Corporate Finance Executive

SUMMARY:

A well-established, London-based firm specializing in corporate finance, tax, and accounting is seeking a Corporate Finance Executive to be responsible for assisting with M&A and corporate finance transactions, supporting financial due diligence, financial modelling, transaction analysis, client engagement, and the preparation of transaction documentation, while contributing to deal execution and practice development.

POSITION INFO:

Minimum requirements for the role:

• Must have a relevant B. Comm. or B. Sc. degree and some additional CFA Level 1, CASA or CIMA (CGMA and ACMA) designation
• Minimum 3+ years' audit or accounting experience
• Exposure to Transaction Services, Due Diligence or Corporate Finance is advantageous but not essential
• Strong analytical skills with high attention to detail and the ability to identify key commercial issues within financial information
• Advanced Excel skills with an interest in developing strong financial modelling capability
• Excellent written and verbal communication skills
• Strong interpersonal skills, with the ability to communicate confidently with clients and senior stakeholders
• Ability to work under pressure and meet transaction deadlines in a fast-paced environment
• Team player with a motivated, positive and relationship-building attitude
• Self-motivated, organised and capable of managing multiple priorities simultaneously
• Comfortable working in a hybrid environment

• Assisting in the execution of Transaction Support and Lead Advisory (M&A) engagements across a broad range of clients.
• Working on buy-side and sell-side transactions, supporting businesses that are looking to buy or sell companies, raise equity or debt, or complete Management Buyouts (MBOs).
• Supporting Financial Due Diligence assignments for Corporate and Private Equity clients, working closely with Directors and senior team members.
• Producing accurate and clear financial analysis of target businesses, including the preparation of databooks and supporting schedules.
• Identifying key issues impacting transactions early in the process and contributing to potential solutions for clients.
• Assisting in the project management of transaction processes, ensuring timelines, deliverables, and communication are being maintained throughout the deal lifecycle.
• Undertaking detailed research on companies and sectors, analyzing trends, opportunities, potential investors, and potential transactions.
• Preparing Information Memorandums, business plans, and funding packs/documentation to support transaction processes.
• Assisting with financial modelling, including integrated operating models, funding models, and models used to evaluate investment opportunities or buyouts (as experience is developing).
• Supporting day-to-day client interaction on transactions and, for less complex deals, acting as the primary point of contact.
• Working closely with internal teams and external advisors, including legal, tax, and other specialist consultants.
• Participating in practice development, marketing initiatives, and deal origination activities within the Corporate Finance team.
• Contributing to wider office initiatives and professional development activities while maintaining CPD requirements.