Lead Financial Reporting Analyst

3 weeks ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our comprehensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and corporations.

We pride ourselves on delivering award-winning client services by recruiting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves support throughout their financial journey.

Our exceptional growth and innovation are fueled by our core principles: Personalization, which emphasizes understanding our clients' unique needs; Partnership, which fosters collaborative relationships with our clients; and Performance, which showcases our extensive expertise to achieve outstanding results.

Role Overview

We are looking for a skilled professional to join our Finance Management Accounts team, specifically within the Revenue Reporting division in Liverpool. This team is tasked with Revenue recognition and reporting on Assets under Management. The successful candidate will adhere to established standards and guidelines.

Key Responsibilities

  • Collecting, analyzing, reporting, and addressing any discrepancies in the reporting of Assets under Management (AUM) for the Group.
  • Extracting revenue data from various source systems to compile, review, and record revenue entries.
  • Reconciling revenue entries with cash receipts and promptly addressing any discrepancies.
  • Updating reconciliations for control frameworks and preparing files for auditors.
  • Assisting in the compilation of Revenue and AUM data for regulatory submissions.
  • Developing an understanding of the operational systems utilized for fee collection and business services, while proactively resolving issues.
  • Ensuring all tasks are executed to a high standard, meeting deadlines, and reporting any discrepancies to your line manager within agreed timelines.
  • Responding to inquiries via telephone and email in a timely and professional manner, prioritizing team needs.
  • Contributing to the evaluation of team tasks, identifying areas for improvement to enhance efficiency. Participating in and supporting any ad-hoc project-related tasks as needed.
  • Fostering a culture of quality to minimize errors and ensure exceptional service levels. Ensuring all work is completed with precision and escalating issues to the manager or relevant department when necessary.
  • Providing support and coverage for team members and the broader department as required.
  • Committing to ongoing professional development to maintain and enhance knowledge and skills in line with industry, regulatory, and internal standards.
  • Operating in compliance with Group policies and procedural manuals.
  • Performing any additional duties as required.

Required Qualifications

  • Professional accounting qualification.
  • Essential experience in a management accounts environment.
  • Experience in a financial services organization is beneficial but not mandatory.
  • Familiarity with systems and operational processes is advantageous.
  • Proficient in Microsoft Office applications.
  • Strong interpersonal skills, with the ability to communicate effectively both in writing and verbally to senior stakeholders.
  • Ability to work collaboratively within a team while also being comfortable working independently.
  • Demonstrated capacity to comprehend and summarize complex information clearly and professionally.
  • Quick problem-solving abilities.
  • High attention to detail and accuracy.
  • Strong organizational skills to manage workloads effectively and meet tight deadlines.

Additional Information

As a member of Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary package
  • Private medical coverage
  • Life insurance
  • Pension contributions
  • Flexible working arrangements (dependent on role)
  • Generous holiday entitlement
  • Option to purchase additional leave
  • Shared parental leave

We take pride in embracing the diversity that a varied workforce brings, reflecting the society we serve and our clients' needs. At Evelyn Partners, we actively support numerous employee resource groups and are committed to implementing various diversity, equity, and inclusion initiatives across the organization. We strive to create a workplace where all employees, regardless of their identity, background, or circumstances, feel valued and can reach their full potential in a safe, supportive, and inclusive environment.

We are open to making reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter if you require any assistance.

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