Key Achievements:

• Managed multiple client accounts, improving reporting accuracy and reducing month-end preparation time by 25%.

• Implemented streamlined accounting procedures, saving the practice 15+ hours per month.

• Identified accounting discrepancies and reconciled client accounts, recovering £40,000 / $50,000 for clients.

• Provided actionable financial insights that contributed to £100,000 / $120,000 additional revenue.

• Assisted in mentoring junior accountants, enhancing team efficiency and client service quality.

Duties & Responsibilities:

• Prepare and review client financial statements under UK GAAP, IFRS, or US GAAP.

• Maintain accurate client ledgers, reconciling balances and resolving discrepancies.

• Prepare management accounts, reports, and dashboards for client review.

• Monitor client accounts, ensuring compliance with statutory, regulatory, and professional standards.

• Assist in budgeting, forecasting, and variance analysis for client accounts.

• Liaise with clients to clarify financial queries and provide advisory support.

• Support VAT, payroll, and other statutory submissions for clients.

• Assist in audits and provide documentation to support internal and external reviews.

• Implement internal controls and process improvements to enhance client accounting efficiency.

• Supervise and support junior accountants, providing training and guidance as required.

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

• Prepare reconciliations for income, expenditure, and balance sheet accounts.

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

• Maintain accurate documentation of all financial transactions and reports.

• Conduct financial analysis to identify trends, risks, and opportunities for clients.

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

• Assist in client onboarding, ensuring accurate account setup and process compliance.

• Provide ad-hoc financial reports and analysis for partners and clients.

• Uphold professional ethics, confidentiality, and integrity in all client interactions.

• Contribute to practice-wide initiatives to improve processes, efficiency, and service quality.