Transaction Services Executive - Leeds Transaction Services · Leeds
Cortus Advisory Group
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Benefits offered by this job
Job summary
Cortus Advisory Group is seeking a highly motivated Transaction Services Executive to join our Financial Due Diligence (FDD) team in Leeds, with occasional travel to other UK offices and client sites.
You will support buy-side, sell-side and refinancing transactions, analyzing financial statements, evaluating EBITDA and forecasting assumptions, and contributing to due diligence reports for investors, corporates and entrepreneurs.
Qualifications
- ACA, ACCA, or equivalent.
- Strong financial analysis skills with UK GAAP/IFRS understanding.
- Experience in audit, corporate finance or financial analysis in professional services.
- Ability to explain complex financial issues clearly.
- Proficiency with Excel; comfortable handling large datasets.
- Strong interpersonal, communication, and report-writing skills.
Responsibilities
- Analyze financial statements (income, balance sheet, cash flow) and working capital.
- Compile and analyze financial data, conduct client and sector research.
- Identify profitability trends, EBITDA, cash flow drivers, business performance.
- Evaluate forecasts, business plans, historical trading patterns.
- Support due diligence reports with key findings and risks.
- Prepare client-facing reports and present observations to managers/partners.
- Coordinate workstreams and contribute to timelines and proposals.
Skills
Education
Tools
Job description
We are on thelookout for motivated and committed individualsto join our independent award-winning M&A advisory firm.
Cortus Advisory Group helps buy, sell, fund, grow and fix businesses and operates across six UK offices in Leeds, Manchester, Preston, Nottingham, Birmingham and London. Comprising of 60+ professionals, our team brings together professionals at different stages of their careers,creating a supportive and inclusiveenvironment. The overall vision for Cortus is to create a truly collaborative and inclusive professional services business where everyone can have a varied, enjoyable, and successful career. A vehicle to facilitate positive social change and challenge the norms. In just under five years, Cortus Advisory Group has become one of the fastest growing independent financial advisory boutiques in the UK. Group revenue has grown from zero to over £5.0m.
Cortus is founded on simple key values of Integrity, Collaboration and Expertise, and we demonstrate them around our foundations of supporting Colleagues, Clients and Communities.
Our own working philosophy is particularly supportive, and you will have access to our market leading training and development programme, RISE, which focuses on technical skills, complex behavioural skills and coaching. As well as being mentored by our experienced team.
We are proud that many of our (repeat) clients put environmental concerns and ESG policies at the heart of their own business agenda. Cortus is forward-thinking, embracing innovation and technologies such as AI to enhance its services and deliver cutting-edge solutions for clients.
We are seeking a highly motivated and analytically minded Transaction Services Executive to join our Financial Due Diligence (FDD) team. In this role, you will support buy-side, sell-side and refinancing transactions across a diverse range of sectors, helping clients understand the financial health, underlying performance, and key risks of target businesses.
- Perform detailed analysis of financial statements, including income statements, balance sheets, cash flow statements, and working capital.
- Compilation and analysis of financial data including identification of trends, preforming sector and client research, attending meetings with clients and in general.
- Identify key trends in profitability, earnings quality, cash flow drivers, and business performance.
- Assess normalised EBITDA, run-rate performance, and pro‑forma adjustments.
- Evaluate forecast assumptions, business plans, and historical trading patterns.
- Providing Financial Due Diligence services to investors, corporate and entrepreneurs looking to buy, sell or refinance their business.
- Contribute to due diligence reports, highlighting key findings, risks, and commercial implications.
- Support senior team members in managing engagements from planning to completion.
- Prepare clear, concise, and insightful written reports for clients.
- Present observations and financial insights to managers and partners.
- Assist in liaising with clients, vendors, legal advisors, and other stakeholders throughout the transaction process.
- Help structure and coordinate workstreams across multiple engagements.
- Contribute to project timelines, ensuring deliverables are met accurately and on schedule.
- Participate in developing client proposals, scoping documents, and pitch materials.
- Support the team in building sector knowledge and market insights.
You will get on the job training from an experienced management team as well as benefiting from a thorough on-boarding programme to ensure you transition successfully into the role.
We have roles available in Leeds with occasional travel to other offices in the UK and client premises.
- ACA, ACCA, or equivalent.
- Strong financial analysis skills with an excellent understanding of accounting principles (UK GAAP and IFRS).
- Experience in audit, corporate finance, or financial analysis (typically from a professional services environment).
- Ability to explain complex financial issues clearly and concisely.
- Proficiency with Excel and ability to handle large datasets confidently.
- Strong interpersonal, communication, and report-writing skills.
- Prior experience in Transaction Services, FDD, or M&A advisory.
- A minimum of one year post qualified.
- Experience with private equity clients or entrepreneurial mid‑market businesses.
- Understanding of sector trends in the UK mid‑market and/or private equity landscape.
Commercial mindset with an interest in deals, business performance, and value drivers.
- Self-motivated, enthusiastic, and able to take initiative.
- Strong attention to detail combined with the ability to see the bigger picture.
- Comfortable working in fast‑paced, deal-driven environments.
- Collaborative team player with a willingness to learn.
- You will need to demonstrate commercial awareness and personal effectiveness skills.
- A keen interest in AI and data analytics is also valuable.
During our application process, you will be asked three questions to help us learn more about you and how you align with our values. These will be used as part of our selection criteria, to determine if we progress your application further.
We’re looking for someone who embraces the Cortus values:
We approach our work with Integrity - Our honest approach makes us human; we provide advice with understanding. We respect and support our colleagues, promoting diversity and inclusion with everyone having the opportunity to do the work they enjoy.
Collaboration is key - We work closely with our clients in an agile manner to ensure we provide the right team, with the right skills, to deliver the best solution. We care about and actively partner with other organisations; to invest in our local communities.
Our Expertise makes us best in class - We strive to maximise the potential of our team through focused training programmes. We take ownership of our work and we never compromise on quality.
- Competitive base salary and bonus (benchmarked twice a year to market)
- Annual Leave - Team members receive 25 days of annual leave plus public holidays
- Birthday Leave - Take the day off to celebrate your birthday
- Company sick pay
- Life insurance
- Option to purchase annual leave
- One-to-One mentoring
- Flexible working options
- Enhanced paternity / maternity / sick leave
- Annual Peer/Mentoring allowance
- Medicash health plan
- Pension salary sacrifice scheme - with employer contributions being paid on full salary
- Nursery salary sacrifice scheme
- Cycle to work scheme
- Employee Assistance Program (EAP)
- Financial wellbeing
- Elderly care family support
- Virtual GP
- Annual Company Corporate Conference
- Annual CSR day
- Mental health support
- Supported study programmes
- Referral bonus
We value authenticity and want to understand who you are, your experiences and what you bring to the table. We welcome the use of AI to polish your narrative, explore ideas and structure your thoughts –– but remember we want to see the real you. Please ensure the final application reflects your journey and your skills (otherwise you’ll just be saying the same thing as everyone else!).
At Cortus is committed to equal opportunities and welcome applicants from all backgrounds. We also believe that every candidate should have an equal opportunity to demonstrate their abilities so if you need any adjustments during the hiring process, let us know so we can support you.
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