Finance Analyst

Quantuma; Bolton; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

A leading financial services firm in Bolton is seeking a Finance Analyst to assist in creating Information Memorandum documents. The role entails engaging with clients to ensure accurate financial representation, transcribing accounts, and providing essential support in the M&A process. The ideal candidate will have relevant skills in communication, self-motivation, and time management. A degree is desirable, but full training will be provided. Benefits include a salary of £25,500 - £27,000, hybrid working, and opportunities for career progression.

Benefits

Team nights and incentives

Auto enrolment pension scheme

Healthcare discount scheme

20 days holiday plus Bank Holidays

Career progression opportunities

In-house learning and training

Qualifications

• Degree in a relevant field is desirable.
• Ability to converse with clients regarding financials.
• Self-motivated and effective in deadline-oriented environments.

Responsibilities

• Assist in producing Information Memorandum documents for business sales.
• Transcribe client accounts and ensure accurate representation.
• Engage with clients to clarify financial outlook.

Skills

Conversational confidence with clients

Self-motivation

Time management

Ability to work under pressure

IT literate (Microsoft package)

Excellent communication skills

Attention to detail

Problem-solving

Relationship building

Education

Degree in business, management, administration, or finance

Job description

Finance Analyst

KBS Corporate is one of the UK’s leading providers of company sale services, offering guidance and advisory services to shareholders. As one of the UK’s most active dealmakers, KBS Corporate regularly tops industry league tables and excels above its competitors. People are at the core of our success, and we take great pride in providing services of the highest quality to all our clients. We are part of K3 Capital Group, a multi-disciplinary professional services group of companies offering business sales, tax, restructuring and corporate finance services that is still rapidly growing.

Due to the group’s continued success, we are looking for ambitious, enthusiastic people to join the KBS Corporate team at our modern head offices in Bolton.

About the Role

As a Finance Analyst you will work closely with the Document team and assist in the production of Information Memorandum documents for live business sales mandates. The Information Memorandums we prepare are the primary document used to motivate potential investors / buyers engaged in M&A Deal processes with our clients. They provide a descriptive snapshot of the businesses history, trading, current status and projected future position and contain detailed financial information and analysis relating to revenue and profits, both actual and forecasted.

It is the Finance Analyst's responsibility to look through each client\'s accounts, transcribe them into a spreadsheet and then speak to them in order to fill any gaps in our understanding and ensure we are accurately reflecting their business\'s financial outlook.

This is a key role within the deal-making process and is an excellent opportunity for a results-driven person looking to start or develop a career in mergers and acquisitions.

The successful candidate will receive ongoing support and training.

About You

A degree in a business, management, administration or finance related subjects is desirable, however, we will provide you with full training upon joining us.

We are looking for a candidate who can hit the ground running and add to our established and dynamic team.

Key skills required for the role are:

• Able to converse with our clients confidently regarding their company financials
• Self-motivated and able to manage your own time effectively in a deadline-orientated environment
• Ability to work under pressure
• IT literate – experience using basic Microsoft package essential
• Excellent verbal and written communication skills
• Attention to detail
• Ability to think outside the box and problem solve
• Love meeting new people and building long-lasting relationships

Experience

• Financial services and/ or an understanding of business and finance.
• Customer service, long-term relationship building.
• Full driving licence is preferable.

Remuneration & Benefits

• Salary £25,500 - £27,000
• Team nights and incentives
• Hybrid / Agile working Monday to Friday, regular hours (no weekends!)
• Auto enrolment pension scheme, share save scheme, Healthcare discount scheme (after 6 months service)
• Genuine opportunities for career progression within our fast-growing organisation
• In house learning, training, and ongoing development
• 20 days holiday (plus Bank Holidays) rising to 25 days
• Charity Events
• Christmas Event and shutdown period