Senior Manager - Transactions Advisory Services

Job Description – Senior Manager – Transaction Advisory Services

Job Title: Senior Manager – Transaction Advisory Services

Location: Birmingham – with occasional travel to Worcester and Droitwich offices

Hours: Full time 37.5

Hybrid Working: 50% office based

Qualifications: ACA / ACCA or equivalent preferred

About Ballards:

At Ballards, we're more than accountants, we're trusted business advisers, strategic partners, and problem solvers. Since 1985, we've been helping ambitious businesses, charities, and private clients achieve sustainable growth through expert accountancy, tax, audit, and consultancy services.

Today, with over 150 talented colleagues across the Midlands, we're proud to be one of the region's fastest-growing independent firms. Our success is built on lasting relationships, exceptional client service, and a collaborative, people-first culture where everyone has the opportunity to make a meaningful impact.

What sets us apart is our integrated approach. Alongside our market-leading accounting and tax expertise, we provide specialist consultancy in technology transformation, talent strategy, and brand and digital marketing, enabling us to deliver innovative, forward-thinking solutions that help our clients succeed in an ever-changing world.

Joining Ballards means becoming part of a progressive and ambitious firm that invests in its people, encourages innovation, and supports professional development at every stage of your career. If you're looking to build your future with a firm where your ideas are valued, your development is championed, and your work makes a real difference, we'd love to hear from you.

Role Overview

As Senior Manager within Transaction Advisory Services, you will lead financial due diligence engagements from commencement to completion, acting as the primary day-to-day contact for clients and managing multiple assignments simultaneously. Working closely with Partners and Directors, you will deliver high-quality financial analysis, oversee project teams and provide commercially focused advice throughout transactions.

You will also help develop our growing team through coaching and mentoring, support business development and strengthen our sector expertise across healthcare, education and childcare. This is an opportunity to take ownership of delivery and play an important role in the continued growth of our Corporate Finance offering.

Duties/Responsibilities of the Senior Manager – Transaction Advisory Services:

Financial Due Diligence & Transaction Delivery

• Lead financial due diligence engagements from scoping and planning through to final reporting and completion.


• Review financial information, analysis and transaction deliverables prepared by junior team members.


• Identify and communicate key financial findings, risks and commercial considerations.


• Maintain quality standards and ensure assignments are delivered to agreed deadlines.

Client & Project Management

• Act as the primary day-to-day client contact throughout transactions.


• Project manage multiple concurrent assignments, coordinating teams, deliverables and stakeholder communications.


• Manage client expectations and maintain strong working relationships with clients and advisers.


• Work closely with Partners and Directors to support effective transaction delivery.

Leadership & Team Development

• Coach, mentor and develop Assistant Managers, Executives and future team members.


• Delegate work appropriately, provide constructive feedback and support technical development.


• Contribute to effective resourcing and the development of a scalable, high-performing team.

Business Development & Sector Growth

• Support business development initiatives and ongoing client relationship management.


• Contribute to sector development, particularly within healthcare, education and childcare.


• Help identify opportunities for additional Transaction Advisory and wider Corporate Finance services.

Wider Corporate Finance Support

• Assist with the resourcing and delivery of larger lead advisory assignments where required.


• Collaborate with colleagues across the wider firm to deliver integrated client advice.

Essential Requirements of the Senior Manager:

• Substantial experience in Transaction Advisory Services, including hands-on financial due diligence delivery.


• Proven ability to independently manage transaction assignments from commencement through to completion.


• Strong financial analysis, accounting and commercial judgement.


• Experience managing concurrent projects and building trusted client relationships.


• Ability to review work, mentor junior colleagues and communicate technical findings clearly.


• Strong organisational, stakeholder management and collaborative working skills.

Desirable Requirements of the Senior Manager:

• ACA, ACCA or equivalent professional qualification.


• Transaction experience in healthcare, education, childcare or nursery sectors.


• Experience supporting lead advisory engagements and business development.


• Experience helping to build and develop junior teams.

Why Join Ballards?

At Ballards, you'll be part of a progressive, people-focused firm where your contribution truly matters. We offer:

• A collaborative culture where your ideas are valued and your success is supported.


• Career development opportunities with ongoing learning and professional growth.


• The opportunity to take ownership of transactions and help shape a growing advisory team.


• Exposure to a diverse client base and specialist growth sectors.


• A competitive salary and benefits package, with a focus on supporting wellbeing and work-life balance.