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Client Financial Manager

2 months ago

Swindon, Swindon, United Kingdom Workman LLP Full time
About the Role

We are seeking a highly skilled Client Financial Manager to join our team at Workman LLP. As a key member of our accounting department, you will be responsible for managing client relationships, ensuring the accurate and timely delivery of financial reports and records for diverse property portfolios.

You will work closely with our accounts team, property managers, tenants, and clients to provide exceptional service and ensure the production of high-quality financial records. Your role will involve leading a team of Assistant Client Accountants and Accounts Administrators, ensuring that all tasks are completed on time and to internal and client Key Performance Indicators (KPIs).

To be successful in this role, you will require a high level of attention to detail, strong organizational, prioritization, and communication skills, as well as good team working skills and a desire to learn and develop within your role.

Key Responsibilities

  • Preparation and review of monthly and quarterly client reports, including VAT and IPD reporting
  • Ensure all client KPIs have been met, and client/company procedures are followed
  • Reviewing Assistant Client Accountant and Accounts Administrator work
  • Training of Assistant Client Accountants and Accounts Administrators
  • Cash management of client funds ensuring money is transferred in line with client requirements
  • Management of lease information
  • Client and Tenant query resolution
  • Any other duties that will ensure the smooth running of the accounting department

Requirements

  • A proactive, practical, and positive approach to work is required
  • Excellent and professional communication skills with the ability to build good working relationships with colleagues, both within accounts and the wider business
  • Studying ACCA, or being AAT qualified is preferred
  • Maths & English G.C.S.E 9-4/A-C
  • Strong Numeracy & Problem Solving Skills
  • IT & Software Skills, particularly Microsoft Outlook and Microsoft Excel

What We Offer

  • Hybrid working to offer a great work-life balance, with a minimum of three days in the office
  • A full-time contract (35 hours a week) offers the core hours of 10am – 4pm, allowing additional flexibility to what time you can start work
  • Discretionary annual bonus and salary reviews
  • Healthcare, life insurance & wellness programme
  • Long service additional holidays, your birthday off and an extra day between Christmas and New Year
  • Lifestyle benefits to suit you: gym membership, cycle to work, buy and sell holiday to name just a few
  • Social events throughout the year including a firm-wide Christmas party
  • Generous referral bonus