Joshua Blyth-Mallett
Birmingham,West Midlands
Summary
A highly experienced transaction services professional with significant multi-sector experience, operating nationally and globally with private equity and corporate transactions. Adept at distilling key findings from complex data analysis and presenting to senior finance professionals. Excellent communication skills allowing efficient and effective output both as an individual and as a team player.
Overview
8
8
years of professional experience
11
11
years of post-secondary education
Work History
Manager
Transaction Services, Cooper Parry
Birmingham
07.2022 - Current
- Leading and supervising the delivery of buy-side and sell-side financial due diligence reports
- Drafting and reviewing due diligence reports and underlying data packs for private equity and corporate clients both nationally and globally
- Liaising with lead advisors, lawyers, target management and client to ensure deadlines are met
- Utilising my internal network to help provide client with a full advisory service including referring modelling, technical accounting, and SPA review
- Using my knowledge of the specific transaction mechanisms to refine the due diligence work to provide clarity on the areas that can influence deal values for my clients
- Compiling and analysing data into well-presented data packs that support the due diligence findings
- Business development including assisting in the production of marketing material and pitch documents, as well as market research and external networking
- Delivering training to help develop more junior members of the department
- Maintaining and growing client relationships whilst managing client expectations
- Upwards management of Directors and Partners to ensure projects are running smoothly
Manager
Transaction Advisory Services, Grant Thornton
London
07.2021 - 06.2022
- Leading and supervising the delivery of buy-side and sell-side financial due diligence reports
- Drafting due diligence reports and data packs for private equity and corporate clients both nationally and globally
- Liaising with lead advisors, lawyers, target management and client to ensure deadlines are met
- Consulting with sector specialists on complex industry-specific matters, as well as attending industry-specific training sessions
- Utilising my internal network to help provide client with a full advisory service including referring modelling, technical accounting, and SPA review
- Using my knowledge of the specific transaction mechanism to refine the due diligence work to provide clarity on the areas that can influence deal values for my clients
- Compiling and analysing data into well-presented data packs that support the due diligence findings
- Business development including assisting in the production of marketing material and pitch documents
- Maintaining and growing client relationships whilst managing client expectations
- Upwards management of Directors and Partners to ensure projects are running smoothly
Assistant Manager
BDO
Birmingham
01.2021 - 06.2021
- Leading the delivery of buy-side financial due diligence reports and assisting with the delivery of sell-side financial due diligence reports
- Drafting due diligence reports and preparing data analysis for private equity and corporate clients both nationally and globally
- Building relationships with the management team of target businesses to ensure deadline are met
- Utilising my knowledge of other services to identify and communicate other services for referral opportunities such as modelling, technical accounting, and SPA review
- Using my knowledge of the specific transaction mechanisms to identify adjustments to the transaction mechanisms that may influence deal values for my clients
- Compiling and analysing large data sets into well-presented data packs that support the due diligence findings
- Development and training on data pack preparation using data analytics (PowerQuery and PowerBI).
- Business development including assisting in the production of marketing material and pitch documents
- Upwards management of managers, directors and partners to ensure projects are running smoothly
Executive
BDO
Birmingham
11.2018 - 01.2020
- Assisting in the delivery of buy-side and sell-side financial due diligence reports
- Drafting due diligence reports and preparing data analysis for private equity and corporate clients both nationally and globally
- Building relationships with the management team of target businesses to ensure deadline are met
- Building internal networks to improve my knowledge of other services to identify and communicate other services for referral opportunities
- Compiling and analysing large data sets into well-presented data packs that supported managers in the identification of due diligence findings
- Business development including assisting in the production of marketing material and pitch documents
Assistant Audit Manager
Deloitte
09.2015 - 10.2018
- Completed ACA Case Study exam and qualified as an ACA Chartered Accountant.
- Checked large and complex data sets to identify controls failures, fraud and concerning trends.
- Carried out thorough reviews of documents and completed accurate audit reports.
- Interpreted financial statements, account records and detailed numerical data to make accurate audit assessments.
- Logged audit work, noted findings and compiled evidence of misdeeds.
- Minimised risk by maintaining up to date knowledge on industry and regulatory changes impacting audit operations.
- Planned and executed accounting audits to validate records and systems for compliance with UK Generally Accepted Accounting Principles (GAAP).
- Compiled and organised extracted data for review and analyses.
- Applied auditing expertise and industry knowledge to consistently complete quality audits on schedule.
- Prepared comprehensive audit reports, facilitating accurate measurement of audit findings against set KPIs.
- Handled diverse client portfolio work, establishing goals and supporting achievement to deadline.
- Provided advice to management regarding company strengths and weaknesses.
- Stayed abreast with industry trends, technology and development.
Senior Audit Associate
Deloitte
Birmingham
09.2016 - 09.2017
- Completed Professional and Advanced stage ACA exams with an average of 64% and 66% respectively.
- Led delivery of internal financial audit assignments in accordance with FRS 102 and UK GAAP standards.
- Established working relationships with controllers and accounting staff to complete audits in line with client specifications.
- Facilitated efficient audit execution, acting as principal contact for clients during on-site fieldwork.
- Led and supervised on-site teams of up to five juniors to achieve client satisfaction across all categories of audit engagement.
- Accurately identified audit scope, staff requirements, timetable and budget to consistently meet project goals.
- Completed audit documentation, including audit scopes and audit reports with faultless accuracy.
- Investigated and promptly addressed technical accounting issues to maintain high standards of process efficiencies.
- Developed test plans and methodologies to effectively evaluate and audit business processes and controls.
- Maintained up-to-date knowledge on business and economic issues, identifying and assessing risk factors and determining appropriate action to achieve maximum success.
- Applied auditing expertise and industry knowledge to consistently complete quality audits on schedule.
- Supported senior auditor in creating audit objectives and project scope for progression towards audit targets.
- Planned and executed accounting audits to validate records and systems for compliance with UK Generally Accepted Accounting Principles (GAAP).
- Logged audit work, noted findings and compiled evidence of identified errors.
- Conducted face-to-face meetings with clients to review process performance, identifying needs for adjustments.
- Prepared comprehensive audit reports, facilitating accurate measurement of audit findings against set KPIs.
- Carried out thorough reviews of documents and completed accurate audit reports.
Audit Associate
Deloitte
Birmingham
09.2015 - 09.2016
- Completed Certificate and Professional Level ACA exams with an average of 66%.
- Supported senior auditor in creating audit objectives and project scope for progression towards audit targets.
- Checked large and complex data sets using data analytics to identify controls failures, fraud and concerning trends.
- Planned and executed accounting audits to validate records and systems for compliance with UK Generally Accepted Accounting Principles (GAAP).
- Handled diverse client portfolio work, establishing goals and supporting achievement to deadline.
- Compiled and organised extracted data for review and analyses.
Education
ACA Chartered Accountant -
ICAEW
09.2015 - 09.2018
BSc (Hons) - Natural Science (Major in Physics)
University of Bath
09.2011 - 06.2015
A-Levels -
Royal Latin School
09.2008 - 07.2010
GCSEs -
Royal Latin School
09.2006 - 08.2008
Skills
- Financial services expertise
- Advanced financial analysis
- Critical thinking
- Financial model review
- SPA review
- Client and target relationship management
- Impeccable numeracy and literacy
- Excellent communication
Recent deals
- Acquisition of a c.£50m turnover occupational health business
- Acquisition of a c.£5m turnover change consultancy business
- Sale of a c.£20m turnover recycling and green energy business
- Sale of an education technology business (hosted online training for schools and colleges)
- Sale of a £40m revenue energy generation business
- Purchase of an asset management business with over £1bn of assets under management to a private equity house with multiple debt funders
- Undertook a three-month secondment for the Forensics department which helped develop my data analytics skills with large complex data sets
- Acquisition of two Texas based primary schools for an international schooling provider.
- SPA advisory for the sale of an asset management business.
Languages
English
Native
French
Upper intermediate
Timeline
Manager
Transaction Services, Cooper Parry
07.2022 - Current
Manager
Transaction Advisory Services, Grant Thornton
07.2021 - 06.2022
Assistant Manager
BDO
01.2021 - 06.2021
Executive
BDO
11.2018 - 01.2020
Senior Audit Associate
Deloitte
09.2016 - 09.2017
ACA Chartered Accountant -
ICAEW
09.2015 - 09.2018
Assistant Audit Manager
Deloitte
09.2015 - 10.2018
Audit Associate
Deloitte
09.2015 - 09.2016
BSc (Hons) - Natural Science (Major in Physics)
University of Bath
09.2011 - 06.2015
A-Levels -
Royal Latin School
09.2008 - 07.2010
GCSEs -
Royal Latin School
09.2006 - 08.2008
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