identify gaps and implement solutions, enhancing data accuracy and process efficiency.Conducting independent VAT and indirect tax research, articulating findings and recommendations effectively.Assisting in the audit of financial statements.Developing and refining VAT-related documentation to align with the company's high standards and regulatory requirements.Identifying and evaluating opportunities to leverage AI and emerging technologies to enhance VAT compliance processes, including automation of data analysis and audit support.
About Unity AdvisoryUnity Advisory is a forward-thinking, experience-driven CFO advisory firm specializing in integrated finance, commercial, tax, and transaction support. We pride ourselves on being free from audit conflicts and are designed with AI at our core, merging profound technical expertise with automation, analytics, and AI integrated into every engagement. Our mission is to offer a compelling alternative to traditional advisory firms, emphasizing clarity over complexity, results over hours worked, and practical advice delivered swiftly for CFOs facing critical decisions.The RoleValuations are pivotal to the private equity and mid-market landscape. As such, we are in search of a full-time or part-time Director to lead our valuation function. In this role, you will have the opportunity to cultivate valuation capabilities within a firm that operates uniquely. Collaborating closely with senior leaders, you will help shape our valuation offerings, influence market strategies, and take an active role in expanding our practice as we grow. Our approach is partner-led, technology-enhanced, and aimed at delivering impactful advisory services.ResponsibilitiesOversee tax and transaction valuation engagements, including compliance, reporting, and restructuring.Deliver and evaluate UK tax compliance valuations, covering:Share-based payments and employment-related securities (management incentive plans, growth shares, hurdle modelling, restricted securities, and discount analysis).Capital gains and inheritance tax (market valuations for private company shares, minority discounts, control premiums, and goodwill valuations).Stamp taxes (market value analysis for share transfers and allocation of consideration in complex transactions).Assist in transactions and corporate restructurings, focusing on purchase price allocation and tax basis step-ups.Assess the value of intangible assets, including branding, technology, and customer-related intangibles, while supporting IP migration and exit charge modelling.Provide valuation support for corporate reorganizations, including demergers, hive-downs, group restructurings, and capital reductions.Offer expertise in transfer pricing and international valuation strategies.
Join Interpath, a rapidly expanding international advisory firm renowned for its extensive expertise across various sectors including deals, advisory, and restructuring. Our mission is to provide actionable solutions to global enterprises, investors, and stakeholders facing complex challenges and critical decision-making moments.We pride ourselves on being agile, independent, and free from conflicts of interest, driven by a commitment to excellence and ethical practice. Our diverse teams harness specialized technical knowledge and substantial sector experience to deliver exceptional results in our service lines.Founded in 2021, Interpath has swiftly established a strong presence across the UK, Ireland, France, Germany, Austria, Spain, the British Virgin Islands, the Cayman Islands, Bermuda, Barbados, and Hong Kong. Our vision is to emerge as a leading global advisory firm by 2030.We are excited to announce the expansion of our Value Creation service line to include Operational Deal Services, offering a unique opportunity to join a new business segment within our esteemed firm. Led by accomplished Managing Directors, our Integration and Separation team specializes in delivering advisory services across pre-and post-deal carve-outs, integrations, operational due diligence, and value creation initiatives.As the Director in the Integration & Separation team, you will spearhead teams in executing multifaceted, stakeholder-driven advisory engagements at both domestic and international levels, while enhancing Interpath's reputation as a top-tier provider of deals and value creation advisory services. You will play a pivotal role in assisting transformative projects that significantly influence our clients' future growth and success.
Unity Advisory is a leading CFO advisory firm, dedicated to delivering tailored finance, commercial, tax, and deal support solutions. Our firm operates independently from audit conflicts and is designed to leverage advanced AI technologies, integrating deep technical know-how with automation and analytics to enhance every engagement. We aim to provide a refreshing alternative to traditional advisory firms, prioritizing clarity over complexity, tangible outcomes over billable hours, and prompt, actionable advice for CFOs navigating critical decisions.Our organizational culture fosters simplicity and high performance, emphasizing straightforwardness, commercial acumen, openness, experimentation, and teamwork.We are currently looking for a Director of Transfer Pricing to join our expanding Tax team and contribute to the evolution of our transfer pricing services.Role OverviewAs an experienced transfer pricing professional, you will support CFOs from high-growth international firms and private equity-backed companies. This role demands comprehensive knowledge of UK and global transfer pricing regulations, with a specific focus on leverage, deductibility, and cross-border structures. You will need to apply commercial judgment to convert intricate regulations into clear, actionable strategies.In your capacity as Director, you will be responsible for client outcomes, manage senior stakeholder relationships (including CFOs, Heads of Tax, deal teams, and investors), and play a pivotal role in the growth and scaling of Unity Advisory's transfer pricing practice. Your responsibilities will blend hands-on leadership with strategic practice development: creating service offerings, spearheading business development, nurturing a high-performing team, and integrating AI/automation to elevate quality, speed, and insights.This represents a unique opportunity for a dynamic and commercially savvy adviser to influence the future of our transfer pricing practice within a lean and agile framework.Key ResponsibilitiesLead and manage intricate UK and international transfer pricing projects, serving as a trusted advisor to CFOs and senior tax stakeholders on critical decisions involving growth, expansion, refinancing, restructuring, and transactions.Provide guidance on private equity-backed deals, including the transfer pricing considerations of acquisition financing, leverage, interest deductibility, and tax-efficient structuring in both UK and cross-border contexts.Develop and execute practical transfer pricing strategies that align with OECD guidelines, BEPS, local requirements, and evolving compliance standards.
Director of Accounting AdvisoryAs a Director at CFGI, you will collaborate closely with C-suite executives from FTSE 100 companies, mid-cap firms, and innovative start-ups. In this leadership role, you will guide project teams and engage with clients and their Big 4 auditors, overseeing all aspects of engagements. This includes crafting insightful reports, nurturing client relationships, and spearheading business development initiatives. Take Charge of Your Career at CFGI:· Gain diverse exposure across various industries and projects.· Make a significant business impact for your clients.· Manage projects from inception to completion.· Thrive in a client-facing role with direct client interactions.· Continuously learn and be challenged in a collegial environment with top-tier experts.· Enjoy the flexibility of working from the office, remotely, or on client sites, depending on engagement needs.· Carve your own career path.· Find joy in your work! What to Expect:· Collaborate with client executive teams and auditors, acting as a subject matter expert to navigate complex accounting issues and drive solutions.· Lead client engagements, ensuring successful delivery of operational due diligence for intricate transactions, including IPOs, acquisitions, divestitures, stock offerings, and debt raises.· Deliver financial and regulatory information that aligns with compliance requirements.· Serve as an expert on projects concerning new accounting standards.· Initiate and lead process improvement projects, implementing necessary changes.· Mentor senior managers, managers, and consultants, serving as a moral and ethical guide, fostering team development, and providing constructive feedback.
About Unity AdvisoryUnity Advisory is an innovative, experience-driven CFO advisory firm specializing in integrated finance, commercial, tax, and deal support. Unencumbered by audit conflicts and designed with AI at its core, we merge profound technical expertise with automation, analytics, and AI in every engagement. We aim to redefine traditional advisory services by prioritizing clarity, results, and practical solutions that empower CFOs in high-stakes decision-making.The RoleAs a Director of Commercial Consulting, you will play a pivotal role in directing Unity’s market front office function. You will initiate and oversee extensive client projects, cultivate trusted relationships with C-suite executives, and shape the future of our commercial consulting practice. This position combines strategic thought leadership, impactful client engagement, and contributions to the growth of the firm.Key ResponsibilitiesLead the origination and execution of commercial consulting projects focusing on revenue enhancement, customer lifetime value, and cost synergies.Develop client strategies surrounding platform transitions, digital ecosystems, and data-driven operational frameworks.Consult with senior executives on harnessing AI, automation, and composable architectures for competitive advantage.Manage client relationships at the Board and CxO levels, establishing yourself as a trusted advisor.Expand and enhance Unity’s commercial consulting practice, including proposition development, intellectual property, and talent strategy.Participate in Unity’s broader leadership initiatives, representing the firm in market forums to enhance market presence.What You BringOver 12 years of experience in consulting or senior industry leadership, particularly in front-office transformation.A proven history of acquiring, shaping, and delivering multimillion-pound transformation projects.In-depth knowledge of customer, revenue, or commercial drivers, along with an understanding of emerging technologies.A well-established network with C-suite executives and industry leaders.Exceptional leadership capabilities, with the ability to motivate teams and clients alike.
Location: London, England, United KingdomCompany: Interpath Advisory About Interpath Advisory Interpath Advisory is a financial advisory firm with a focus on agility, independence, and a conflict-free setting for its professionals. The firm supports clients at all stages of the business cycle, from regional SMEs to large multinational corporations, helping them create, defend, and grow value. Financial Services M&A Advisory Team The Financial Services M&A Advisory group maintains strong relationships across the sector, including banks, private equity, diversified funds, and a range of financial businesses. The team has a solid track record with lending platforms, fintechs, servicers, loan brokers, and related organizations. There are plans to deepen expertise in areas such as asset and wealth management and insurance. Key services include: Sell-side and buy-side M&A advice Strategic advisory for clients Equity raises and structured equity transactions (such as structured notes and preference shares) Role Overview: Manager, M&A Advisory - Financial Services Interpath is expanding its Financial Services M&A Advisory team in response to strong market activity in the UK and select European markets. The Manager will play a hands-on role in originating and developing business, supporting senior colleagues in deal execution, conducting sector research, and contributing to team growth. This position involves working closely with senior team members throughout the transaction process. The Manager will contribute to pitches, financial modeling, drafting information memorandums, project management, deal structuring, and transaction execution. Main Responsibilities Oversee and assist with the origination and execution of M&A transactions in the financial services sector Take on significant responsibility and manage multiple deals at once Conduct financial analysis, strategic business assessments, and in-depth industry research Analyze large and complex data sets to deliver insights to clients and colleagues Coordinate and support the preparation of data and marketing materials for transactions Prepare and deliver client presentations clearly and effectively Support and coordinate due diligence processes Stay current on buyers, sellers, Interpath’s services, risks, and the competitive landscape
Unity Advisory is a CFO advisory firm based in Mayfair, London. The team focuses on integrated finance, commercial, tax, and deal support, while intentionally avoiding audit conflicts. The firm uses AI and automation to streamline service delivery, aiming for clarity and practical insights for CFOs making critical decisions. Role overview The Senior Manager, Capital Markets & Accounting Advisory, plays a key part in guiding companies through transactions and IPOs. This position covers a range of responsibilities, including IFRS and US GAAP compliance, regulatory requirements, carve-out and pro forma reporting, deal structuring, and project management office (PMO) execution. The role also provides support for post-IPO public company operations. What you will do Lead capital markets transactions and accounting advisory projects from initial readiness through execution and post-transaction phases Manage workstreams related to exchange and regulatory frameworks, IFRS and US GAAP standards, and stakeholder reporting Use data, automation, and standardized tools to improve efficiency and reduce manual work Challenge established practices and contribute to improving engagement delivery Requirements Extensive experience with capital markets transactions and accounting advisory Strong knowledge of IFRS and US GAAP Familiarity with regulatory frameworks and reporting obligations Comfort with adopting technology-driven solutions in finance and accounting projects
Why Join Rogo?At Rogo, we are pioneering the creation of Wall Street's first authentic AI analyst. Our mission is to equip finance professionals at leading investment banks, private equity funds, and investment firms with AI technology that offers unmatched speed, precision, and insights. We are not merely enhancing financial workflows; we are revolutionizing them entirely.This position presents a rare chance to become part of a transformative company at a pivotal moment. With an expanding client base, validated product-market fit, and support from top-tier investors, we are rapidly scaling and establishing a new frontier in enterprise AI.Our team is comprised of highly skilled and driven individuals who are deeply dedicated to our mission. We work with determination, tackle complex challenges head-on, and maintain a relentless focus on our users. If you thrive in a dynamic environment, pursue excellence, and wish to contribute to the evolution of finance, we encourage you to apply!Your ResponsibilitiesAs the Advisory Director at Rogo, you will oversee our key partnerships and assist the largest financial institutions globally in formulating and executing their AI strategies. Reporting directly to our founders, you will collaborate closely with diverse team members to ensure alignment of goals and objectives.Developing and implementing strategies for collaboration with our enterprise partners: training their teams, establishing joint operations, and ensuring alignment.Managing the entire partnership lifecycle, from initiation to expansion and renewal of our collaborations.Serving as the voice of the customer – comprehending the explicit and implicit business needs of our enterprise partners.Utilizing your extensive knowledge of financial services workflows to co-create solutions with our clients, ensuring clear communication of Rogo’s benefits.Collaborating with Rogo's engineering, product, and go-to-market teams to deliver these solutions effectively.Establishing methods to track and evaluate our success together, including key performance indicators and reporting mechanisms.Cultivating strong, enduring relationships with key individuals at our partner organizations to ensure their needs are met.Assisting in securing multi-million dollar contracts and guiding Generative AI strategies for the world’s leading financial services firms.Ensuring exceptional user experiences through hands-on engagement with users.Directly influencing...
Begin Your Journey Here. Elevate Your Career.AECOM Advisory, our newly launched management consulting Global Business Line, harnesses AECOM’s extensive expertise in infrastructure design and engineering services. We pride ourselves on being a trusted partner to senior-level clients and executive teams, addressing their most critical enterprise and strategic needs.Our clientele spans the full spectrum of the infrastructure and built environment sectors, including central and local government, defense, energy, investors, transportation, and water sectors. Our UK team of 100 skilled professionals includes business analysts, economists, commercial strategists, major program advisors, and change management experts. We empower our clients to refine their strategy, establish major programs for successful execution, and enhance their operational efficiency, thereby delivering value to stakeholders and positively impacting communities.We represent a new class of consulting firm, leveraging true operational and technical expertise from our broader platform to provide deep industry insights and capability-driven solutions to our clients.We are on the lookout for dynamic leaders who are dedicated to our mission at AECOM Advisory. This role is available for candidates based anywhere in the UK.As a Senior Director, you will be an integral leader within a fast-paced and supportive team of diverse consulting professionals. Our culture emphasizes collaborative problem-solving and tackling our clients' most intricate and significant challenges, while also fostering career paths that promote professional development and personal growth.Your Key Responsibilities:In your role as a Senior Director within AECOM Advisory's UK division, you will focus on driving business development, overseeing engagement delivery, and leading practice development initiatives. This is a seller-doer position, and your responsibilities will encompass:Facilitating industry dialogues and engaging professional networks to identify and create business development opportunities.Utilizing industry expertise and commercial insight to proactively target, define, and craft business development campaigns.Managing all aspects of business development, including client outreach, proposal development, solutions architecture, pricing strategy, internal risk assessments, and compliance protocols.Leading, supervising, and ensuring quality control for multiple simultaneous delivery teams across various engagement scopes and delivery models.Providing leadership for client interactions regarding delivery progress and insight validation, ensuring visibility in interactions with C-suite clients and senior management stakeholders.
Why Choose Rogo?At Rogo, we are pioneering Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at leading investment banks, private equity firms, and investment institutions with AI that provides unmatched speed, precision, and insights. We are not simply enhancing financial processes; we are revolutionizing them from the foundation up.This is an extraordinary chance to become part of a transformative company at a pivotal moment. With a rapidly expanding client roster, a validated product-market fit, and support from elite investors, we are swiftly scaling and defining a new category of enterprise AI.Our team is intelligent, driven, and deeply committed to our mission. We work with intensity, take ownership of intricate challenges, and maintain a relentless focus on our users. If you excel in a dynamic environment, strive for excellence, and aspire to shape the future of finance, we welcome you to join us.Key ResponsibilitiesAs part of Rogo's Advisory function, you will collaborate with a team of former bankers and investors who advise top financial institutions on integrating AI into their daily workflows and long-term strategies. You will spearhead client engagements from pre-sales to upselling, establishing consultative relationships and customizing demonstrations that resonate with investors and deal teams. Just as Solutions Architects secure the “technical win,” you will drive the “financial win” by illustrating Rogo’s capabilities and their real-world impact across banking and investment scenarios.Engage with bankers and investors from existing and prospective clients to identify and address their workflow challenges, while articulating and demonstrating the value of Rogo's AI solutions.Position yourself as a credible authority in resolving clients’ specific issues (e.g., public company financial research, M&A advisory, company diligence workflows).Conduct product demonstrations tailored to the context of various financial organizations, asking insightful questions to validate how Rogo can deliver value and then highlighting Rogo's features and benefits pertinent to each client’s potential use cases.Collaborate with the marketing team to create content that resonates with bankers and investors, tailored to the unique demands of their practice areas and client types.Serve as the “Voice of the Customer,” leveraging your industry insights to assist the broader sales team in developing and implementing more effective strategies, and synthesizing customer feedback for the product team through a financial services perspective.
Nov 19, 2025
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