Project Accountant and Technology Lead

TipTopJob; Sherborne; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Hawk 3 Talent Solutions are recruiting on behalf of a highly professional organisation in Sherborne for a Project Accountant and Technology Lead. The role blends technical accounting with AI/technology leadership, with hybrid working after probation and a salary around £50,000 depending on experience.

You will lead finance transformation projects, automate processes, and drive continuous improvement while delivering high-quality financial reporting and compliance.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA or equivalent.
• At least 3 years finance experience.
• Experience delivering system improvements or finance transformation projects.
• Interest in AI, automation and emerging technologies.
• Advanced Microsoft 365 skills.

Responsibilities

• Lead AI and technology initiatives across finance and compliance.
• Automate manual processes and improve efficiency.
• Manage technology projects from planning to implementation.
• Provide training and ongoing support to colleagues.
• Support high-quality financial reporting and compliance.

Skills

Project management

Analytical thinking

Stakeholder management

AI/automation interest

Education

ACA/ACCA/CIMA or equivalent

Tools

Microsoft 365

Job description

Location: Sherborne (Hybrid Working Available Following Probation)

Hours: Monday to Friday, 8.30 am : 5.15 pm

Salary: cA GBP 50,000 negotiable and dependent on experience

Hawk 3 Talent Solutions are delighted to be recruiting on behalf of a highly professional organisation seeking a Project Accountant and Technology Lead .

This is a unique opportunity for a qualified accountant who combines strong technical accounting expertise with a genuine passion for technology, artificial intelligence and continuous improvement. Youll play a pivotal role in transforming finance operations, leading strategic projects, implementing AI:driven solutions and helping shape the future direction of a successful private office.

This role offers an exceptional career path with the opportunity to progress into a Senior Management position.

The Role

Working closely with senior finance professionals, youll support a broad portfolio of accounting, reporting and compliance activities while taking ownership of technology and process improvement initiatives across the business.

Youll become the organisations internal champion for AI and emerging technologies, identifying opportunities to improve efficiency, automate processes and enhance reporting capabilities.

This is an ideal opportunity for someone who enjoys balancing strategic project work with hands:on accounting responsibilities.

Key Responsibilities

Technology, AI and Process Improvement

• Lead the implementation of AI and technology solutions across finance and compliance functions.
• Identify opportunities to automate manual processes and improve operational efficiency.
• Manage technology projects from planning through testing and implementation.
• Liaise with software providers and internal stakeholders.
• Deliver training and ongoing support to colleagues.
• Drive a culture of continuous improvement across the organisation.

Financial Reporting

• Support the delivery of high:quality financial and wealth reporting.
• Review reporting information before submission.
• Prepare loan schedules, asset statements and supporting documentation.
• Monitor loan and mortgage repayment schedules.
• Assist with investment reporting, reconciliations and asset revaluations.
• Contribute to ongoing development of investment reporting systems and databases.

Company Secretarial and Compliance

• Maintain statutory records and corporate registers.
• Prepare and submit Companies House filings and other regulatory returns.
• Ensure ongoing compliance with corporate governance requirements.

Finance Support

• Support the preparation and review of:
• Management accounts
• VAT returns
• Year:end financial statements
• Audit files
• Assist with accounting for pension schemes and property investment entities.
• Ensure financial reporting complies with relevant tax and governance obligations.

About You

Were looking for someone who can combine technical expertise with commercial thinking and a passion for innovation.

Youll Ideally Have

• Qualified Accountant status (ACA, ACCA, CIMA or equivalent).
• A minimum of three years relevant finance experience.
• Experience delivering system improvements or finance transformation projects.
• A genuine interest in AI, automation and emerging technologies.
• Advanced Microsoft 365 skills.
• Excellent organisational and project management abilities.
• Outstanding communication and stakeholder management skills.
• High levels of integrity and discretion when handling confidential information.
• Strong analytical skills with exceptional attention to detail.
• The ability to work both independently and collaboratively.
• Commitment to ongoing professional development.

Whats On Offer?

This is an outstanding opportunity to join a supportive organisation that genuinely invests in its people.

Benefits Include

• Competitive salary with annual sala