Strategic Financial Advisor

21 hours ago


Prestwick, United Kingdom iMultiply Resourcing Ltd Full time

iMultiply is proud to support CJM Project Financial Management Ltd in finding a Strategic Financial Advisor. This role requires a skilled Accountant with expertise in Xero, a strong practice accountancy background, and exceptional financial project management skills.

The ideal candidate will have the ability to provide strategic thinking and expert support to diverse clients, including charities, startups, and growth businesses. They will be responsible for delivering in-depth Xero training, helping clients optimise their use of Xero, and providing consultancy to evaluate and implement financial systems.

This is an excellent opportunity for someone who wants to make a meaningful impact on Scotland's economic growth by working with clients across various disciplines, including financial management, HR, web strategies, and marketing.

Key Responsibilities:

Charity Accountancy (20%)

  • Support the preparation and submission of charity accounts via IRIS.
  • Mentor and assist our Charity Trainee Accountant to deliver accountancy services.

Virtual Financial Director Role (20%)

  • Act as a strategic financial advisor and thought leader for client boards.
  • Provide financial management expertise, reporting support, and strategic direction to clients.

Xero Expertise and Training (40%)

  • Deliver in-depth Xero training to growth businesses, both face-to-face and remotely.
  • Help clients optimise their use of Xero and enhance financial management and reporting.
  • Provide consultancy to evaluate and implement financial systems, emphasising Xero.

Business Planning and Financial Forecasting (20%)

  • Develop and submit cash flow forecasts, funding strategies, and business plans.
  • Support economic development initiatives by creating robust financial strategies and options appraisals.

Estimated salary: £45,000 - £60,000 per annum, depending on experience.


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