Investment Accountant

Pontoon; Warwick; Hybrid; GBP 65,000 - 74,000; Full time

Job summary

Pontoon is seeking an Investment Accountant for a 6-month contract in Warwick with hybrid working (minimum 2 days on site). The role supports capital investment projects in the utilities sector, focusing on lifecycle review, reporting, and governance.

The successful candidate will manage project costs, forecasts, and financial reporting while collaborating with project managers and finance teams. Fully qualified accountants with SAP expertise are preferred.

Qualifications

• Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
• Experience as Investment Accountant or Project Accountant.
• Forecasting, budgeting, and financial reporting experience.
• Experience managing high volumes of projects and financial data.
• Strong stakeholder management with Project Managers and finance teams.
• SAP proficiency; good Excel and data manipulation skills.

Responsibilities

• Support the financial management and governance of capital investment projects.
• Review projects through their lifecycle with accurate financial reporting and timely closure.
• Reduce backlog of project closures by collaborating with project teams and stakeholders.
• Build and maintain financial reports detailing project spend and performance.
• Ensure projects are established in financial systems following investment approval.
• Collaborate with Project Managers and stakeholders to monitor costs (actual vs forecast).
• Support monthly forecasting, budgeting, and financial reporting activities.
• Ensure compliance with financial controls and regulatory requirements.
• Work with UK Shared Services and wider finance teams for accurate management reporting.

Skills

Investment accounting

Project accounting

Forecasting & budgeting

Financial reporting

Stakeholder management

Education

ACA/ACCA/CIMA

Tools

SAP

Excel

Job description

Investment Accountant

Contract: Initial 6-Month Contract

Location: Warwick Hybrid Working (minimum 2 days per week onsite, typically Monday & Tuesday)

Rate: 350- 400/day Inside IR35

About the Opportunity

Our client, a prominent player in the utilities sector, is seeking an experienced Investment Accountant to join their Capital Accounting Business Process team. This role presents an exciting opportunity to support major Electricity Transmission and Strategic Infrastructure investment programmes. Due to a long-term absence within the team, the organisation is looking for someone who can quickly integrate and make an immediate impact.

Key Responsibilities

• Support the financial management and governance of capital investment projects.
• Review projects throughout their lifecycle, ensuring accurate financial reporting and timely project closure.
• Manage and reduce a backlog of project closures by collaborating closely with project teams and stakeholders.
• Build and maintain comprehensive financial reports detailing project spend and performance.
• Ensure projects are correctly established within financial systems following investment approval.
• Collaborate with Project Managers and stakeholders to monitor actual and forecast project costs.
• Support monthly forecasting, budgeting, and financial reporting activities.
• Ensure compliance with financial controls, accounting policies, and regulatory requirements.
• Work closely with UK Shared Services and wider finance teams to ensure accurate management accounting and reporting.

Essential Skills & Experience

• Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
• Strong experience as an Investment Accountant or Project Accountant.
• Proven ability to support projects through full lifecycle review and closure.
• Solid understanding of forecasting, budgeting, financial reporting, and project accounting.
• Experience managing high volumes of projects and financial data.
• Excellent attention to detail and accuracy in a fast-paced environment.
• Strong stakeholder management skills, with the ability to work effectively with Project Managers, finance teams, and wider business stakeholders.
• Proficient in SAP (essential) and possess good Excel and data manipulation skills.

Desirable Skills

• Experience within utilities, infrastructure, or other regulated environments.
• Familiarity with Coupa.
• Previous experience supporting capital investment programmes.

Team & Reporting Line

The successful candidate will report directly to the Hiring Manager within the Capital Accounting team, working collaboratively with a team of Investment Accountants. Engaging with Project Managers and stakeholders across the wider business will be crucial for success in this role.