At a Glance
- Tasks: Lead and manage financial due diligence projects, ensuring high-quality client service.
- Company: Join Cortus Advisory, a fast-growing M&A advisory firm with a collaborative culture.
- Benefits: Enjoy competitive salary, flexible working, mentoring, and 25 days annual leave.
- Other info: Be part of a team that values integrity, collaboration, and continuous improvement.
- Why this job: Make a real impact in a supportive environment while developing your career.
- Qualifications: ACA, ACCA or equivalent; strong background in transaction services and client management.
The predicted salary is between 60000 - 75000 £ per year.
We are on the lookout for motivated and committed individuals to join our independent award-winning M&A advisory firm.
About Cortus Advisory
Cortus Advisory Group helps buy, sell, fund, grow and fix businesses and operates across six UK offices in Leeds, Manchester, Preston, Nottingham, Birmingham and London. Comprising of 55+ professionals, our team brings together professionals at different stages of their careers, creating a supportive and inclusive environment. The overall vision for Cortus is to create a truly collaborative and inclusive professional services business where everyone can have a varied, enjoyable, and successful career. A vehicle to facilitate positive social change and challenge the norms. In just under five years, Cortus Advisory Group has become one of the fastest growing independent financial advisory boutiques in the UK. Group revenue has grown from zero to over £5.0m.
Our Culture and Values
Cortus is founded on simple key values of Integrity, Collaboration and Expertise, and we demonstrate them around our foundations of supporting Colleagues, Clients and Communities. Our own working philosophy is particularly supportive, and you will have access to our market leading training and development programme, RISE, which focuses on technical skills, complex behavioural skills and coaching, as well as being mentored by our experienced team. We are proud that many of our (repeat) clients put environmental concerns and ESG policies at the heart of their own business agenda. Cortus is forward‑thinking, embracing innovation and technologies such as AI to enhance its services and deliver cutting‑edge solutions for clients.
The opportunity
We are seeking an experienced and commercially minded Transaction Services Manager to join our growing Financial Due Diligence (FDD) team. This is a key role with responsibility for leading and managing due diligence engagements, supporting Partners in delivering high‑quality advice, and coaching and developing junior team members. You will work across buy‑side, sell‑side and refinancing transactions, acting as a trusted day‑to‑day contact for clients, investors and other advisers, while ensuring projects are delivered efficiently, profitably and to the highest technical standard.
Key Responsibilities
- Transaction & Project Delivery
- Lead and manage Transaction Services engagements from planning through to completion.
- Take responsibility for engagement set‑up, including client acceptance, risk management procedures, drafting engagement letters, scopes and information request lists.
- Develop a clear understanding of client needs and required deliverables, and articulate these effectively to the project team.
- Monitor project progress, budgets and timelines, escalating issues, delays or cost implications proactively.
- Produce full draft due diligence reports and analysis sections for Partner review on smaller engagements, and fully drafted sections on larger assignments.
- Ensure reports are concise, commercially focused, and clearly highlight key risks, opportunities and value drivers.
- Anticipate next steps for both the engagement and the client, maintaining momentum throughout the transaction.
- Financial Due Diligence
- Oversee and review detailed analysis of financial statements, cash flows, working capital and key performance indicators.
- Assess quality of earnings, normalised EBITDA, run‑rate performance and pro‑forma adjustments.
- Challenge assumptions within forecasts and business plans, identifying risks and sensitivities.
- Apply judgement to complex or subjective accounting areas and ensure issues are addressed appropriately.
- Ensure analysis and outputs are robust, well‑structured and suitable for client decision‑making.
- Client Management & Commercial Awareness
- Act as a confident day‑to‑day contact for clients and other advisers on assigned engagements.
- Build and maintain strong relationships with clients, investors, lenders and professional advisers.
- Develop confidence presenting findings and recommendations to senior client stakeholders, including Finance Directors, private equity principals and bankers.
- Maintain communication with clients after transactions complete, supporting long‑term relationship building.
- Develop a strong understanding of the wider Cortus Advisory Group and identify opportunities for collaboration and cross‑referrals.
- Team Leadership & Development
- Coach, mentor and review the work of Executives and Analysts, providing clear, constructive feedback.
- Inspire confidence within the team through strong technical knowledge, clear direction and professional presence.
- Support the development of junior team members through on‑the‑job training and participation in internal learning initiatives.
- Foster a collaborative, high‑performance team culture aligned to Cortus values.
- Personal Effectiveness & Contribution
- Take full accountability for the quality and timeliness of your work and engagement outcomes.
- Make timely, well‑reasoned decisions and balance multiple priorities across concurrent engagements.
- Contribute to non‑client‑facing activities such as training, risk management initiatives and team development.
- Build and manage your personal and the Cortus brand through thought leadership and professional networking.
Application requirements
Required
- ACA, ACCA or equivalent qualification.
- Strong background in Transaction Services, audit or related corporate finance roles.
- Proven experience managing due diligence engagements and client relationships.
- Excellent technical accounting knowledge (UK GAAP and IFRS) and strong financial analysis skills.
- Ability to explain complex financial matters clearly and pragmatically.
- Strong project management, communication and report‑writing skills.
- Advanced Excel capability and confidence working with large datasets.
Preferred (but not essential)
- Prior experience working with private equity or mid‑market entrepreneurial businesses.
- Exposure to a wide range of sectors and transaction types.
- Interest in data analytics, automation or AI‑enabled approaches to due diligence.
Personal Attributes
- Commercial mindset with an interest in deals, business performance, and value drivers.
- Commercially focused with strong deal awareness and client empathy.
- Confident, credible and able to challenge constructively.
- Highly organised with the ability to manage competing demands.
- Collaborative leader who enjoys developing others.
- Comfortable operating in fast‑paced, deal‑driven environments.
- Curious, forward‑thinking and committed to continuous improvement.
We’re looking for someone who embraces the Cortus values:
- We approach our work with Integrity – Our honest approach makes us human; we provide advice with understanding.
- We respect and support our colleagues, promoting diversity and inclusion with everyone having the opportunity to do the work they enjoy.
- Collaboration is key – We work closely with our clients in an agile manner to ensure we provide the right team, with the right skills, to deliver the best solution.
- We care about and actively partner with other organisations; to invest in our local communities.
- Our Expertise makes us best in class – We strive to maximise the potential of our team through focused training programmes. We take ownership of our work and we never compromise on quality.
Here’s what you will get at Cortus:
- Competitive base salary and bonus (benchmarked twice a year to market)
- Annual Leave – Team members receive 25 days of annual leave plus public holidays
- Birthday Leave – Take the day off to celebrate your birthday
- Company sick pay
- Option to purchase annual leave
- One‑to‑one mentoring
- Flexible working options
- Enhanced paternity / maternity / sick leave
- Annual Peer/Mentoring allowance
- Health cash plan
- Pension salary sacrifice scheme – with employer contributions being paid on full salary
- Cycle to work scheme
- Annual Corporate Conference
- Annual CSR day
- Mental health support
- Supported study programmes
- Referral bonus
Equal Opportunities
At Cortus is committed to equal opportunities and welcome applicants from all backgrounds. We also believe that every candidate should have an equal opportunity to demonstrate their abilities so if you need any adjustments during the hiring process, let us know so we can support you.
Transaction Services Manager - London employer: Cortus Advisory Group Limited
Cortus Advisory Group is an exceptional employer, offering a dynamic and inclusive work environment in London where professionals can thrive. With a strong commitment to employee development through our RISE training programme, competitive benefits, and a culture rooted in integrity and collaboration, we empower our team to achieve their career aspirations while making a positive impact on clients and communities alike.
Contact Details:
Cortus Advisory Group Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Transaction Services Manager - London
✨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 show that you're not just a fit for the role, but also for the team at Cortus Advisory.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Transaction Services Manager role. Highlight your skills in financial analysis and project management, and don’t forget to showcase your collaborative spirit.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the Cortus team. Don’t miss out on this opportunity to be part of something great!
We think you need these skills to ace Transaction Services Manager - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transaction Services Manager role. Highlight relevant experience in due diligence and client management, and don’t forget to showcase your technical accounting skills. We want to see how you fit into our vision at Cortus!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about joining Cortus and how your values align with ours. Be sure to mention any specific experiences that demonstrate your commercial mindset and collaborative spirit.
Showcase Your Achievements:When detailing your past roles, focus on your achievements rather than just responsibilities. Use numbers and examples to illustrate how you've successfully managed due diligence engagements or improved processes. We love seeing results!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application directly and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cortus Advisory Group Limited
✨Know Your Numbers
As a Transaction Services Manager, you'll need to demonstrate your strong financial analysis skills. Brush up on key financial metrics like EBITDA and cash flow analysis. Be ready to discuss how you've applied these in past roles, as this will show your technical expertise and understanding of client needs.
✨Showcase Your Leadership Skills
Cortus values collaboration and team development, so be prepared to share examples of how you've coached or mentored junior team members. Highlight your ability to inspire confidence and foster a high-performance culture, as this aligns with their commitment to supporting colleagues.
✨Understand the Client's Perspective
Demonstrating client empathy is crucial. Research Cortus Advisory Group's client base and be ready to discuss how you would build and maintain strong relationships. Show that you can communicate complex financial matters clearly to senior stakeholders, which is key for this role.
✨Embrace Innovation
Cortus is forward-thinking and embraces technology like AI. Be prepared to discuss any experience you have with data analytics or automation in due diligence processes. Showing your interest in innovative approaches will resonate well with their vision for enhancing services.