Corporate Finance - Associate Director in Stratford-upon-Avon

Full time Mon-Fri 9am-5.30pm (37.5 hours per week)

Location: Stratford – with travel to all office locations in the South and Southeast – Hybrid/flexible working

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.

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