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Finance Acquisition Senior Administrator
2 months ago
Job Summary:
We are seeking a highly skilled and experienced Financial Acquisition Senior Administrator to join our team at AFH Wealth Management. As a key member of our Finance Acquisitions team, you will play a critical role in ensuring the smooth integration of company acquisitions and monitoring their performance post-completion.
Key Responsibilities:
- Collate and review documentation supplied as part of the due diligence process
- Prepare financial due diligence for potential acquisitions for review
- Monthly analysis of acquisition income for comparison against due diligence
- Monitor and review existing acquisition bank accounts to ensure all post-completion income is remitted to AFH
- Liaise with the integration team regarding the transfer of acquisition client income following completion
- Analyze acquisition income post-completion, identifying anomalies, trends, and income tracking against target
- Liaise with product providers post-completion
- Review, produce, and monitor acquisition income for the earnout period
- Prepare acquisition deferred consideration reconciliations for review by supervisor/manager
Requirements:
- Finance experience is an advantage in this role
- Must be numerate and accuracy is essential
- Excellent knowledge of Microsoft Excel, including working knowledge of lookup/pivot tables/index match
- Excellent knowledge of Microsoft Word and Outlook
- Analyzing, interpreting, and organizing data
- Must have an eye for detail and accuracy
- Excellent planning and organization skills
- Excellent interpersonal and communication skills
- Ability to gain a detailed understanding of internal systems and processes
- Able to work as part of a team, or if required, under one's own initiative
Benefits of Working for AFH Wealth Management:
- Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to their job role once they have passed their three-month probation
- Contributory pension scheme, and death-in-service benefit
- Competitive salary and annual discretionary bonus, following one year's service
- Health benefit scheme – including digital gym subscriptions, dental, and optional treatments, and alternative therapies
- Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
- Enhanced maternity, adoptive, and paternity pay
- Loyalty bonus and additional holiday days, based on length of service
- Employee referral bonus scheme
- Social events
