AMS Group
Corporate Finance Executive
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Role Purpose
The Corporate Finance Executive supports the delivery of high-quality M&A advisory services across a broad range of transactions, including sell-side, buy-side, and private equity fundraising. The role exists to provide analytical, commercial, and project-management support to the deal team, ensuring key deliverables are produced to a high standard and transactions progress smoothly. Working closely with senior colleagues, the role offers early exposure to live deals, client interaction, and hands-on development within a growing mid-market Corporate Finance practice.
Key Responsibilities
- Pitch Support - Prepare high-quality pitch materials and support the team in securing new mandates.
- Client Delivery - Attend client meetings and assist the deal team in delivering key outputs to timetable.
- Transaction Documentation - Draft and review information memoranda and other deal-related documents.
- Buyer Research - Conduct detailed buyer research and input into the creation of targeted purchaser lists.
- Market Outreach - Assist with buyer contacting and wider market engagement activities.
- Project Management - Support day-to-day transaction management, liaising with clients and advisers to keep deals on track.
- Meeting Notes - Draft clear, accurate notes of key conversations with clients, buyers, and other stakeholders.
- Financial Modelling - Compile and review financial models to support valuation and transaction analysis.
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Key Relationships
Internal: Corporate Finance Manager, Senior CF team, wider AMS Group divisions (Audit, Tax, Advisory).
External: Clients, buyers, private equity houses, banks, financial institutions, legal advisers, and other professional intermediaries.
Skills, Knowledge & Experience
Experience
- ACA qualified (or equivalent) from an audit or transaction services background.
- Newly qualified auditors through to ~12 months’ experience in Corporate Finance or M&A.
- Exposure to CF transactions desirable but not essential.
Technical skills (e.g. systems, methodologies)
- Ability to compile and review financial models.
- Strong verbal, written, and numerical skills with high-quality documentation standards.
- Comfortable interpreting financial statements and large data sets.
Qualifications
Essential:
- ACA / ACCA / equivalent qualification.
Desirable:
- Prior Corporate Finance or M&A exposure.
Behavioural Competencies
- Self-starter with strong commercial interest.
- High standards for quality and communication.
- Disciplined, deadline-driven, and adaptable.
- Keen to learn quickly within a hands-on, growing team.
- Team-oriented with strong professional integrity.
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Performance Measures (Success Criteria)
- Quality and accuracy of financial models, documentation, and research.
- Contribution to successful delivery of transaction milestones and client outputs.
- Positive feedback from senior team members and clients.
- Effective collaboration with internal and external stakeholders.
- Demonstrated progression in technical and commercial CF capability.
About AMS Group
AMS Group is a UK Top 60 accountancy firm with over 40 years of experience and a strong advisory-led approach. From our roots as a family-run practice, we’ve grown into a nationwide business with 200+ colleagues across 14 offices, supported by continued organic growth and a successful M&A strategy. We provide bespoke, end-to-end services built on our belief that “Good advisers help your business. Great ones transform it.”
Our Corporate Finance team advises shareholders, management teams, private equity houses, and financial institutions across transactions typically ranging from £5m to £100m.
Company Benefits
- 25 days holiday (option to buy +5)
- Birthday off
- Annual bonus scheme
- Pension scheme
- Health cash plan
- Company sick pay
- Enhanced parental pay
- Perkbox
- Employee Assistance Programme
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