Financial Operations Lead

3 weeks ago

Cardiff, Cardiff, United Kingdom People Source Consulting trading as Experis Full time
Position Overview

Financial Operations Lead / Senior Management Accountant

Salary Range: £45,000 - £50,000 based on experience

Location: South Wales

Work Arrangement: Primarily Remote with one office visit per month

We are seeking a Financial Operations Lead / Senior Management Accountant to become a vital part of a thriving and expanding technology consultancy firm.

This organization collaborates with a diverse array of clients across various industries, including several prestigious and well-recognized brands.

The ideal candidate will possess a passion for overseeing financial processes and implementing best practices.

As the organization continues to expand, there will be opportunities to develop and manage a finance team.

Key Qualifications:

  • Proactive in cultivating strong relationships with internal teams, suppliers, subcontractors, and clients.
  • Experience in managing comprehensive financial processes, from providing essential financial data for proposals to order management, account setup, and overseeing invoicing and payments.
  • Enjoys a hands-on role, reporting directly to the CFO who will provide strategic direction and support, alongside guidance from external accountants.
  • Responsible for the daily functions of the finance department.
  • As the company scales, will identify additional staffing needs to build, train, and lead a finance team.

Core Responsibilities:

Management Reporting

  • Work collaboratively with internal departments to collect necessary data for setting invoicing expectations for clients and subcontractors.
  • Ensure daily reconciliation of all invoices and payments in Xero for precise, real-time reporting to the CFO.

Payroll Management

  • Oversee the monthly payroll for 30 permanent employees, including managing HMRC PAYE submissions and reporting.
  • Distribute payslips to staff and address any payroll-related inquiries.
  • Calculate and issue P11Ds, P60s, and P45s, along with all relevant HMRC submissions.
  • Administer sick pay and verify expense claims in accordance with the company's expense policy, ensuring all necessary documentation is collected for client invoicing and tax compliance.

Sales Ledger Management

  • Ensure accurate setup and maintenance of client information.
  • Request purchase order numbers for new orders, maintain internal tracking systems, and resolve any issues.
  • Prepare and dispatch monthly invoices.

Credit Control

  • Verify receipt of payments from clients and reconcile them in Xero.
  • Send reminders to clients for overdue payments.
  • Address invoicing queries by liaising with subcontractors and internal staff, escalating unresolved payment issues internally.

Purchase Ledger Management

  • Ensure accurate setup of suppliers and proper documentation is received and recorded.
  • Verify supplier invoices for accuracy and VAT compliance, resolving any discrepancies as needed.
  • Post invoices to Xero, ensuring correct account allocation.

VAT Management

  • Prepare quarterly VAT returns for review and submission by external accountants.

Accounts Collaboration

  • Work with external accountants to provide necessary information for the preparation and submission of statutory accounts.

Employee Benefits:

  • Pension Scheme
  • 25 days of annual leave plus Bank Holidays
  • Additional day off for Birthday
  • Healthcare Scheme
  • Employee Assistance Programme
  • 24/7 Employee Support
  • Mental Health Support and Wellbeing Initiatives
  • Employee Rewards and Recognition Programs
  • Cycle to Work Scheme
  • Employee Discounts at over 900 retailers
  • Company Events

This position is primarily remote, with the office located in South Wales, requiring one day per month on-site for meetings.

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