Transaction Services AM/Manager

Marks Sattin (UK) Ltd; Birmingham; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading Advisory boutique is seeking an AM/Manager for their Transaction Services team in Birmingham. The role focuses on financial due diligence services, requiring strong analytical skills and ACA/ACCA qualification. Candidates will manage client engagements, produce reports, and support business development activities.

Qualifications

• Experience in financial due diligence is advantageous.
• Delivering results and meeting client expectations.
• Excellent written English including report writing.

Responsibilities

• Analysing and commenting on historical and forecast trading results.
• Supporting project management of client engagements.
• Producing written reports within agreed timescales.

Skills

Analytical skills

Organizational skills

Report writing

Client management

Education

ACA/ACCA Qualified

Tools

Excel

PowerPoint

Word

Job description

Marks Sattin are delighted to be partnered with a leading Advisory boutique, where their Transaction Services team are looking to recruit an AM / Manager into their growing team based in Birmingham.

Focussed primarily on financial due diligence services, the successful candidate will have a reasonable understanding of, and experience in, the field of financial due diligence for corporate, private equity or financial buyers and vendors, and or reporting accountant work.

Key Responsibilities of the Role:-

• Analysing, reviewing and commenting on historical and forecast trading results and trends;
• Support the project management of smaller client engagements, which includes monitoring progress against budget and established timeframe, and risk management.
• Production of written reports within agreed timescales;
• Analysis of historical and forecast income statements, cash flow statements and balance sheets
• Assist Partners, Directors and Associate Directors with business development activities
• Identify and recognise new project and business opportunities, and inform the project director or partner as appropriate.

Key Experience required to fulfil the Role:-

• ACA/ACCA Qualified
• Delivering results and meeting client expectations
• Excellent written English including report writing
• Strong organisational skills
• Experience of financial due diligence is advantageous
• Advanced Excel, PowerPoint and Word skills

To be formally considered for this opportunity please forward your CV immediately, we will be looking to shortlist and set up potential interviews as soon as possible.

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