Financial Services Manager

2 days ago


Corsham, United Kingdom Retrack Personnel Holdings Limited Full time
Company Overview:
Career opportunities exist within Retrack Personnel Holdings Limited, a renowned firm dedicated to delivering exceptional accountancy services. Our mission is to empower ambitious businesses by leveraging the expertise of our team and the latest technology in accounting and finance.

Job Summary:
We are seeking a qualified Accountant/Accounts Manager to join our dynamic team. The ideal candidate will possess sound technical knowledge, excellent commercial awareness, and strong communication skills. This role involves managing a portfolio of clients, preparing business plans, and ensuring statutory compliance.

About You:
The successful applicant will be a hardworking, enthusiastic, and motivated individual with a keen eye for financial processes. They will have advanced Excel skills, experience with cloud-based applications (Xero an advantage), and a willingness to adopt a questioning mind. Strong leadership qualities and effective business planning skills are also essential.

Responsibilities:
Key responsibilities include:
  • Managing a portfolio of clients with lead accounting and finance input
  • Preparing business plans & forecasts with clients using Excel and/or dedicated forecasting software
  • Producing annual statutory accounts, confirmation statements, and all other compliance
  • Conducting pre-year end checks to identify risks and opportunities
  • Identifying tax efficient planning opportunities and delivering results
  • Creating monthly management information and presenting to clients
  • Attending client board meetings to review financial performance and set strategic goals


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