Transaction Services Manager

Cooper Parry; Reading; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm in the UK is seeking a Transaction Services Manager to join their expanding team. This role involves managing client relationships, overseeing financial due diligence processes, and contributing to the firm's ambitious growth plans. The ideal candidate will possess strong project management skills and a relevant professional qualification, with a focus on team collaboration and client service.

Benefits

Flexible approach to work

Generous holiday entitlement

Enhanced parental leave policy

No dress code

Multi-award-winning wellbeing offering

Volunteering opportunities

Social/sports clubs

Qualifications

• Proven experience in financial due diligence, including buy-side and sell-side.
• Strong report writing experience.
• Experience with lower mid-market Private Equity houses is ideal.

Responsibilities

• Co-developing approach and objectives with clients.
• Project managing and monitoring live projects.
• Providing insights and commercial advice.

Skills

Communication

Project Management

Commercial Acumen

Data Analysis

Education

ACA, ACCA or equivalent qualification

Tools

Excel

Job description

About the role...

Following eleven transformative acquisitions and more on the horizon, Cooper Parry has more than doubled in size over the past 2 years, and we are keeping the momentum going.

About the team…

At CP, we have a fully integrated Deals business comprising of Corporate Finance, Transaction Services and Transactions Tax & Legal. We have over 60 Deals professionals nationally, with hubs in London,the Midlands and Manchester, who go to market together serving owner managers, private equity owners and corporates in all aspects of transactions.

We work with clients to make the buying or selling of businesses feel straightforward and to maximise the value achieved from the process. Bringing refreshingly clear advice that's backed by insightful financial analysis to a complicated process.

Our financial due diligence process checks each key financial aspect of a transaction important to our clients. Identifying the key value drivers of performance and profitability, potential value adjustments, provide input to the sale & purchase agreement (‘SPA’), mitigate risks and challenge assumptions about future performance.

About the day to day…

The London based TS team are expanding, looking for a Transaction Services Manager to join and help build out our ambitious growth plan. We are looking for someone who is great at…

• Co-developing our approach, scope and objectives with the client, understanding key business performance drivers, and providing value through insights and commercial advice
• Gathering, verifying and assessing information, formulating views and conclusions
• Planning, preparing and reviewing outputs from our work, including written reports and presentations/meetings with the client, ensuring insightful data analysis and presentation
• Planning and monitoring the progress of live projects, including sharing of potential key issues, such as identification of risk for our client or items impacting price
• Establishing yourself as a key client contact
• Project managing and working together with team members
• Sharing your technical and wider knowledge with the team and providing coaching to others
• Understanding the wider capabilities of Cooper Parry and look for opportunities to broaden the services provided to our clients
• Playing a leading role in the Transaction Services team and business opportunity initiatives

The role will also be designed to help you grow and develop through your career journey. With access to a wide range of knowledge to help push yourself further - from Managers to Partners, the team are always happy to support you.

About you...

At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

We are looking for a Transaction Services Manager who is confident and has a bit of gravitas when dealing with and supporting clients. You will be working to deadlines, so being able to keep calm and use your project management skills to get things done is essential…

• Have an ACA, ACCA or equivalent qualification
• Have proven experience of financial due diligence experience (ideally both buy side & sell side due diligence, completion accounts, locked box and SPA experience) and strong commercial acumen
• Ideally having already worked with lower mid-market Private Equity houses
• Have excellent communication and project management skills
• Have accomplished report writing experience and strong Excel skills

Above all, you will love working in a team, supporting and nurturing more junior members so they can maximise their potential.

About us...

We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice.

We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.

That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.

Over the last couple of years alone, we’ve achieved some fantastic feats:

• Best Companies’ 1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Came No.3 overall at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

What's in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s why we offer things like:

• A flexible approach to work - balancing working from home, in office or with clients
• A generous holiday entitlement
• An enhanced parental leave policy
• No dress code – just “wear something!”
• A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Cooper Parry social/sports clubs

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

A note for Recruitment Agencies...

Agencies, we love you, but unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team. If you’re interested in working with us, please message [e-mail]. If we have anything we need additional support with, we’ll reach out to you.