Senior Associate, Transaction Services

Posted Yesterday
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Cape Town, Western Cape, ZAF
In-Office
Senior level
Financial Services
The Role
Deliver financial due diligence for buy-side and sell-side transactions. Build and reconcile financial analyses covering trading performance, margins, working capital, and net debt; prepare report exhibits; manage information requests; support Q&A and management meetings; and resolve review points. The role also involves client collaboration, stakeholder management, business development exposure, and ongoing professional development.
Summary Generated by Built In

Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring.   

We deliver tangible results for global businesses, their investors and stakeholders when complex problems arise and critical decisions need to be made. Interpath is agile, independent, and conflict-free and our passion for doing what’s right, every time, sets us apart.   

Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Austria, Switzerland, Spain, BVI, Cayman Islands, Bermuda, Barbados, Hong Kong, Singapore, India and South Africa. By 2030 we aim to be one of the world’s leading advisory firms with a truly global footprint. 

Interpath’s Deals team supports clients throughout the deal lifecycle, providing financial due diligence, carve-out and valuation support on domestic and cross-border transactions. We are looking for a talented Senior Associate, to join our newly launched Transaction Services team in Cape Town and deliver projects for an exciting mix of clients including top tier Private Equity and Corporate clients. This is a unique opportunity to be part of a start-up team within an established and successful business.  

This role sits within Interpath's Transaction Services team, where you will work on financial due diligence engagements for both buy-side and sell-side transactions alongside Interpath's global deal teams. As a Senior Associate, you will work across the entire deal lifecycle, delivering projects for high-profile clients and collaborating closely with colleagues across M&A, Value Creation and Debt Advisory. 

A key part of the role is building and owning the underlying financial analysis that supports every conclusion in a due diligence report, ensuring work is delivered accurately, insightfully and on time. You will also benefit from ongoing training and development, in addition to mentoring from our Directors and Managing Directors, helping you build your network and gain experience in business development and stakeholder management. 


Requirements

Responsibilities 

  • Build the underlying financial analysis on which the team's conclusions rest, covering trading performance, margins, and other key measures.  
  • Prepare working capital, net debt, and other supporting schedules and exhibits.  
  • Reconcile the analysis back to source records, including management accounts, statutory accounts, and the trial balance.  
  • Prepare tables and charts for the report to the standard the team requires.  
  • Maintain the information request list and flag items that have not been received.  
  • Support the question-and-answer process and help prepare for management meetings.  
  • Addresses review points thoroughly, resolving root causes. 

Experience 

  • Qualified accountant or finalist — CA (ICAI), CA (SA), ACA, ACCA or equivalent.  
  • Around 3 to 5 years of experience, of which at least 2 in financial due diligence, or in audit with demonstrable deal exposure. 
  • Advanced Excel skills, coupled with a strong attention to detail and the ability to maintain accuracy under time pressure. 
  • Understands the purpose of a quality of earnings analysis, not only the mechanics of preparing one.  
  • Clear written English to report standard. 
  • Demonstrates a growth mindset and a commitment to continuous improvement through feedback. 

Desirable Experience 

  • Big Four audit or transaction services background.  
  • Experience using data analytics and visualization tools such as Alteryx, Power Query, or Power BI. 
  • CFA Level I or progress towards it.  
  • Experience working with UK or European reporting conventions. 

Benefits

At Interpath, our people lie at the heart of our business. That's why we provide employees with a competitive and comprehensive reward package including compelling salaries and a range of core and optional benefits. Read more about our benefits; Company Benefits - Interpath. 

What we offer 

  • Exposure to complex, high-value globally relevant transactions across multiple industries. 
  • Significant client responsibility and visibility from day one. 
  • A clear and transparent career path. 
  • Continuous learning, leadership training and international collaboration. 
  • Competitive compensation and benefits aligned with the Swiss market. 
  • Flexible working arrangements and a strong focus on work-life integration. 
  • An inclusive, diverse and collaborative culture. 

Values  

Our four core values are the cornerstones of culture at Interpath and steer everything from everyday decisions to larger strategic initiatives. Our Interpath Values are; 

Do the right thing - Our comfort zone is uncomfortable. We always make the right decision, not simply what is easy or popular. 

All hands on deck - stand shoulder-to-shoulder with colleagues and clients, be that physically or from afar. Our individual expertise may find the answers, but implementation happens though teamwork. 

Passion drives success  - The impossible is always possible. We push the boundaries of what is expected because we're never satisfied with the status quo. Our clients expect the right result when they engage with us, and it's only by delivering this that we win. 

Embrace different - cultures to mindsets, we welcome all. We believe that people are equal, but not the same. 

Unsolicited Resumes from Third-Party Recruiters 

Please note that Interpath do not accept unsolicited resumes from third-party recruiters.  Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Interpath will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. 

Skills Required

  • Qualified accountant or finalist: CA (ICAI), CA (SA), ACA, ACCA, or equivalent
  • Around 3 to 5 years of experience, including at least 2 years in financial due diligence or audit with demonstrable deal exposure
  • Advanced Microsoft Excel skills
  • Strong attention to detail and ability to maintain accuracy under time pressure
  • Understanding of the purpose of quality of earnings analysis, beyond preparation mechanics
  • Clear written English suitable for reporting
  • Growth mindset and commitment to continuous improvement through feedback
  • Big Four audit or transaction services background
  • Experience using Alteryx, Power Query, or Power BI
  • CFA Level I or progress toward it
  • Experience with UK or European reporting conventions
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The Company
HQ: Pendleton, OR
928 Employees

What We Do

When you’re faced with critical business decisions, our expertise and creative solutions will help you find the right path. Fast.

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