Transactions Services Assistant Manager in Birmingham

Job Description

As Assistant Manager, some of your responsibilities will include:

Technical

• Perform data analysis, produce charts and graphs, and interpret the data to provide insightful commentary to our clients, focusing on key KPIs and business drivers.
• Provide input to key due diligence analyses, such as quality of earnings, working capital adjustments and net debt items
• Report writing – produce sections of reports in PowerPoint regarding the financial affairs and prospects of a business
• Understand and appreciate key commercial aspects of the client’s business, its business model, scalability and business risks.
• Develop an understanding of the transaction services risk model and the regulatory framework.
• Prepare and interpret financial models in Microsoft Excel
• Assist with work associated with the reporting accountant role in an AIM listing

Client Contact

• Have regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
• Establish relationships with key contacts at the client and the target.
• Present sections of our analysis or report to our client

Organisational

• Manage the process in terms of information flow and client/target interaction
• Provide regular progress reports to the manager.
• Identify and discuss with manager issues/problems and agree and complete appropriate actions.
• Be able to work on several different assignments at one time.
• Get involved in discussions on billing, overruns, and WIP management

Staff development

• Attendance on relevant technical and personal development courses.
• 1-2-1 feedback post assignment, and throughout the year
• Technical reading.

Business development

• Engage with business development initiatives, representing the team at events promoting our services
• Work on pitch documents

Qualifications

To be successful in this role, you should:

• Demonstrable audit experience gained within a professional services firm.
• Keen interest in the transactions sector.
• Strong communication skills, oral and written, both internally and directly with clients.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Ideally some experience of diligence assignments, but not critical.
• ACA/ACCA qualified or equivalent

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. 

At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. 

It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. 

Please let your Recruiter know.