Financial Portfolio Manager

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses.

As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relations and work closely with a team of 14 professional staff who cover audit, accounts, and taxation services in a friendly and professional manner.

The successful candidate will have a degree in finance or accounting and proven working experience in the professional services industry. They will also have a strong understanding of accounting and financial reporting principles and practices, as well as proficiency in MS Office and finance software.

The company offers a range of benefits, including company parking and generous holiday leave.

Key Responsibilities:

  • Coordinate and complete annual audits
  • Mentor and develop a team of junior accountants
  • Advise on long-term business and financial planning
  • Work as part of an established team dealing with accounts, taxation, and some audits

Requirements:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Proficiency in MS Office and finance software


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