Financial Portfolio Manager
3 weeks ago
This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses.
As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations and work closely with a team of 14 professional staff who cover audit, accounts, and taxation services in a friendly and professional way.
The successful candidate will have a degree in finance or accounting and proven working experience in the professional services industry. They will also have a strong understanding of accounting and financial reporting principles and practices, as well as proficiency in MS Office and finance software.
The company offers a range of benefits, including company parking and generous holiday leave.
Key Responsibilities:
- Coordinate and complete annual audits.
- Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
- Advise on long-term business and financial planning.
- Work as part of an established team dealing with accounts, taxation, and some audits.
Requirements:
- A degree in finance or accounting.
- Proven working experience in the professional services industry.
- Strong understanding of accounting and financial reporting principles and practices.
- Proficiency in MS Office and finance software.
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