Transaction Services Executive – M&A Due Diligence & Growth

Cortus Advisory Group; Leeds; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Competitive base salary

Annual leave 25 days

Birthday leave

Company sick pay

Life insurance

Pension salary sacrifice

Cycle to work

Employee Assistance Program (EAP)

Flexible working options

CSR day

Job summary

Cortus Advisory Group, a leading independent M&A advisory firm, seeks a motivated Transaction Services Executive to join its Financial Due Diligence team in Leeds. You will support buy-side, sell-side and refinancing transactions across diverse sectors, analysing financial health, performance and risks of target businesses.

We offer market-leading training through RISE and a supportive environment with opportunities across UK offices.

Qualifications

• ACA or ACCA or equivalent professional qualification.
• 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.

Responsibilities

• 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, sector and client research; attending meetings with clients.
• 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 and ensure deliverables are met on schedule.
• Participate in developing client proposals, scoping documents, and pitch materials.
• Support the team in building sector knowledge and market insights.

Skills

Financial analysis

Accounting principles

Excel

Education

ACA/ACCA or equivalent

Tools

UK GAAP

IFRS

Job description

Cortus Advisory Group, a leading independent M&A advisory firm, seeks a motivated Transaction Services Executive to join its Financial Due Diligence team in Leeds. You will support buy-side, sell-side and refinancing transactions across diverse sectors, analysing financial health, performance and risks of target businesses.

We offer market-leading training through RISE and a supportive environment with opportunities across UK offices.