How your CV stacks up
1Upload CV
2Analyse CV
3Improve CV
Upload your CV to see how well it fits this job role
?%
The Role
We are seeking an experienced Financial Advisory Manager to lead a varied portfolio of transaction and advisory assignments. The position will cover financial due diligence, lender due diligence, independent business reviews, valuations, cash-flow forecasting, and financial modelling. You will take responsibility for the day-to-day delivery of projects, acting as a key contact for clients while coordinating the work of junior colleagues. The successful candidate will combine strong financial analysis with commercial judgement and the ability to produce clear, high-quality reports with limited senior review.
Why Apply?
This is an opportunity to join a growing financial advisory team and gain exposure to a broad range of corporate transactions, funding situations, and business-critical assignments. The position offers:
- Ownership of projects from initial scoping through to final delivery.
- Direct interaction with company directors, lenders, investors, and management teams.
- Exposure to due diligence, valuations, modelling, and business-review engagements.
- The opportunity to develop junior colleagues and contribute to the growth of the team.
- Greater involvement in proposals, networking, and business development.
- A clear platform for continued progression within financial advisory.
- The chance to work closely with experienced partners and senior advisers.
Responsibilities and Duties
Project Delivery
- Establish the scope, timetable, and staffing requirements for each assignment.
- Attend initial client meetings and support the development of the project approach.
- Manage multiple assignments while maintaining agreed deadlines and service standards.
- Act as the principal day-to-day contact for clients, target businesses, and other advisers.
- Build productive relationships with management teams and understand their commercial objectives.
- Analyse historical trading results, quality of earnings, working capital, and cash generation.
- Review financial forecasts and challenge the assumptions supporting projected performance.
- Assess short-term and weekly cash-flow forecasts where relevant.
- Develop and review financial models, valuations, and supporting analytical schedules.
- Identify material financial, operational, and commercial issues and communicate them promptly.
- Prepare clear, commercially focused reports covering financial due diligence, lender due diligence, independent business reviews, valuations, and modelling assignments.
- Present findings and recommendations to clients and contribute to key areas of management meetings.
- Coordinate valuation research and work alongside internal research specialists when required.
- Ensure all deliverables are accurate, insightful, and suitable for the intended audience.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Client and Business Development
- Develop trusted relationships with clients, lenders, investors, and professional advisers.
- Support partners and senior colleagues with pitches, proposals, and marketing initiatives.
- Lead the preparation of credentials documents and proposals for prospective assignments.
- Research potential clients, sectors, and transaction opportunities.
- Identify commercial angles and suitable approaches for new business opportunities.
- Attend networking events and establish a professional network within the deals community.
- Take ownership of agreed origination and business-development activities.
- Help convert existing relationships and project work into future opportunities.
Team Management
- Plan and delegate work effectively across the assignment team.
- Review the output of junior colleagues and provide clear, constructive feedback.
- Coach and support team members in developing their technical and commercial capabilities.
- Monitor project progress, budgets, and resource requirements.
- Assist with billing, engagement administration, and other departmental responsibilities.
- Contribute to a collaborative environment and remain receptive to feedback from colleagues at every level.
Risk and Quality
- Manage client acceptance, engagement, and project-risk procedures.
- Ensure all assignments comply with internal policies, AML requirements, and relevant professional regulations.
- Maintain consistently high standards across analysis, financial models, and written reports.
- Identify engagement risks and escalate material concerns appropriately.
- Act with integrity and demonstrate sound professional judgement.
- Maintain continuing professional development in accordance with ACA or ACCA requirements.
- Complete relevant technical training to keep knowledge current.
- Satisfy the organisation’s applicable fit-and-proper-person requirements.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Essential and Desirable Criteria
Essential
- ACA or ACCA qualified, or holding an equivalent professional qualification.
- Previous experience within financial advisory, transaction services, restructuring, or a related corporate finance environment.
- Strong financial-analysis skills, including the ability to interrogate financial data and models.
- Sound understanding of corporate transactions, funding structures, and the lending environment.
- Advanced Excel skills and confidence working with complex financial information.
- Strong numerical ability and commercial awareness.
- Experience of managing assignments and working across multiple projects simultaneously.
- Proven ability to produce accurate, professional, and decision-useful reports.
- Excellent written communication and report-writing skills.
- Client-facing experience with the confidence to discuss sensitive financial and commercial matters.
- Ability to identify material issues, assess their implications, and develop practical solutions.
- Strong organisational skills and the ability to deliver against demanding timetables.
- Effective interpersonal skills with the ability to build relationships internally and externally.
- A proactive, enthusiastic, and collaborative approach.
Desirable
- At least three years of post-qualification experience.
- Direct experience delivering financial or lender due diligence assignments.
- Experience completing independent business reviews.
- Previous involvement in debt transactions or assignments undertaken for lenders.
- Experience preparing or reviewing integrated financial models and short-term cash-flow forecasts.
- Knowledge of business valuation methodologies and supporting market research.
- Experience supervising, coaching, or formally managing junior colleagues.
- Previous involvement in proposals, networking, origination, or wider business-development activity.
Trusted by 25,000+ job seekers
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Financial Due Diligence
Financial Modelling
Valuations
Cash-flow Forecasting
Independent Business Reviews
Lender Due Diligence
Financial Analysis
Project Management
Client Relationship Management
Business Development
Report Writing
Team Leadership
Advanced Excel
Corporate Finance
Risk Management
Quality of Earnings Analysis
Location