Management Accountant

1 day ago


Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time
Management Accountant

At Equilibrium Financial Planning, we're more than just a Chartered Financial Planning company - we're a team of dedicated professionals passionate about helping our clients achieve their financial goals.

We've been recognized as one of the top 10 companies to work for in the Best Companies Top 100 List 2023, and we're committed to creating a work environment that fosters growth, excellence, and a healthy work-life balance.

Key Responsibilities:
  • Maintain accurate financial records, ensuring all financial transactions are properly recorded in the GP accounting system.
  • Develop and oversee financial systems and procedures, identifying opportunities for improvement.
  • Maintain a management accounts reporting model with relevant updates, such as the rollover of the financial year and code mapping.
  • Review all aspects of management accounts with both forward-looking and retrospective views.
  • Produce monthly accounts in a timely manner, providing clear and relevant analysis and narrative.
  • Maintain the financial plan to ensure a timely and accurate re-forecasting process.
  • Manage the income reconciliation process, developing and maintaining a robust system to ensure all income recognized in the financial statements is received.
  • Lead, mentor, and guide accounting team members to foster a high-performing team.
  • Deputise for the Finance Director when required.
  • Oversee the day-to-day operations of the Finance team, ensuring tasks are assigned and completed within specific timeframes.
  • Oversee Risk Management and Compliance responsibilities, including preparing and submitting VAT returns to HMRC, filing regular reports to the FCA, and reviewing monthly payroll prepared by the People department.
  • Ensure compliance with legal requirements, accounting standards, and company policies, staying up-to-date with industry, compliance, and regulatory developments.
  • Oversee the annual audit process to ensure efficient execution, maintaining clear communication and regular updates with all stakeholders.
Requirements:
  • Qualified accountant - CIMA/ACCA/ICAEW, with a minimum of 1 year post-qualification experience.
  • Growth: we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally.
  • Excellence: we will consistently work to high standards, showing great care and attention to detail in everything that we do.
  • Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job.
  • We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

We offer a competitive package, including a minimum of 33 days holiday plus bank holidays, which can increase up to 38 days based on length of service. We also provide a flexible working framework, allowing team members to work from home when appropriate and flex their work hours, where reasonable, in line with business requirements.

We're committed to supporting our team's development, covering the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

We're an award-winning company, and we're proud of our benefits package, which includes bonuses, pension, death in service, income protection, and more.



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