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Financial Analyst

2 months ago


Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
Management Accountant Role

AFH Wealth Management is a leading independent financial advisory and wealth management firm, committed to delivering exceptional services to our clients. We are seeking a highly skilled Management Accountant to join our Finance team, playing a crucial role in providing accurate and timely financial information to support business decision-making.

Key Responsibilities:
  • Financial Reporting: Prepare and present management accounts with supporting commentary and analysis, ensuring compliance with regulatory requirements.
  • Balance Sheet Management: Own and manage Balance Sheet accounts, ensuring accurate and up-to-date reconciliations.
  • Financial Statement Preparation: Support the preparation of financial statements and regulatory returns, ensuring timely submission.
  • Financial Analysis: Prepare financial analysis to support management decision-making, identifying trends and areas for improvement.
  • Collaborative Working: Collaborate with cross-functional teams to inform accounting entries and provide business partnering support.
  • Process Improvement: Support the development of internal systems and processes to achieve best-in-class performance.
  • Annual Audit Support: Assist with the annual audit process, ensuring seamless execution.
  • Reporting and Analysis: Provide reporting and analysis to support annual budgets and reforecasts, ensuring accurate and timely information.
Requirements:
  • Accounting Qualification: Level 7 Equivalent accounting qualification (CIMA, ACCA, ACA), minimum of part-qualified or finalist.
  • Analytical and Numerical Skills: Strong analytical and numerical skills, with attention to detail and accuracy.
  • Organizational and Planning Skills: Effective organizational and planning skills, with ability to work to deadlines.
  • IT and MS Office Skills: Strong IT and MS Office skills, with ability to learn new systems and tools.
  • Interpersonal and Communication Skills: Excellent interpersonal and communication skills, with ability to build strong relationships with colleagues and stakeholders.
Benefits and Perks:
  • Flexible Working: Enjoy flexible working and competitive holiday allowance, with annual buy and sell scheme options and your birthday off.
  • Social Perks: Participate in our annual Christmas and Summer parties, celebrating our employees' great work.
  • Pension Scheme: Contribute to our contributory pension scheme with Royal London, with death-in-service benefit.
  • Bonus Scheme: Receive a competitive salary and discretionary annual bonus, following completion of a year's service.
  • Health and Wellbeing: Access the MediCash app, claiming cashback on health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
  • Professional Development: Pursue your career goals through tailored learning and development programmes.
  • Shopping Discounts: Enjoy discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.