Client Finance Manager

ACCA Careers; Leeds; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial management firm in Leeds is seeking a Client Finance Manager to oversee financial management and reporting for clients. The role involves delivering accurate budgets and forecasts, ensuring high client satisfaction, and acting as a key liaison between finance and property staff. Ideal candidates will have a CCAB qualification and experience in the property industry.

Qualifications

• Experience in the property industry within medium to large organisations.
• Previous experience working in a Property Consultancy or Property Landlord environment.
• Qualified/part-qualified accountant with a recognised professional body.

Responsibilities

• Deliver budgets and forecasts for each client using complex data.
• Be accountable for financial control over property services accounting.
• Act as key liaison between senior finance and property staff.

Skills

CRM Salesforce

Power BI

Customer service

Education

CCAB qualification or equivalent

Job description

Overview

With a strong focus on improving the GPA's customer service offering, the Client Finance Manager will be responsible for providing financial management and reporting services to a portfolio of clients, delivering excellent financial reporting and property accounting to new and existing customers alike. The postholder will have full responsibility for all aspects of financial services delivery for existing and prospective clients including budgets, forecasts and client liaison.

Responsibilities

• Deliver budgets and forecasts for each client, property and tenancy, using complex data from the MRI Horizon general ledger and other systems, Power BI and Excel.
• Be accountable for financial control over property services accounting, ensuring high levels of client satisfaction by providing accurate forecasting, explanations and billing.
• Maintain a focus on process improvement, including planning and establishing new systems and processes for quarterly financial reporting.
• Act as key liaison between senior finance and property staff for client meetings, being acutely aware of customer needs and proactively solving problems.
• Lead service delivery to clients alongside management accountants and other colleagues, supporting the growth of the GPA and matching resources to client demand.
• Manage due diligence exercises on estate‑related financial information provided by the client and identify material financial risks to GPA.
• Manage GPA risk and reporting, balancing client needs with protecting the organisation’s financial standing.

Desirable Skills

• Experience utilising CRM Salesforce and Power BI.
• Experience in the property industry within medium to large organisations where customer service is a priority.

Desired Experience & Technical Skills

• Previous experience working in a Property Consultancy or Property Landlord environment.
• CCAB qualification or equivalent, qualified/part‑qualified accountant with a recognised professional body.
• Managing a Quality Service.
• Seeing the Big Picture.
• Communicating and Influencing.
• Delivering at Pace.

Technical Skills Assessment

• Customer Perspective.
• Commercial Acumen.
• Property Market Knowledge.
• Innovation.

Equality, Diversity and Inclusion

We are committed to representing the communities we serve by making Equality, Diversity, and Inclusion (EDI) part of everything we do. Our strong emphasis on EDI is not just about driving inclusion across our organisation, it is also about ensuring our services meet the needs of government departments and the civil servants who use our spaces.