Financial Accountant

4 weeks ago


Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

Wealthify is looking for a skilled Management Accountant to join our team in Penarth, Wales.

Wealthify is a dynamic and ambitious online saving and investing service based in Penarth, Wales. Our team is growing rapidly, and we are seeking a talented and purpose-driven individual to support the Head of Finance and wider Finance Team.

The successful candidate will play a pivotal role in providing support to manage daily operations and month-end activities of the business, ensuring accurate and timely financial reports are delivered to the Senior Management team.

Key Responsibilities:

  • Manage key areas of the financial systems and processes to ensure financial information is timely, accurate, complete, and compliant with relevant accounting requirements and company expectations.
  • Prepare and present monthly financial reports, including P&L, Balance sheet, CashFlow, and Control accounts.
  • Lead the Accounts Assistant and review transactional entries, reconcile and analyse financial data to ensure accuracy and compliance.
  • Prepare accounting data for timely FCA regulatory submissions and quarterly VAT returns.
  • Work closely with the Employee Experience team to prepare and execute payroll each month and complete monthly payroll reconciliation and post journals.

Requirements:

  • Financial or Management Accountant with experience in managing the month-end process, including balance sheet reconciliations, and P&L reporting.
  • Fully qualified (ACCA/ICAEW/CIMA/ACA).
  • Ability to manage multiple tasks and prioritise deliverables, proactive stakeholder management skills, and highly numerate with good commercial knowledge/awareness.
  • Excellent communication skills, both written and verbal, and prioritisation capabilities against concurrent deadlines.

What we offer:

  • Competitive salary of £38,000 - £42,000.
  • 24 days' holiday a year, plus bank holidays.
  • Hybrid/remote working options and flexible working hours.
  • Annual bonus between 0-20% of your annual salary, linked to both company and individual performance.


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