At a Glance
- Tasks: Join our Financial Advisory team as a Chartered Accountant and conduct financial due diligence.
- Company: Be part of a dynamic and growing firm focused on impactful financial solutions.
- Benefits: Gain exposure to complex transactions and strategic decision-making in a collaborative environment.
- Why this job: This role offers diverse assignments and the chance to make a real impact in business transformations.
- Qualifications: Must be a Chartered Accountant with strong analytical skills and a client service mindset.
- Other info: Ideal for driven finance professionals ready to elevate their careers.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Job Title: Financial Advisory – Chartered Accountant\\n\\nRole Overview:\\nAn exciting opportunity has opened for a Chartered Accountant (ACA or equivalent) to join a dynamic and growing Financial Advisory team. This role is ideal for professionals from an audit, advisory, or transaction services background who are eager to apply their expertise in financial due diligence, independent business reviews (IBRs), and pre-lending assessments.\\n\\nThe successful candidate will work with lenders, investors, and management teams to analyze financial and commercial aspects of businesses in the lower mid-market, providing insights across various stages of the corporate life cycle.\\n\\nKey Responsibilities:\\n\\n * Conduct buy-side and sell-side financial due diligence, analyzing management accounts and key financial information.\\n\\n * Identify and interpret unusual trends or variances, providing insights on potential causes.\\n\\n * Assess clients' business operations, financial health, and strategic positioning to support decision-making.\\n\\n * Develop and present Independent Business Review (IBR) reports, outlining risks and recommendations.\\n\\n * Sensitize financial forecasts based on key business risks and potential mitigants.\\n\\n * Engage with stakeholders, including lenders, management teams, and investors, to communicate findings.\\n\\n * Work closely with clients to implement recommendations and monitor financial performance.\\n\\n * Build and maintain strong client relationships, understanding their needs and long-term objectives.\\n\\n * Collaborate with Partners and senior leadership to deliver integrated solutions.\\n\\n * Promote continuous learning and development within the team.\\n\\nQualifications & Experience:\\n\\n * Chartered Accountant (ACA or equivalent) qualification.\\n\\n * Strong professional exam performance, with first-time passes in key accounting and financial analysis modules.\\n\\n * Solid understanding of financial due diligence, corporate finance, and transaction advisory.\\n\\n * Awareness of debt structures and bank facilities available to SMEs in the UK.\\n\\n * Proficiency in Excel, with strong analytical and problem-solving skills.\\n\\n * Ability to assess incomplete financial information and derive meaningful insights.\\n\\n * Understanding of how operational challenges impact financial performance, including working capital fluctuations, cash flow, and P&L statements.\\n\\n * Excellent communication and interpersonal skills, with the ability to engage with stakeholders at all levels.\\n\\n * Detail-oriented, adaptable, and proactive in approach.\\n\\n * Strong client service mindset, committed to delivering high-quality financial advisory solutions.\\n\\nWhy Join?\\n\\nThis is an excellent opportunity to be part of a high-performing Financial Advisory team, working on diverse and impactful assignments. The role offers exposure to complex financial transactions, strategic decision-making, and business transformation initiatives.\\n\\nIf you are a driven and analytical finance professional looking for the next step in your career, we encourage you to apply
Senior Associate employer: J&T Recruitment Ltd
Contact Detail:
J&T Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate
✨Tip Number 1
Make sure to highlight your experience in financial due diligence and transaction advisory during networking events. Engaging with professionals in the field can lead to valuable connections and insights about the role.
✨Tip Number 2
Stay updated on the latest trends in corporate finance and financial analysis. This knowledge will not only help you in interviews but also demonstrate your commitment to continuous learning, which is highly valued in our team.
✨Tip Number 3
Practice your communication skills by discussing complex financial concepts with peers or mentors. Being able to clearly articulate your findings and recommendations is crucial for engaging with stakeholders effectively.
✨Tip Number 4
Familiarize yourself with the specific challenges faced by SMEs in the UK, especially regarding debt structures and bank facilities. This understanding will set you apart as a candidate who is ready to provide tailored solutions to our clients.
We think you need these skills to ace Senior Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered Accountant qualification and relevant experience in financial due diligence, advisory, or transaction services. Use specific examples that demonstrate your analytical skills and ability to assess financial information.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory and your understanding of the role's responsibilities. Mention how your background aligns with the company's needs and express your enthusiasm for contributing to their team.
Highlight Key Skills: In your application, emphasize your proficiency in Excel, strong analytical abilities, and excellent communication skills. Provide examples of how you've successfully engaged with stakeholders and delivered high-quality financial solutions.
Showcase Continuous Learning: Mention any ongoing professional development or training you have undertaken. This could include courses related to corporate finance, transaction advisory, or any relevant certifications that demonstrate your commitment to growth in the financial sector.
How to prepare for a job interview at J&T Recruitment Ltd
✨Showcase Your Technical Expertise
Be prepared to discuss your experience with financial due diligence and corporate finance. Highlight specific projects where you analyzed management accounts or conducted Independent Business Reviews (IBRs) to demonstrate your technical skills.
✨Communicate Clearly with Stakeholders
Since the role involves engaging with lenders, investors, and management teams, practice articulating your findings and recommendations clearly. Use examples from your past experiences to illustrate how you effectively communicated complex financial information.
✨Demonstrate Problem-Solving Skills
Prepare to discuss instances where you identified unusual trends or variances in financial data. Explain your thought process and how you derived meaningful insights from incomplete information, showcasing your analytical abilities.
✨Emphasize Client Relationship Management
Highlight your experience in building and maintaining strong client relationships. Discuss how you understand clients' needs and long-term objectives, and provide examples of how you've successfully implemented recommendations to improve their financial performance.