About this role
Job Description
Managing full-scope financial operations and management accounting across an allocated portfolio of entities, this role ensures accurate, actionable, and reliable financial information is delivered to key stakeholders. Operating within a supportive shared-services structure that underpins leading wealth management practices, the position takes ownership of month-end reporting, process improvements, and group-level financial integrity.
Working closely with the Financial Manager, the role combines hands-on accounting with analytical problem-solving. It provides end-to-end accountability for transactional records, financial reconciliations, budgeting support, and forecasting for a diverse entity portfolio.
Key Responsibilities
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Own the complete accounting function for an allocated portfolio of entities, managing tasks from initial transaction processing and cashbook entries through to management account preparation.
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Execute month-end reporting, maintain supporting schedules, and perform comprehensive reconciliations to ensure accurate financial records.
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Investigate financial variances, accounting issues, and discrepancies, driving them through to full resolution.
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Support group-level requirements, including financial consolidations, budgeting, forecasting, and audit preparation.
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Contribute to financial control enhancements, system initiatives, reporting upgrades, and continuous process improvements.
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Engage with stakeholders across the organisation to guarantee financial data is complete, clear, and meaningful.
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Essential Requirements
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Matric.
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Proven track record in a high-execution accounting role with strong technical accounting fundamentals.
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Intermediate to advanced Microsoft Excel capabilities.
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Strong financial systems aptitude with proven ability to learn new technologies quickly.
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Practical experience utilising Sage or similar accounting software.
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Proficiency across Microsoft Office applications, including Teams and SharePoint.
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Desirable Requirements
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Diploma or Degree in Accounting, Finance, or a related field.
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ICB Financial Accounting, SAIBA, CIMA (Operational Level), or a similar financial qualification.
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Exposure to business intelligence platforms, reporting tools, or financial process automation solutions.
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Required Software Skills
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Microsoft Excel (Intermediate to Advanced)
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Sage (or similar accounting software)
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Microsoft Office (including Microsoft Teams and Microsoft SharePoint)
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Benefits and Culture
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Collaborative, close-knit team environment focused on high standards, shared knowledge, and mutual support.
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Environment that invests in continuous learning, professional development, and personal growth.