Transaction Services Manager

S&W; Birmingham; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm in the UK seeks a Transaction Services Manager to deliver exceptional client service through financial due diligence and financial modelling. The role involves conducting detailed analyses, managing client relationships, and leading junior team members. Ideal candidates will possess proven experience in transaction services, a degree or equivalent, and relevant professional qualifications. This is a chance to work in a dynamic environment focused on diversity and inclusion.

Qualifications

• Proven Transaction services experience gained within a professional services or boutique practice.
• Experience of financial due diligence, including a history of providing these in a range of sectors.
• Up-to-date working knowledge of best practice in financial modelling.

Responsibilities

• Conduct detailed analysis of historical and forecast financial statements.
• Perform sensitivity analysis on forecasts, assessing upside and downside scenarios.
• Identify key risks and provide actionable recommendations.
• Produce high-quality written reports within agreed timelines.
• Manage client onboarding, billing, and WIP processes.

Skills

Transaction services experience

Financial due diligence

Advanced Excel skills

Advanced Word skills

Advanced PowerPoint skills

Education

Degree level education or equivalent

Relevant professional qualification (e.g., ACA, CFA, Corporate Finance Diploma)

Job description

Company Description

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 are looking for a talented professional to join our Transaction Services team. In this role, you will deliver exceptional client service across end-to-end financial due diligence, financial modelling, and reporting accountant engagements. You’ll work with clients from diverse industry sectors, providing insights that drive informed decision-making.

As Transaction Services Manager

Client Delivery

• Conduct detailed analysis of historical and forecast financial statements (income, cash flow, balance sheet).
• Perform sensitivity analysis on forecasts, assessing upside and downside scenarios.
• Identify key risks and provide actionable recommendations.
• Review and comment on trading results and trends.
• Take ownership of smaller engagements and manage sections of larger projects.
• Produce high-quality written reports within agreed timelines.
• Act as the day-to-day client contact during assignments.
• Manage client onboarding, billing, and WIP processes.

Team Leadership

• Delegate and review work of junior team members, providing constructive feedback.
• Deliver on-the-job training and mentorship.
• Conduct performance appraisals and support staff development.

Business Development

• Maintain team credentials and assist with pitch preparation.
• Support business development initiatives and networking activities.
• Collaborate with other departments to identify cross-selling opportunities.

Qualifications

• Proven Transaction services experience gained within a professional services or boutique practice.
• Experience of financial due diligence, including a history of providing these in a range of sectors.
• Up-to-date working knowledge of best practice in modelling.
• Advanced Excel, Word and PowerPoint skills.
• An appetite to be involved in business development activities and a willingness to develop these skills.

Professional Qualifications And Education

• Educated to degree level or equivalent.
• A relevant professional qualification, for example Chartered Accountant, Chartered Financial Analyst or Corporate Finance Diploma is highly desirable although not essential.

Additional Information

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.