Management Accountant

Pure Retirement Ltd; Leeds; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Age Partnership is seeking a proactive Management Accountant to join the Group Finance team. You will produce monthly management accounts, including P&L, Balance Sheet and cashflow, and provide forecasting and commercial insight to support decision-making across the business.

Reporting to the Group Financial Controller, you will partner with stakeholders, deliver board reporting packs, manage balance sheet reconciliations, VAT and payroll reporting, and drive process improvements in a hybrid

Qualifications

• Experience preparing monthly Management Accounts, including P&L, Balance Sheet and variance analysis.
• Strong budgeting, forecasting and financial modelling skills.
• Experience acting as a Finance Business Partner to operational stakeholders.
• Newly qualified or up to 2 years’ post-qualification experience.

Responsibilities

• Produce accurate and timely monthly Management Accounts, including P&L, Balance Sheet and Cashflow reporting.
• Prepare the first draft of monthly Board and Executive reporting packs with clear commentary.
• Deliver insightful variance analysis against Budget, Forecast, Prior Year and key drivers.
• Own rolling forecasts and support annual budgeting processes.
• Act as a trusted Finance Business Partner to stakeholders across the Group.
• Maintain Balance Sheet and intercompany reconciliations.
• Support cashflow forecasting and proactive analysis of performance and risks.

Skills

Management accounting

Finance Business Partnering

Stakeholder engagement

Advanced Excel

Power BI

Education

ACA/ACCA/CIMA qualified

Final stages of qualification

Tools

Sage 200

Spreadsheet Server

Power BI

Job description

Hybrid working is supported; however, the successful candidate will be expected to work from the office a minimum of three days per week (Monday to Friday) to support effective collaboration, stakeholder engagement and team development.

The role

Overview

The Management Accountant plays a key role within the Group Finance team, providing accurate financial reporting, forecasting and commercial insight to support decision-making across the business. Reporting to the Group Financial Controller, the role is responsible for producing monthly management accounts, supporting board reporting, maintaining strong financial controls and partnering with stakeholders to drive business performance. The successful candidate will be encouraged to challenge existing processes, identify opportunities for improvement and build strong relationships across the Group. This is an excellent opportunity for an ambitious accountant looking to broaden their commercial and business partnering experience within an established organisation.

• Produce accurate and timely monthly Management Accounts, including P&L, Balance Sheet and Cashflow reporting.
• Prepare the first draft of monthly Board and Executive reporting packs, providing clear, concise and actionable commentary on financial performance, key risks and opportunities.
• Deliver insightful variance analysis against Budget, Forecast, Prior Year and key business drivers.
• Own rolling forecasts and support annual budgeting processes, continually improving forecast accuracy through effective stakeholder engagement and business understanding.
• Act as a trusted Finance Business Partner, providing commercial insight, challenge and support to stakeholders across the Group.
• Maintain ownership of Balance Sheet and Intercompany reconciliations, ensuring all balances are fully understood and reconciled.
• Support cashflow forecasting and provide proactive analysis of financial performance, risks and opportunities to support decision-making.
• Prepare VAT returns for Group companies, ensuring compliance and timely submission.
• Produce payroll-related reporting and support annual HMRC compliance requirements, including P11D and PSA submissions.
• Develop financial models and ad-hoc analysis to support business decision-making and strategic initiatives.
• Identify and implement reporting, process and control improvements to drive efficiency and data quality.
• Support year-end statutory reporting, audit requirements, corporation tax and key regulatory submissions.
• Line manage and develop one direct report.
• This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary

The person

We are looking for a proactive and commercially minded accountant with strong management accounting and Finance Business Partnering experience. You will have excellent attention to detail and take pride in producing accurate and insightful management information. Equally important, you will enjoy building relationships across the business, translating financial data into meaningful insights and supporting stakeholders to make informed decisions. The successful candidate will be naturally curious, keen to challenge the status quo and motivated to continuously improve processes, reporting and business performance.

Why Join Us?

This role offers the opportunity to gain exposure across a diverse Group of companies, working closely with senior stakeholders and contributing to key business decisions. You will play an active role in forecasting, business partnering, board reporting and process improvement, providing excellent development opportunities for an ambitious accountant looking to progress their career.

Skills, experience and qualifications

• Minimum 2 years recent financial services experience in either a mortgage or financial advisory firm.
• Ability to use all Microsoft Office programmes to a competent level.

Qualifications

Mandatory

• ACA, ACCA or CIMA qualified, or in the final stages of qualification.
• Experience preparing monthly Management Accounts, including P&L, Balance Sheet and variance analysis.
• Strong budgeting, forecasting and financial modelling skills.
• Experience acting as a Finance Business Partner to operational stakeholders.
• Advanced Excel and finance systems skills.
• Strong attention to detail.
• Excellent communication and stakeholder management skills.
• Newly qualified or up to 2 years’ post-qualification experience.
• Experience preparing Board or Executive reporting packs.
• Experience within a multi-entity Group environment.
• Experience of VAT returns, payroll reporting, P11D and PSA submissions.
• Experience supporting statutory reporting and audits.
• Financial services or other regulated sector experience.
• Sage 200, Spreadsheet Server or Power BI experience.
• Previous mentoring or line management experience.

About us

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world‑class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in‑house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.