OMB Advisory Manager

Insite Finance; Cardiff; On-site; GBP 55,000 - 75,000; Full time

Job summary

Insite Finance, a successful independent firm in the Cardiff region, is looking for an OMB Manager to take ownership of a varied owner-managed business portfolio and build genuinely advisory relationships with clients, not just deliver compliance.

You will work closely with Directors and Partners on entrepreneurial start-ups and growing owner-managed businesses, gaining real exposure to strategic decisions and a clear path toward Associate Director as you contribute to growth.

Qualifications

• ACA/ACCA qualified with a desire to move beyond pure compliance.
• Strong advisory mindset and client-focused approach.
• Experience leading client relationships and reviewing junior work.

Responsibilities

• Managing a portfolio of OMB clients as day-to-day trusted adviser.
• Involvement in advisory work beyond accounts and compliance.
• Build strong client relationships through regular contact.
• Spot opportunities for additional work and relay to the team.
• Review work by juniors and support their development.
• Collaborate with Directors and Partners on complex assignments.

Skills

Client advisory

Relationship management

Portfolio management

Senior stakeholder exposure

Education

ACA/ACCA qualified

Job description

Insite Finance, a successful independent firm in the Cardiff region, is looking for an OMB Manager to take ownership of a varied owner-managed business portfolio and build genuinely advisory relationships with clients, not just deliver compliance.

You will work closely with Directors and Partners on entrepreneurial start-ups and growing owner-managed businesses, gaining real exposure to strategic decisions and a clear path toward Associate Director as you contribute to growth.