Outsourcing Manager (0450)

Price Bailey; Cambridge; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

25 days annual leave

Private medical

Contributory pension

4x life assurance

Employee share scheme

Company car and fuel card

Family friendly policies

Volunteering days

Cycle to work scheme

Employee Assistance Programme (EAP)

Job summary

Price Bailey invites applications for an Outsourcing Manager to own a mixed client portfolio and lead outsourced finance functions. You will oversee monthly management accounts, cash flow, budgets, payroll and VAT reviews while steering engagement across teams and ensuring profitability.

You will manage a team, onboard new clients and discuss fees, with a focus on forward-thinking tech, automation and AI to improve accuracy and value for owner-managed businesses.

Qualifications

• ACA/ACCA/CIMA qualified (minimum criteria).
• Strong systems knowledge e.g. Xero, Dext, QBO, including implementation (minimum criteria).
• Experience in portfolio management, including overseeing delivery of fully outsourced finance functions, WIP management and billing.
• Up to date working knowledge of tax including MTD.
• Experience in fee discussions and pitching to prospective clients.
• Confident, articulate and an effective communicator at all levels.
• Team management experience, including line management.
• Applies a forward-thinking approach to technology, leveraging automation and AI to enhance efficiency and accuracy.
• Additional systems and implementation knowledge is desirable.

Responsibilities

• Taking ownership for a mixed and demanding portfolio of clients.
• Managing the delivery of outsourcing assignments to include review of monthly/quarterly management accounting, preparing cash flow reports, budgets and projections, overseeing and review of bookkeeping, review of VAT returns and assisting clients with VAT queries and tax investigations.
• Acting as the overall engagement manager for a portfolio of clients, including liaising with teams across the firm to deliver annual accounting and corporation tax compliance, payroll, company secretarial and advisory services, alongside responsibility for billing and WIP management, KYC, and AML procedures.
• Onboarding of new clients, including system set ups and process reviews, advising both new and existing clients on optimum processes and suitable systems to achieve objectives laid out.
• Managing a team varied in role, from trainee accountants, assistant accountants and management accountants.
• Being the main contact with your client base, being their ‘go to' advisor and building those relationships. Taking responsibility for fee discussions and billing.

Skills

Portfolio management

Billing & WIP

Client communication

Team management

Automation thinking

Education

ACA/ACCA/CIMA qualified (minimum criteria)

Tools

Xero

Dext

QBO

Job description

Make your career count

At Price Bailey, we provide exciting opportunities for training, personal growth and career engagement. We believe in fostering happiness and fulfilment in your work, whilst supporting and inspiring you to grow. We understand that your life extends beyond the workplace, which is why our Smart Working culture promotes flexibility, allowing you to choose when and where you work, whilst still providing excellent client care.

We are a well-established, independently owned firm of chartered accountants and business advisors, offering a comprehensive range of services including audit, accounting, tax, and corporate finance. We proudly support a diverse client base across the UK and internationally, with a strong focus on entrepreneurial, owner-managed businesses that share our passion for innovation.

What do the team do?

Our Outsourcing department is rapidly evolving and has quadrupled in size over the past two years to meet the needs of its ever growing portfolio of clients, with further expansion plans in place as the team continues to grow. They typically work with moderately sized firms from a plethora of sectors that require our external expertise to help support them with operating their finance functions.

This can be on specific elements, such as data-entry and maintaining their books and records, support with VAT compliance, through to providing them with insightful management accounts. We can also offer a fully outsourced finance solution, which encompasses all aspects of an internal finance function.

We have a relationship centric approach and are trusted advisors to clients of all shapes and sizes, but they are typically owner managed businesses, giving you the opportunity to deal directly with the decision makers and to truly help shape the direction of their firm.

What will I be doing?

As an Outsourcing Manager you will have ownership of the following tasks:

• Taking ownership for a mixed and demanding portfolio of clients.
• Managing the delivery of outsourcing assignments to include review of monthly/quarterly management accounting, preparing cash flow reports, budgets and projections, overseeing and review of bookkeeping, review of VAT returns and assisting clients with VAT queries and tax investigations.
• Acting as the overall engagement manager for a portfolio of clients, including liaising with teams across the firm to deliver annual accounting and corporation tax compliance, payroll, company secretarial and advisory services, alongside responsibility for billing and WIP management, KYC, and AML procedures.
• Onboarding of new clients, including system set ups and process reviews, advising both new and existing clients on optimum processes and suitable systems to achieve objectives laid out.
• Managing a team varied in role, from trainee accountants, assistant accountants and management accountants.
• Being the main contact with your client base, being their ‘go to' advisor and building those relationships. Taking responsibility for fee discussions and billing.

What experience do I need?

Whilst having the following experience is advantageous, we value passion and potential. If you meet the minimum criteria listed below and are eager to develop yourself, we would love to hear from you:

• ACA/ACCA/CIMA qualified (minimum criteria).
• Strong systems knowledge e.g. Xero, Dext, QBO, including implementation (minimum criteria).
• Experience in portfolio management, including overseeing delivery of fully outsourced finance functions, WIP management and billing.
• Up to date working knowledge of tax including MTD.
• Experience in fee discussions and pitching to prospective clients.
• Confident, articulate and an effective communicator at all levels.
• Team management experience, including line management.
• Applies a forward-thinking approach to technology, leveraging automation and AI to enhance efficiency and accuracy.
• Additional systems and implementation knowledge is desirable.

What's on offer?

In addition to your salary, we also offer the following benefits:

• 25 days annual leave (with the option to buy/sell up to 5 days holiday)
• Private medical
• Contributory pension scheme
• 4x life assurance
• All employee share scheme
• Company car and fuel card via salary sacrifice
• Family friendly policies e.g. paid time off for dependents
• 2 days paid for volunteering
• Cycle to work scheme
• Employee Assistance Programme (EAP) including shopping discounts

Price Bailey aspires to recruit, develop and retain the most talented people, regardless of their social background, age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We are an equal opportunities employer and place inclusion at the heart of what we do. Our workplace is one where diversity is embraced and where everyone is empowered to be their authentic selves.

Should you require any reasonable adjustments, please let us know in the appropriate section of your application. For candidates with a disability who meet the minimum criteria of the role, we also offer a guaranteed interview, which you can opt into as part of your application.

A polite note to recruitment agencies

Price Bailey will only accept CV's from recruitment agencies who have been briefed on specific roles by our Resourcing team and where contractual agreement exists already. We do not accept speculative CV's and agency fees will not be owed in these instances. Should you wish to be considered for our approved supplier list please contact [e-mail]