Transaction Services Executive - Corporate Finance

We are on the lookout for motivated and committed individuals to join our independent award-winning M&A advisory firm.

Cortus Advisory Group helps buy, sell, fund, grow and fix businesses and operates across six UK offices in Leeds, Manchester, Preston, Nottingham, Birmingham and London. The overall vision for Cortus is to create a truly collaborative and inclusive professional services business where everyone can have a varied, enjoyable, and successful career. In just under five years, Cortus Advisory Group has become one of the fastest growing independent financial advisory boutiques in the UK. Cortus is founded on simple key values of Integrity, Collaboration and Expertise , and we demonstrate them around our foundations of supporting Colleagues, Clients and Communities.

Our own working philosophy is particularly supportive, and you will have access to our market leading training and development programme, RISE, which focuses on technical skills, complex behavioural skills and coaching. We are proud that many of our (repeat) clients put environmental concerns and ESG policies at the heart of their own business agenda. Cortus is forward-thinking, embracing innovation and technologies such as AI to enhance its services and deliver cutting-edge solutions for clients.

We are seeking a highly motivated and analytically minded Transaction Services Executive to join our Financial Due Diligence (FDD) team. In this role, you will support buy-side, sell-side and refinancing transactions across a diverse range of sectors, helping clients understand the financial health, underlying performance, and key risks of target businesses.

Financial Due Diligence

Perform detailed analysis of financial statements, including income statements, balance sheets, cash flow statements, and working capital.

Compilation and analysis of financial data including identification of trends, preforming sector and client research, attending meetings with clients and in general.

Identify key trends in profitability, earnings quality, cash flow drivers, and business performance.

Assess normalised EBITDA, run-rate performance, and pro‑forma adjustments.

Providing Financial Due Diligence services to investors, corporate and entrepreneurs looking to buy, sell or refinance their business.

Contribute to due diligence reports, highlighting key findings, risks, and commercial implications.

Support senior team members in managing engagements from planning to completion.

Present observations and financial insights to managers and partners.

Assist in liaising with clients, vendors, legal advisors, and other stakeholders throughout the transaction process.

Project & Team Support

Help structure and coordinate workstreams across multiple engagements.

Contribute to project timelines, ensuring deliverables are met accurately and on schedule.

Support the team in building sector knowledge and market insights.

You will get on the job training from an experienced management team as well as benefiting from a thorough on-boarding programme to ensure you transition successfully into the role.

We have roles available in Birmingham and Nottingham with occasional travel to other offices in the UK and client premises.

ACA, ACCA, or equivalent — a minimum of one year post qualified.

Strong financial analysis skills with an excellent understanding of accounting principles (UK GAAP and IFRS).

Experience in audit, corporate finance, or financial analysis (typically from a professional services environment).

Ability to explain complex financial issues clearly and concisely.

Proficiency with Excel and ability to handle large datasets confidently.

Strong interpersonal, communication, and report-writing skills.

Prior experience in Transaction Services, FDD, or M&A advisory.

Experience with private equity clients or entrepreneurial mid‑market businesses.

Understanding of sector trends in the UK mid‑market and/or private equity landscape.

Commercial mindset with an interest in deals, business performance, and value drivers.

You will need to demonstrate commercial awareness and personal effectiveness skills.

A keen interest in AI and data analytics is also valuable.

During our application process, you will be asked three questions to help us learn more about you and how you align with our values. We respect and support our colleagues, promoting diversity and inclusion with everyone having the opportunity to do the work they enjoy.

Collaboration is key - We work closely with our clients in an agile manner to ensure we provide the right team, with the right skills, to deliver the best solution. to invest in our local communities.

Our Expertise makes us best in class - We strive to maximise the potential of our team through focused training programmes. We take ownership of our work and we never compromise on quality.

Competitive base salary and bonus (benchmarked twice a year to market)

Annual Leave - Team members receive 25 days of annual leave plus public holidays

Birthday Leave - Take the day off to celebrate your birthday

Company sick pay

Option to purchase annual leave

Flexible working options

Enhanced paternity / maternity / sick leave

Annual Peer/Mentoring allowance

Medicash health plan

Pension salary sacrifice scheme - with employer contributions being paid on full salary

Nursery salary sacrifice

Cycle to work scheme

Employee Assistance Program (EAP)

Financial wellbeing

Elderly care family support

Virtual GP

Mental health support

Supported study programmes

Referral bonus

We welcome the use of AI to polish your narrative, explore ideas and structure your thoughts –– but remember we want to see the real you. We also believe that every candidate should have an equal opportunity to demonstrate their abilities so if you need any adjustments during the hiring process, let us know so we can support you.