Associate Director - Transaction Services

www.topfinancialjobs.co.uk - Jobboard; Birmingham; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading recruitment group is seeking an Associate Director in Transaction Services based in Birmingham. The role involves leading financial due diligence for high-profile transactions and mentoring junior team members, offering significant exposure to senior stakeholders and clear progression to Director. The successful candidate will have a strong background in finance, proven due diligence experience, and exceptional leadership skills. Flexible working arrangements and a competitive salary are offered.

Benefits

Flexible working arrangements

Competitive remuneration package

Collaborative team environment focused on learning and development

Clear career progression to Director and beyond

Qualifications

• Significant post-qualified experience in Transaction Services or Financial Due Diligence.
• Experience at Manager level or above within a Big 4, mid-tier advisory firm, or a corporate finance boutique.
• Proven track record in delivering complex financial due diligence.

Responsibilities

• Lead end-to-end delivery of financial due diligence engagements.
• Act as primary point of contact for clients and advisors.
• Review and sign off on work prepared by team members.

Skills

Commercial acumen

Report writing

Financial modelling

Mentoring

Collaboration

Education

ACA / ACCA qualified (or equivalent)

Job description

Associate Director - Transaction Services

Location: City, Birmingham

Description:

Job Title: Assistant Director - Transaction Services
Location: Birmingham
Deal Advisory/Transaction Services

About the Role

I am looking for a dynamic and experienced Senior Manager/Assistant Director to join my clients growing Transaction Services team. You will take a leading role in delivering high-quality financial due diligence across a range of complex transactions, including M&A, carve-outs, and refinancings. You'll work with both private equity and corporate clients across a broad range of sectors, supporting strategic decision-making on high-profile deals.
This role offers significant exposure to senior stakeholders, high levels of autonomy, and a clear progression path to Director.

Key Responsibilities

• Lead the end-to-end delivery of financial due diligence engagements (buy-side, vendor due diligence, and vendor assistance), ensuring commercial and financial insights are tailored to the audience.

• Take ownership of core workstreams and deliverables including:

  • Quality of Earnings (QoE)

  • Adjusted Net Working Capital and Net Debt analysis

  • Enterprise Value to Consideration bridges (e.g., Locked Box analysis)

  • Sensitivity and scenario modelling of forecast assumptions

• Provide expert challenge to client and target forecast models, including identifying key value drivers, stress testing assumptions, and producing bespoke analysis to support investment decisions.

• Act as the primary point of contact for clients and other advisors throughout the deal lifecycle, including information scoping, issue resolution, and timeline management.

• Facilitate and lead Q&A sessions with clients and target management, driving commercial insights and interrogating unusual results.

• Review and sign off on work prepared by Managers and junior team members, ensuring outputs are insightful, technically sound, and client-ready.

• Support Directors and Partners with the development of client relationships and pitches, contributing to business development activities and wider practice growth.

• Take an active role in coaching and developing team members, fostering a high-performance culture and supporting individual progression within the team.

Key Requirements

• ACA / ACCA qualified (or equivalent), with significant post-qualified experience in Transaction Services or Financial Due Diligence.

• Experience at Manager level or above within a Big 4, mid-tier advisory firm, or a corporate finance boutique.

• Proven track record of delivering large and/or complex financial due diligence engagements across multiple sectors.

• Strong commercial acumen and the ability to communicate key insights to senior stakeholders in a clear and actionable way.

• Excellent report writing and financial modelling skills.

• A collaborative leadership style, with experience mentoring and reviewing the work of junior team members.

• Ability to manage multiple engagements simultaneously in a fast-paced, deadline-driven environment.

What We Offer

• The opportunity to work on high-profile, complex transactions with leading investors and corporate clients.

• Clear career progression to Director and beyond.

• A collaborative team environment, with a strong focus on learning and development.

• Flexible working arrangements and a competitive remuneration package.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

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