Financial Accountant-Project Management

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    Financial Accountant-Project Management SALARY: £45,000 - £60,000 Per Annum

    Perm FT
    REF: Financial Accountant-Project Management

    My client are looking for a Financial Accountant who can lead and manage Advisory Projects for their clients.

    Your role will be to manage work flow, oversee advisory projects and manage the team, reporting to the Directors.

    You will be a commercially minded individual capable of managing a wide range of advisory projects and guiding and advising clients throughout.

    You will have experience of delivering a wide range of projects, and will be able to share your experiences and bring this experience to bear in delivering assignments.

    You will be organised, a good manager of people and be able to see ways to continue the development of my clients advisory offering and guide our clients towards determining their strategic goals.

    You will be expected to deliver exceptional client service, require excellent attention to detail, be able to remain calm under pressure and capable of thinking on your feet. You will be a team player, able to deliver projects working with a wide range of their team members and coordinating our clients and other professional advisor's.

    You will have line management experience and be able to coordinate a team to deliver assignments.

    Principal Duties and Responsibilities:

    Project delivery

    o Deliver a wide range of business and tax advisory projects.

    o Lead projects and assignments.

    o Co-ordinate projects and assignments, especially where the project or assignment requires input from other teams.

    o Keep up to date with relevant business news.

    o Responsible for preparing the weekly projects list and ensuring the efficient and timely completion of projects.

    o Carry out background research and present findings

    o Preparation of reports, presentations and correspondence

    o Maintain databases and filing systems

    o Prepare and review forecasts using Sage Forecasting and Excel

    o Prepare and review research of company targets for acquisitions or disposals using Fame/Zephyr and other sources.

    o Prepare and review documentation for applications for funding.

    o Attend and contribute at Strategic Review meetings and prepare subsequent presentation.

    o Coordinate and manage a variety of tax advisory projects

    o Keep other members of the business informed of progress.

    o Contribute to discussions on how to improve processes

    o Willing to work extra hours at times to complete assignments on time

    o Work with Associate Director & Director to ensure risks are managed

    Business development, networking and relationships

    o Preparing draft proposals for new clients.

    o Preparing draft quotes for existing clients.

    o Attend networking events - both run by my client and others

    o Attend networking events and meetings with key business contacts to strengthen the firm’s distribution strategy and foster good working relationships with contacts within banks and law firms who also work with our existing and potential client base.

    o Building & developing client relationships. Attend meetings with clients and their other professional advisers (Banks, Lawyers) as and when required.


    o Responsible for the month end billing process.

    o Responsible for updating the pipeline and billing spreadsheets.

    o Arranging monthly catch ups with team members

    o Motivate and encourage other members of staff to ensure they are reaching their potential.

    o Ensuring professional development is carried out by seeking out training opportunities for the Business advisory team.

    o First review of junior team members work.

    You will be a qualified Chartered Accountant with a proven track record of Project Management experience.

    You will have excellent communication skills and operate at an advanced level with Word and Excel.

    In return the successful candidate will join a dynamic growing Accountancy Practice in Dorset with a wide range of exciting clients in the South.

    Additional info

    • LOCATION: Poole, Dorset
    • CONSULTANT: Laurence Ainley
    • TYPE OF WORK: Accounts