Assistant Manager

About K3 Capital Group:

K3 Capital Group is a dynamic and forward-thinking financial advisory services company with a strong focus on mergers and acquisitions, restructuring and business advisory services. Following our acquisition in February 2023, by the US PE firm, Sun Capital, our growth has accelerated. We are about to launch a transformational Transaction and Data Services business focussing primarily on due diligence and data analytics.

We are seeking to recruit team members across all grades from Associate Director to Trainee Associate to help grow a Financial Due Diligence and data analytics line of business within our mid-market segment across different regions, initially in the UK. This strategic initiative aims to leverage existing relationships across the K3 Capital Group, with full support from our owners, Sun Capital, a US private equity firm.

Role Overview for Manager / Assistant Manager:

As a manager with typically three years’ experience focusing on transaction services and/or operational finance, you will play a pivotal role in driving the growth and success of this new line of business.  This is an exciting and unique opportunity to help shape the future of the new service line; Strategy & Data.  The ideal candidate will be a highly motivated self-starter who is looking to further their career at the crossover of deal advisory and finance operations. This is a truly unique opportunity to work within a US private equity backed entrepreneurial boutique and grow a relatively new service line to a pre-existing and wide-ranging client base. As the business grows so will your responsibility and seniority.

You will also be required to lead smaller engagements (with support) and assist the directors and assistant directors in running more complex engagements, keeping the client informed of any issues as they arise.  Not only will you get the chance to build relationships with our client base and work with more traditional corporate finance and private equity firms, you will also be supported to further develop your own network of potential clients and intermediaries.

Responsibilities:

· Develop a detailed understanding of the business and its clients

· Lead smaller engagements from start to finish, with support from the directors and assistant directors, liaising with the client and target as appropriate

· Analyse and present insightful analysis of a business’s financial performance including it’s key value drivers and trends

· Reconstruct or prepare historical management accounts with key commentary explaining movements, to management

· Assist management through FDD processes, providing valuable insights in maximising value

· Manipulate large data sets to provide compelling, value add outputs

· Effectively communicate insights, requirements and timelines both internally and externally

Essential requirements:

· Three years’ experience in a transaction services or finance team role (or equivalent)

· Practical knowledge and experience working in operational finance, financial process including working with bookkeeping systems (e.g., Sage, Xero)

· Excellent analytical and data insight skills with ability to draw data driven insights

· Fluency in Excel

· Chartered accountancy qualification or equivalent (ICAEW/ACCA qualified)

· Strong analytical and communication skills

· Ability to work with others effectively in teams and being able to work under own initiative under tight timeframes

· Commercial mindset and the ability to present to clients effectively

· Ability to manage teams and prioritise workloads

Desired requirements:

· Entrepreneurial / commercial mind set

· Strong interpersonal and relationship skills – social skills are desirable for networking

· Passion for helping clients achieve their potential

· Proactive thinker, capable of strategic insight

· Skills with analytics tools such as Power Bi, Tableau and Alteryx.