Financial Planning Manager
1 month ago
About Us
Purple Lime is a leading provider of outsourced accounting and finance services to ambitious businesses. Our mission is to deliver high-quality accountancy services using a blend of skilled professionals and the latest technology.
Purpose of the Role
We are seeking a qualified accountant with strong technical knowledge and excellent communication skills to join our team. The successful candidate will be responsible for managing a portfolio of clients, preparing financial plans and forecasts, and ensuring compliance with regulatory requirements.
Key Responsibilities
- Manage a portfolio of clients and provide lead accounting and finance input.
- Prepare business plans and forecasts using Excel and/or dedicated forecasting software.
- Produce, review, and submit annual statutory accounts, confirmation statements, and other compliance documents.
- Conduct pre-year end checks with clients to identify risks and opportunities.
- Identify tax-efficient planning opportunities for clients and deliver through to completion.
- Produce monthly management information and debrief the management team.
Requirements
- ACCA/ACA/CIMA qualified.
- Strong technical knowledge and excellent communication skills.
- Ability to manage workload and prioritize tasks.
- Experience in preparing management and year-end statutory accounts.
Location
Purple Lime operates a hybrid working model, allowing for flexible working arrangements. Our newly refurbished office in Callow Park, Brinkworth, provides a collaborative and productive environment.
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