Job Description
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Manage defined advisory assignments with appropriate manager oversight.
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Prepare and explain management accounts and financial information in client meetings, making it clear and actionable for non-specialist business owners.
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Support forecasting and budgeting discussions: prepare models, explain assumptions and update outputs in response to client conversations.
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Identify practical operational or financial improvement opportunities during client work and raise with the manager.
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Coordinate advisory workflow across assignments: track progress, maintain documentation and manage client information requests.
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Support cross-referral coordination: identify potential referrals to Audit, Accounts and Tax and flag to the manager.
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Prepare advisory notes, summaries and reports for client meetings to a clear, professional standard.
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ACA/ACCA/CA finalist or qualified, ATT, or equivalent (desirable, not essential).
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Typically two or more years of accounts, finance or advisory experience in practice.
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A practical approach and genuine interest in how businesses work.
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