Finance Director Transaction Services

J&T Business Consulting; Bristol; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading consulting firm in the UK is seeking a Transaction Services Director to lead financial due diligence projects and drive business development efforts. The candidate should have 8-10 years of experience, preferably with mid-tier experience and/or past Big 4 exposure. This full-time hybrid role offers significant career development opportunities and a pathway to partnership within the firm.

Benefits

Significant investment in career development

Collaborative and inclusive work environment

Competitive salary and benefits package

Qualifications

• 8-10 years of experience in Transaction Services preferably with mid-tier experience and/or past Big 4 exposure.
• Experience in leading and growing a high-performing team.
• Demonstrated work-winning potential and an initial network of contacts.

Responsibilities

• Lead and manage financial due diligence advisory projects including M&A transactions.
• Provide expert advice on complex due diligence matters to clients ensuring clarity and understanding.
• Drive business development efforts leveraging an initial network of contacts to win new work.

Skills

Accounting Software

Forecasting

Financial Analysis

Business Development

Networking

Team Management

Technical due diligence expertise

Education

ACA Qualification (or equivalent)

ACCA Qualified

CIMA Qualified

CTA Qualified

Job description

Overview

Job Title: Transaction Services Director

Location: North West England / Midlands / Bristol / Wales (may be open to other locations)

Work Type: Full-time Hybrid

Salary: DOE

About the Pathway to Partner Role

We have a unique opportunity for an ambitious Transaction Services specialist to join a network of advisory professionals. You will work collaboratively with existing businesses to win and deliver financial advisory projects including M&A transactions whilst building your own highly successful financial due diligence practice.

You will join initially as a salaried employee while focusing on building your network of referrers and clients, converting leads and opportunities, and providing excellent client service. A transparent roadmap to partnership will be provided with key milestones and a tailored development programme to support you in building a new transaction services practice.

You will also receive coaching mentorship skills training/masterclasses to develop professional and leadership expertise and guidance in building your business plan to launch your own practice. This is a one-of-a-kind opportunity to invest in professional development accelerate career progression fulfil potential and thrive.

About You

We are seeking an ambitious entrepreneurial Transaction Services specialist who is technically excellent, has experience leading collaborating and completing a range of M&A transactions, can build strong client relationships, and aspires to grow their own business.

Key Responsibilities

• Lead and manage financial due diligence advisory projects including M&A transactions.
• Provide expert advice on complex due diligence matters to clients ensuring clarity and understanding.
• Develop and grow a high-performing team fostering a collaborative and supportive work environment.
• Drive business development efforts leveraging an initial network of contacts to win new work.
• Maintain up-to-date knowledge of legislation and industry trends.

Qualifications

• Currently a Director/Associate Director/Senior Manager at a Top 10 accountancy firm or Regional Boutique Advisory business.
• 8-10 years of experience in Transaction Services preferably with mid-tier experience and/or past Big 4 exposure.
• ACA (or equivalent) qualification.
• Experience in leading and growing a high-performing team.
• Technically strong with the ability to simplify and communicate complex due diligence matters.
• Ambitious driven and entrepreneurial mindset.
• Demonstrated work-winning potential and an initial network of contacts.
• Strong background in Transaction Services.

Why Join Us

• Opportunity to work with a top-tier accountancy environment.
• Significant investment in career development with a tailored programme to fast-track career progression.
• Collaborative and inclusive work environment with easy access to senior advisors for guidance.
• Competitive salary and benefits package with a clear career route to owning your own business.

Required Skills:

• ACCA Qualified
• CIMA Qualified
• ACA Qualified
• CTA Qualified
• Leadership
• Team management
• Project management
• Client relationship management
• Business development
• Strategic planning
• Technical due diligence expertise
• Communication
• Collaboration
• Entrepreneurial mindset
• Networking
• Mentorship
• Coaching
• Financial analysis
• Commercial awareness

Required Education

• ACCA Qualified
• CIMA Qualified
• ACA Qualified
• CTA Qualified
• Director/Associate Director/Senior Manager experience
• 8-10 years Transaction Services experience
• Mid-tier or Big 4 exposure
• ACA qualification (or equivalent)
• Experience leading high-performing teams
• Experience in financial due diligence
• Strong technical knowledge in Transaction Services

Key Skills

Accounting Software, Forecasting, Ellucian, Financial Report Writing, GAAP, Accounting, Corporate Finance, Financial Analysis, Financial Modeling, Budgeting, Financial Management, Financial Planning

Employment Type : Full Time

Experience: years

Vacancy: 1