Manager - Transaction Services

Frpadvisory; Birmingham; On-site; GBP 65,000 - 90,000; Full time

Job summary

FRP Advisory in Birmingham seeks a Transaction Services Manager to run financial due diligence for buy- and sell-side mandates. You will manage workloads, oversee team members, and communicate with clients to deliver timely, accurate reports.

The role emphasizes strong Excel-based financial analysis, report writing, and attention to risk and compliance throughout the engagement lifecycle.

Qualifications

• 3+ years experience in transactions and/or corporate finance.
• ACA/ACCA with 3+ years post-qualification is preferred.
• Strong Excel skills for data/model interrogation.
• Good experience in financial analysis and data modeling.
• Client-facing experience and strong report writing abilities.

Responsibilities

• Manage financial due diligence projects for buy-side and sell-side mandates.
• Lead day-to-day client communications and project management.
• Perform detailed financial analysis and prepare reports.
• Develop experience in client take-on and risk processes, and lead discrete areas as required.
• Supervise and develop junior team members and support business development.

Skills

Financial analysis

Data modeling

Client-facing

Report writing

Numerical skills

Education

ACA/ACCA

Tools

Excel

Job description

Job Title: Manager - Transaction Services

Location: Birmingham

Job Type: Permanent - Full Time

Role overview

FRP Advisory is seeking an experienced Transaction Services Manager to join our dynamic and growing team in Birmingham. The Transaction Services Manager will manage financial due diligence projects for both buy-side and sell-side mandates. This role involves managing your own workload, managing other members of the team, maintaining day to day communication with the client, performing detailed financial analysis, and preparing reports with minimal review points.

Key Responsibilities

• Determine project scope and resource requirements, attend initial client meetings.
• Manage risk issues on all assignments and apply the firm's policy in relation to engagement terms.
• Project manage due diligence and transaction services projects, leading day-to-day communication with clients/targets.
• Build rapport with clients/targets, understanding their business and expectations for future opportunities.
• Contribute to key areas in client meetings.
• Perform detailed analysis of historical information and challenge assumptions in financial forecasts.
• Prepare reports to present and comment on analysis.
• Demonstrate knowledge of and enthusiasm for data analytics and AI optimisation, in a professional services environment
• Manage research on valuations, working closely with the Research team.
• Take responsibility for agreed areas of origination and business development.
• Research and prepare for new opportunities and proposals.
• Work closely with partners and colleagues on business development, including networking.

Client Work

• Lead the execution of projects on a day-to-day basis, focusing on meeting timelines.
• Undertake initial analysis of historical and forecast financial information.
• Identify potential issues and raise them with senior team members.
• Prepare or review reports and financial models.
• Manage projects, assist senior team members, and direct junior members' work.
• Develop experience in a range of transactions in a corporate finance environment.
• Lead on client take-on and risk processes, ensuring compliance with regulations and FRP policies.
• Accompany senior team members to client meetings and lead discrete areas as required.

Business Development

• Attend networking events and develop a network of peers.
• Assist senior team members with business development and marketing activities.
• Lead the production of proposals.
• Identify potential clients and angles of approach.

Team Management

• Supervise, coach, and develop junior team members.
• Seek and act upon feedback from all levels.
• Assist with general correspondence, administration (including billing), and ad hoc projects within the department.

Risk & Quality

• Act with integrity and comply with all required internal and external risk management procedures.
• Ensure quality on all client deliverables.
• Undertake regular CPD in line with ACA/ACCA requirements.
• Seek training on specific areas to refresh knowledge.
• Compliance with FRP Fit & Proper Persons test.
• Follow all appropriate take-on and risk management processes, including AML, on all client projects.

• Good experience in financial analysis and data/model interrogation.
• Experience of at least 3 years in transactions and/or in a corporate finance environment.
• Desirable to have experience working with lenders and/or clients on debt transactions.
• ACA/ACCA - preferably at least 3 years post qualified.
• Strong Excel skills for data/model interrogation.
• Strong numerical and financial skills.
• Proven ability to produce high-quality professional documents.
• Client-facing experience.
• Excellent report writing skills.
• Ability to identify problems and develop solutions.
• Comfortable discussing financially related commercial issues.
• Ability to work on multiple projects simultaneously to demanding timetables.
• Enthusiastic with interpersonal skills to build internal and external relationships.

Our Values

• Straightforward : We provide clear, no-nonsense advice
• Confident : Our guidance is backed by expertise and evidence
• Pragmatic : We focus on practical solutions and tangible outcomes
• Real : We are professional yet approachable, understanding the challenges our clients face

Our Commitment to You and the Environment

At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment.

We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape.

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on