Accounts & Business Advisory Manager

Dains; Dunfermline; Hybrid; GBP 60,000 - 78,000; Full time

Benefits offered by this job

Flexible and hybrid working options

25 days annual leave plus bank hols (r

Life assurance and pension

Private medical insurance

Electric car scheme and cycle to work

Team and firm-wide events

Enhanced maternity/paternity pay

Employee resource groups

Dains in the Community

Job summary

Dains in Dunfermline seeks an Accounts & Business Advisory Manager to lead a portfolio of clients, delivering strategic financial guidance and proactive advisory services throughout the year.

You will mentor and develop the team, manage client relationships, and work with Senior Managers and Partners to drive growth and client value using cloud accounting platforms such as Xero, Sage and QuickBooks.

Qualifications

• ICAS or ACCA qualification with CPD aligned to requirement for your designation.
• Proven track record supervising a designated client portfolio including managing workflow and meeting deadlines.
• Strong leadership and mentoring abilities with communication across teams and clients.

Responsibilities

• Lead a portfolio of clients, building trusted advisory relationships.
• Deliver proactive financial and strategic advice to drive growth for clients.
• Review and sign-off client accounts with accuracy and timeliness.
• Mentor team members to senior levels and support resource planning.
• Collaborate with cross-functional teams to deliver holistic client solutions.

Skills

Client advisory

Leadership

Communication

Financial analysis

Education

ICAS or ACCA qualification

Tools

Xero

Sage

QuickBooks

Job description

Accounts & Business Advisory Manager

Department: Accounts & Business Advisory

Employment Type: Full Time

Location: Dunfermline

Description

This is an exciting opportunity for a highly motivated individual to play a key role in providing strategic financial guidance and advisory services to a diverse portfolio of clients. You’ll play a key part in people management within the Accounts & Business Advisory team, contributing to and promoting team culture and maintaining good working relationships.

Key Responsibilities

• Manage a portfolio of clients, acting as a trusted business adviser and developing long-term client relationships.
• Provide proactive business, financial and strategic advice, helping clients identify opportunities, address challenges and achieve their growth objectives.
• Use analytical procedures, accounting ratios and other benchmarking techniques to assess the viability of a client’s business and advise the client accordingly.
• Identify opportunities to add value through wider advisory services and collaborate with specialist teams across Dains to deliver holistic client solutions.
• Support clients with business planning, cash flow forecasting, profitability improvement and operational decision-making.
• Support and contribute to client meetings, providing clear and commercially focused financial analysis to aid decision-making while developing the skills to lead client discussions.
• Review accounts (unincorporated and incorporated) prepared by team members, ensuring accuracy and quality.
• Build a strong understanding of clients' businesses, industries and strategic goals to provide tailored advice throughout the year.
• Manage the financial performance of a client portfolio, including WIP, billing, recoveries and debt management.
• Work closely with Senior Manager, Directors and Partners to deliver exceptional client service and identify opportunities for business development.
• Support new business generation through networking, referrals, prospect meetings and converting enquiries into long-term client relationships.
• Advise clients on cloud accounting systems and digital solutions (eg Xero, Sage, Quickbooks etc) helping businesses improve efficiency and reporting capabilities.
• Manage, mentor and develop team members through to Senior level, providing coaching, technical guidance and performance support.
• Liaise with the Operations Manager regarding resource planning and workload management.
• Maintain strong communication across teams and departments to ensure a collaborative and client-centric approach.
• Achieve chargeable hour and business performance targets while delivering a high-quality advisory service.

Skills, Knowledge & Expertise

• Education: You will be ICAS or ACCA qualified with a full CPD record appropriate to requirement for your qualification.
• Professional Experience: You have a proven track record in supervising a designated client portfolio including managing workflow, preparation, review, meeting the client, invoicing the work, and meeting statutory deadlines.
• Leadership and Management Skills: You possess strong leadership qualities which enable you to mentor, train and develop the team through organisational skills, delegation, and clear guidance of processes, practices and systems / softwares.
• Technical Skills: You have excellent knowledge of the main accounting systems in the marketplace (eg Xero, Sage, Quickbooks etc) in order to assist and advise clients accordingly.
• Communication Skills: Your exceptional communication skills enable you to maintain effective and proactive communication with own team, management, other departments and clients.
• Building relationships: You demonstrate the ability to develop and maintain effective, trusted relationships with clients. Proactively build rapport, deepening understanding of clients’ businesses, and contribute accordingly during prospective client meetings alongside Manager/Partner.

Job Benefits

• Flexible and hybrid working options
• 25 days annual leave plus bank holidays, increasing with service, with the option to buy or sell days
• Financial security through life assurance and a competitive pension scheme, with access to private medical insurance through both company-funded and self-funded options
• Greener travel options through our electric car scheme and cycle to work programme
• A vibrant social culture with regular team and firm-wide events
• Enhanced maternity and paternity pay to support you and your family through life’s important moments
• Employee resource groups promoting inclusion and connection
• “Dains in the Community”, supporting charity, wellbeing and local initiatives