Financial Accounting and Investment Lead - Senior Manager

Pwc; Cardiff; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading professional services firm in Cardiff seeks a financial analyst to support the Finance Director with investment portfolio management and ensure compliance with financial controls. The ideal candidate possesses an ACA or ACCA qualification and will oversee budgeting, forecasting, and financial reporting. Strong analytical skills and the ability to engage with stakeholders are essential for success in this role. Join us to help drive financial decision-making and support operational excellence.

Qualifications

• Must possess ACA or ACCA Qualification (or an international equivalent).
• Experienced in designing and implementing financial processes and controls.
• Strong analytical and problem-solving skills.

Responsibilities

• Ensure strong financial control and compliance.
• Deliver strategic financial insights via budgets and forecasts.
• Oversee investment portfolio governance and reporting.

Skills

Financial analysis

Budgeting

Forecasting

Risk management

Stakeholder engagement

Communication

Analytical skills

Education

ACA or ACCA Qualification (or equivalent)

Job description

At PwC, our people in finance focus on providing financial advice and strategic guidance to clients, helping them optimise their financial performance and make informed business decisions. These individuals handle financial analysis, budgeting, forecasting, and risk management. Those in accounting at PwC will focus on managing financial records, analysing data, and assisting in compliance with accounting standards. You will play a crucial role in providing accurate financial information and insights to support decision-making.

About the role: This specialist role supports the Finance Director in managing the investment portfolio and ensuring accuracy across the P&L and balance sheet. The position upholds accounting policies set by the Financial Control Centre of Excellence and ensures consistent application. Working with diverse stakeholders, the role delivers financial insight aligned with strategic goals. It maintains a strong control environment, provides assurance on accounting requirements, and leads engagement on policy and control matters. Drawing on technical expertise, commercial awareness, and strong collaboration skills, the role influences and supports financial decision-making while identifying and mitigating risk.

What your days will look like:

• Ensuring strong financial control and compliance, supporting a 'no surprises' environment through robust procedures, accurate reporting, and oversight of grants, offshore costs, and Managed Services Catalyst spend.
• Delivering strategic financial insight by preparing budgets and forecasts, analysing P&L performance, and guiding business leaders with commercial acumen to drive outcomes and identify financial improvements.
• Acting as a subject matter expert, applying accounting policies consistently, consulting with the Financial Control Centre of Excellence (FC CoE) on complex issues, and sharing local financial risk intelligence.
• Overseeing investment portfolio governance, including ROI tracking, budget adherence, and reporting to senior leadership, while collaborating with stakeholders and Tax on HMRC submissions.
  Must possess a ACA or ACCA Qualification (or an international equivalent)
• Experienced in designing and implementing financial processes, controls, and managing month-end/year-end reporting and audits.
• Skilled in influencing and challenging senior stakeholders, with excellent communication and relationship-building abilities.
• Demonstrates strong analytical and problem-solving skills, with high attention to detail and a commitment to accuracy.
• Proven track record in team development, offering support, training, and resilience in leadership.
• Embraces technology to drive change and improve financial operations through digital solutions.