Senior Accountant

LMA Recruitment; West of England; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial advisory firm is seeking a newly qualified accountant from an audit background to transition into a dynamic role focusing on financial advisory. This position involves assisting with buy-side financial due diligence reports, analyzing management accounts, and producing insightful IBR reports. The ideal candidate will have a strong ACA/ACCA qualification, excellent financial analysis skills, and a genuine interest in business operations. The role offers a hybrid working model after training completion.

Qualifications

• Qualified ACA / ACCA (or equivalent).
• Background in audit, transaction services, or advisory.
• Strong Excel and financial analysis skills.

Responsibilities

• Assist in preparing buy-side financial due diligence reports.
• Analyze management accounts, financial data, and market context.
• Identify trends, variances, and key business drivers.
• Assess business performance and strategic positioning.
• Perform sensitivity analysis on forecasts.
• Produce clear, insight-led IBR reports.
• Present findings to stakeholders.
• Support clients in implementing recommendations.
• Build strong client relationships.
• Collaborate with colleagues across advisory disciplines.

Skills

Strong Excel and financial analysis skills

Understanding of UK SME lending and debt structures

Ability to translate financial data into clear, commercial insight

Genuine interest in how businesses operate beyond the numbers

Education

Qualified ACA / ACCA (or equivalent)

Job description

If you are a newly qualified accountant from an audit background and you’re ready to move beyond audit and build a career in financial advisory working on meaningful projects with real commercial impact this role offers the ideal platform to do so.

You’ll work on high-impact projects that go beyond historical reporting supporting lenders, investors, and management teams with forward-looking analysis, strategic insight, and real business decision-making. From day one, you’ll gain exposure to a wide variety of situations across the corporate lifecycle, developing a deeper understanding of how businesses operate, perform, and grow.

This role offers a clear transition from compliance-focused work into a dynamic, client-facing advisory environment.

• Location: Bristol
• Hybrid working after completion of training.

The role:

You will support a broad range of assignments, including:

• Pre-lending reviews
• Independent Business Reviews (IBRs)

Your responsibilities will include:

• Assisting in the preparation of buy-side financial due diligence reports
• Analysing management accounts, financial data, and broader market context
• Identifying trends, variances, and key business drivers
• Assessing business performance, financial health, and strategic positioning
• Performing sensitivity analysis on forecasts to evaluate risks and opportunities
• Producing clear, insight-led IBR reports with actionable recommendations
• Presenting findings to stakeholders including lenders, investors, and management teams
• Supporting clients in implementing recommendations and monitoring outcomes
• Building strong, trusted client relationships
• Collaborating with colleagues across advisory disciplines
• Working closely with senior stakeholders, including Partners, on live engagements

Skills /Experience required:

• Qualified ACA / ACCA (or equivalent)
• Background in audit, transaction services, or advisory
• Strong Excel and financial analysis skills
• Understanding of UK SME lending and debt structures (or a desire to develop this)
• Ability to translate financial data into clear, commercial insight
• A genuine interest in how businesses operate beyond the numbers