Manager - Transaction Services

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Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We're seeking a talented individual to join our Transaction Services team in London, which is responsible for providing clients with first class service in regards to all aspects of end-to-end financial due diligence, financial modelling and reporting accountant engagements. Our wide range of exciting clients are drawn from a variety of different industry sectors.

As manager, your responsibilities will include among others:

• Analysis of historical and forecast income statements, cash flow statements and balance sheets
• Sensitivity analysis considering potential upside and downside scenarios to the forecasts;
• Reporting of potential key issues for our client including identification of risks and making relevant recommendations to address these
• Analysing, reviewing and commenting on historical and forecast trading results and trends
• Taking ownership for management and reporting on smaller engagements, and managing discreet areas/sections of work on larger engagements
• Production of written reports within agreed timescales.

Qualifications

To be successful in this role, you should be

• Educated to degree level or equivalent
• A relevant professional qualification, for example Chartered Accountant, Chartered Financial Analyst or Corporate Finance Diploma is highly desirable although not essential

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support