Financial Services Portfolio Manager

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom Michael Page Full time

Financial Services Portfolio Manager

Overview

We are seeking a highly skilled Financial Services Portfolio Manager to join our team at Michael Page. As a key member of our professional services team, you will be responsible for managing and facilitating the accurate preparation of accounts for a wide range of owner-managed businesses.

Responsibilities

* Coordinate and complete annual audits for a diverse range of clients
* Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic
* Advise on long-term business and financial planning
* Work as part of an established team dealing with Accounts/Taxation and some audits

Requirements

* Degree in Finance or Accounting
* Proven working experience in the professional services industry
* Strong understanding of accounting and financial reporting principles and practices
* Proficiency in MS Office and finance software
* Company parking benefits
* Generous holiday leave

About the Company

Our client is a well-established, professional services firm based in Gloucester. With a team of 14 professional staff that cover Audit, Accounts and Taxation services in a friendly and professional way. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.



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