Location: North West London
Salary: 45,000 – £55,000
Hybrid: 1 day WFH
My client are looking for an experienced Client Finance Manager to join their growing Transactional Client Finance team in a hands-on role overseeing the accurate and timely delivery of core client finance activities.
The successful candidate will have strong technical finance knowledge, excellent attention to detail and a proactive approach, with responsibility for financial controls, transactional finance oversight and supporting the wider team.
This is a hands-on position, with involvement across day-to-day finance operations, new development mobilisations, system changes and key business deadlines, alongside approval responsibilities for bank movements and reconciliations.
What you’ll be doingTransactional Finance & Operational Oversight
Oversee the accurate and timely delivery of key client finance activities, including accounts receivable, accounts payable, service charge and ground rent billing, bank reconciliations and wider transactional finance administration.
Provide hands-on support with transactional finance tasks when required.
Ensure internal budget templates are prepared accurately and on time to support the annual budgeting process.
Manage, review and support the billing of corporate management fees, ensuring income is raised accurately and promptly.
Identify opportunities to improve processes, promote consistency and embed efficient, accurate and compliant ways of working.
Systems & Mobilisation
Support the mobilisation of new developments, including reviewing and transferring budgets received from previous managing agents.
Ensure financial information is accurately captured within internal budget templates and finance systems.
Lead and actively support the financial onboarding of new developments, ensuring systems are configured correctly and all required information is obtained.
Work closely with property management, onboarding and operational teams to ensure smooth transitions into management.
Manage and approve new system user set-up, ensuring access levels are appropriate and properly controlled.
Support system upgrades, developments and process changes affecting Client Finance.
Complete and support user acceptance testing for system changes and new functionality, identifying and documenting issues and ensuring solutions are fit for purpose.
Financial Controls & Governance
Review and sign off client bank reconciliations within agreed authority levels.
Ensure reconciling items are investigated, followed up and resolved appropriately.
Review and approve bank movements and transfers between client bank accounts within agreed authority levels.
Ensure approvals are supported by appropriate controls, audit trails and procedures.
Support and manage TPI/RICS audits, ensuring relevant documentation and information is provided.
Escalate significant issues or risks to the Head of Client Finance where appropriate.
Team Support & Service Delivery
Provide day-to-day guidance and support to the Client Finance team.
Help prioritise workloads, manage deadlines and maintain consistently high standards.
Support the documentation and continuous improvement of finance processes.
Depending on experience and business requirements, the role may include line management responsibility for agreed members of the team.
Act as an escalation point for complex finance queries and work collaboratively to resolve issues.
Build effective working relationships with internal teams, clients, suppliers, previous managing agents and other stakeholders.
Take on additional responsibilities and ad hoc duties as required.
About you
Someone who is comfortable operating in a high-volume transactional finance environment and who takes pride in getting the detail right.
Essential experience
Experience managing competing priorities and deadlines while maintaining accuracy across high-volume financial processes.
Experience working within financial controls, internal governance or compliance frameworks.
Strong organisational skills and the ability to manage multiple demands effectively.
Excellent attention to detail and the confidence to review financial information, identify issues and apply sound judgement.
Strong communication skills, with the ability to explain financial matters clearly to a range of audiences.
Good working knowledge of Microsoft Office, particularly Excel and Outlook, alongside shared document management tools.
Strong technical literacy and the ability to contribute to system testing, implementation and process change.
A practical, solution-focused approach to identifying issues and improving processes.
Desirable experience
Experience within residential property management, client finance, leasehold finance or another regulated finance environment.
Experience working with client bank accounts, reconciliations, billing and payment processes.
Experience supporting budgeting within a property, finance or operational environment.
Experience using property management, finance or client accounting systems.
Working knowledge of leasehold property management finance and the financial requirements associated with development handovers and ongoing management.
Jackson Sims Recruitment, specialists in Real Estate, covering Block & Estate Management, Property Management (AST), Build to Rent (BTR), Facilities Management, Concierge, PBSA and Financial & Accounting Services, operating in London and throughout the UK. Should you be a candidate or client working in Real Estate, we have a multitude of recruitment services that can be tailored to you.
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