Company Overview
W Talent Finance is a specialist recruitment partner dedicated to connecting high-calibre accounting professionals with opportunities across both practice and commerce & industry markets worldwide. Our extensive expertise in the finance landscape supports a diverse range of clients, from leading professional services firms to established regional practices and multi-service professional groups, enabling us to deliver tailored talent solutions that enhance business performance.
Our Partner and the Opportunity
We are collaborating with an esteemed, multi-service accountancy and professional services group that boasts a robust regional presence across Yorkshire and Derbyshire. This organisation, which employs over 220 professionals across 11 offices, offers a comprehensive array of services including accountancy, financial services, wills and probate, commercial finance, residential mortgages, and corporate finance. With a people-focused culture built on collaboration, client service, and a commitment to ethical practices, this is a chance to join a forward-thinking organisation poised for continued growth across its service lines.
Role Responsibilities
- Lead the execution of a portfolio of SME and lower mid-market corporate finance transactions.
- Manage transactions including business sales, acquisitions, MBOs, MBIs, fundraising, and shareholder exits.
- Project manage deal teams, transaction timetables, and key workstreams.
- Build strong relationships with business owners, management teams, and senior stakeholders.
- Prepare and review financial models, valuations, and transaction analyses.
- Draft and review Information Memoranda, management presentations, and transaction documentation.
- Coordinate financial, commercial, tax, and legal due diligence processes.
- Liaise with external advisers and internal colleagues across multiple service lines.
- Support clients through negotiations, acting as a trusted adviser throughout the transaction lifecycle.
- Identify opportunities to introduce complementary services across the wider organisation.
- Develop relationships with accountants, lawyers, wealth managers, and other professional intermediaries.
- Support Partners and Directors in business development efforts, pitches, and proposals.
- Manage, coach, and develop Executives and Analysts within the Corporate Finance team.
- Contribute to the ongoing development and growth of the Corporate Finance offering.
About You
- Professionally qualified ACA or ACCA, or possess an equivalent qualification.
- A minimum of 3 years' post-qualification experience within corporate finance or a related advisory environment.
- Proven track record in executing and completing SME or lower mid-market transactions.
- Experience with transactions such as business sales, acquisitions, MBOs, MBIs, or fundraising.
- Strong financial modelling and valuation capabilities.
- Solid understanding of accounting principles and their application in transactions.
- Experience working with owner-managed, entrepreneurial, or family-owned businesses.
- Excellent commercial awareness, analytical and problem-solving skills.
- Ability to manage multiple transactions and competing deadlines effectively.
- Experience in supervising, mentoring, or developing junior team members.
- Strong communication and relationship-building skills.
- Commercially minded with confidence in developing relationships and identifying new business opportunities.
- Proactive and self-motivated, comfortable working autonomously.
- A collaborative approach with the ability to work effectively across various service lines.
- Willingness to travel to clients and other offices as needed.
Benefits
- Competitive salary based on experience.
- Opportunities to play a key role in the growth of the Corporate Finance function.
- Exposure to a variety of SME and lower mid-market transactions.
- Direct interaction with business owners and senior stakeholders.
- Clear paths for progression and leadership opportunities.
- 25 days of annual leave plus bank holidays, with options to purchase more days.
- Pension scheme and health cash plan.
- Life assurance at 4x salary.
- Support for professional studies and qualifications.
- Regular social events and team-building activities.
- Volunteering opportunities available.
- Employee discounts across numerous professional and personal services.