Transaction Services Assistant Manager

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

What will you be doing?

We're seeking a talented individual to join our Transaction Services team in Birmingham, which is responsible for providing clients with first class service in regards to all aspects of end-to-end financial due diligence and financial modelling engagements. Our wide range of exciting clients are drawn from a variety of different industry sectors.

As Transaction Services Assistant Manager, your responsibilities will include among others:

• Analysis of historical and forecast income statements, cash flow statements and balance sheets
• Sensitivity analysis considering potential upside and downside scenarios to the forecasts;
• Reporting of potential key issues for our client including identification of risks and making relevant recommendations to address these
• Analysing, reviewing and commenting on historical and forecast trading results and trends
• Taking ownership for management and reporting on smaller engagements, and managing discreet areas/sections of work on larger engagements
• Production of written reports within agreed timescales.

Qualifications

To be successful in this role, you should be

• ACA/ACCA qualified or equivalent.
• Some experience of diligence assignments is desirable.
• Demonstrable audit experience gained within a professional services firm.
• Keen interest in the transactions sector.
• Strong communication skills, oral and written, both internally and directly with clients.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Educated to degree level or equivalent

Additional Information

As a colleague here at S&W you will have access to benefits that include

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.