Transaction Services Assistant Manager

at  Cooper Parry

About the role…:
Following eleven transformative acquisitions and more on the horizon, Cooper Parry has more than doubled in size over the past 2 years, and we are keeping the momentum going.
At CP, we have a fully integrated Deals business comprising of Corporate Finance, Transaction Services (‘TS’) and Transactions Tax & Legal. We have over 60 Deals professionals nationally, with UK hubs in London, the Midlands and Manchester, who go to market together serving owner managers, private equity owners and corporates in all aspects of transactions.
We work with clients to make the buying or selling of businesses feel straightforward and to maximise the value achieved from the process. Bringing refreshingly clear advice that’s backed by insightful financial analysis to a complicated process.
Our financial due diligence process checks each key financial aspect of a transaction important to our clients. Identifying the key value drivers of performance and profitability, potential value adjustments, provide input to the sale & purchase agreement (‘SPA’), mitigate risks and challenge assumptions about future performance.

The TS team are expanding, looking for an Assistant Manager to join and help build out our ambitious growth plan. We are looking for someone who is great at…

• Reviewing and analysing financial statements, management accounts, financial models etc.
• Preparing due diligence analysis, ensuring the data books are robust and accurate
• Taking responsibility for client deliverables, ensuring that review comments are processed
• Supporting the project team during client discussions, including taking meeting notes/minutes
• Updating project managers on a regular basis for significant items, trends or issues identified
• Planning and preparing outputs from our work, including key issues updates, written reports and presentations/meetings with the client, ensuring insightful data analysis and presentation
• Project managing and working effectively together with other team members

You’ll also play a role in business opportunity initiatives, with the chance to build your external relationship network and the opportunity to work on commercial deals that you will hear about in the press!
About you…:

As a Transaction Services Assistant Manager, we are looking for someone who is confident, has a bit of gravitas when dealing with and supporting clients and is healthily sceptical and not afraid to challenge. You will be working to deadlines, so being able to keep calm and use your project management skills to get things done is essential…

• Have an ACA, ACCA or equivalent qualification
• Have proven financial due diligence experience (ideally both buy side & sell side due diligence, completion accounts, locked box and SPA experience) and strong commercial acumen
• Ideally having already worked with lower mid-market Private Equity houses
• Have excellent communication and project management skills and know when to consult with colleagues
• Have accomplished report writing experience and very strong Excel skills

Above all, you will love working in a team, supporting and nurturing more junior members so they can maximise their potential.
About us…:
We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice.
We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.
That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.

Over the last couple of years alone, we’ve achieved some fantastic feats:

• Partnered with Waterland Private Equity in July 2022, and are now on a lightning-fast growth journey
• Ranked No.1 in the Accountancy Age Mid-Tier Power Index in 2022
• Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Came No.3 overall at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

• Have an ACA, ACCA or equivalent qualification
• Have proven financial due diligence experience (ideally both buy side & sell side due diligence, completion accounts, locked box and SPA experience) and strong commercial acumen
• Ideally having already worked with lower mid-market Private Equity houses
• Have excellent communication and project management skills and know when to consult with colleagues
• Have accomplished report writing experience and very strong Excel skill