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    Transaction Services - Birmingham, United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group Birmingham, United Kingdom

    2 weeks ago

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    Description

    Office Location:

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
    We provide an award-winning service for our clients by employing the best people.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    Perform data analysis, produce charts and graphs, and interpret the data to provide insightful commentary to our clients, focusing on key KPIs and business drivers.

    Provide input to key due diligence analyses, such as quality of earnings, working capital adjustments and net debt items
    Report writing – produce sections of reports in PowerPoint regarding the financial affairs and prospects of a business
    Understand and appreciate key commercial aspects of the client's business, its business model, scalability and business risks.
    Develop an understanding of the transaction services risk model and the regulatory framework.
    Prepare and interpret financial models in Microsoft Excel
    Present sections of our analysis or report to our client
    Get involved in discussions on billing, overruns, and WIP management
    ~ Engage with business development initiatives, representing the team at events promoting our services
    ~ Demonstrable audit experience gained within a professional services firm.
    ACA/ACCA qualified or equivalent
    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.

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