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Job Description
Corporate Finance Associate Director
Department: Corporate Finance
Employment Type: Permanent
Location: Solihull
Description
Are you a proactive, hardworking and confident person, with a keen interest in accountancy and business? Would you like to work for an established, forward thinking and growing firm of accountants, who will encourage and support your personal development and training and give you the opportunity for career progression? If so, then we are looking to recruit talented individuals to join our team.
Working with a UK client bank of clients and based within the Midlands, the clients come from a varied background and represent some of the most entrepreneurial leadership teams across the UK. You will be involved in Corporate Finance Lead Advisory including valuations, sale & buy mandates, due diligence, company valuations and fundraising projects (debt/equity and mezzanine).
Key Responsibilities
This job will include:
- Managing the execution of M&A transactions and leading on deals, including the negotiating key aspects of a deal and review of legal documentation.
- Producing company valuations.
- Drafting and reviewing client marketing materials, including Information Memorandums and management presentations
- Financial analysis and detailed financial modelling
- Attending client meetings and working closely with the team to ensure key deliverables are of a high quality and within the desired timetable
- The preparation and pitching of presentations for clients, investors and the broader investment community.
- Company and industry research in the context of the origination and execution of transactions including buyer and target research.
- Project management and support of all aspects of deal progression.
- Develop and maintain sector expertise and certain client relationships in these segments.
- Supporting junior members of the team by coaching to advance their learning and to fulfil their potential.
Skills, Knowledge & Expertise
- Prior experience of leading and executing corporate finance transactions.
- ACCA/ACA qualified accountant.
- Demonstrate good written and oral communication skills
- Be able to deliver on time: respect deadlines and efficiently communicate with the team.
- Ensure production of high-quality documents.
- Enjoy a less structured working environment.
- Be able to prepare detailed financial projections using a variety of Financial Forecasting Software as well as devising and developing Excel-based models from scratch.
- Know how to multi-task and show autonomy and proactivity.
- Be able to interact with clients or business line colleagues on all workstreams.
Belong @ Sumer
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day:
Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated