Financial Accountant – Projects & Investments

Antipo Talent Ltd; Sherborne; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Sheridan Maine is delighted to be working with an established organisation to recruit a Financial Accountant – Projects & Investments. The role blends hands-on accounting with investment reporting, governance and strategic projects in a Family Office context.

You will drive enhancements to finance processes and systems, while delivering accurate wealth and investment reporting. Hybrid working is available after training and probation, with potential progression into senior management.

Qualifications

• Qualified accountant with ACA, ACCA or CIMA.
• Strong accounting and financial reporting experience.
• Experience reviewing financial information to a high standard.
• Experience improving finance processes, systems or ways of working.
• A genuine interest in technology, innovation and continuous improvement.
• Excellent organisational and project management skills.
• Strong communication skills and the confidence to work with colleagues, management and external suppliers.
• Integrity and discretion with confidential information.

Responsibilities

• Support the delivery of finance, investment reporting and compliance activities.
• Lead on strategic projects and process improvements.
• Assist with investment reporting, asset revaluations and intercompany reconciliations.
• Review wealth reporting information for accuracy and timely delivery.
• Develop and maintain systems/records for investment information.
• Support management accounts, financial statements, VAT returns and audit information.
• Contribute to governance and company secretarial requirements.

Skills

ACCA/CIMA

Financial reporting

Process improvement

Project management

Microsoft 365

Communication skills

Integrity and discretion

Education

ACCA/ACCA/CIMA qualification

Tools

Microsoft 365

Job description

Sheridan Maine is delighted to be working with an established and successful organisation to recruit a Financial Accountant – Projects & Investments.

This is a genuinely interesting opportunity for a qualified accountant who enjoys the variety of a broad finance role and has a passion for improving processes, developing systems and finding better ways of working.
Working as part of a small and collaborative team within a Family Office environment, you will combine your accounting expertise with responsibility for investment and wealth reporting, financial reporting, corporate governance and a range of projects focused on process improvement, systems and technology.

This role would suit an accountant looking for something different from a traditional finance position, offering a broad remit and the opportunity to influence and improve the way the organisation operates.
There is also excellent scope for progression, with the opportunity to develop into a Senior Manager position and ultimately take on broader responsibility for the operations of the office.

The role is based near the Somerset/Dorset border, with hybrid working available following an initial training and probationary period.

The Role

You will support the delivery of finance, investment reporting and compliance activities, whilst also taking the lead on a number of strategic projects and process improvements.
Your responsibilities will include:

• Supporting the delivery and continuous improvement of wealth and investment reporting.
• Assisting with investment performance reporting, asset revaluations and intercompany reconciliations.
• Reviewing wealth reporting information, ensuring accuracy and delivery within agreed timescales.
• Preparing and maintaining loan summaries, schedules, asset statements and supporting financial information.
• Developing and maintaining effective systems and records for investment information, including loans and mortgages.
• Supporting the preparation and management-level review of management accounts, financial statements, VAT returns and audit information across a number of entities.
• Supporting the finance activities relating to a pension scheme and a small number of limited companies.
• Ensuring corporate governance and company secretarial requirements are met, including statutory filings, registers and corporate records.
• Identifying opportunities to improve finance, reporting and compliance processes through automation and technology.
• Leading projects from initial concept through to implementation, including project planning, system specifications, testing and user adoption.
• Working with internal stakeholders, suppliers and management to successfully implement new systems and improvements.
• Supporting and training colleagues in the effective use of new technologies, systems and processes.
• Driving a continuous programme of process and efficiency improvements across the organisation.

This is a varied position combining hands-on accounting and investment reporting with projects, systems and process improvement, offering the opportunity to make a tangible difference to how the organisation operates.

About You

We are looking for a qualified accountant with at least three years’ relevant experience gained within practice or industry, who enjoys variety and is looking for an opportunity to make a genuine impact.
You’ll ideally have:

• ACA, ACCA or CIMA qualification.
• Strong accounting and financial reporting experience.
• Experience of reviewing financial information to a high standard.
• Experience of improving finance processes, systems or ways of working.
• A genuine interest in technology, innovation and continuous improvement.
• Strong Microsoft 365 skills, with advanced capability desirable.
• Excellent organisational and project management skills, with the ability to prioritise different workstreams.
• Strong communication skills and the confidence to work with colleagues, management and external suppliers.
• A proactive, solution-focused approach with strong attention to detail.
• The integrity and discretion required when working with highly confidential information.

We are looking for an accountant first and foremost who enjoys improving systems and processes and is interested in how technology, automation and emerging tools such as AI can be used to make things work more effectively.

Interested?

If you’re a qualified accountant looking for a role that offers variety, autonomy, progression and the opportunity to make a genuine impact, we’d love to hear from you.

You are required to be eligible to work in the UK full time without restriction.
Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. If you have not heard from us within five working days, please assume that your application has not been successful on this occasion.