What are the responsibilities and job description for the Associate, Opportunity Engagement Set-Up position at KPMG?
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Working Mother Magazine, Diversity Inc. and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking an Associate, Opportunity Engagement Set-Up to join our Growth & Strategy organization.
Responsibilities:
- Assist with processing opportunities, manage key performance indicators, and work with pursuit teams to finalize opportunities, and allowing for engagement code set up if the work is won
- Collaborate with pursuit team(s) to gather additional details necessary to progress opportunity lifecycle activities; manage new clients and existing clients, including requesting background checks, Dun and Bradstreet reports, assisting in new client memo and facilitate successful resolution on issues
- Submit Sentinel requests and facilitate resolution of conflict checks through approval; complete CLEAS/CEAC as necessary for an opportunity, including reviewing accompanying documents during setup and facilitating any necessary edits for Risk Management approval
- Complete quotes and pricing workbooks, initiating them into workflow; review, analyze, and track pipeline to identify new opportunities that may qualify for DRB assessment; initiate outreach to inform pursuit teams of DRB qualification; support monthly tracking/reporting of DRB activity to leadership; support the DRB process; monitor incoming requests and schedule DRB reviews with leadership, attend and document minutes, update DRB case with results of leadership decision and next steps, contribute towards process changes and support execution of DRB evolution
- Monitor and determine whether an opportunity requires a Strategic Opportunity Investment (including global) request; collect necessary submission details and submit the relevant form to the Global team, ensuring that the DRB team has all necessary information, if a global investment is warranted
- Work collaboratively with OES team, leadership and support special projects as requested; act as an integral member of the Advisory Operations team and play an important role in supporting the assigned opportunities, deal review boards, global investment applications and may support other business leaders as requested
Qualifications:
- Minimum three years of recent combined experience in any of the following areas: administrative, legal, finance, business development, project management and client service experience
- Bachelor's degree in business, or equivalent experience is required; work experience within a professional services firm (or similar environment) is preferred
- Experience using internet research tools and database management; proficient in Microsoft Office Suite applications including, Word, Excel, and Outlook. Salesforce, Pricing tool, Sentinel and CLEAS, preferred
- Demonstrated excellent time management, planning and project skills; possess detail oriented and strong analytical skills and be able to work on multiple concurrent assignments in a fast-paced environment; exceptional communication skills (both oral and written) and high level of professionalism
- Ability to be proactive in day-to-day interactions as well as in formulating solutions to problems
- Some travel may be required and general workday sometimes exceeds a 9:00-5:00 pm local time workday, possibly resulting in some weekend coverage
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).