Overview
In this role you will lead a portfolio of SME clients, delivering an outsourced finance function and providing strategic financial guidance. You will oversee management accounts, forecasting, budgeting and statutory reporting while acting as a trusted advisor to owner-managed businesses. You’ll drive financial insights in client meetings and support commercial decisions, collaborating with tax, audit and payroll teams. This is a growth-focused, advisory-facing position with mentoring responsibility and a strong emphasis on value creation.
Pay / Benefits
- 25 days holiday + bank holidays
- option to buy/sell additional days
- enhanced family-friendly policies
- pension scheme
- regular social events
- hybrid / flexible working options
Responsibilities
- Act as trusted advisor to SME clients, supporting financial strategy and performance
- Oversee management accounts, forecasting, budgeting and financial reporting
- Review accuracy of statutory reporting and compliance (VAT, HMRC, etc.)
- Lead regular client meetings, presenting financial insights and recommendations
- Identify risks and opportunities to aid commercial decisions
- Collaborate with internal teams across tax, audit and payroll
- Coach and mentor both internal staff and client finance teams
Key requirements
- ACA / ACCA / CIMA qualified (or equivalent)
- Strong background in accounting practice, preferably outsourcing
- Experience with SMEs / owner-managed businesses
- Comfortable delivering financial insights to senior stakeholders
- Strong relationship-building and communication skills
- Experience managing or mentoring team members
- relationship builder
- excellent communication
- client-focused
- financial strategy and performance
- management accounts
- forecasting
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