Corporate Finance Transaction Services Manager

This Manager role in Corporate Finance involves managing client interactions, preparing financial forecasts, leading advisory and due diligence projects, and ensuring high-quality output. The position requires an accountancy qualification (e.g., ACA, ACCA, CA) and relevant experience in corporate finance.

Core Skills

• Client Focus: Is able to respond to client queries relating to role with minimal input from others. Demonstrates a clear understanding of clients’ business, objectives, challenges and risks sufficient to brief more junior colleagues on assignment and direct work accordingly. Demonstrates a broad understanding of client/customer market and environment and understands the importance of driving new business. Manage flexible working of self and assistants based around client needs and business deadlines. Reviews WIP on a monthly basis to ensure that fees are raised for any work that is completed or at a billable stage and that any doubtful time that may not be recovered is adequately provided. Gain experience of winning new work through input into the preparation of proposals, fee quotes and attending client tenders.
• Technical Excellence: Committed to developing knowledge in specialist area and actively communicates/feeds back salient areas to team members. Delivers departmental training and development initiatives. Maintains up-to-date technical knowledge and awareness of wider business advisory opportunities through technical reading and attending in house departmental seminars, to identify potential issues and emerging opportunities in own and other service areas of the business.
• Commitment: Identifies skills and knowledge gaps in department and actively makes suggestions to resolve. Aware of their unconscious bias and ensures this is appropriately considered throughout the candidate selection and recruitment process. Considers whether candidates fit within the wider Azets values; doesn’t solely focus on technical skills. Takes responsibility for actioning departmental development initiatives. Takes responsibility for the work flow planning of the team. Demonstrates real enthusiasm and motivation at work and engages in team/corporate activities beyond core role. Identifies, agrees, and delivers personally challenging objectives.

Key Accountabilities

• Attention to Detail: Demonstrates ability to review multiple ongoing assignments without compromising on quality or timescales giving appropriate and constructive feedback to team throughout. Takes the lead in ensuring output of wider team is of the highest quality and presentation through providing appropriate feedback and training.
• Decision Making: Demonstrates a commitment to developing team members by assigning challenging work ensuring to give support where appropriate and necessary. Empowers team members to think independently. Is able to make rational and informed decisions even if they may appear unpopular. Is able to process constructive feedback and take ownership of their mistakes and performance.
• Efficiency: Challenges existing approaches and offers alternative suggestions to deliver work more efficiently without compromising on quality of output. Champions new technologies aimed at improving quality and efficiency and takes the lead in departmental implementation of them.

Living Our Values: Consistently ‘lives our values’ - demonstrates expected behaviours in line with our company values.

Technical Skills

• Lead Advisory Projects: Discuss and finalise IM / business plan and teaser with the client. Review three year integrated basic financial forecast (if required). Discuss and finalise three year integrated basic financial forecast with the client (if required). Review further information. Discuss initial offers with the client and agree course of action. Negotiate with interested parties to elicit final offers. Discuss final offers with the client and agree courses of actions. Draft Heads of Terms on more complex transactions. Review Heads of Terms on less complex transactions. Discuss heads of terms with the client and agree course of action. Negotiate the heads of terms with the preferred interested party. Review the information for the due diligence request.
• Due Diligence Projects: Issue engagement letter to the client and discuss any queries/ proposed alterations. Budget costs for assignment. Initial planning meeting with client. Identify key risk areas and recommend ways on how to mitigate them. Review analysis in Data packs. Perform any Completion Accounts work post FDD project. Provide feedback and identify need for training staff and provide tailor made training and resource materials to juniors. Any other significant documentation. Raise invoices and discuss fees with clients if necessary. Ensure all key emails during the Transaction have been saved in client file folder.
• Other Projects: Issue engagement letter to the client and discuss any queries/ proposed alterations. Discuss with the client a need for a revised fees if major changes noted in the revised info provided by client. Attend and support on Client meetings. Identify key risk areas and (for financial model) key sensitivities & impact. Review non reliance and hold harmless letters. Provide feedback and identify need for training staff and provide tailor made training and resource materials to juniors. Raise invoices and discuss fees with clients if necessary.

Qualifications: An accountancy qualification (e.g., ACA, ACCA, CA).

Essential Experience: Relevant experience in corporate finance, including managing client interactions, preparing financial forecasts, and leading advisory and due diligence projects.