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Corporate Finance Manager
UHY Farrelly Dawe White LimitedCorporate Finance Manager at UHY FDW focusing on corporate finance and transaction advisory services. Managing engagements for mid-market and SME clients in a hybrid work environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing corporate finance engagements, including financial modeling, valuation, and client relationship management. Proven ability to mentor junior team members and contribute to business development activities within the corporate finance sector.
Highest-signal resume keywords
ACA QualifiedACCA QualifiedCFA QualifiedFinancial ModellingCorporate Finance Transactions Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModellingBusiness ValuationTransaction ReportingAnalytical SkillsUnderstanding of Financial StatementsProject ManagementClient ReportingPresentation Skills
Soft Skills
MentoringRelationship BuildingClient Service
Certifications & Qualifications
ACAACCACFA
Industry Keywords
Corporate FinanceMid-MarketSMETransaction ServicesAdvisoryInvestment Banking
About the role
Key responsibilities & impact- Manage and deliver a portfolio of corporate finance engagements for mid-market and SME clients from planning through to completion
- Supervise, mentor and support a junior team member, providing technical guidance and contributing to their professional development, including performance reviews where appropriate
- Build and maintain strong relationships with business owners, management teams and key client stakeholders, ensuring an exceptional standard of client service at all times
- Liaise directly with clients, financial institutions, legal advisers and other stakeholders throughout assignments
- Prepare and review financial models, business valuations, transaction reports and other client deliverables tailored to the needs of mid-market and SME businesses
- Maintain and develop your technical knowledge through continuous professional development and fulfil the requirements of your professional body
- Assist with business development activities, including preparing proposals, pitching for new work and participating in presentations to prospective mid-market and SME clients
- Contribute to the continued growth and development of the Corporate Finance team and service offering
- Attend internal meetings, technical updates and training sessions as required
- Undertake any other duties appropriate to the role, as requested by the Director
- Uphold the firm's values, professional standards, code of ethics and business conduct at all times
Requirements
What you’ll need- ACA, ACCA or CFA qualified (or equivalent)
- Minimum of 5 years' experience in corporate finance, transaction services, audit, advisory or investment banking
- Strong experience managing corporate finance transactions from commencement to completion
- Excellent financial modelling, valuation and analytical skills
- Strong understanding of financial statements and commercial drivers
- Experience preparing client reports and presenting findings to senior stakeholders
- Proven ability to manage multiple projects and deadlines
Benefits
Comp & perks- Competitive salary based on your experience
- Employer Pension contribution
- Paid Professional Membership
- Flexible working hours, with a four-and-a-half-day week (08:30 – 17:30 Monday – Thursday, 09:00 – 12:30 Friday)
- Generous holiday allowance with additional company days for Christmas and Easter holidays & the ability to build up 5 additional per annum
- Additional day of annual leave after 5 and 10 years of service
- UHY Network firm – Network & Travel opportunities
- Paid volunteering day to spend one day each year dedicated to a cause you care about
- Training and continuous learning & Funded CPD hours
- Free parking & Wellbeing Programme
- CSR, ESG and Social Committees offering funded social events
- Commission for introducing new clients and new team members
- Enhanced maternity and paternity pay
- Great teammates & Diverse and inclusive culture
- Discounts available with partners for gym membership, hotel bookings, retail, and more
- Onsite Food Truck & Games Room