Transaction Advisory Services (TAS) Manager - Financial Services

Posted 7 Days Ago
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London, Greater London, England, GBR
In-Office
Mid level
Financial Services
The Role
Lead delivery of financial due diligence engagements for financial services clients (buy-side and sell-side). Manage project planning, prepare client deliverables, coach junior staff, run diligence meetings, manage risk/compliance, and support invoicing and client relationship activities while developing sector expertise.
Summary Generated by Built In
Alternatively, Grant Thornton

At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. And we empower our people with real opportunity, an inclusive culture and work life balance. A true alternative.

With over 5,000 people in the UK, and a presence in 150 global markets, we're on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. And with that comes the opportunity to help redefine what our industry looks like, and what you want from your career.

Job Description:

Every day our teams help people in businesses and communities to do what is right and achieve their goals. The Transaction Advisory Services (TAS) team is focused on the Financial Services (FS) sector, providing financial due diligence (FDD) services to client in wealth management, insurance, banking, lending, payments services, fintech and other adjacent sectors

As a member of the FDD team you will be providing financial due diligence on both buy-side and sell-side transactions for private equity and corporate clients. You may also have the opportunity to work on public company transactions, primarily on AIM Market operated by the London Stock Exchange plc.

The FS TAS team within Grant Thornton is an increasingly flexible and diverse team, which truly values it’s people. To enable our people to be the best they can be, we are happy to discuss a number of flexible working options, such as reduced days, annualised days or term time working. We appreciate the different perspectives a diverse team brings, and we want to continue to provide more agility and choice to our people. As with all of our roles, a hybrid working model will apply, enabling a mix of office/client time and remote working.

A look into the role

A Manager in the FS TAS team takes ownership of day-to-day project delivery, including client discussions, target business meetings, liaising with the internal team, preparing the analysis and report for the client deliverable and client take on procedures

Specifically, you will:

  • Lead the day-to-day delivery of small and medium sized projects, providing significant support on large and complex engagements, ensuring oversight of the work of team members,
  • Ensure project planning is undertaken comprehensively
  • Manage the preparation of client deliverables, contributing to the more complex areas of scope
  • Coach junior team members and provide oversight of their work
  • Lead or contribute significantly to diligence meetings with the target and client
  • Support senior colleagues in managing client and target relationships, including presenting findings to clients
  • Manage risk and ensure compliance with internal processes
  • Manage WIP and support timely invoicing and cash recovery
  • Think actively about your own growth as an advisor, including developing areas of market interest and potentially a sector or service line focus

Knowing you’re right for us

Joining us as a FS TAS Manager, the minimum criteria you’ll need is a professional qualification (ACA, ICAS, CA, ACCA or CIPFA) with post qualification deals experience of at least 3 years.

Knowing we’re right for you

Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone.  Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential.

Our open and accessible culture means you’ll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That’s why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work.

We’re also committed to supporting you through different life stages, with a range of family friendly and wider leave policies. You can find full details of our reward, benefits and leave policies on our website: Reward and benefits.

Beyond the job 

Life is more than work. The things you do, and the people you’re with outside of work matter, that’s why we’re happy to look at flexible working options for all our roles, and we’ll always do our best to keep your work and life in balance.

The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you’ll be giving back to society. It’s that drive to do the right thing that runs through our every move, grounded in our firm’s values – purposefully driven, actively curious and candid but kind.

We’re looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what’s right, for the firm, our clients, our people and themselves. It’s how it should be.

#LI-MK1

Skills Required

  • Professional accounting qualification (ACA, ICAS, CA, ACCA or CIPFA)
  • Post-qualification deals experience of at least 3 years
  • Experience providing financial due diligence on buy-side and sell-side transactions in financial services (wealth management, insurance, banking, payments, fintech)
  • Proven experience leading project delivery, preparing client deliverables and coaching junior team members
  • Ability to manage WIP, support invoicing and ensure compliance with internal processes
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The Company
HQ: London
6,163 Employees
Year Founded: 1904

What We Do

What does business need now? An adviser that offers a different experience. A better experience. One that delivers technical expertise and a service that goes beyond. Personal, proactive, and agile. That’s Grant Thornton. We are the UK member firm of a global network that employs 58,000 people in 135 countries. We combine global scale with local insight and understanding to give you the assurance, tax, and advisory services you need to realise your ambitions. We go beyond business as usual, so you can too. We make business more personal by investing in building relationships. Whether you’re growing in one market or many, you consistently get a great service you can trust. We work at a pace that matters – yours – bringing both flexibility and rigour. We celebrate fresh thinking and diverse perspectives to bring you proactive insights and positive progress. Success tomorrow starts with making the right decisions today, which is why we match proactive insights to practical applications. Working closely with regulators, funders and standard setting bodies to help instil trust and integrity in markets. We’re committed to sustainable growth through positive progress. So, no matter the road ahead, you’re being guided by the right decisions. Going beyond to offer proactive insights, practical guidance, and positive progress. Ready to go beyond? Visit our website for insight on what we can offer you

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