Transaction Services - Associate Director

The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues.

The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on a number of and UK and cross-border transactions supporting corporate investors, private equity teams and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge.

Job Purpose

The role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Associate Director, you will be leading the financial due diligence process, delivering high-quality reports to a range of corporate, private equity and banking clients.

The successful candidate will have the opportunity to develop their own career and work directly with the Leadership team. The team culture allows all individuals to have an open line of communication with the UK partner group, with a strong focus on teamwork, collaboration, innovation and creating opportunities for development. The TS national team has a strong record of developing and recognising talent through career progression that can be fast-tracked, depending on your performance.

The role will enable you to lead due diligence assignments (coordinating with tax and other specialists), and expand your external client portfolio and network of relationships. The candidate will also have the opportunity to work as part of the National TS team, whilst also maintaining a great degree of flexibility to personal circumstances.

The TS team also works on a number of cross-border transactions; the role will therefore afford the opportunity to lead on international deals working alongside a global clients and advisers.

Role & Responsibilities

The role will offer the opportunity to develop your own client portfolio and relationships.

• Working directly to partners locally and nationally.


• Participating in national resourcing and project delivery meetings with peers and senior leadership.


• Co-ordinating and directing proposals – taking the lead on the overall proposition, scope and fee.


• Managing due diligence assignments and overseeing the input from specialist teams.


• Coaching/training teams to deliver insightful analysis and prepare issues-focussed due diligence reports.


• Engaging with clients and communicating issues in a timely manner.


• Delivering confident and clear presentations to the client and other stakeholders.


• Understanding and responding appropriately to client needs.


• Monitoring time spent against budget and recovering unbudgeted time.


• Developing strong working relationships with clients and intermediaries.


• Directing and supporting business development initiatives – locally and nationally.


• Produce high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements.

Experience, Skills & Knowledge

• Qualified to ACA (or equivalent).


• Financial due diligence experience in a similar role, covering a range of transaction types (buy-side, sell-side, financing).


• Track record of developing and managing an external network of relationships, with examples of securing project work.


• Experience of supporting on competitive proposals and pitches.


• Strong project management skills.


• Strong analytical and reporting skills.


• Excellent written and oral presentation skills.


• The desire and ability to develop self and others.


• Track record of developing new initiatives and methodologies.


• Experience of identifying issues through sound analysis and application of commercial acumen in all situations.


• Actively seeks to enhance expertise and knowledge.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here.

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.