We're looking for a Portfolio CFO who will have oversight and responsibility for a portfolio of clients. The right person will work very closely with their portfolio businesses, ultimately getting to know them inside-out, as if heading up their internal finance team.
If you're ACA/ACCA qualified with 5+ years' experience within an accountancy practice, and have experience managing a team of accountants, you could be who we want to welcome to join our team.
Day-to-day walkthrough of the role
You will benefit from managing a team of accountants who will deal with the processing of daily operational finance tasks for clients in your portfolio, under your direct supervision. It will be your responsibility to ensure that your clients’ accounts are always kept up-to-date, as they will rely on us to do so to enable them to make real-time business decisions.
Each month you will deliver clear, actionable management information to your clients. Importantly you will also own the underlying finance model which is a key component to helping map out each business' finances. You will have the freedom to build out and tailor these in any way that is most useful for each individual business.
Leading regular reviews with clients to discuss their accounts and their general business is essential, and they will ultimately turn to you as their first port of call for any conversations related to the business’ finances.
Organising regular meetings with the clients in your portfolio to discuss their accounts and their general business will be essential, and they will ultimately turn to you as their first port of call for any conversations related to the business’ finances.
Essential skills & knowledge
- Highly organised with the ability to manage multiple client deadlines and priorities effectively
- Confident communicator, able to build relationships with business owners and act as a trusted advisor
- Hard-working, trustworthy and diligent, must have strong attention to detail and a commitment to delivering accurate work
- Experience in preparing management accounts and operating financial models
- Ability to interpret financial information and translate it into clear, actionable insights for non-finance stakeholders
- Commercially minded, with an understanding of how financial decisions impact business performance and growth
- Tech-proficient – must be confident and comfortable learning and using new software and accounting-related apps
Desired qualifications & experience
- ACA/ACCA qualified with 5+ years’ experience within an accountancy practice
- Experience managing a team of accountants
- Experience managing a portfolio of clients having had responsibility for their requirements and deadlines
- Experience working with and building out financial models
- Full UK driving licence
We're forward-thinking and innovative; we're not just any old accountancy firm.
Our unique model affords our people the experience of an industry accountant, whilst being underpinned by the support of an ICAEW accountancy practice.
Ready to be part of something different? Let's shape the future of accountancy together.
Job Types: Full-time, Permanent
Pay: £50,000.00-£60,000.00 per year
Benefits:
- Additional leave
- Company pension
Experience:
- accountancy practice: 5 years (required)
Work Location: In person
