Senior Associate - Transaction Services

Frpadvisory; Birmingham; On-site; GBP 50,000 - 70,000; Full time

Job summary

FRP Advisory in Birmingham seeks a Transaction Services Senior Associate to support financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects. You will manage your workload, be a point of contact for engagements, and collaborate with Partners and colleagues.

ACCA/ACA qualification or progress is preferred, with strong Excel skills and client-facing experience.

Qualifications

• ACA/ACCA qualification or working toward is required or expected.
• Strong Excel skills for data and financial model interrogation.
• Experience in financial due diligence and modelling and related engagements.

Responsibilities

• Support financial due diligence and modelling projects for clients.
• Manage your own workload and keep the team informed of progress.
• Provide a point of contact throughout engagements for routine issues.
• Attend client meetings and assist with preparation and follow-up.
• Support senior team members with client take-on and risk processes.
• Help maintain client files and ensure compliance with FRP policy.

Skills

Financial analysis

Data modelling

Excel skills

Client-facing experience

Time management

Education

ACA/ACCA qualified or about to qualify

Tools

Excel

Job description

Job Title: Senior Associate - Transaction Services

Location: Birmingham

Job Type: Permanent - Full Time

Role overview

FRP Advisory is seeking a Transaction Services Senior Associate to join our dynamic and growing team in Birmingham. The successful candidate will support team members on financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects. This role involves managing your own workload, performing detailed financial analysis, providing a point of contact throughout engagements, and developing an understanding of when to seek help from senior team members.

Key Responsibilities

• Support team members on financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects.


• Manage your own workload and keep team members informed of progress and questions.


• Provide a point of contact throughout engagements for routine project issues and questions.


• Develop an understanding of when to ask senior team members for help and manage time effectively on projects.


• Attend client meetings as appropriate.


• Support senior team members with client take-on and risk processes, ensuring compliance with regulations and FRP policies.


• Help ensure client files are maintained appropriately and compliant with FRP policy at completion.


• Work closely with Partners and colleagues on business development, including networking.

Client Work

• Work closely with a Director or Manager to support the execution of projects on a day-to-day basis.


• Undertake initial analysis of historic and forecast financial information, and other financial forecasting such as weekly cash flows.


• Summarise analysis in Excel tables for inclusion in reports.


• Prepare discrete areas of reports and financial models.


• Demonstrate knowledge of and enthusiasm for data analytics and AI optimisation, in a professional services environment


• Identify potential issues and raise them with senior team members.


• Develop experience in a range of transactions in a corporate finance environment.


• Accompany senior team members to client meetings and assist with preparation and follow-up.

Business Development

• Attend networking events and develop a network of peers.


• Assist senior team members with business development and marketing activities.


• Support research and preparation of proposals.

Team Management

• 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.

Qualifications

• ACA/ACCA qualified - or about to qualify.


• Good experience in financial analysis and data/model interrogation.


• Strong Excel skills for data/model interrogation.


• Strong numerical and financial skills based on a good understanding of financial statements.


• Some client-facing experience.


• 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 the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.

Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We unde