Senior Financial Advisor

1 week ago


Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time
Job Overview

We are seeking an experienced Senior Financial Advisor to join our team at Job Switch Ltd. As a key member of our finance department, you will play a vital role in delivering high-quality financial advice and support services to our clients.

About the Role

  • You will be responsible for providing expert financial guidance and support to our clients, ensuring they have access to timely and accurate financial data to inform their business decisions.
  • Under the direction of the Group Accountant, you will take the lead in coordinating budget preparation, ensuring that budgets are completed accurately and on time according to our corporate timetable.
  • You will contribute to bi-monthly budget monitoring, providing critical support to our budget managers to ensure seamless completion of the process.
  • You will work closely with the Group Accountant to oversee the annual closure of accounts process, taking a lead role in coordinating and completing the closure.
  • You will direct and supervise the work allocated to section staff, ensuring all deadlines are met and workflows are optimized for efficiency and effectiveness.
  • You will provide professional support within the section, including financial evaluation of new legislation and regulations, ensuring our Department Budget Managers and accountancy staff remain up-to-date on the latest developments.
  • You will provide financial advice to responsible officers and budget managers, attending working groups, members groups, and service department management meetings as required.
  • You will assist budget managers in calculating financial performance indicators, ensuring accurate management information is provided.
  • You will attend meetings on behalf of the Group Accountant, providing financial advice as needed.
  • You will annually review and provide budget training to responsible officers and budget managers, ensuring they understand their roles and responsibilities as budget managers.
  • You will check Committee reports to ensure they properly reflect any financial implications.
  • You will lead on compiling and verifying data for periodic grant claims, ensuring accurate claims and returns are produced on time.
  • You will undertake continuing professional development in areas relevant to the role, setting and reviewing clear objectives for staff under your supervision.
  • You will undertake any other duties assigned by the Group Accountant.
Requirements

To succeed in this role, you will require:

  • Full Membership to AAT or equivalent qualification.
  • Knowledge/experience of spreadsheets (preferably Excel).
  • Ability to interpret and disseminate financial data.
  • Ability to assimilate complex information and develop financial models.
  • Ability to prepare reports.
  • Highly detailed knowledge of financial and management accounting principles.
  • Mathematical ability.
  • Suitable experience in a financial environment, preparing accounting and financial information.
  • Experience of computer applications.
  • Excel spreadsheet package.
Salary Information

The estimated salary for this position is £45,000 - £60,000 per annum, depending on experience.

Benefits

We offer a comprehensive benefits package, including:

  • A competitive salary.
  • Opportunities for career advancement.
  • Ongoing training and development.
  • A supportive and collaborative work environment.


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