Senior Portfolio Manager
6 hours ago
Portfolio Leadership Role
We are seeking a seasoned accounting professional to lead our client services team and drive portfolio growth.
Key Responsibilities:
- Develop and maintain strong client relationships through regular communication and exceptional service delivery.
- Identify opportunities to expand portfolio sizes and contribute to business development initiatives.
- Manage portfolio finances, including driving monthly billing targets, monitoring recoveries, and forecasting.
- Oversee the development of senior and executive accountants within the team, providing coaching, training, and guidance.
- Promote and implement our bespoke software, ForSite, across the team and clients.
- Stay up-to-date with sector technical updates and share knowledge with the team.
About You:
- AAT qualified or part ACCA/ACA qualified.
- Strong accounting background and ideally experience in an accountancy practice.
- Excellent communication and interpersonal skills.
Join our team at PBR Executive Search Limited and contribute to our success.
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