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Financial planning expert

Altrincham
beBee Careers
Financial planner
Posted: 14 June
Offer description

Job Description

We are seeking a highly skilled Finance Manager to join our team. As a key member of the organization, you will be responsible for overseeing financial planning and management, ensuring accurate and timely financial reporting, and collaborating with external accountants.


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Key Responsibilities:

* Prepare monthly, quarterly, and annual financial statements, including budgets and forecasts.
* Collaborate with our accounting firm to prepare, review, and submit periodic financial reports to regulatory bodies.
* Conduct comprehensive financial analysis to identify trends, risks, and opportunities for improvement.
* Ensure month-end balance sheet reconciliations are completed accurately and maintain robust internal controls to safeguard customer funds.
* Provide financial guidance and support to team members and other departments.

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Requirements:

* Minimum 5+ years of experience in a similar finance role.
* ACCA or equivalent qualification.
* In-depth knowledge of financial planning, budgeting, and analysis.
* Strong understanding of accounting principles, financial regulations, and tax laws.
* Proficiency in financial management software, including TAS, SAGE, and Xero.
* Experience in safeguarding customer funds preferably in an authorized e-money or payment institution.
* Strong leadership and team management skills.
* Effective communication and interpersonal skills for cross-departmental collaboration.

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Benefits:

* Competitive Salary (£70,000-80,000 p/a based on experience).
* Employee Share Options.
* Remote part-time work environment.

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