Finance Director Transaction Services - Pathway To Partner

J&T Business Consulting; Leicester; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm is seeking a Transaction Services Director to lead financial due diligence projects. This role offers the chance to develop a successful practice and benefit from career development programs. The ideal candidate has 8-10 years of experience in Transaction Services, ideally from a Top 10 firm or Big 4, and possesses strong leadership and client management skills. A competitive salary and a clear path to partnership are offered.

Benefits

Significant investment in career development

Collaborative work environment

Competitive salary and benefits

Qualifications

• Ambitious entrepreneurial mindset with proven M&A experience.
• Strong background in leading high-performing teams.
• Ability to build strong client relationships.

Responsibilities

• Lead and manage financial due diligence advisory projects.
• Provide expert advice on complex due diligence matters.
• Drive business development efforts leveraging initial network.

Skills

Leadership

Client relationship management

Business development

Networking

Technical due diligence expertise

Education

ACA qualification (or equivalent)

8-10 years Transaction Services experience

Tools

Accounting Software

Financial Analysis

Job description

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