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Transaction Services AM/Manager

Marks Sattin
Posted 5 hours ago, valid for 9 days
Location

Birmingham, West Midlands B27 6QS, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Marks Sattin is partnering with a leading Advisory boutique to recruit an Assistant Manager/Manager for their Transaction Services team in Birmingham.
  • The role focuses on financial due diligence services, requiring candidates to have a reasonable understanding and experience in this area, particularly for corporate and private equity clients.
  • Key responsibilities include analyzing historical and forecast trading results, supporting project management, and producing written reports within agreed timelines.
  • Candidates should be ACA/ACCA qualified with strong organizational skills, excellent written English, and advanced proficiency in Excel, PowerPoint, and Word.
  • The position offers a competitive salary, and applicants should have relevant experience in financial due diligence.

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.

For application and accessibility support, please contact your local Marks Sattin office. We're committed to protecting the privacy of all our candidates and clients, please visit https://privacy for our privacy policy.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.