Financial Reporting Manager Lloyd & Whyte · ·

Benefact Group plc; Taunton; On-site; GBP 50,000; Full time

Job summary

An established industry player is seeking a Financial Reporting Manager to join its dynamic Accounts team. This role offers a unique opportunity to contribute to financial stability and growth within a purpose-driven organization. You will be responsible for preparing and analyzing financial information, producing accurate management accounts, and ensuring compliance with financial regulations. The company values inclusivity and offers a range of benefits, including generous annual leave, a bonus scheme, and support for professional development. If you're looking to make a meaningful impact in a supportive environment, this position is perfect for you.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Parental leave

Support for study and professional qualifications

Paid time off for volunteering

Qualifications

• Experience in group reporting and statutory accounts is essential.
• Strong analytical skills and advanced Excel knowledge required.

Responsibilities

• Produce timely management accounts and financial reports.
• Assist with budget and forecasting, ensuring compliance with regulations.
• Collaborate with colleagues to deliver exceptional client experiences.

Skills

ACA qualified

ACCA qualified

CIMA qualified

Advanced Excel knowledge

Commercial acumen

Technical accountancy knowledge

Communication skills

Analytical skills

Education

Professional accounting qualification

Tools

Management information systems

Job description

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

Working hours: 35

Duration: Permanent

Location: Taunton/Somerset/Devon

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Financial Reporting Manager to join our Accounts team in their Taunton office.

The team is looking for someone experienced in group 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 and innovative Group presents a fantastic opportunity to develop your career and become 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 time during initial training/probation).

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• A holiday buy scheme
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay and parental leave
• Support and funding toward study and professional qualifications
• Paid time off for volunteering

Lloyd & Whyte offer 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.

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 an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

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

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