Financial Management Specialist

3 weeks ago


Knutsford, Cheshire East, United Kingdom Fisher German Full time

The Role

Fisher German is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the organization, you will be responsible for leading the financial management of the company's portfolio, including budgets, business plans, financial controls, and reporting.

Key Responsibilities

  • Assist the client and their advisors with accounting input in investment decisions and provide overall strategic financial oversight of the wider estate entities.
  • Work with third-party accountants and advisors to formulate and implement taxation and succession strategies.
  • Enhance management information and undertake periodic reporting to allow relevant individuals to make more informed decisions for the Estate.
  • Manage a continuous improvement process to allow for the simplification of reporting, enabling better use of data to inform decision-making and provide benchmarking.
  • Oversee systems reviews as necessary to ensure best practice and optimized service delivery.
  • Advise clients on potential cash flow issues and cash management.
  • Prepare bank compliance/covenant reporting and cash flow forecasting and assist with reviews where necessary.
  • Monthly and quarterly reporting to include VAT preparations & submissions, bank reconciliations, supplier invoicing, and rental incoming processing.
  • Attend and lead finance meetings with clients, Trustees, Directors, and Executors.
  • Oversee other finance matters such as payroll, supplier management, and insurance renewals.
  • Full P&L and Balance Sheet responsibilities, reporting on YTD and forecasting for the incoming financial year.
  • Oversee the IT/Systems strategy, reviewing opportunities, risks, and areas to improve.


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