Financial Reporting Manager

Ecclesiastical Insurance Group; Taunton; On-site; GBP 50,000 - 70,000; Full time

Job summary

Lloyd & Whyte, part of the Benefact Group, is seeking a Financial Reporting Manager for its Taunton office. This permanent role involves preparing and analyzing financial information, producing management accounts, and ensuring compliance with financial regulations. Ideal candidates are ACA, ACCA, or CIMA qualified with experience in a regulated environment and a strong command of financial processes. The role supports both personal and professional development within a purpose-led organization.

Benefits

28 days annual leave plus bank holidays

Birthday off

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for study and professional qualifications

Paid time off for volunteering

Qualifications

• Experience in group reporting and statutory accounts.
• Confident in communicating and presenting.
• Able to commute to the Taunton office frequently.

Responsibilities

• Prepare and analyze financial information for strategic decisions.
• Produce management accounts and financial reports.
• Assist with budget and forecasting.

Skills

Communication

Analytical skills

Commercial acumen

Relationship management

Technical accountancy knowledge

Education

ACA, ACCA or CIMA qualified

Tools

Excel

Management information systems

Job description

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Salary:Starting from £50,000.00 (depending on experience)

Working hours:35

Duration:Permanent

About the role

Lloyd & Whyte, who are proudly part ofBenefact Group, are looking for a Financial Reporting Managerto join our Accountsteam in their Tauntonoffice.

The team are looking for someone experienced ingroup reporting and statutory accounts to provide support in preparing, developing and analysing financial information to allow the organisation to make well informed decisions for future stability, profitability and growth in support of the business strategy.

Joining our rapidly expanding andinnovative Group presents a fantastic opportunity to develop your career andbecome an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Achieve individual targets and key performance indicators as set and agreed
• Maintain and follow financial policies and management information systems
• Promote, develop and enable our values and culture within the team, including qualification, product and technical knowledge with relevant competency levels achieved and maintained
• Produce accurate and timely management accounts and financial reports
• Assist with ensuring effective and robust management of the Company's finances
• Assist with Budget and forecasting
• Highlight improvements in financial processes and systems
• Ensure compliance with all financial regulations
• Work collaboratively with all colleagues to deliver an exceptional client experience
• Assist with statutory audit, providing external auditors with necessary documentation and support
• Work within a regulated environment, understanding and supporting the wider team with implementing and maintaining policies to meet FCA client money requirements
• Work collaboratively with all business areas producing comprehensive financial information to guide effective policy making and financial strategizing
• Assist with ad hoc financial reporting to a variety of stakeholders

Knowledge, skills and experience

• ACA, ACCA or CIMA qualified
• Previous experience within a similar role/regulated environment
• Confident and capable in communicating, presenting, networking, managing relationships and providing an excellent client experience
• Understand intercompany charges across the wider group
• Understand modern management information systems
• Intellectual with strong commercial acumen and technical accountancy knowledge
• IT literate with advanced excel knowledge and highly analytical
• Able to commute to our Taunton office multiple times per week (Full timeduring initial training/probation).

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay andparental leave
• Support and funding toward study and professional qualifications
• Paid time off forvolunteering

Lloyd & Whyteoffer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26