Key Achievements:

• Streamlined client reporting processes, reducing preparation time by 30%.

• Analysed client accounts to identify cost savings, helping recover £50,000 / $60,000 annually.

• Introduced financial controls and standardised procedures, increasing accuracy and efficiency by 25%.

• Provided actionable financial insights to clients, contributing to £100,000 / $120,000 in additional revenue.

• Mentored junior staff, improving team capability and delivery of client services.

Duties & Responsibilities:

• Prepare and review management accounts for client services, ensuring accuracy and compliance.

• Analyse client financial data to identify trends, risks, and opportunities for improvement.

• Develop budgets, forecasts, and variance analyses for client accounts.

• Monitor client KPIs and provide actionable insights to senior management.

• Liaise with clients to clarify queries and provide financial guidance.

• Reconcile client accounts, including income, expenditure, and balance sheet items.

• Support month-end and year-end closing activities for client accounts.

• Prepare client reports, dashboards, and presentations summarising financial performance.

• Implement and maintain internal controls to improve client financial reporting.

• Collaborate with audit, tax, and advisory teams to deliver integrated client services.

• Assist clients with cash flow management, working capital optimisation, and financial planning.

• Identify opportunities for cost savings and operational efficiencies within client accounts.

• Maintain accurate records of financial transactions and reconciliations.

• Mentor and support junior accounting staff, improving team efficiency and service quality.

• Ensure compliance with regulatory requirements, accounting standards, and internal policies.

• Contribute to process improvement initiatives within client accounting services.

• Participate in continuous professional development (CPD) and technical training.

• Support client onboarding, ensuring smooth integration into financial reporting processes.

• Prepare ad-hoc financial analysis and reports as requested by clients or senior management.

• Uphold confidentiality, ethics, and professionalism in all client interactions.