Portfolio Manager

4 weeks ago


Sheffield, United Kingdom Sewell Wallis Full time

Sewell Wallis are partnering with a forward-thinking and unique Accounting Practice based in Sheffield to recruit a Portfolio Manager / Client Finance Director Team Leader. As Portfolio Manager, you will join a multi-award-winning accountancy and advisory practice, supporting ambitious start-ups, scale-ups, and SMEs to automate their finances, optimise processes, and free up valuable time, all while helping to drive sustainable growth. You will manage your own portfolio of clients, lead a team of accountants, and contribute to the strategic development of the firm. What will you be doing? Leading, developing, and upskilling a team of accounting professionals delivering a comprehensive range of accounting and business advisory services.Acting as a strategic finance partner to client leadership teams, with a focus on growth, profitability, operational efficiency, and long-term financial planning.Overseeing automated financial systems, monthly management accounts, budgeting, forecasting, cash-flow management, and compliance requirements.Ensuring clients are audit-ready and well-prepared for fundraising, investment, or exit strategies.Bringing objective insight, financial discipline, and structured strategic thinking to client engagements.Leveraging the firm's software and technology solutions to enhance innovation and operational efficiency.Cham...


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    1 week ago


    Sheffield, United Kingdom Sewell Wallis Ltd Full time

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  • Portfolio Manager

    4 weeks ago


    Sheffield, United Kingdom Sewell Wallis Ltd Full time

    Sewell Wallis are partnering with a forward-thinking and unique Accounting Practice based in Sheffield to recruit a Portfolio Manager / Client Finance Director Team Leader. As Portfolio Manager, you will join a multi-award-winning accountancy and advisory practice, supporting ambitious start-ups, scale-ups, and SMEs to automate their finances, optimise...

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