Transaction Services Executive – Midlands

The opportunity

We are seeking a highly motivated and analytically minded Transaction Services Executive to join our Financial Due Diligence (FDD) team. In this role, you will support buy‑side, sell‑side and refinancing transactions across a diverse range of sectors, helping clients understand the financial health, underlying performance, and key risks of target businesses.

Key Responsibilities

• Perform detailed analysis of financial statements, including income statements, balance sheets, cash flow statements, and working capital.
• Compile and analyse financial data, including identification of trends, performing sector and client research, attending client meetings.
• Identify key trends in profitability, earnings quality, cash flow drivers, and overall business performance.
• Assess normalised EBITDA, run‑rate performance, and pro‑forma adjustments.
• Evaluate forecast assumptions, business plans, and historical trading patterns.
• Provide Financial Due Diligence services to investors, corporates, and entrepreneurs looking to buy, sell or refinance their business.
• Contribute to due diligence reports, highlighting key findings, risks, and commercial implications.

Client Delivery & Communication

• Support senior team members in managing engagements from planning to completion.
• Prepare clear, concise, and insightful written reports for clients.
• Present observations and financial insights to managers and partners.
• Assist in liaising with clients, vendors, legal advisors, and other stakeholders throughout the transaction process.

Project & Team Support

• Help structure and coordinate workstreams across multiple engagements.
• Contribute to project timelines, ensuring deliverables are met accurately and on schedule.
• Participate in developing client proposals, scoping documents, and pitch materials.
• Support the team in building sector knowledge and market insights.

Required

Application Requirements

• ACA, ACCA, or equivalent — a minimum of one year post‑qualified.
• Strong financial analysis skills and excellent understanding of accounting principles (UK GAAP and IFRS).
• Experience in audit, corporate finance, or financial analysis (typically from a professional services environment).
• Ability to explain complex financial issues clearly and concisely.
• Proficiency with Excel and ability to handle large datasets confidently.
• Strong interpersonal, communication, and report‑writing skills.

Preferred (but not essential)

• Prior experience in Transaction Services, FDD, or M&A advisory.
• Experience with private equity clients or entrepreneurial mid‑market businesses.
• Understanding of sector trends in the UK mid‑market and/or private equity landscape.

Personal Attributes

• Commercial mindset with an interest in deals, business performance, and value drivers.
• Self‑motivated, enthusiastic, and able to take initiative.
• Strong attention to detail combined with the ability to see the bigger picture.
• Comfortable working in fast‑paced, deal‑driven environments.
• Collaborative team player with a willingness to learn.
• Demonstrate commercial awareness and personal effectiveness skills.
• Interest in AI and data analytics is also valuable.

How We Support

• Competitive base salary and bonus (benchmarked twice a year to market)
• Annual Leave – 25 days plus public holidays
• Birthday Leave
• Company sick pay
• Option to purchase annual leave
• One‑to‑One mentoring
• Flexible working optionsEnhanced paternity / maternity / sick leave
• Annual Peer/Mentoring allowance
• Medicash health plan
• Pension salary sacrifice scheme with employer contributions on full salary
• Nursery salary sacrifice
• Cycle to work scheme
• Employee Assistance Programme (EAP)
• Financial wellbeing
• Elderly care family support
• Virtual GP
• Annual Company Corporate Conference
• Annual CSR day
• Mental health support
• Supported study programmes
• Referral bonus

Equal Opportunities

Cortus is committed to equal opportunities and welcomes applicants from all backgrounds. We also believe that every candidate should have an equal opportunity to demonstrate their abilities, so if you need any adjustments during the hiring process, let us know so we can support you.

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