Financial Due Diligence - Senior Manager

• At least 8 years of experience in assurance and/or transaction advisory at a Big 4 firm.
• Professional services experience, including experience supporting or leading complex client engagements.
• Exposure to private equity transactions, including experience working with private equity clients and/or their portfolio companies.
• Experience supporting or leading buy-side and sell-side financial due diligence engagements.
• Experience analysing quality of earnings, working capital, debt and debt-like items, historical and projected financial performance, and other transaction-related financial considerations.
• Strong current knowledge of IFRS, UK GAAP, and/or other accounting principles relevant to transaction advisory engagements.
• Experience managing multiple complex engagements, workstreams, and stakeholder groups simultaneously.
• Experience coordinating directly with clients, engagement teams, and third-party diligence providers throughout a transaction process.
• Advanced Microsoft Excel skills used for financial and data analysis, including PivotTables, lookups, arrays, Power Pivot, Power Query, and related functionality.
• Experience preparing and reviewing client-ready financial analyses, due diligence reports, and presentations.

• ACA, ACCA, CA, or another relevant professional accounting qualification.
• Bachelor's degree in Accounting, Finance, or a related field.
• Experience working with private equity firms, strategic buyers, or corporate clients on transactions.
• Experience across both assurance and transaction advisory engagements.

Transaction Advisory Services: Financial Due Diligence - Senior Manager

• Lead and support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporate and private equity clients.
• Analyse target company financial information to identify historical and projected operating trends, quality of earnings and assets, pro forma financial information, working capital considerations, debt and debt-like items, and other potential liabilities or risks.
• Assess financial matters that may impact transaction valuation, deal structure, and negotiations with target companies.
• Lead and coordinate multiple complex engagements simultaneously while maintaining quality and meeting transaction deadlines.
• Manage and coordinate engagement activities across clients, CFGI engagement teams, and third-party diligence providers throughout the transaction process.
• Develop and review financial analyses, due diligence workpapers, client-ready reports, and presentation materials.
• Work closely with senior team members and client stakeholders throughout the transaction lifecycle.
• Mentor and develop junior team members through technical review, coaching, and on-the-job development.
• Contribute to client relationship management, proposal development, recruiting, and broader practice development initiatives.

• Excellent interpersonal, written, and verbal communication skills with the ability to build strong relationships with clients and engagement teams.
• Strong analytical and critical-thinking abilities.
• Highly organised with the ability to manage multiple engagements, priorities, and tight transaction deadlines.
• Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
• Comfortable operating in a fast-paced transaction environment where workload may increase around critical deal deadlines.
• High energy with a commitment to delivering exceptional client service while mentoring and developing junior team members.