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Team coordinator – cloud accounting

Blackburn
Team coordinator
Posted: 4 July
Offer description

Team Coordinator – Cloud Accounting The role in brief: A brand new opportunity has arisen here at PMM to join the Cloud Accounting team as a Team Coordinator. This is a newly created and exciting role for our firm, to directly support one of our Teams in their continued growth strategy and approach to increasing efficiencies, as well as getting involved and supporting on some day to day accounting tasks where required. Who we are looking for: This is an ideal opportunity for someone who is highly organised detail-oriented, an exceptional communicator, as well as someone who is focused on excellent service delivery, internally and externally. The ideal candidate will excel in coordinating schedules, ensuring team members are working on the correct work at the right time, and optimising workflows to drive efficiency across a growing team. Your expertise in managing people's time, including the potential for conflicting deadlines, and logistics will be crucial in maintaining seamless operations and supporting the success of our growing Cloud Team. You may be in a similar role in another accountancy practice, equally you may be outside of the accounting industry in a role that has many transferable skills. The ideal candidate will spend time across our Blackburn and Bury sites. What the role involves: Immersed in the Team itself, you will play a role in ensuring the smooth running of many of the key day-to-day operations within a team of 25 people. You will work alongside and support senior management to organise the team’s work planner, drive efficiency in the team and facilitate communication. You will: • Work closely with Cloud Accounting Managers/Directors/Partners and develop an understanding of the skills and specialisms of team members to ensure assignments are resourced appropriately at the right time by the right people. • Manage the team job planner, including the day-to-day logistics of a fast paced, growing team working on multiple projects at any given time. • Maintain oversight of ongoing work across the team (BeEye), to drive efficiency and client service. • Liaise with clients to arrange delivery of work at the appropriate time. • Review and help improve client experience and team efficiencies • Monitor KPIs to identify discrepancies between budgeted hours/completed hours on projects, as well as monitoring recoveries against budget. • Co-ordinate student exams and training including liaison with our People Team, training providers when necessary and supporting our trainees. • Co-ordinate team holidays to ensure deadlines are not missed due to annual leave. • Use our internal tools to provide timely insights on client performance to relevant portfolio holders internally. • Working with internal Business Support team in assisting with the onboarding of new clients. • Assist with key procedures in the Cloud Accounting team such as the generation of key documents and letters, ready for review, • Provide with procedural and operational tasks, initially developing an understanding of the tasks, progressing to working with more autonomy over time. • Manage the team’s filing deadlines and ensuring we keep on track • Finalise year end packs for sending to clients and raising monthly bills for review • Maintain software plans with our software partners • Ensure certifications for teams are kept up to date and our listings on public profiles reviewed and updated as necessary. • Ensure our Marketing database is kept up to date with the correct client information. • Organise team meetings • Manage cross team deadlines • Involvement in ad hoc projects within the team – both client facing and internally. Your development We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm. These will comprise personal effectiveness as well as your technical skills. We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s. You will also have the opportunity to work with a mentor. We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North-West firm of finance professionals. Your attributes: As well as experience in a role with transferable skills, we’d like you to have: • Outstanding organisational and project management skills. • Strong interpersonal skills and communicating with people at all levels – face to face and in writing. • Excellent multitasking abilities • A passion about providing great client service. • Eagerness to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole. • A calm ability to work under pressure. • A proactive approach to problem-solving. • A positive attitude and good at using your initiative. • Excellent attention to detail. About PMM We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that. We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role. We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities. Joining the PMM team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals. We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled. Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there. Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs. In addition to competitive salaries, here’s what our market leading benefits packages look like: • 25 days’ holiday per annum bank holidays • office closedown over Winter Break • flexible Easter Break, to account for other religious festivals • on site free parking • employer pension contribution of 8%, • death in service life cover of 4 x salary • income protection scheme • weekly flexi time • agreed overtime • family friendly policies including enhanced maternity, paternity, adoption and shared parental pay • flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc • hybrid working • full technical and soft skills training and support • recruitment incentive scheme • cycle to work scheme • employee well-being portal • access to the WeCare app that offers health, well-being, financial and legal support • dress for your day policy and dress down Fridays • paid sick leave • extensive learning & development opportunities and study support • Firm wide success bonus based on the achievement of certain financial metric(s). • Access to Dashlane password manager for you 9 of your family and friends • Fee-free service to whole of market mortgage and insurance advice • Access to Able Futures support, a Mental Health Support Service

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