Manager – Financial Diligence – Financial Services, Edinburgh

Overview

In this Manager role, you lead financial due diligence for financial services transactions, driving analysis and commercial insight across Banking & Capital Markets, Insurance, and Asset Management. You work in multidisciplinary teams to assess opportunities, risks and value drivers throughout deals, delivering high-quality client deliverables and shaping transaction outcomes. You’ll collaborate across service lines, coach juniors, and contribute to business development. This is a chance to influence significant transactions within EY’s Financial Services practice in Edinburgh.

Responsibilities

• Lead day-to-day execution of financial due diligence engagements
• Manage project plans, deliverables and timelines across multiple engagements
• Analyze financial and operational information to identify key findings, risks and opportunities
• Prepare and review client deliverables including reports, presentations and stakeholder discussions
• Support clients in understanding transaction implications with commercially focused recommendations
• Build strong client relationships and act as a trusted contact throughout engagements
• Collaborate with Strategy and Transactions, Tax, Valuations and other service lines
• Coach and develop junior team members, providing regular feedback and on-the-job support
• Contribute to business development, client relationships and recruitment activities

Key requirements

• ACA, ACCA or equivalent professional qualification
• Experience in Financial Due Diligence, Transaction Services or a related advisory environment
• Financial Services sector experience (Banking & Capital Markets, Insurance or Asset Management)
• Strong commercial awareness and understanding of transaction processes
• Commitment to delivering exceptional client service
• Strong analytical and problem-solving capabilities
• Ability to manage competing priorities and deliver high quality work under tight deadlines
• Strong communication and stakeholder management skills
• Experience reviewing and presenting findings to internal and external audiences
• Collaborative approach and commitment to team development

• analytical thinking
• problem-solving
• communication
• financial analysis
• due diligence
• transaction services

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