About the Organization
W Talent Finance is a specialist recruitment partner focused on placing top-tier accounting professionals across both practice and commerce & industry markets globally. Our expertise in the finance sector supports a variety of clients, from esteemed professional services firms to established regional practices and multi-service professional groups, enabling us to deliver tailored talent solutions that enhance business performance.
We are collaborating with a reputable multi-service accountancy and professional services group that has a strong regional presence in Yorkshire and Derbyshire, along with a growing Corporate Finance offering. With over 250 employees spread across 8 offices, the organization offers a diverse array of services, including accountancy, financial services, wills and probate, commercial finance, residential mortgages, and corporate finance.
This firm boasts a people-centric culture that emphasizes collaboration, exceptional client service, and a commitment to doing what is right for its people, clients, and communities. As the business continues to expand its service lines, it presents a remarkable opportunity for professionals to join an innovative organization where individual contributions are recognized and where there is a genuine chance to influence the future direction of the business.
Key Responsibilities
- Lead the delivery of a portfolio of SME and lower mid-market corporate finance transactions, including business sales, acquisitions, MBOs, MBIs, fundraising, and shareholder exits.
- Project manage deal teams, transaction timelines, and key workstreams to ensure efficient execution.
- Build and nurture strong relationships with business owners, management teams, and key stakeholders.
- Prepare and review financial models, valuations, and transaction analyses.
- Draft and review Information Memoranda, management presentations, Heads of Terms, and other transaction documentation.
- Coordinate financial, commercial, tax, and legal due diligence processes.
- Liaise with external advisers and internal teams across various functions including tax and wealth management.
- Support clients through negotiations, acting as a trusted advisor throughout the transaction lifecycle.
- Identify opportunities to introduce complementary services within the organization.
- Develop strong connections with accountants, lawyers, wealth managers, and other professional intermediaries.
- Assist Partners and Directors in business development initiatives, pitches, proposals, and new client opportunities.
- Manage, coach, and develop junior team members within the Corporate Finance team.
- Contribute to the ongoing growth of the Corporate Finance offering.
About You
- ACA or ACCA qualified, or possess an equivalent professional qualification.
- A minimum of 3 years' post-qualification experience in corporate finance, transaction services, or a related advisory role.
- Demonstrated experience executing and completing SME or lower mid-market transactions.
- Familiarity with transactions such as business sales, acquisitions, MBOs, MBIs, or fundraising.
- Strong financial modeling and valuation skills, alongside a solid understanding of accounting principles in transactions.
- Experience working with owner-managed, entrepreneurial, or family-owned businesses.
- Possess strong commercial awareness with excellent analytical and problem-solving capabilities.
- Proven ability to manage multiple transactions and meet competing deadlines.
- Experience in supervising, mentoring, or developing junior team members.
- Excellent communication and relationship-building skills.
- Commercially minded with the confidence to develop relationships and identify new business opportunities.
- Proactive, self-motivated, and capable of working autonomously.
- A collaborative approach with the ability to work effectively across multiple service lines.
- Willingness to travel to clients and other offices as required.
What’s on Offer
- Competitive salary based on experience.
- Significant involvement in the growth of the Corporate Finance function.
- Exposure to a diverse range of SME and lower mid-market transactions.
- Direct engagement with business owners and senior stakeholders.
- Clear prospects for progression and leadership within a growing professional services group.
- 25 days of holiday plus bank holidays, with an option to purchase additional days.
- Pension scheme.
- Health Cash Plan.
- Life assurance at 4x salary.
- Support for professional study and qualifications.
- Eye tests and regular social events and team activities.
- Volunteering opportunities.
- Employee discounts across a range of professional and personal services.