Assistant Director, Transaction Services

    Cardiff Permanent
  • Assistant Director to join Financial Advisory Transaction Services team.
  • Genuine prospects for long-term career progression & development opportunities.

About Our Client

A Big 4 firm based in Cardiff, who are looking to acquire the services of an Assistant Director, Transaction Services, to join their growing and ambitious Financial Advisory Transaction Services team.

Job Description

The key responsibilities for this Assistant Director, Transaction Services Director position at a Big 4 accountancy firm based in Cardiff are:

  • Quickly develop an understanding of the target business and its drivers
  • Interpretation and analysis of information memoranda, business plans, publicly available information on the target business
  • Review and analysis of historical trading, cash flow and balance sheets
  • Review and analysis of projections, and underlying assumptions
  • Review of the adequacy of working capital facilities, including consideration of financing limits, term and covenants
  • Evaluation of potential synergies
  • Reporting of potential key issues for our client including identification of risk or price affecting considerations
  • Review of sale and purchase agreement and correlating findings of due diligence process therein
  • Review of financial structures and associated credit agreements
  • Leading and developing service offerings and evolving propositions to drive practice growth
  • Leading training and developing team members in role
  • Managing diverse teams within an inclusive team culture where people are recognised for their contribution

The Successful Applicant

In order for candidates to be successful when applying for this Assistant Director, Transaction Services role at a Big 4 accountancy firm in Cardiff, you must be:

  • An ACA qualification or equivalent experience
  • Previous experience within financial due diligence and transaction services
  • High level report writing and reviewing skills, with an appropriate focus on attention to detail, conciseness and risk management
  • Exceptional academic background or equivalent experience
  • Good problem solving and analytical skills
  • Experience of operating with senior level stakeholders
  • Experience in leading business development, from opportunity identification to conversion into sales
  • Experience in building and managing client relationships
  • Excellent communication skills both written and oral
  • Great presentation skills
  • Flexibility for some international travel


  • Experience of corporate and private equity transactions
  • Fluency in a major European foreign language would be an advantage
  • Strong excel skills - quick and accurate manipulation of data
  • Strong commercial acumen and market awareness

What's on Offer

Very competitive, Big 4 salary (dependent on experience);


Pension and holidays - a wide range of benefits; and

Superb career opportunities supported with personal and technical advancement.

Jacob Jones
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Job summary

Audit & Advisory
Corporate Finance
Business Services
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Consultant name
Jacob Jones
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