Transaction Services Director

We are working with a top 10 Accountancy Practice for a Transaction Services Director.

As Director - Transaction Services, your responsibilities will include among others

Client work

• Taking ownership for project management and reporting on engagements
• Day to day contact for the client during the assignment
• Ensuring the completion of client take on processes and other risk management procedures
• Drafting and agreeing scopes of work
• Preparation of budgets and management of WIP and negotiation of fees
• Directing the key aspects of the review: analysing, reviewing and commenting on historical and forecast trading results and trends ; SPA advice
• Reviewing / drafting the report and other client deliverables
• Management of the team and review their work
• Liaising with other lines of service eg tax, and review of their output

Supervision

• Delegation and oversight of work to junior staff, reviewing and challenging their output;
• Appraisals/monitor staff performance
• Motivation and development of staff; assistance with recruitment
• On the job training for junior staff on a one-to-one basis
• Taking the lead on internal initiatives
• Key influence on building the brand

Business development and marketing

• Preparing pitch documents
• Driving the development and execution of business development initiatives
• Developing expertise in niche industry sectors
• Building new networks and developing relationships
• Maintaining and nurture client relationships
• Winning work directly and be a key influence alongside other partners for winning new work

Qualifications

To be successful in this role, you should

• Extensive experience and knowledge of Transaction Services
• Demonstrable experience in business development, with a proven track record of winning new clients and developing commercial relationships
• Educated to degree level or equivalent
• A relevant professional qualification, for example Chartered Accountant or Corporate Finance Diploma is desirable although not essential

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