Senior Financial Planning Accountant

23 hours ago


Carmarthen, Carmarthenshire, United Kingdom Yolk Recruitment Ltd Full time

Our dynamic organisation is seeking a highly skilled Senior Financial Planning Accountant to play a pivotal role in shaping financial insights and supporting strategic decision-making across departments.

About the Role
  • Prepare and review accurate monthly management accounts and performance reports for senior leadership, leveraging advanced Excel skills.
  • Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights and collaborating on key initiatives.
  • Coordinate statutory audit and accounts processes, working closely with external auditors to ensure compliance and quality standards.
  • Communicate and apply technical (accounting) changes to our firm's accounts, driving continuous improvement in financial processes and systems.
  • Collaborate with the Finance Director on partnership tax and accounting transactions, ensuring seamless execution and maximising financial efficiency.

This challenging role offers opportunities to work closely with senior leadership and contribute to the financial success of our organisation. The ideal candidate will have a strong background in management accounting, excellent communication skills, and proficiency in accounting software and Microsoft Office.

Requirements
  • Minimum of 5 years' experience in management accounting, with a focus on financial planning and analysis.
  • Professional qualification (CIMA, ACCA, ACA, or equivalent), with a proven track record of delivering high-quality results.
  • Excellent communication and presentation skills, with the ability to interpret complex financial data and communicate effectively with stakeholders.
  • Proficiency in accounting software, Microsoft Office, and advanced Excel skills, with a willingness to learn new tools and technologies.

We offer a competitive salary range of £65,000 - £80,000 per annum, depending on experience, plus additional benefits and opportunities for professional growth and development.



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