Current jobs related to Financial Planning and Reporting Specialist - Leeds, Leeds - Equiniti

  • Quilter Financial Planning Professional

    5 days ago

    Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Job Overview:Quilter Financial Planning is a dynamic and growing company that provides expert financial planning services to individuals and businesses. We are seeking a highly skilled and ambitious individual to join our team as a financial planner.Main Responsibilities:Managing client relationships and providing ongoing supportDeveloping and implementing...

  • Financial Planning and Reporting Specialist

    2 weeks ago

    Leeds, Leeds, United Kingdom Austin Fraser Full time

    We are looking for a highly skilled Financial Planning and Reporting Specialist to join our team at Austin Fraser. As an Interim Finance Manager, you will play a crucial role in financial reporting, budgeting, and strategic decision-making in the Construction/Property sector.About Us:Austin Fraser is a leading player in the Construction/Residential...

  • Financial Planning and Reporting Specialist

    2 weeks ago

    Leeds, Leeds, United Kingdom IPS Group Full time

    About the RoleWe are seeking a dedicated Financial Planning and Reporting Specialist to join IPS Group's finance team in North Leeds.This is an exciting opportunity for a part qualified, newly qualified or qualified accountant to take the next step in their career with a growing and dynamic business.The ideal candidate will have strong analytical skills, be...

  • Financial Planning and Reporting Specialist

    7 days ago

    Leeds, Leeds, United Kingdom Agility Resoucing Full time

    Job OverviewWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our expanding global organisation based in the UK. As part of our finance team, you will be responsible for creating and maintaining management information and analysis, assisting with specification and design, and seeking to improve and standardise current...

  • Financial Reporting Specialist

    3 weeks ago

    Leeds, Leeds, United Kingdom Intellect UK Group Full time

    About Us: We are a dynamic and growing company in the financial industry, dedicated to providing exceptional service and tailored solutions to our clients.As a Financial Reporting Specialist, you will be responsible for crafting detailed reports and plans for our clients, using your analytical skills to present data clearly.Key responsibilities...

  • Financial Reporting Specialist

    7 days ago

    Leeds, Leeds, United Kingdom Sharp Consultancy Full time

    Sharp Consultancy is seeking a highly skilled Financial Reporting Specialist to join its team. The ideal candidate will have a strong background in financial analysis and reporting, with excellent communication skills.The estimated salary for this role is $60,000 - $80,000 per annum, depending on experience.About the Role:We are looking for a Financial...

  • Career Opportunity as Financial Planner

    5 days ago

    Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Job Description:Quilter Financial Planning is seeking a skilled and ambitious individual to join our team as a financial planner. In this role, you will be responsible for providing expert advice to clients on their financial planning needs.Key Responsibilities:Generating new client opportunities to grow your businessEnsuring clients make wise and profitable...

  • Financial Reporting Specialist

    1 week ago

    Leeds, Leeds, United Kingdom Hays Senior Finance Full time

    **Financial Reporting Specialist**Our client is seeking a Financial Reporting Specialist to join their UK & Europe team. The successful candidate will be responsible for preparing high-quality financial reports and analysis to support business decision-making.**Key Responsibilities:Prepare management accounts, including profit and loss accounts, budgets, and...

  • Financial Services Professional

    4 days ago

    Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...

  • Financial Reporting Specialist

    1 week ago

    Leeds, Leeds, United Kingdom Equiniti Full time

    Financial Reporting SpecialistWe are looking for a Financial Reporting Specialist to join our team at Equiniti. The successful candidate will have a strong background in accounting and excellent analytical skills.Key responsibilities include:Preparing month-end management accounts and subsequent reportingProducing monthly management accounts reporting with...

  • Full-Time Financial Adviser Programme Role

    5 days ago

    Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    About the Role:We are looking for a highly motivated and driven individual to join our team as a financial planner. As a financial planner, you will play a key role in helping clients achieve their financial goals.Responsibilities:Conduct thorough financial assessments to identify client needsDevelop tailored financial plans to meet client objectivesProvide...

  • Financial Reporting Specialist

    2 weeks ago

    Leeds, Leeds, United Kingdom HW Finance UK Full time

    Company OverviewHW Finance UK, a leading financial services specialist, is seeking a highly skilled Financial Reporting Specialist to join their team in Leeds. With an exciting phase of growth underway, the company is investing in effective technical support and sustainable growth.About the RoleWe are looking for a talented individual with relevant...

  • Financial Reporting Specialist

    2 weeks ago

    Leeds, Leeds, United Kingdom In Technology Group Full time

    As a Financial Reporting Specialist, you will be responsible for providing value-add analysis to support our business growth. You will aggregate and analyse financial and non-financial portfolio reporting, identifying key trends and insights to inform our investment decisions.Responsibilities:Aggregating and analysing financial and non-financial portfolio...

  • Chief Financial Reporting Specialist

    1 month ago

    Leeds, Leeds, United Kingdom WorkNest Clients Full time

    WorkNest Clients is seeking a highly skilled and experienced Chief Financial Reporting Specialist to join their team. This role offers a unique opportunity to work with a newly formed finance team at a critical point in the company's accelerated growth path.About the RoleThe Chief Financial Reporting Specialist will report directly to the Cyber Divisional...

  • Financial Reporting Specialist

    3 weeks ago

    Leeds, Leeds, United Kingdom REACH INTERNATIONAL INC Full time

    Job OverviewWe are seeking a highly skilled Financial Reporting Specialist to join our team in Leeds. This is an excellent opportunity to work with a Global Accountancy firm and contribute to the success of their audit services.The ideal candidate will have strong external audit experience and be fully qualified or soon to be (ACCA/ACA/CPA or equivalent)....

  • Leeds Financial Reporting Specialist

    4 weeks ago

    Leeds, Leeds, United Kingdom QA Limited Full time

    Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our team in Leeds. The role involves preparing and managing financial reports, ensuring accuracy and compliance with regulatory requirements.The ideal candidate will have a professional accounting qualification (ACA/ACCA) and extensive experience in financial...

  • Financial Reporting Specialist

    1 month ago

    Leeds, Leeds, United Kingdom Yorkshire Building Society Full time

    Are you a qualified (or newly qualified) accountant with strong analytical skills and a passion for continuous improvement?We are seeking an experienced Financial Reporting Specialist to join our team in Regulatory Reporting. In this role, you will be responsible for the production of the Society's FINREP reporting to the PRA and Statistical Reporting to...

  • Financial Planning Specialist

    1 week ago

    Leeds, Leeds, United Kingdom Sharp Consultancy Full time

    Leeds-based software development business is seeking an experienced Financial Planning Specialist to join their accounts function. This exciting opportunity offers a chance to work in a growing industry and progress your career in a commercially focused role.The ideal candidate will have a strong background in financial planning, with experience in monthly...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Leeds, Leeds, United Kingdom undisclosed Full time

    We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at an undisclosed subsidiary of a global pharmaceutical business.About the RoleThis is a fantastic opportunity for a qualified Financial Accountant to develop their planning and analysis capabilities in a dynamic and challenging environment.As a Financial Planning and...

  • Financial Reporting Specialist

    2 months ago

    Leeds, Leeds, United Kingdom Sewell Wallis Ltd Full time

    Sewell Wallis Ltd is seeking a highly skilled Financial Reporting Specialist to join their team. The successful candidate will be responsible for producing financial information for the Group Board pack, consolidating and reviewing the group long-term cash forecast, and managing the statutory accounts and corporation tax returns process across the group.The...

Financial Planning and Reporting Specialist

1 month ago

Leeds, Leeds, United Kingdom Equiniti Full time
Role Overview

We are seeking a highly skilled Financial Planning and Reporting Specialist to join our team. This is an exciting opportunity to work with a dynamic organization and contribute to the preparation of month-end management accounts and subsequent reporting.

About the Role

The Management Accountant plays a critical role in the financial planning and analysis of our business. As a key member of the finance team, you will be responsible for preparing and analyzing financial reports, identifying trends and areas for improvement, and providing insights to inform business decisions.

Key Responsibilities
  • Month-end accounting processes: ownership of all month-end processes, with responsibility for key judgements and determinations to enable a timely close to the monthly accounts.
  • Month-end reporting: produce monthly management accounts reporting with variance analysis to budgets/forecasts and support the production of the monthly group reporting pack.
  • Balance sheet reconciliations: responsibility for approving monthly balance sheet reconciliations and providing commentary on key movements.
  • Transactional oversight: ensure that the transactional processes comply with group financial controls and all transactional inputs are correct.
  • Year-end responsibilities: liaise with external auditors to support the year-end audit, responding to queries in a timely manner to ensure a smooth year-end audit process.
  • Budgeting and forecasts: support the annual budget & quarterly forecasting process and ensure that forecasting system is updated with latest inputs.
  • Process improvement: continually seek to improve processes and systems to support commercial and financial objectives.
Requirements

To succeed in this role, you will need:

  • A qualified (or part-qualified) accountant (ACA, ACCA, CIMA or equivalent).
  • Experience working within a fast-paced commercial environment.
  • Proven experience in building strong internal & external relationships.
  • Technically strong financial and management accounting skills.
  • Strong modelling and PC skills with proven proficiency in Excel and PowerPoint.
  • A clear, succinct and articulate oral and written communication style.
What We Offer

We offer a competitive salary package, including an estimated £45,000 - £55,000 per annum, as well as a range of benefits including pension plan, long-term incentive plan, employee assistance program, life assurance cover, and flexible benefits.

Why Join Us?

At Equiniti, we value diversity and inclusion, and welcome applications from individuals with any background. We are committed to creating a workplace culture that is supportive, inclusive, and rewarding.