Synergy Consulting Inc.

Role Documentation - Master Book

Introduction:
Jobs are the building blocks of any organization that are designed to collectively deliver the organization purpose. Critical jobs i
through HayGroup's Job Analysis Methodology.

Job Analysis is a process of gathering facts that would enable job-holder and others to make judgment about the work to be do
understanding the what and why of work to be done. The outcome of this analysis is Job Description.

Job Description is the basic requirement for recruitment, evaluating jobs, performance appraisal, succession planning, identifyi
importantly, it provides clarity to job-holders in terms of what is expected from the job. Job Description includes the following
1) Job Purpose - A short and accurate statement of why the job exists
2) Organization Chart - Representation of the location of the job in the organization
3) Accountability - Details of the areas of work that the job needs to perform and deliver results
4) Interactions - Indicates essential working relationships within and outside the company
5) Key Performance Indicators - Specifies indicators that would be used to measure the performance of the job
6) Key Decisions - Specifies the list of decisions that the job needs to take to perform the job without referring to reportin
7) Skills and Knowledge - States the minimum entry level requirements for the job in terms of educational qualifications, exper

Please note that Key Performance Indicators explain how the performance can be measured, but does not highlight the exact t
financial year. For example, on time delivery of transaction is a Key Performance Indicator, whereas the exact optimal duration
and the manager and incumbent need to set the exact time line during goal setting.

This document contains job description of the following role in Synergy Consulting.
Core Finance Roles Non Core Finance Role
Senior Director Director - Organization Devel
Director Senior Manager - HR (Talent Acquisition
Associate Director Senior Manager - HR (Performance and Comp
Senior Associate Manager - Marketing Commu
Associate Manager - Accounts
Analyst Assistant Technical Manag
Manager - HR Admin
Senior Accounts Office
Senior Technical Officer
Administrative Assistan

Prepared by :

Date :
Revision History
S.No Date Description of Changes Made
 Inc.

ganization purpose. Critical jobs in an organization are studied

dgment about the work to be done. It is a process of

Description.

al, succession planning, identifying training needs, etc. Most

scription includes the following aspects

results
any
mance of the job
job without referring to reporting manager
educational qualifications, experience and skills

but does not highlight the exact targets/ goals in a particular

ereas the exact optimal duration differs for different transaction

Non Core Finance Roles

Director - Organization Development
Manager - HR (Talent Acquisition and Development)
ger - HR (Performance and Compensation Management)
Manager - Marketing Communications
Manager - Accounts
Assistant Technical Manager - IT
Manager - HR Admin
Senior Accounts Officer
Senior Technical Officer - IT
Administrative Assistant
Made Approved by
 Job Description

01 Section One : Basic Information on role

Title Senior Director

Department Core Finance

Functionally
Please indicate the role whom
you report to in your current role

02 Section Two : Organisation Chart

Draw an organisation chart that shows clearly your job, your immediate manager, and your subordinate

03 Section Three : Job Purpose

Summarise in one statement why this job exists; and how it contributes to the overall mission/objective

Senior Directors are responsible for leading client account teams to have a sustained and substantial positive impac
success. Senior Directors are recognised as the voice of Synergy on industry issues, a particular expertise area etc.
organization on high profile platforms.

04 Section Four: Principal Accountabilities

List the principal accountabilities in your role that fulfil your job purpose and the activities that help in realizin

No Accountabilities Major Activities

 Lead the direction of
Synergy business
development focus by
providing unique insights
into emerging needs and
business/practice issues,
and proactively developing
4.1 the plans, methodologies,
and resources. Lead and
expand existing portfolio of
client relationships and work
with business leaders to
increase opportunities to
further impact the clients
business
Ensure profitable,
success.high
quality development and
delivery of work that meets
or exceeds client
expectations by structuring
and overseeing profitable
4.2
client engagements. This
includes delegation to the
right levelSynergy
Advance to ensureas a
profitability
premier as well
career as
destination
enhancing
build futureteam success
capacity for
and developing
growth and impactcapability
by
building people skills and
4.3
employee engagement.
Lead and inspire others by
role modelling solutions
capabilities and a passion
05 for client impact. Section Five : Key Interactions

Who (internal/external) does this position interact with on a regular basis to perform th

Internal External

06 Section Six : Key Performance Indicators (KPIs)

How is the performance of the role evaluated (KPIs)? Which objectives is the role expected to
 07 Section Seven : Key Decisions
What are the key decisions this role can take by self without consulting with reporting man

08 Section Eight : Knowledge, Skills and Experience

State acceptable proficiency / threshold education, qualifications, training and experience are necessary to enable y
effectively. Note that this information should relate to the qualifications etc. required for th

Educational qualifications
(Threshold educational
background required to execute
the role)

Relevant experience (Type/

Nature and years of relevant
experience required to execute
the role)

Threshold skills and capabilities

required to execute the role
 on role

r Director

Finance

Administratively

Chart
ager, and your subordinates, giving full titles.

se
e overall mission/objective of the organisation

substantial positive impact on our clients business

rticular expertise area etc. and are spokespersons for the

abilities

ctivities that help in realizing these accountabilities

Activities
ons

regular basis to perform this role?

External

ators (KPIs)
ves is the role expected to achieve?
ons
sulting with reporting managers?

d Experience

are necessary to enable you to perform your job fully and

cations etc. required for the job

Title
Department
Reporting To
Deliver financial modelling and transaction advisory services and support seniors for interaction with client throughou
depth knowledge on financial models, structures and contracts in order to ensure best quality service to clients
No Accountabilities
1 Delivery of Transactions
2 Client Interaction
3 Business Development
Educational qualifications
Relevant experience (Type/
Nature and years of relevant
experience required to execute
the role)
Job Description
Associate
Transaction Advisory
Associate Director/ Senior Associate
Major Activities
- Develop knowledge and deliver high quality work under guidance of senior mem
to meets clients' expectations on timeliness, accuracy and completeness
1) Develop and audit high-end, complex financial models by analysing key busine
scenario and sensitivity analysis in order to ensure compliance with project docum
& taxation practices as well as achieve international quality standards
2) Support business valuations and investment analysis through due diligence an
to evaluate businesses for investment opportunities
3) Review project documents to assess the commercial and contractual implicatio
specifically for Project Financing structures
- Support in design and development of solutions for clients by gathering informat
order to enable design of best solutions for clients
- Prepare reports, information memoranda, summary and presentations as require
- Participate in negotiations of commercial and contractual aspects of the projects
institutions, contractors, and other third parties under the guidance of senior mem
on Synergy's point of view/ recommendations
- Interacts with client representatives to gather information, transaction updates a
- Conducts secondary research of client or sector, analyse data and produce repo
and insights for business development
- Supports in designing solutions and creating proposal documents to enable the
MBA / PGDM (in Finance) from premier institutions. CFA is preferable
1-3 years of relevant work experience with banks or funds or similar advisory enti
finance is preferable
 Strong interpersonal and communication skills
Threshold skills and capabilities Strong analytical skills and ability to work under pressure
required to execute the role Ability to work in multicultural environments and multidisciplinary team
Attention for details

Other Requirements Open to international travel

action with client throughout delivery by developing in-
ality service to clients

Activities
er guidance of senior members in following areas in order
and completeness
ls by analysing key business drivers and conducting
pliance with project documents and applicable accounting
ality standards
s through due diligence and valuations exercises in order

and contractual implications, under various contracts,

ents by gathering information, conducting analysis in

nd presentations as required by the nature of assignments

tual aspects of the projects with banks/financial
e guidance of senior members in order to get their buy-in

ion, transaction updates and seek clarifications

yse data and produce reports to provide understanding

documents to enable the team win the transaction

A is preferable

nds or similar advisory entities. Experience in infra/ project

re
sciplinary team