Assistant Management Accountant

Age Partnership; Leeds; On-site; GBP 29,000 - 35,000; Full time

Job summary

A leading financial services firm is seeking an Assistant Management Accountant to join their dynamic finance team in Leeds. The role involves supporting the budgeting process, preparing management accounts, and collaborating with internal stakeholders. The ideal candidate will be a part qualified accountant with strong analytical skills and the ability to thrive under pressure in a fast-paced environment.

Qualifications

• Part Qualified Accountant (CIMA, ACCA, ACA) or AAT qualified.
• Experience in Management Accounts or analyst positions.
• Proficient in Microsoft Excel, Word, and Outlook.

Responsibilities

• Assist in the preparation of annual budgets and forecasts.
• Support the monthly financial reporting process, including variance analysis.
• Collaborate with cross-functional teams for timely inputs for budgets.

Skills

Attention to detail

Communication

Time management

Multi-tasking

Organizational skills

Education

Part Qualified Accountant (CIMA, ACCA, ACA) or AAT qualified

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Sage 200

Job description

Job role

Assistant Management Accountant
Reports to

Group Head of FP&A
Location

Thorpe Park, Leeds, LS15
Package

£29,000 to £35,000 dependent on experience
Hours of work

37.5 per week. Hours of work will be flexible and dictated by the needs of the business; therefore, it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. The employee will ensure they are working from the office a minimum of 3 days a week (Monday - Friday).
The role
Overview

This is a pivotal role in a fast-paced organisation that supports both the finance team and the wider business.

Working closely with the wider finance team and a range of internal stakeholders, the purpose of this role is to assist with Annual Budgeting process and production of timely and accurate financial information, and other analysis to support the business needs. This is a unique role that provides exposure to both FP&A and Management accounts for the right candidate.
Key Outputs

• Assist in the preparation of annual budgets and forecasts.
• Assist with the preparation of monthly Management Accounts and supporting schedules according to monthly close deadlines.
• Develop and maintain financial models for Departmental P&Ls and Projects.
• Prepare ad-hoc commercial analysis and reports as needed to support Operational business leaders in evaluating performance, recommending solutions and next steps.
• Updating and maintaining the monthly forecast files and consolidation of Group forecasts.
• Collaborate with cross-functional teams to gather timely inputs for budgets and rolling forecasts.
• Assist with production of monthly Balance Sheet and Intercompany Reconciliations for group companies.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Report on key financial information, including budgetary variances and other non-financial data and track.
• Play a key role in delivering ongoing and future system and process improvement projects.
• Any other ad hoc duties as required.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary
About us
Not your typical financial services firm...

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in-house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.
Our Values
Customer First

• Be Respectful - Treat customers and colleagues at all levels with dignity and respect.
• Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business.
• Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague.

Win together

• Collaborate & Share - Be generous with your time and ideas, working with and for the wider team.
• Focus on Solutions - Show resilience and determination, focusing on the solution not the problem.
• Appreciate others - Recognise the contribution made by every colleague to the success of our business.

Raise the bar

• Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working.
• Commit to Development - Take responsibility for your personal development and that of the business.
• Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others.

Do the right thing

• Be Accountable - Take responsibility for your actions and learn from any mistakes.
• Keep Your Promises - Do what you say you'll do, when you say you'll do it.
• Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.

The person

A presentable and highly motivated individual, with keen attention to detail and a methodical approach to their work. An effective communicator, able to deal with both Internal and External Stakeholders in a professional and confident manner. The successful candidate will have experience of working in a fast paced, busy finance department with the ability to prioritise and work to strict deadlines.
Skills, Experience and Qualifications

Mandatory

• Part Qualified Accountant (CIMA, ACCA, ACA) or AAT qualified, looking for next step.
• Experience in or Management Accounts positions, analyst positions
• Proficient in Microsoft Excel, Word, and Outlook
• Experience of working under pressure
• Excellent organisation, time management and multi-tasking skills.
• Ability to build and maintain strong business relationships.
• Strong attention to detail.
• Capable of working both independently and as part of a small team.

Desired

• Experience of the Financial Services sector.
• Working knowledge accounting software, such as Sage 200