Assistant Manager Corporate Finance

We are currently seeking a Corporate Finance Assistant Manager to join our London office on a full-time permanent basis who will primarily work in the Transaction Services team, but there will be opportunities to experience Lead Advisory work as deal flow allows.

Kreston Reeves Corporate Finance specialises in providing transaction and lead advisory services to privately owned, owner managed and small/mid-market cap listed companies. Transaction values are typically in the £1 million to £50 million range and include both domestic and cross border projects.

The Transaction Services team acts for businesses across all sectors, assisting on a range of transactions including buy side advisory, financial due diligence on pre-acquisition / vendor / pre-lend / private equity transactions, completion reviews and undertakes reporting accountant roles on listings.

About the role

The role of the Assistant Manager is to ensure the delivery of specific Corporate Finance assignments, ensuring team member adherence to required standards.

Responsibilities below are generalised and are no way exhaustive:

• Undertake & progress allocated supporting Corporate Finance / Transaction Services tasks with supervision & support from more senior colleagues, and ensure involvement & sign off by Director;
• Ensure monitoring of work progress and ensure appropriate levels of communication with all stakeholders on progress of assignments;
• Preparation of core data in datapacks – from financial statements, management accounts, bank statements etc.;
• Preparation and delivery of financial due diligence reports;
• Preparation of reports, Information Memorandums and related other external documents;
• Research into potential buyers, funders, targets etc.;
• Ensure relevant client work is managed within budget and is completed in line with published service line standards;
• Assistance with preparation of internal and external marketing materials and other documents;
• Act as a point of contact on elements of client assignments for clients & internal stakeholders;
• Work with other team members to deliver assigned project work and exceed client expectations;
• Undertake business development activities to build a personal network of industry contacts.

What we're looking for

The ideal candidate will be ACA qualified or equivalent with previous Transaction Services experience and should be able to demonstrate:

• First class verbal, typing and written communication skills;
• Analytical skills and attention to detail – ability to derive answers from data and information to be able to generate tailored advice for clients;
• Good commercial and well organised approach;
• Financial Modelling - clear understanding of financial models and their context and impact;
• An ability to prioritise workload and work independently;
• A proactive nature and be able to demonstrate initiative;
• Being a quick learner, with an aptitude for technical concepts;
• Professional presence and ability to establish credibility with Partners and clients;
• Working co-operatively with others, listens to, understands and communicates confidently with others in a clear, concise, polite and purposeful way;
• Ambition and initiative for personal growth and development;
• A good working knowledge of Microsoft packages.

What we can offer

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave – 25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
• Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition – monthly nominations for financial awards based on culture and values
• Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
• Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
• Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan

At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing [email protected]. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.

About Kreston Reeves

With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory and wealth services, tailored to our clients’ needs.

We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.

We’re proud to be B Corp™ certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.