Transaction Services - Due Diligence - Manager

Forvis Mazars; Oldham; On-site; GBP 50,000 - 70,000; Full time

Job summary

Forvis Mazars seeks a Transaction Services Manager/Associate Director in Manchester, joining a leading global team managing due diligence assignments. Candidates will develop their client portfolio while collaborating with partners in a supportive and inclusive environment that promotes career development in financial services.

Benefits

Career progression opportunities

Access to diverse and inclusive work culture

Qualifications

• Qualified to ACA or equivalent.
• Experience in financial due diligence across various transaction types.
• Proven ability to develop and manage external relationships.

Responsibilities

• Develop your own client portfolio and relationships.
• Manage due diligence assignments, overseeing specialist input.
• Produce high-quality work in compliance with firm policies.

Skills

Analytical skills

Reporting skills

Presentation skills

Project management

Education

ACA or equivalent

Job description

The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring, and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues.

The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on UK and cross-border transactions supporting corporate investors, private equity teams, and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge.

Description:

The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring, and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues.

The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on UK and cross-border transactions supporting corporate investors, private equity teams, and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge.

Job Purpose

The role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Manager or Associate Director, you will lead the financial due diligence process, delivering high-quality reports to a range of corporate, private equity, and banking clients.

The successful candidate will have the opportunity to develop their career and work directly with the Leadership team. The team culture encourages open communication with the UK partner group, with a strong focus on teamwork, collaboration, innovation, and development. The TS national team has a strong record of talent development and recognition, with opportunities for fast-tracked career progression based on performance.

The role will enable you to lead due diligence assignments (coordinating with tax and other specialists), expand your external client portfolio, and build relationships. You will also have the opportunity to work on international deals alongside global clients and advisors, with flexibility to accommodate personal circumstances.

Role & Responsibilities

• Develop your own client portfolio and relationships.
• Work directly with local and national partners.
• Participate in resourcing and project delivery meetings with peers and senior leadership.
• Lead proposals, defining scope and fees.
• Manage due diligence assignments, overseeing specialist input.
• Coach and train teams to deliver insightful analysis and prepare focused reports.
• Engage with clients and communicate issues promptly.
• Deliver clear presentations to clients and stakeholders.
• Understand and respond to client needs appropriately.
• Monitor time and budget, recover unbilled time.
• Build strong relationships with clients and intermediaries.
• Support business development initiatives locally and nationally.
• Produce high-quality work in compliance with firm policies and regulations.

Experience, Skills & Knowledge

• Qualified to ACA or equivalent.
• Experience in financial due diligence across various transaction types.
• Proven ability to develop and manage external relationships and secure project work.
• Experience supporting proposals and pitches.
• Strong project management skills.
• Excellent analytical, reporting, and presentation skills.
• Desire to develop oneself and others.
• Innovative in developing new initiatives and methodologies.
• Ability to identify issues through sound analysis and commercial acumen.
• Commitment to continuous learning and expertise enhancement.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating in over 100 countries. We provide audit & assurance, tax, and advisory services worldwide, committed to delivering exceptional client experiences and addressing global sustainability issues such as human rights and climate change.

Our diverse, multicultural team fosters ownership, involvement, and the freedom to contribute ideas. We value inclusivity and support individuals to reach their full potential. To learn more about our approach, click here. We aim to make our recruitment process accessible and inclusive; please contact us to discuss any support needed during your application.

Visit our website to learn more.