Corporate Finance Executive

Job Title: Corporate Finance Executive
Contract Type: Permanent
Location: Cardiff
Salary: 25000 - 35000
Reference: South 377
Contact Name: Elizabeth Owens
Contact Email:
Job Published: August 13, 2019 16:20

Job Description

As a Corporate Finance Executive at our Cardiff office you will be supporting the Corporate Finance team on all assignments and advising clients on strategic, funding and transactional issues.


About Us


We are the one of the fastest growing accountancy practices in the UK with over 2500 staff in over 90+ office locations.  Baldwins is part of the Cogital Group which has 4700 people Operating from 150 offices in 7 countries.   We are committed to providing an outstanding service to our clients and their businesses and provide a diverse range of compliance and specialist services specifically designed to our client’s individual needs.  We work with all types of businesses from sole traders to large national corporations and everything in between.  As a Group we have grown significantly both organically and by acquisition and by using a consultative approach we can offer a wide range of Business solutions, across Accounting, Audit, Tax, Payroll, Corporate Finance and Restructuring & Insolvency.


As a Corporate Finance Executive at our Cardiff office, your main responsibilities will include:


·       Undertaking tasks and preparing drafts across a portfolio of assignments for Manager review

·       Undertaking financial, market and other analysis for, and preparing draft documents on, a variety of corporate finance assignments including;

·           Business acquisitions, disposals and investments

·           Business valuations

·           Business planning and financial projections

·           Due diligence reporting

·       Drafting business plans and financial projections using Sage Winforecast and Sage Financial Forecasting for review by the Manager

·       Drafting reports presenting financial information suitable for a range of audiences, including clients, Government bodies and funders

·       Using source information and other documents to prepare public and private sector funding applications for review by the Manager

·       Present drafts and summarise issues in internal project meetings with the Director as appropriate and to support the Manager

·       Meeting clients to support the Assignment Manager and/or Assignment or Client Director to take notes, undertake real time changes and prepare action lists to ensure business plans, financial forecasts and other documents properly reflect the clients understanding of their business and proposed project

·       Develop an awareness of funding structures (public and private sector) and commercial requirements to support assignments efficiently

·       Have an awareness of the budgets set for assignments and support the Manager to meet them

·       Maintaining compliance with team procedures, templates and standards and suggesting improvements as appropriate

·       Support the Manager in the process documents for the department including updating the team worksheet

·       Take an active role in team matters including meetings

·       Manage time, balancing the priorities of a number of assignments and provide feedback to the Manager on progress on a regular and timely basis

·       Build on feedback from each assignment to develop skills

·       All other duties commensurate with this role



As a Corporate Finance Executive at our Cardiff office, your skills and qualifications will include:


•             Professional Qualification (ACCA/ACA)

•             Experienced user of Microsoft Office

•             Experience of using Sage Forecasting software (Desirable)

•             Experience of working in a professional organisation or commercial environment (Desirable)

•             Experience of dealing with customers or clients

•             Excellent numerical skills

•             Strong interpersonal and communication skills (both written and verbal)

•             Strong organisational and time management skills

•             Strong attention to detail & accuracy

•             The ability to manage own workload and prioritise to meet deadlines

•             Hold a full & clean driving license with daily access to a car (Desireable)

•             Able to act on own initiative

•             Able to work on own and as part of a team

•             Able to deal with people regardless of their position

•             Flexible approach, and ability to change in line with business needs

•             Problem solver with investigative nature

•             Act with integrity and respect confidential information


The Benefits:

Our clients deserve the best, the same goes for our people.  You will receive a competitive salary and benefits package.  Learning and Development is an integral part of the Baldwins Group.  We aim to provide the best support to our people to ensure that their development and knowledge is at the best level possible through professional qualifications, online training and self-development.

Our Culture:

Our Core Values & Behaviours underpin what Baldwins is all about. These are the foundations that we will continue to build and develop our business on as we move forward. Along with roles and responsibilities definitions, these Core Values & Behaviours are what we expect to be displayed by all staff and partners at all levels and at all times. Consistently demonstrating the Behaviours allows the Group to grow and achieve our  goals of Happy Staff, Happy Clients and  Financial Strength.