Associate Director, Transaction Services & Valuations in Stratford-upon-Avon

Associate Director, Transaction Services & Valuations in Stratford-upon-Avon

Stratford-upon-Avon Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
Affinia

At a Glance

  • Tasks: Lead exciting projects in Transaction Services and deliver impactful financial insights.
  • Company: Join Affinia, the UK's fastest-growing purpose-led accountancy firm.
  • Benefits: Enjoy 27 days holiday, flexible working, and professional development support.
  • Other info: Embrace a hybrid work model and be part of an inclusive culture.
  • Why this job: Make a real difference in a dynamic team while advancing your career.
  • Qualifications: Experience in business valuations and financial modelling is essential.

The predicted salary is between 60000 - 80000 £ per year.

Affinia is the UK’s fastest growing purpose‑led, purpose‑built Accountancy firm, focused on building stronger, more valuable relationships. With over 1000 colleagues across the East, South East, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities.

We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines – Accounts Solution, Taxation, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery, supported by centralised enabling functions spanning People, Finance, Marketing, Business Support, IT, Risk and Corporate Development. Our team also offer in‑depth sector expertise across a number of sectors, ensuring our clients receive the best short to medium and long‑term advice, tailored to them.

We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations. Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us.

Purpose Of The Role

Affinia is currently seeking a high calibre, dynamic and energetic individual to join the firm as Associate Director within our Corporate Finance Transaction Services team, delivering a combination of service and project support to external clients and to senior internal stakeholders, including the group C‑suite and the Corporate Development team. This is an exciting opportunity which offers the chance to make a real impact on the future of the Affinia group as we continue our growth journey.

The role will involve working closely in a strong team on a range of internal and external clients and exciting projects, collaborating with different teams and locations across the firm to drive forward business growth. This role is particularly aimed at an individual who brings in‑depth experience of Business valuations (and ideally other asset classes including intellectual property and derivatives) and/or financial modelling. Flexibility and experience to lead Financial Due Diligence projects in the £5m to £50m range is welcomed.

The role will be split between supporting the Head of Transaction Services in day‑to‑day and strategic management and review of projects and project deliverables, alongside taking an active role in business development: establishing and building on a network of referrers including other professionals in legal, banking and investment businesses.

Accountabilities

  • Oversee delivery of assignments to external clients (including Business valuations, financial models and FDD assignments).
  • Where required, oversee FDD projects for Affinia’s Corporate Development team.
  • Provide valuation support to audit colleagues (e.g. share option, derivative and investment portfolio valuations).

Skills / Qualifications

The ideal individual will be experienced in Transaction Services activities including FDD, valuations and financial modelling. There is a particular need for an individual who brings strong expertise in either or both business valuations and financial modelling, particularly with experience in valuations relating to disputes/litigation. They will possess strong interpersonal and communication skills with a genuine desire to contribute to the strategic direction and success of the Affinia group.

They must also possess:

  • Excellent written and verbal communication skills, including providing a high standard of service to clients.
  • Experience of managing internal stakeholders of all levels of seniority.
  • Someone with the required gravitas to represent and promote the Affinia group externally.
  • Already working at AD level, or a Corporate Finance Manager with the technical experience needed to oversee TS Projects who is looking for an opportunity to take a more senior role and to develop their professional networks amongst key intermediaries (e.g. lawyers, banks, equity investors).

Culture & Core Benefits

  • 27 days holiday (FTE) plus Bank Holidays (Sept‑Aug).
  • Option to purchase up to 3 days per annum.
  • Auto enrolment Pension Scheme with True Potential.
  • Death in Service.
  • Professional membership support.
  • Paycare – claim money back for Dental / Optical / Professional Therapies.
  • Agile/Hybrid Working Policy.
  • Dress for your Diary Policy.

Affinia is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible and agile roles and we are happy to explore your preferred working patterns as part of your application.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

Recruitment Privacy Notice

Affinia will use the personal data you provide for recruitment purposes, including assessing suitability, communicating with you, arranging interviews, and completing pre‑employment checks. Our lawful bases include contractual necessity, legal obligations, and our legitimate interests in managing recruitment. For full details on how we handle personal data, please see our Privacy Policy.

Associate Director, Transaction Services & Valuations in Stratford-upon-Avon employer: Affinia

Affinia is an exceptional employer, offering a dynamic and inclusive work culture that prioritises professional growth and development. With a commitment to flexible working arrangements and a supportive environment, employees can thrive while making a meaningful impact in the field of accountancy. The Stratford location provides easy access to various office locations across the South and Southeast, enhancing collaboration and networking opportunities within a rapidly growing firm dedicated to building valuable relationships.

Affinia

Contact Details:

Affinia Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Associate Director, Transaction Services & Valuations in Stratford-upon-Avon

Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!

Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of the Affinia team.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your experience in transaction services and valuations clearly and concisely.

Tip Number 4

Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Associate Director, Transaction Services & Valuations in Stratford-upon-Avon

Business Valuations
Financial Modelling
Financial Due Diligence (FDD)
Interpersonal Skills
Communication Skills
Stakeholder Management
Project Management

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Associate Director role. Highlight your experience in transaction services, valuations, and financial modelling, as these are key areas we're looking for.

Showcase Your Communication Skills:Since excellent written and verbal communication is crucial for this position, use your application to demonstrate these skills. Keep your language clear and professional, and make sure to proofread for any errors.

Highlight Your Leadership Experience:We want someone who can lead projects and manage stakeholders effectively. Share examples of how you've successfully overseen teams or projects in the past, especially in financial due diligence or valuations.

Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application goes straight to us and allows you to keep track of your application status easily.

How to prepare for a job interview at Affinia

Know Your Numbers

As an Associate Director in Transaction Services, you'll need to demonstrate your expertise in business valuations and financial modelling. Brush up on key metrics and case studies relevant to the role, so you can confidently discuss your experience and how it aligns with Affinia's needs.

Showcase Your Leadership Skills

This role involves overseeing projects and managing internal stakeholders. Prepare examples of how you've successfully led teams or projects in the past, highlighting your ability to communicate effectively with senior management and clients alike.

Network Like a Pro

Affinia values building strong relationships. Before your interview, think about how you can leverage your existing network in legal, banking, and investment sectors. Be ready to discuss how you plan to expand this network to benefit the firm.

Embrace Flexibility

With a hybrid working model, it's important to show that you're adaptable. Be prepared to discuss how you manage your time and productivity in both office and remote settings, and share any experiences that highlight your flexibility in previous roles.