Corporate Finance Executive

As a Corporate Finance Executive you will be responsible for;

• Supporting the Corporate Finance team in M&A transactions from commencement through to completion, including liaising with clients, lawyers, funders and other advisers.
• Undertaking valuations of businesses for various purposes including disposals, divorce and disputes.
• Preparing teasers and information memoranda as a crucial element of a business sale process.
• Researching and contacting potential acquirers and potential target reviews, for disposal clients.
• Preparing financial projections models, working closely with clients to identify and challenge the assumptions underlying the financial projections.
• Undertaking financial due diligence to support fund-raising, private equity and M&A transactions,
• Undertaking forensic investigations for clients in dispute and prepare reports for use in Court.
• Undertaking initial research and analysis to support pitches, whilst also assisting in the preparation and delivery of the pitch.
• Begining to develop a network of contacts across the North-East professional community and be an ambassador for the firm across the region.

What you need to be;

• Be authentic in every situation and like to be connected to your team, clients and local communities.
• Like to listen and understand, to show up every day with passion and to stand up for things that matter to you.
• Be driven to succeed, take initiative and want results.
• ACA/ACCA qualified, part qualified will be considered.
• Experience in accounts preparation. Audit experience also desirable.
• Ability to establish rapport, build trust and demonstrate credibility, experience of working directly with clients is useful.
• Adaptable, no two days are the same in this team and the ability to learn on the job and take new challenges is crucial.
• The ability to travel to clients’ premises and attend networking events as required.
• Excellent written and verbal communication skills and be confident speaking to clients and colleagues face to face, over the telephone and by email.
• Desire to take ownership of tasks and assignments from start through to completion.
• The ability to check work for accuracy and have a good attention to detail.
• The ability to make decisions, solve problems and take appropriate action.
• Be flexible and proactive in managing multiple priorities.
• Excellent IT skills.
• Be able to travel to our office in Newcastle upon Tyne.

The Haines Watts Way:
Our collective aspirations are simple:

• We strive to build and develop valued relationships to our clients and connections.
• We strive to show passion for our work in helping clients achieve their goals and using our initiative to help solve problems.
• But above all, we strive to be authentic and inclusive as part of our DNA.

What you get back from us;

• Working in our modern city centre office, close to Newcastle quayside with complimentary snacks and ‘dress for your diary’ dress approach.
• Flexible and hybrid 35 hour working week with a strong emphasis on work life balance.
• Birthdays are important, so each year take the day off to celebrate.
• Enhanced family leave for all new parents.
• Giving back day, select a charity of your choice and spend the day volunteering with them.
• Regular social events such as annual Christmas party, summer gathering and team building days out.
• Special recognition, we celebrate big birthdays, long service, retirement and great performance.
• Employee introduction and client referral bonuses.
• Personal development programmes to support career growth including various talent development programmes, group update annual workshops and access to a range of CPD courses.
• Access to an instant voucher and cash back app.
• Strong emphasis on wellbeing, access to services such as 24/7 access to mental health helpline and legal/financial help.
• 5% employer pension contribution, income protection and life assurance.
• A flexible benefits programme to opt into further benefits which you can tailor to suit your lifestyle such as bike to work, gym membership, private medical insurance, dental insurance and restaurant card.

We do not pay agency fees where speculative and unsolicited CVs are submitted to Haines Watts by any means. For any CVs which are submitted without instruction from the Haines Watts Recruitment team, Haines Watts reserves the right to contact and work directly with these candidates without payment of any agency fee.

It starts with you!

Some people think being an accountant is all about numbers. Here at Haines Watts we don’t! We believe it’s all about our people and the relationships they forge as well as the specialist insight that they might build over time. We’ve been around for 90 years, so we must know a thing or two.

Our clients come from all walks of life. They have different backgrounds, experiences, talents, skills and goals. Just like our people.

So, we have a question for you: are you looking for a job that’s just about the numbers? Or do you want a career which leans into who you are as a person. You will build a common foundation with your colleagues whilst progressing from Trainee to Manager, but from there, with our in-house programmes to help you, we actively encourage you to discover who you are as a person.

Is your preference to become a foremost authority in an accountancy specialism or someone who is energised by relationships with clients and teams? We value either career path equally, but we know that you will value one more than the other and we will support you on that journey of discovery.

You can find out more about us and our story here.