Purpose of role:

We are looking for a bright, motivated individual, to initially join as an Analyst supporting the Financial Due Diligence (FDD) team, with the aim of developing focused due diligence skills through experience and increasingly participate in a more technical/senior role.  This follows the successful growth in transactional business and other team members progressing into more senior roles in the team.

The role will provide exposure to a wide variety of clients, sectors and type of work, which will be highly rewarding to an individual who enjoys working on diverse projects and the personal dynamic of working as part of a small team.

Alongside your work, you’ll receive first-class professional training on the job, with the opportunity to study for the ICAEW/CISI Corporate Finance Certificate and Diploma in due course.

Reports to:  Partner – Financial Due Diligence

Key responsibilities:

  • To attend and contribute to client meetings
  • Analysis of historical and forecast income statements, cash flow statements and balance sheets
  • Sensitivity analysis considering potential upside and downside scenarios to the forecasts
  • To analyse, review and comment on historical and forecast trading results and trends
  • To contribute to the production of written reports within agreed timescales
  • Day-to-day contact with the client during the assignment, ensuring that they receive an efficient and proactive service
  • To utilise our data sources to research industry trends and comparable companies
  • To deal with client take-on processes, including relevant anti-money laundering compliance
  • To support with project work and any other miscellaneous tasks as instructed by the Partner

Key Competencies:

  • Delivering results and meeting client expectations
  • Planning and organising, including managing a portfolio of work
  • Following instructions and procedures
  • Writing and reporting
  • Coping with deadlines
  • Analysing
  • Commercial awareness
  • Presenting and communicating information
  • Coping with pressures and setbacks

Candidate Profile


  • Educated to degree level
  • Strong A Levels
  • GCSE English and maths (or equivalent) at a minimum of grade B

Key Experience/Skills:

  • Business analysis experience gained within a professional services or boutique practice
  • Basic understanding of financial reporting and accounting
  • Excel, Word and PowerPoint skills – in the creation of our due diligence reports, a high competency in these formats is vital to provide a robust and creative output
  • Must demonstrate an ability to communicate clearly both verbally and in writing
  • To have a high level of general commercial awareness
  • Within time, demonstrate a commitment to studying towards the ICAEW/CISI Corporate Finance Certificate and Diploma

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