Management Accountant

1 month ago


Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time
Management Accountant Job Description

At Equilibrium Financial Planning, we're seeking a highly skilled Management Accountant to join our Finance and Insight team. As a key member of our team, you'll play a vital role in maintaining accurate financial records, tracking performance, and preparing financial statements.

Key Responsibilities:
  1. Maintain accurate financial records, ensuring all financial transactions are properly recorded in the GP accounting system.
  2. Develop and oversee financial systems and procedures, identifying opportunities for improvement.
  3. Maintain a management accounts reporting model with relevant updates, such as the rollover of the financial year and code mapping.
  4. Review all aspects of management accounts with both forward-looking and retrospective views.
  5. Produce monthly accounts in a timely manner, providing clear and relevant analysis and narrative.
  6. Maintain the financial plan to ensure a timely and accurate re-forecasting process.
  7. Manage the income reconciliation process, developing and maintaining a robust system to ensure all income recognized in the financial statements is received.
  8. Lead, mentor, and guide accounting team members to foster a high-performing team.
  9. Deputise for the Finance Director when required.
  10. Oversee the day-to-day operations of the Finance team, ensuring tasks are assigned and completed within specific timeframes.
  11. Oversee Risk Management and Compliance responsibilities, including preparing and submitting VAT returns to HMRC, filing regular reports to the FCA, and reviewing monthly payroll prepared by the People department.
  12. Ensure compliance with legal requirements, accounting standards, and company policies, staying up-to-date with industry, compliance, and regulatory developments.
  13. Oversee the annual audit process to ensure efficient execution, maintaining clear communication and regular updates with all stakeholders.

We're looking for a qualified accountant with a minimum of 1 year post-qualification experience. If you're a growth-oriented individual with a passion for excellence, we'd love to hear from you.

We offer a competitive package, including bonuses, pension, death in service, income protection, and more. Plus, we cover the costs of study materials and exam fees for relevant qualifications, and provide paid study and exam leave.

Our company culture is built on a growth mindset, with a focus on helping people live the lives they want to live, look after those they love, and leave powerful legacies. We're committed to creating more choices and more freedom for our clients, and we're looking for like-minded individuals to join our team.


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