Through acquisition, our client name was established in 2021 with the objective of creating a leading, advice led wealth management business throughout the UK.
The brand has structured itself into two business segments. The first, focuses on regulated financial advice and the second, on investment management services.
The companies acquisitional story is already well advanced and on a national scale set to continue for years to come.
Due to continued headcount across the group and its wider infrastructure, our client now seeks to recruit within their Group Finance Department for a Group Financial Accountant.
This team is responsible for the management and financial accounting for all its entities, covering the following core areas:
- Management Reporting (single entity & consolidation)
- Financial Reporting
- External audit
- Cashflow and Treasury
- VAT
- Regulatory Reporting
- Accountants Payable
- Payroll
- Income Reconciliation
- Transfer Pricing
- Intercompany Recharges
- Budgets and forecasting
This new role will include responsibility for the following:
- Integration and aligning process across newly acquired business
- Streamlining group structure
- Closing smaller entities to reduce the number of entities within the group.
- Production of Month End and Statutory accounts & assist with audit
- Representing finance and working with the integration team
- Preparing sole entity and consolidated month end management accounts
- Develop the management reporting packs
- Preparing sole entity financial and consolidated financial accounts and liaising with the external auditors and corporation tax team
- Enhancing and Improving Processes and Policy
- Assist the Accounts Payable team to implement software changes to enhance efficiencies
- Partner the individual businesses providing information on performance and cost analysis
While the production of month end and statutory accounts elements will be core, other ad-hoc projects will arise which will provide variance, challenge and further learning opportunities.
The finance team all work remotely but have a collaborative, open and trusting working relationship. Support is provided and shared workloads encouraged.
Competencies and Behaviours
Communication
- Ability to communicate clearly and appropriately across all levels of the business
- Demonstrate excellent interpersonal, written and verbal communication skills.
Teamwork
- Ability to work cross functionally and to build and develop effective working relationships.
- Maintain the strictest confidences with sensitive matters, including preparing and reviewing documentation.
Problem Solving
- Ability to analyse problems and offer solutions objectively and to operate independently, making high level decisions on behalf of stakeholders within a fast paced and complexed setting.
Self-Management
- Strong time-management skills and the ability to organise and coordinate multiple projects at once.
- Full competency in diary management, can apply good judgement and understands competing priorities
Technology
- Maintain a high level of computer literacy, be competent in using advanced Excel spreadsheets, Word, mail-merge, and other applications.
- Experience using Xero accounting software.
Experiences
- Qualified Accountant
- Experienced accounts preparation
- Familiarity within a regulated environment
The company enjoys an excellent working culture where staff retention is excellent. This is an award winning, notable brand and one which is going through rapid acquisitional expansion.
A highly attractive salary, discretionary company bonus, alongside comprehensive benefits are available whilst being recognised as an important member to the finance team and its future success.
The business is looking to interview as soon as possible, please apply to us here at Recruit Wealth for an immediate response.