In her shoes | Vicki Mortimer | Manager in Corporate Finance Advisory at Deloitte

Careers City Rising Star Vicki Mortimer takes some time out of her busy day as a Manager at Deloitte, to share with us her career and current role.

 

Tell us a little bit about a day in the life of a manager in Deloitte?

I am a manager in Deloitte’s Corporate Finance Advisory group, I am aligned to the business services industry sector with a particular focus on recruitment and human capital companies. In my role I am usually working on two to three live deals at varying stages, these are always a priority over other work or business development. Live deals involve a variety of tasks such as producing a marketing document/ prospectus on a company for sale, talking to potential purchasers of a company as well as being a day to day point of contact for clients or other parties. In addition, a considerable amount of my time is spent building a profile in the market, meeting owners of businesses, networking at industry events and supporting companies as they plan for a sale in the near future.

What did you study or what experience did you obtain in order to get in to your current role?

When I left school I didn’t know what I wanted to do as a career, I studied Geography at Durham University because this was my favourite subject. I left Durham and decided I wanted to join the Army I attended Sandhurst and completed a third of the officer commissioning course before changing my mind. Whilst I decided that a career in the Army was not for me I have no doubt that the experience of Sandhurst has contributed to my working style and success. Upon leaving Sandhurst, I applied and was accepted to Deloitte’s graduate scheme in the tax department. I completed the Chartered Tax Adviser exams and gained experience working with high net worth individuals, entrepreneurs and private equity firms. In March 2011 I moved to the Corporate Finance Advisory group and I am currently studying for the Corporate Finance Qualification (CFQ).

I get the opportunity to work for some very interesting and entrepreneurial people

What do you most enjoy about your role?

The things I enjoy most about the role are the clients and contacts I meet and deal with on a day to day basis. I get the opportunity to work for some very interesting and entrepreneurial people and because recruitment business is a dynamic sector there is often a lot of activity and opportunity. There is a real focus on building relationships first which is what I really enjoy, to meet people and understand what their goals are and advise on how a business that they might have built up from nothing might be a part of achieving those goals is really fulfilling.

Can you tell us a little bit about what is great about working at Deloitte?

The best thing about working for Deloitte is that the firm has been hugely supportive of my career aspirations as reflected by my move from tax advisory to corporate finance nearly two years ago. I have been fortunate to work with some very inspirational Partners that have supported and guided me both in the tax department and in the Corporate Finance department.

Do you network either internal or externally?

I attend networking events both internally and externally. External networking is often industry focussed with organisations such as REC or APSCo or events run by industry publications such as Recruitment International or Recruiter magazine. I have also been involved with the Young Professionals Forum, my former tax department at Deloitte host one of the quarterly events each year.

Tell us about your own career aspirations?

Having recently been promoted to Manager I am now planning out what I will need to achieve to make the next Deloitte promotion to Assistant Director as well as thinking about potential deal completions over the next 12 months along with completing my CFQ qualification. I am constantly juggling a number of options/ ideas as my career progresses as my assessment of people who are successful in their careers is that they have never stood still, they are always learning new skills or qualifications or taking on new responsibilities within their organisations, for example at some point I intend to study for an MBA.

there is always more than one route to a destination, map out the possible means of entry to the career

What advice would you give to someone wanting a career in your profession?

Given the macro economic climate someone might be dissuaded or be finding it difficult to become a Corporate Finance adviser. My advice would be that there is always more than one route to a destination, map out the possible means of entry to the career by looking at the profiles of individuals with your ‘dream career’ and see how they have done it.

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