Fpa Accountant
5 days ago
**FPA Accountant**
**Location: Fareham**
This is a brilliant opportunity for an FPA Accountant to join a growing financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients.
The role will report into the Financial Controller, supporting cross business functions. The role has become available from a significant investment.
**Responsibilities**:
- Supporting in the preparation of the budget and 3-year forecast, including variance analysis throughout the reporting cycle
- Liaising with heads of department/stakeholders in the business to report on departmental performance and discuss variances to budget
- Providing detailed insights into monthly performance using in house software tools and other platforms, including creating reporting dashboards
- Assisting with the integration of new business units acquired by M&A
- Supporting of the treasury function including cash flow forecasting and analysis, in addition to loan covenant compliance and reporting
- Owning the regulatory reporting to the FCA, and other ad hoc reporting, keeping up to date with reporting updates as required
- Supporting in the preparation of statutory accounts, including working with our audit and tax advisers monthly/quarterly industry reporting and analysis
- Building new processes and continually improving those currently in place, adding increased automation to reports and month end processes
- Involvement in M&A due diligence activity and other ad hoc projects
- Coaching and development of junior team members
**Skills**:
- ACA, ACCA or equivalent accountancy qualification level
- Proficient in the use of Microsoft Excel
- High level of attention to detail and a commitment to quality