Financial Planning Expert

2 hours ago


Stockport, Stockport, United Kingdom Dickson O'Brien Full time

Job Description:

We are seeking a highly skilled Financial Planning Expert to join our team at Dickson O'Brien. This is an excellent opportunity for an experienced Management Accountant looking to take the next step in their career.

About the Role:

The successful candidate will be responsible for managing all financial transactions, from fixed payments and variable expenses to stock management and budgets. You will lead a small team and ensure all deadlines are met. Your attention to detail and analytical skills will be essential in providing accurate quantitative information on the financial position, liquidity, and cash flows of the business.

Key Responsibilities:

  • Assist the director in the decision-making process by preparing budgets and financial forecasts
  • Manage the cash flow and financial plans of the business for review with the MD
  • Provide financial analysis and reports to the MD in a timely manner
  • Prepare costings for new projects as and when required
  • Review costings and look at pricing optimisation for all customers
  • Prepare monthly management profit and loss accounts for the MD
  • Monitor stock levels, place stock orders with suppliers and liaise with them through to delivery
  • Prepare draft company accounts for the external accountant
  • Have a hands-on approach to work with the support of another accounts team member to manage the overall finances of the company, assist with credit control and maintain accurate financial records
  • Work with the office team to ensure the highest possible standards of customer service

Requirements:

  • A minimum of 2 years' experience in a management accountant role
  • Well-developed verbal and written communication skills to relate to both customers and colleagues
  • Very good organisational and time management skills
  • Competent understanding of Microsoft Word, Excel, Power Bi, and further financial IT packages
  • Sage 50 software experience
  • Good attention to detail

Salary: £45,000 - £55,000 per annum, depending on experience.



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