Key Responsibilities
- Build, maintain and stress-test integrated financial models covering P&L, balance sheet and cash flow.
- Develop financial models to support valuation, scenario analysis, deal structuring and transaction decision-making.
- Prepare carve-out and standalone financials for target or divested businesses.
- Analyse shared cost allocations, stranded costs, standalone cost requirements and pro forma adjustments.
- Support financial due diligence, including analysis of historical financial performance.
- Assess and normalise earnings, including quality of earnings (QoE) analysis.
- Analyse working capital, net debt and underlying financial performance.
- Review and interrogate financial data provided by target businesses and advisers.
- Prepare pro forma financial statements reflecting transaction perimeter changes, one-off items and other adjustments.
- Build clear financial reconciliations and maintain supporting documentation.
- Produce high-quality analysis for boards, investment committees and senior management.
- Prepare management presentations, scenario modelling and sensitivity analysis.
- Work closely with external advisers including corporate finance, legal, tax and due diligence teams.
- Support the management and flow of financial information through the transaction data room.
- Assist with synergy identification and quantification, as well as integration and separation planning.
- Maintain strong version control and a clear audit trail across financial models and analysis as deal assumptions evolve.
Skills & Experience
- A recognised accountancy qualification such as ACA, ACCA or CIMA, or equivalent demonstrable finance experience.
- Strong FP&A and commercial finance experience.
- Previous exposure to M&A, transactions, corporate finance or transaction advisory, gained either in-house, within practice or in an advisory environment.
- Advanced Excel and financial modelling skills, including the ability to build complex models from a blank workbook.
- Strong experience building and working with integrated three-statement financial models.
- Experience preparing carve-out or standalone financials.
- Knowledge of shared cost allocations, stranded-cost analysis and pro forma adjustments.
- A strong understanding of how the P&L, balance sheet and cash flow statement interlink.
- Good understanding of valuation, returns and transaction fundamentals.
- Experience working with incomplete, complex or unstructured financial data and forming a clear, defensible view quickly.
- Strong analytical skills with exceptional attention to detail.
- Confidence presenting complex financial analysis clearly to senior stakeholders and external advisers.
About You
- Highly delivery-focused and comfortable working to demanding transaction deadlines.
- Calm and organised in a fast-moving environment where priorities can change quickly.
- Meticulous with numbers and able to maintain a high level of accuracy under pressure.
- A self-starter who can take ownership of a workstream and operate with limited supervision.
- Commercially minded and comfortable challenging assumptions where appropriate.
- Confident working directly with senior stakeholders and external advisers.
- Discreet and trustworthy when handling commercially sensitive and highly confidential information.
- Flexible during critical stages of the transaction where additional hours may occasionally be required.
Industry:
Finance & Strategy