Financial Planning Specialist

5 days ago


Bridgend, United Kingdom Yolk Recruitment Full time
Job Description:

We are seeking a highly skilled Financial Planning Specialist to join our team at Yolk Recruitment. As a key member of our finance department, you will play a pivotal role in shaping financial insights and supporting strategic decision-making across departments.

About the Role:

This is an excellent opportunity for an accomplished Management Accountant looking to elevate their career. You will be responsible for preparing and reviewing accurate monthly management accounts and performance reports for senior leadership. Your expertise will also be utilized to develop and maintain budget and forecast models, aligning with business objectives.

Key Responsibilities:
  • Prepare and review accurate monthly management accounts and performance reports for senior leadership.
  • Develop and maintain budget and forecast models; lead budget and forecast processes to align with business objectives.
  • Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights.
  • Coordinate statutory audit and accounts processes, working closely with external auditors.
  • Communicate and apply technical (accounting) changes to the firm's accounts.
  • Collaborate with the Finance Director on partnership tax and accounting transactions.
  • Continuously improve financial processes and systems to enhance efficiency and reporting accuracy.
Requirements:

To succeed in this role, you will need:

  • A minimum of 5 years' experience in management accounting.
  • Professional qualification (CIMA, ACCA, ACA, or equivalent).
  • Strong analytical skills and keen attention to detail.
  • Excellent communication skills and ability to present financial data clearly.
  • Experience in business partnering and stakeholder engagement.
  • Proficiency in accounting software and Microsoft Office; advanced Excel skills required.
Benefits:

This role offers a chance to collaborate closely with senior leadership and contribute to the financial success of the organization. The estimated salary for this position is £60,000-£80,000 per annum, depending on experience.



  • Bridgend, United Kingdom Magenta Financial Planning Full time

    **Job Purpose**: To provide an efficient and professional administration service for Magenta and its clients and assistance in general office upkeep. **Relevant Skills and Knowledge** - Excellent IT skills and knowledge of Microsoft systems. - Good letter writing skills and administration. - Excellent organisation skills. - Detailed knowledge and...


  • Bridgend, Bridgend county borough, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Title: Project Financial SpecialistBennett and Game Recruitment LTD is seeking an experienced project financial specialist to manage the financial aspects of engineering projects.The Key Responsibilities include:Financial Planning: Prepare accurate cost estimates and budgets.Tendering and Procurement: Manage tenders, evaluate bids, and select suitable...


  • Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor...


  • Bridgend, Bridgend county borough, United Kingdom CV Library Full time

    Job Title: Urban Planning SpecialistWe are seeking a skilled and detail-oriented Urban Planning Specialist to join our team at CV Library. As an experienced Town Planner, you will play a crucial role in supporting planning projects, developing effective strategies, and collaborating with local authorities and stakeholders.About the Role:The successful...


  • Bridgend, United Kingdom Yolk Recruitment Full time

    Job Overview:We are seeking an Accounting Business Partner to join our client's finance team. As a key member of the team, you will be responsible for preparing and reviewing accurate monthly management accounts and performance reports for senior leadership.Main Responsibilities:Prepare and review accurate monthly management accounts and performance reports...


  • Bridgend, Bridgend county borough, United Kingdom Yolk Recruitment Full time

    We are seeking a skilled Financial Reporting Specialist to join our team at Yolk Recruitment. This role offers an exciting opportunity to work with a dynamic organisation and contribute to shaping financial insights that support strategic decision-making.Key Responsibilities:Prepare and review accurate monthly management accounts and performance reports for...


  • Bridgend, Bridgend county borough, United Kingdom CleverHR Full time

    **Job Description**As a Financial Adviser with CleverHR, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support local communities. You will be provided with an established customer database to service and grow, while receiving ongoing support, guidance, training, and...


  • Bridgend, United Kingdom Yolk Recruitment Full time

    Management Accountant Job DescriptionWe are seeking a highly skilled and experienced Management Accountant to join our team. As a Management Accountant, you will play a key role in shaping financial insights and supporting strategic decision-making across departments.Key Responsibilities:Monthly Reporting and Budgeting: Prepare and review accurate monthly...

  • Practice lead

    3 weeks ago


    Bridgend, United Kingdom Hays Specialist Recruitment Limited Full time

    Your New CompanyA leading organisation dedicated to providing specialist support for individuals with complex needs and autism, ensuring they live fulfilled and happy lives. This organisation is committed to person-centred approaches and values-driven support, aiming to enhance the quality of life for those they serve.Your New RoleYou will lead and manage...

  • Business Partner

    1 week ago


    Bridgend, Bridgend county borough, United Kingdom Yolk Recruitment Full time

    Yolk Recruitment is seeking a highly skilled Management Accountant to join our team. As a senior accountant, you will play a key role in supporting strategic decision-making across departments, developing and maintaining budget and forecast models, and coordinating statutory audit and accounts processes. In this role, you will work closely with senior...

  • Financial Director

    2 months ago


    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals is seeking a strategic and experienced Financial Director to lead our finance team in Bridgend, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive...

  • Financial Director

    2 months ago


    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled and experienced Financial Manager to oversee our finance team in Bridgend, United Kingdom. This role involves leading financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...

  • Financial Controller

    3 months ago


    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Bridgend, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...


  • Bridgend, United Kingdom Insight Financial Associates Ltd Full time

    **Responsibilities**: - Provide high-quality administrative support to a team of financial advisors. - Manage client appointments, schedules, and paperwork. - Developing and maintaining strong relationships with clients, colleagues, and third parties. - Preparing client packs and paperwork prior to/after meetings, including requesting valuations. -...


  • Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a highly skilled Senior Financial Leader to join our finance team in Bridgend, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business...


  • Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a seasoned Chief Financial Officer to join our finance team at beBee Professionals in Bridgend, United Kingdom. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial...


  • Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a highly experienced and skilled Financial Manager to join our finance team in Bridgend, United Kingdom. As a key member of our team, you will be responsible for leading financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...

  • Financial Director

    3 months ago


    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Bridgend, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring financial...

  • Financial Controller

    3 months ago


    Bridgend, Bridgend county borough, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Bridgend, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring financial...


  • Bridgend, United Kingdom Yolk Recruitment Full time

    Corporate Financial AnalystWe are seeking an experienced Management Accountant to join our team at Yolk Recruitment. As a Corporate Financial Analyst, you will be responsible for analyzing financial data, preparing reports, and collaborating with stakeholders to inform business decisions.Responsibilities:Data Analysis and Reporting: Analyze complex financial...