Financial Planning and Reporting Specialist

4 weeks ago


Sevenoaks, Kent, United Kingdom Ivy Rock Partners Ltd Full time

Ivy Rock Partners Ltd is seeking a highly skilled Management Accountant to join their team.

The Role

The Management Accountant will report to the Director of Finance and work closely with staff in all academic and support departments within the School, playing a critical role in the financial planning and decision making of the School.

Main Duties and Responsibilities

  • Financial Reporting
  • Prepare monthly management accounts, including variance analysis and financial commentary.
  • Analysis of financial information to provide insights to drive business strategy and operational efficiencies.
  • Prepare statutory accounts and liaise with external auditors during the audit process.
  • Budgeting and Forecasting
  • Play a key role in the preparation of annual budgets and forecasts, working closely with departmental managers to ensure accurate and achievable budgets.
  • Prepare updated forecasts to reflect changes in the business environment.
  • Monitor budget performance and provide updates.
  • Cost Analysis and Controls
  • Identify and implement strategies to reduce business costs and improve efficiency.
  • Assist in the identification and management of financial risks, implementing controls to mitigate them where possible.

Person Specification

The successful candidate will possess the following attributes:

  • Be ACCA, ACA or CIMA/CIPFA qualified, or suitably qualified by experience with financial acumen and strong relevant experience.
  • The ability to meet strict deadlines and deliver results.
  • Strong ownership and accountability along with a "can-do" attitude. Willing to contribute and take responsibility.
  • Strong analysis and problem solving skills.
  • Excellent communication and interpersonal skills, with the ability to explain complex financial information to non-financial stakeholders.
  • Experienced in financial accounting, preferably gained within the educational sector or similar organisations.
  • Possess a good understanding of VAT and payroll regulations.
  • Excellent IT skills with experience of WCBS PASS and iSAMS desirable.
  • Resilient and tenacious, able to work calmly and effectively under pressure within a complex and busy environment.

Hours

The basic hours are 40 hours per week, Monday to Friday, all year round, although flexibility in these working hours will be required to meet the demands of the role during peak times.

Salary and Benefits

A salary of circa £50,000 per year is available for this post, depending on the qualifications, skills and experience of the successful candidate.

Benefits

  • Holiday entitlement of 25 days per annum excluding bank holidays.
  • School lunch.
  • Free parking.
  • Membership of the school's defined contribution pension scheme is available.
  • Cycle to work scheme.
  • Membership of the school's fitness centre.
  • Employee Assistance Programme.
  • Free or reduced price tickets to events in The Space, our Performing Arts Centre.


  • Sevenoaks, Kent, United Kingdom Ivy Rock Partners Ltd Full time

    Ivy Rock Partners Ltd is seeking a highly skilled Financial Planning and Reporting Specialist to join their team.The RoleThe Financial Planning and Reporting Specialist will report to the Director of Finance and work closely with staff in all academic and support departments within the School, playing a critical role in the financial planning and decision...


  • Sevenoaks, Kent, United Kingdom Quilter Financial Planning Full time

    About the Role:Quilter Financial Planning is seeking a highly skilled Financial Adviser to join their team and provide comprehensive financial advice to clients. The successful candidate will work closely with investment professionals to develop client relationships and cultivate a strong understanding of the investment business. Key...


  • Sevenoaks, Kent, United Kingdom fish4.co - Jobboard Full time

    We are seeking a highly skilled Management Accountant to join our team at Sevenoaks School. The successful candidate will be a qualified accountant with strong financial acumen and analysis skills, able to prepare financial reports and provide insightful analysis to inform business decisions.Key Responsibilities:Prepare and present financial reports to the...


  • Sevenoaks, Kent, United Kingdom Altum Consulting Full time

    We are seeking a highly skilled Management Accountant to join our team at Altum Consulting. As a key member of our finance department, you will play a critical role in supporting our financial objectives and working closely with academic and support staff to provide timely insights and support our mission through robust financial planning and analysis.Key...


  • Sevenoaks, Kent, United Kingdom Page Personnel Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Page Personnel. The successful candidate will be responsible for providing crucial support in accounting and finance operations.About the RoleThe Financial Operations Specialist will be responsible for performing daily bookkeeping duties, including recording,...


  • Sevenoaks, Kent, United Kingdom Robertson Bell Full time

    Are you ready to shape the future of financial planning? Can you turn complex data into clear insights that drive performance? Are you excited by the prospect of working with high-level stakeholders to secure lasting financial success?This residential property developer is currently seeking a Senior Financial Planning Analyst to join their team on a...


  • Sevenoaks, Kent, United Kingdom Robertson Bell Full time

    Robertson Bell is seeking a Senior Financial Planning Analyst to join their team on a permanent basis. Reporting into the Head of Finance, you will take the lead on the production and maintenance of the organisation's long term business plan, in addition to treasury liquidity management, ensuring financial performance stays on track, whilst building strong...


  • Sevenoaks, Kent, United Kingdom Venn Group Full time

    Venn Group is partnering with a successful and passionate Housing Association to recruit a Senior Financial Planner to join their growing team.Key Responsibilities:Maintain the 30-year business plan, including regular updates and scenario planning.Ensure accurate FFR returns to the regulator of Social Housing.Provide insightful analysis to drive improvements...


  • Sevenoaks, Kent, United Kingdom Huntress Full time

    Management Accountant Job DescriptionOur client, a growing organisation based in the Sevenoaks area, is seeking an experienced and forward-thinking Management Accountant to join them on a Permanent basis. In return, you will be offered a competitive salary, plus an enhanced benefits package, including FREE parking, FREE lunch, FREE access to onsite...


  • Sevenoaks, Kent, United Kingdom Robertson Bell Full time

    Robertson Bell is a leading recruitment agency in the property and construction industry.We are currently seeking an experienced Senior Financial Planning Analyst to join our client, a residential property developer, on a permanent basis.This exciting role offers a unique opportunity to shape the future of financial planning and work closely with high-level...


  • Sevenoaks, Kent, United Kingdom Protalent Full time

    About the RoleWe are seeking a skilled and dedicated Financial Accountant Specialist to join our team at Protalent. As a key member of our accounting department, you will be responsible for delivering exceptional client service and ensuring the timely preparation and submission of financial reports.Job ResponsibilitiesClient Management: Manage a portfolio of...


  • Sevenoaks, Kent, United Kingdom West Kent Housing Association Full time

    Job Role: We are seeking a highly skilled Financial Management Specialist to join our team at West Kent Housing Association. The successful candidate will be responsible for ensuring timely payments to maintain the delivery of services.Key Responsibilities:Manage accounts payable and ensure accurate and timely paymentsDevelop and maintain effective financial...


  • Sevenoaks, Kent, United Kingdom Michael Page Full time

    Role Summary:This Senior Financial Planning position is available at a leading Housing Association in Kent. As a key member of the team, you will be responsible for producing the Group Business Plan, including scenarios and sensitivities, as well as the FFR Return to the Regulator of Social Housing.Key Responsibilities:Ongoing maintenance of the 30-year...


  • Sevenoaks, Kent, United Kingdom Walthamstow Hall Full time

    The Walthamstow Hall Finance Team is seeking a highly skilled Financial Management Specialist to lead the day-to-day operations of the Bursary. Reporting to the Bursar, this role is responsible for maintaining accurate and transparent accounting records, including payroll, fees, purchase ledger, fixed assets, and nominal ledger. The successful candidate will...


  • Sevenoaks, Kent, United Kingdom Pearson Whiffin - Accounts and Finance Full time

    We are seeking an experienced Financial Accountant to join our team at Pearson Whiffin - Accounts and Finance. This role will involve preparing monthly management accounts, posting accounting journals, and assisting with annual budgeting and forecasting.Key responsibilities will include:Preparation of financial reports and statementsAnalysis of financial...


  • Sevenoaks, Kent, United Kingdom Membershipbespoke Full time

    Membership Organisation - Financial Operations SpecialistThis is an exciting opportunity for a Financial Operations Specialist to join our dynamic and fast-paced organisation as we continue to expand.About the RoleWe are seeking a highly skilled and ambitious finance professional to play a pivotal role in our financial operations and support our growth...

  • Claims Specialist

    4 weeks ago


    Sevenoaks, Kent, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Title: Claims SpecialistWe are seeking an experienced Claims Specialist to join our team at Acorn Insurance & Financial Services LTD. As a Claims Specialist, you will be responsible for managing a portfolio of Third-Party Motor Claims from notification through to settlement.Key Responsibilities:Thorough investigation of liability following a road traffic...

  • Financial Controller

    1 month ago


    Sevenoaks, Kent, United Kingdom SEVENOAKS SCHOOL Full time

    Sevenoaks School is seeking a highly skilled Management Accountant to join its team. The successful candidate will be responsible for managing the school's financial operations, including budgeting, forecasting, and financial reporting.The ideal candidate will have a strong background in accounting and finance, with experience in financial analysis and...


  • Sevenoaks, Kent, United Kingdom TN Recruits Ltd Full time

    Financial Operations SpecialistWe are seeking an experienced finance professional to join our team at TN Recruits Ltd. As a Financial Operations Specialist, you will be responsible for managing daily financial operations, including invoicing, purchase ledger, and bank reconciliations.About the RoleKey responsibilities include:Managing invoicing, including...


  • Sevenoaks, Kent, United Kingdom BTA Full time

    About Our ClientBTA is a well-established SME, part of a larger global Group of industrial sector businesses.Job SummaryWe are seeking a highly skilled and experienced Chief Financial Officer to lead our financial planning and management. The ideal candidate will have a background in a similar sized growing SME, reporting into a larger Group, and a proven...