Manager - Transaction Services

The Financial Advisory Manager will manage financial due diligence projects for both buy‑side and sell‑side mandates. This role involves managing your own workload, managing other members of the team, maintaining day‑to‑day communication with the client, performing detailed financial analysis, and preparing reports with minimal review points.

Key Responsibilities

• Determine project scope and resource requirements, attend initial client meetings.
• Manage risk issues on all assignments and apply the firm’s policy in relation to engagement terms.
• Project manage due diligence and transaction services projects, leading day‑to‑day communication with clients/targets.
• Build rapport with clients/targets, understanding their business and expectations for future opportunities.
• Contribute to key areas in client meetings.
• Perform detailed analysis of historical information and challenge assumptions in financial forecasts.
• Prepare reports to present and comment on analysis.
• Manage research on valuations, working closely with the Research team.
• Take responsibility for agreed areas of origination and business development.
• Research and prepare for new opportunities and proposals.
• Work closely with partners and colleagues on business development, including networking.

Client Work

• Lead the execution of projects on a day‑to‑day basis, focusing on meeting timelines.
• Undertake initial analysis of historical and forecast financial information.
• Identify potential issues and raise them with senior team members.
• Prepare or review reports and financial models.
• Manage projects, assist senior team members, and direct junior members’ work.
• Develop experience in a range of transactions in a corporate finance environment.
• Lead on client take‑on and risk processes, ensuring compliance with regulations and FRP policies.
• Accompany senior team members to client meetings and lead discrete areas as required.

Business Development

• Attend networking events and develop a network of peers.
• Assist senior team members with business development and marketing activities.
• Lead the production of proposals.
• Identify potential clients and angles of approach.

Team Management

• Supervise, coach, and develop junior team members.
• Seek and act upon feedback from all levels.
• Assist with general correspondence, administration (including billing), and ad hoc projects within the department.
• Act with integrity and comply with all required internal and external risk management procedures.
• Ensure quality on all client deliverables.
• Undertake regular CPD in line with ACA/ACCA requirements.
• Seek training on specific areas to refresh knowledge.
• Compliance with FRP Fit & Proper Persons test.
• Follow all appropriate take‑on and risk management processes, including AML, on all client projects.

Qualifications

• Good experience in financial analysis and data/model interrogation.
• Experience in a corporate finance environment, with an understanding of M&A transactions and valuation mechanics.
• Experience working with lenders and/or clients on debt transactions.
• ACA/ACCA – preferably at least 2 years post qualified.
• Strong numerical and financial skills.
• Proven ability to produce high‑quality professional documents.
• Client‑facing experience.
• Ability to identify problems and develop solutions.
• Comfortable discussing financially related commercial issues.
• Ability to work on multiple projects simultaneously to demanding timetables.
• Enthusiastic with interpersonal skills to build internal and external relationships.

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services — regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.