Financial Management Expert
1 week ago
Manage a portfolio of clients with lead accounting and finance input.
Prepare business plans & forecasts with clients using Excel and/or dedicated forecasting software.
Be responsible for the production, review and submission of annual statutory accounts, confirmation statements and all other compliance, including Research & Development tax claims.
Conduct pre-year end checks with clients to identify risks and opportunities available to individuals and companies in terms of financial reporting and tax planning.
Identify tax efficient planning opportunities for clients and deliver through to completion (e.g. EIS investment, EMI share incentive plans etc.).
Produce monthly management information, tailored to clients' requirements - and debrief this to the management team of the client. Reports generally take the form of one of the following:
- Management accounts pack and presentations
- KPI Dashboards
- Operational & financial briefing reports
Attend client board meetings to present, review financial performance and set strategic goals for the upcoming period.
Reconcile balance sheet accounts periodically and maintain clear supporting schedules, including posting month-end accounting journals such as prepayments and accruals.
Assist clients with training and consultancy advice.
Identify potential opportunities for providing additional services to existing clients, and services to new clients.
Oversee Assistant Management Accountants with their responsibilities, prioritising workload (bookkeeping, payrolls, VAT Returns, accounts etc) and supporting them with their personal development plans.
By applying for this role, you provide permission for Purely Recruitment to submit your personal information for review by the prospective employer.
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