Operational Finance Lead (Qualified Accountant)
We're looking for an Operational Finance Lead who will have oversight and responsibility for a portfolio of clients. The right person will work very closely with their portfolio businesses, ultimately getting to know them inside-out, as if heading up their internal finance team.
If you're ACA/ACCA qualified (or very-nearly-qualified) with 4+ years' experience within an accountancy practice, and have experience managing a team of accountants, you could be who we want to welcome to join our team.
Day-to-day walkthrough of the role
You will benefit from managing a team of part-qualified and training accountants who will deal with the processing of daily operational finance tasks for clients in your portfolio, under your direct supervision. It will be your responsibility to ensure that your clients’ accounts are always kept up-to-date, as they will rely on us to do so to enable them to make real-time business decisions.
Each month you will prepare a management information pack for clients in your portfolio - typically comprising a P&L, Balance Sheet, Cash Flow Statement, forecasts and projections, and a concise and useful executive summary. You will have the freedom to build out and tailor these management reports in any way that is most valuable and useful for each individual business.
Organising regular meetings with the clients in your portfolio to discuss their accounts and their general business will be essential, and they will ultimately turn to you as their first port of call for any conversations related to the business’ finances.
Essential skills & knowledge
* Conscientious and organised, must be able to prioritise and organise workload to work to tight deadlines
* Confident and personable
* Hard-working, trustworthy and diligent, must have good attention to detail and take pride in presenting accurate work
* Ability to apply commercial thinking, and having an understanding that your advice should have more depth than just talking directly about the numbers
* Must be numerate and have good literacy and general communication skills
* Tech-proficient – must be confident and comfortable learning and using new software and accounting-related apps
* Proficient in the use of general bookkeeping software – Quickbooks, Xero, Sage, etc
* Had experience using invoice-entry software – Dext, Apron, etc
Desired qualifications & experience
* ACA/ACCA qualified or very-nearly-qualified with 4+ years’ experience within an accountancy practice.
* Experience in managing a team of accountants, and experience in managing a portfolio of clients having had responsibility for their requirements and deadlines.
* Full UK driving licence.
We're forward-thinking and innovative; we're not just any old accountancy firm.
Our unique model affords our people the experience of an industry accountant, whilst being underpinned by the support of an ICAEW accountancy practice.
Ready to be part of something different? Let's shape the future of accountancy together.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management and Manufacturing
Industries
Accounting
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