Associate Director - Transaction Services

Gleeson Recruitment Group; West Midlands Combined Authority; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading recruitment group is seeking an Associate Director - Transaction Services in Birmingham. The role involves leading financial due diligence on complex transactions, collaborating with private equity and corporate clients. You will ensure high-quality insights are generated while also mentoring team members. The position offers a clear progression path and a collaborative team environment.

Benefits

Flexible working arrangements

Competitive remuneration package

Opportunities for career progression

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 advisory firm.

Responsibilities

• Lead end-to-end delivery of financial due diligence engagements.
• Act as primary point of contact throughout the deal lifecycle.
• Review work prepared by Managers and junior team members.

Skills

Commercial acumen

Report writing

Financial modelling

Education

ACA / ACCA qualified (or equivalent)

Job description

Associate Director - Transaction Services

Associate Director - Transaction Services

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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.

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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Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Investment Banking

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