We are looking for someone who can lead some of their finance team colleagues to deliver and present monthly management accounts, cashflows and other relevant financial information to either Charity, Chartered Body or Membership Association clients. Occasionally, there will be some exposure to commercial clients.
You will also speak to the clients (this can be to budget holders to senior management teams). You will be leading on a varied but small portfolio, where you will be the lead person.
Responsibilities:
- Preparing management accounts to a 'year-end' standard to be audited by top firms including lead schedule reconciliations and Wages Journal
- Preparing budgets and work with the client's teams to respond to ad-hoc requests
- Quarterly VAT returns to complete on behalf of clients
- Monthly summary cash flow monitoring
- Monthly reporting - detailed profit & loss including departmental analysis, variances, balance sheet and any updates to forecasting including conversion from existing Excel reports to Power BI
- Annual year end audit file preparation
- Support during the audit of the statutory accounts
- Budget preparation, review and liaison with all budget holders
- Preparation and submission of the charity commission return
- Monthly visits (in person or virtually) to discuss the management accounts and any other finance matters with the nation heads and COO
- Attendance at Finance committee or Audit & Risk meetings throughout the year
- Attendance at four Board meetings to present the current financial position including preparation time.
About You:
- 5 years+ experience either within practice or industry
- ACCA/ACA qualified or newly qualified
- Good basic accounting skills and enjoy a varied role
- Good communication skills are essential
- Able to build strong relationships
Benefits:
- Hybrid working following probation
- Birthday day off
- Quarterly functions and events
- Car parking permit
- Pension scheme
- Group life assurance x4 salary
- Long service awards
- Referral bonus
- Assistance programme
- Training and development