Corporate Finance Executive in Northampton at Haines Watts

Date Posted: 3/13/2018

Job Snapshot

Job Description

Haines Watts is a Top 15 firm of chartered accountants who specialise in advising and supporting business owners. We support over 35,000 companies and business owners around the UK, which gives our clients access to a huge amount of business expertise and knowledge. Our fresh thinking and practical business approach underpin our values.

About the role:

The purpose of the Corporate Finance Executive will be to assist with the management and administration of the Corporate Finance Team along with the opportunity to have accountability for a portfolio of clients. The role is central to the success and delivery of our services, including interpreting financial and non-financial information in order to prepare sales documentation for a range of clients.

Key Responsibilities:

  • To create and maintain a database of information relating to the team activity and clients.
  • To preparing all client approach letters.
  • Assist in the preparation of marketing flyers and information
  • To ensure all documentation is consistent with the client's request in relation to language, brand and style.
  • Assist in summarising financial information.
  • Preparing and issuing Letters of Engagement.
  • Support the financial billing process.
  • Attend client meetings and events as required.
  • Contributing to ideas that will improve processes and efficiencies.
  • Assist in the delivery of sales and marketing initiatives.
  • Diary management
  • Maintaining records.

About you:

  • To be an excellent communicator both verbally and written
  • To be numerically proficient
  • Experience in a corporate environment with sales/marketing knowledge is advantageous.
  • Candidates are not required to have a qualification in accountancy however experience of financial work processes is desired.
  • Ambition to succeed
  • To be open to study a professional qualification/training programmes in the future.