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Transaction Services Executive

I am currently working on an exciting opportunity that I am working on with an established top 25 accountancy firm. The team has grown to 20 members, making it one of the fastest-growing team..

The Transaction Services team collaborates with corporate, private equity, and banking clients on acquisitions, investments, and financing. This role is perfect for someone with transaction services experience looking to accelerate their career while contributing to our team's growth.

You will be part of a lead advisory-oriented team focusing on transactions in the £5m to £100m range, as well as a valuations team. Experience with data tools is very important to help you stand out for this role. No direct transaction experience needed - can be from audit background also.

Responsibilities:

  • Assist the Partner, Directors, and Managers with buy-side advisory services and preparation of financial due diligence reports.
  • Plan and execute Transaction Services assignments as agreed with the Manager/Partner, keeping them informed of progress.
  • Manage your time and costs effectively to stay within budget, reporting to the Manager/Partner if the agreed time budget is at risk.
  • Understand the assignment's specifications and commerciality agreed with the client, reporting any necessary changes to the Manager/Partner promptly.


An interest and experience in data solutions such as PowerQuery, PowerBI, and/or Alteryx will be highly beneficial.

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