Financial Reporting Manager

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

Purpose of Role:

This role will accounts preparation services for a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients, liaison with other departments and clients, and managing more junior members of staff as necessary. You will have active involvement in the training and development needs of the team to improve quality. You will also aid the senior management team in both client work and in the management of the team.

Key Responsibilities:

Client work:

• Review work performed by members of the team, including FRS 102, FRS 101, IFRS and consolidated group accounts.
• Ensure that clients receive an efficient and proactive service and client expectations are exceeded.
• Liaising with Clients, Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.

Department Administration:

• Monitoring of billing/lock-up and staffing levels.
• Ensure WIP provisioning is kept up to date monthly as considered appropriate.
• Support management team with various administrative tasks and projects that arise from time to time.

Training and development:

• Providing support and upskilling on technical areas to team members, ultimately improving the quality output.
• Monitoring of staff performance, carrying out appraisals and ensuring feedback given to staff on a timely basis.
• On the job training for junior staff on a one-to-one basis.

Business/Practice Development:

• Preparation of proposals for new work.
• Development of opportunities with existing clients.

Qualifications

Education/Qualifications:

Strong academic history.

Qualified accountant (ACA, CA, ACCA).

Key Experience/Skills:

• Significant experience of large entity statutory accounts gained within a professional services environment.
• Experience of working with entrepreneurial, OMB and SME clients.
• Experience of (and appetite for) business development activities such as preparation of proposal documents.
• Demonstrable working knowledge of accounting standards.
• Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by appropriate individual.
• Strong communication skills to liaise with clients, Directors, Partners, staff and other professionals.
• Previous experience managing staff to ensure best performance.
• Strong organisation & time management skills to ensure needs of clients, partners and staff are all met.
• Monitoring costs against budget for individual clients.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.