Account Manager

Virgate Accounts Ltd; Gloucester; Remoto; GBP 40.000 - 52.000; Tempo pieno

Descrizione del lavoro

Virgate Accounts Ltd in Gloucester is seeking an Account Manager (External Clients) to act as the key liaison between the practice and our external clients. You will deliver Management Accounts reports, compare client performance with industry benchmarks and provide insightful financial analysis.

The role requires strong Excel skills, solid management accounts experience, and the ability to manage multiple client portfolios to tight deadlines while delivering excellent service.

Competenze

• ACCA/CIMA/CPA qualification required.
• Minimum 3 years' experience in Management Accounting.
• Client-facing experience is a plus.
• Proficient in Excel.
• Knowledge of Xero desirable.
• Strong communication skills, both written and verbal.
• Ability to prioritise and meet deadlines.
• Organized and adaptable, with a willingness to learn.

Mansioni

• Serve as the primary point of contact for clients, communicating regularly via phone, email, video calls (Teams), and face-to-face meetings.
• Review and analyze each client's bookkeeping status on a weekly basis, addressing any discrepancies or issues proactively.
• Having deep Management Accounts Knowledge to be able to support and prepare the accounts when deadlines are due to be met.
• Manage the full Management accounts period-end closure process to ensure smooth delivery of accounting reports within ten working days of period end.
• Liaise with the reporting team to guarantee reports are tailored to each client's specific needs.
• Provide expert advice to clients based on financial performance and industry benchmarks.
• Ensure all tasks are accurately tracked and completed using the task management system, maintaining up-to-date client notes and supplier information.
• Support colleagues when needed, ensuring clients continue to receive excellent service, even when team members are out of the office.

Conoscenze

Excel

Management accounts experience

Xero

Communication skills

Prioritization

Problem solving

Organization

Formazione

ACCA / CIMA / CPA

Descrizione del lavoro

Account Manager (External Clients)

Location: Gloucester

Position Overview:

As an Account Manager, you will act as the key liaison between Virgate and our external clients. You'll provide essential financial insights, comparing client performance against industry benchmarks, and delivering accurate and timely Management Account reports. You'll take full ownership of a diverse client portfolio, ensuring all financial reports are completed smoothly and that clients receive top-tier support.

This role offers a great opportunity for someone who enjoys both financial analysis and building strong client relationships.

Key Responsibilities:

• Serve as the primary point of contact for clients, communicating regularly via phone, email, video calls (Teams), and face-to-face meetings.
• Review and analyze each client's bookkeeping status on a weekly basis, addressing any discrepancies or issues proactively.
• Having deep Management Accounts Knowledge to be able to support and prepare the accounts when deadlines are due to be met.
• Manage the full Management accounts period-end closure process to ensure smooth delivery of accounting reports within ten working days of period end.
• Liaise with the reporting team to guarantee reports are tailored to each client's specific needs.
• Provide expert advice to clients based on financial performance and industry benchmarks.
• Ensure all tasks are accurately tracked and completed using the task management system, maintaining up-to-date client notes and supplier information.
• Support colleagues when needed, ensuring clients continue to receive excellent service, even when team members are out of the office.

What We're Looking For:

• Qualifications: ACCA / CIMA / CPA
• Experience: At least 3 years' experience in Management Accounting, with client-facing experience being a plus.
• Skills:
  • Proficiency in Excel is essential.
  • Strong Management Accounts experience and expertese.
  • Knowledge of Xero is desirable but not required.
  • Strong communication skills, both written and verbal.
  • Ability to prioritize and manage your workload efficiently, especially under tight deadlines.
  • Strong problem-solving abilities and a positive, can-do attitude.
  • Organized, methodical, and adaptable, with a willingness to learn.