Associate Director - Transaction Services

Gleeson Recruitment Group; Birmingham; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading advisory firm in Birmingham is seeking an Assistant Director for its Transaction Services team. This pivotal role involves leading financial due diligence for complex transactions and requires significant experience in advisory environments. The position offers substantial exposure to high-profile clients and significant career progression towards a Director role. The successful candidate will possess strong financial acumen and a collaborative leadership style to develop junior staff.

Benefits

Flexible working arrangements

Competitive remuneration package

Focus on learning and development

Qualifications

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

Responsibilities

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

Skills

Commercial acumen

Financial modelling

Report writing

Team mentoring

Education

ACA / ACCA qualified

Job 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.
  

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