Financial Reporting Lead

3 weeks ago


Corsham, Wiltshire, United Kingdom Retrack Personnel Holdings Limited Full time
Job Title: Financial Reporting Lead

We are searching for an exceptional Financial Reporting Lead to join our team at Retrack Personnel Holdings Limited. As a key player in our accounting department, you will be responsible for leading financial reporting efforts and ensuring high-quality results.

About the Role:

The successful candidate will have a strong technical accounting background, excellent leadership skills, and experience in financial reporting. They will oversee Assistant Accountants and prioritize workload to ensure timely completion of tasks.

Key Responsibilities:

  • Managing a portfolio of clients with lead accounting and finance input
  • Preparing business plans & forecasts with clients using Excel and/or dedicated forecasting software
  • Being responsible for the production, review and submission of annual statutory accounts, confirmation statements and all other compliance, including Research & Development tax claims
  • Conducting pre-year end checks with clients to identify risks and opportunities available to individuals and companies in terms of financial reporting and tax planning
  • Identifying tax efficient planning opportunities for clients and delivering through to completion (eg, EIS investment, EMI share incentive plans etc.)
  • Attending client board meetings to present, review financial performance and set strategic goals for the upcoming period
  • Reconciling balance sheet accounts periodically and maintaining clear supporting schedules including posting month-end accounting journals such as prepayments and accruals
  • Assisting clients with training and consultancy advice
  • Identifying potential opportunities for providing additional services to existing clients, and services to new clients
  • Overseeing Assistant Accountants with their responsibilities, prioritising workload (bookkeeping, payrolls, VAT Returns, accounts etc) and supporting them with their personal development plans

Requirements:

  • AAT, ACCA, ACA, CIMA or ICAEW qualification
  • Sound technical accounting knowledge and capability
  • Statutory compliance (annual accounts, taxation, and company secretarial)
  • Sound knowledge of accounting standards financial reporting, including experience of working with trial balances, balance sheets and charts of account
  • Production of management information (management accounts, KPI reporting etc)
  • Clear and confident communication with clients and other stakeholders
  • Effective business planning using forecasting and modelling
  • Good leadership qualities

Package:

Salary dependent on skills, experience, and qualifications is around £45,000 - £60,000 per annum. Pension after probation, IT equipment, branded t-shirt and a few socials a year also included. You will be rewarded 1 additional day's holiday for every year of service with us, up to a maximum of 5 days.



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