Senior Financial Strategist

5 days ago

London, Greater London, United Kingdom Intellect Group Full time
About the Role

We are seeking a highly skilled Senior Financial Strategist to join our dynamic team at Intellect Group. As a Senior Financial Strategist, you will play a critical role in designing, building, and managing end-to-end financial functions for our clients.

Key Responsibilities
  • Client Delivery:
    • Lead project teams composed of financial experts, overseeing tasks from financial planning to the creation of complex financial models.
    • Design and manage complex financial systems and processes for our clients, including financial planning, budgeting, and forecasting.
    • Provide clients with commercially relevant financial insights, including financial dashboards, board packs, and business models.
    • Analyze and solve complex financial problems presented by clients, designing tailored financial solutions.
    • Oversee financial compliance routines, including financial reporting, tax compliance, and payroll management.
  • Client Management:
    • Act as the primary senior contact for an assigned portfolio of clients, managing and nurturing relationships.
    • Address and resolve delivery issues swiftly, leveraging support from across the firm and senior partners as needed.
    • Manage the commercial aspects of client relationships, including fee management, billing, and debtor issues.
  • Business Development:
    • Identify opportunities to expand services and add value to existing client relationships, collaborating with various teams across the firm.
    • Contribute to new client pitches and general business development activities, helping to grow the firm's client base and service offerings.
    Requirements
    • Professional accounting or finance qualification (e.g., ACCA, ACA, CIMA, CFA).
    • University degree preferred, though extensive experience may be considered in lieu of formal education.
    • Proficiency in financial software, including Xero and other SME finance software.
    • Advanced skills in Excel and Google Sheets, including pivot tables, lookups, logic formulas, and advanced charting.
    • Expertise in building financial models, particularly cash flow forecasts.
    • Strong presentation and communication skills, with experience in creating professional reports and slide decks for boardroom presentations.
    • Exceptional time management and project management skills, capable of handling complex projects and high task loads.
    • Solid understanding of commercial and operational aspects of business management.
    • Knowledge of core business taxes and compliance requirements, including VAT, Corporation Tax, and Payroll.
    • Strong grasp of accounting principles, particularly in managing P&L and Balance Sheets.
    • Experience with data analytics and dashboard platforms like Power BI or Google Data Studio is a plus.
    What We Offer
    • Competitive salary range of £60,000 – £80,000, depending on experience, plus performance-related bonus.
    • Hybrid and flexible working arrangements to support work-life balance.
    • Private Medical Insurance
    • Death in Service benefit (4x salary).
    • Generous holiday allowance.

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