Senior Finance Officer

Môrwell Talent Solutions Ltd; Cardiff; Hybrid; GBP 32,000 - 37,000; Full time

Job summary

A leading recruitment agency in Cardiff is seeking a Senior Finance Officer to manage client accounts and ensure financial compliance. The ideal candidate will be a part-qualified accountant with strong management accounting skills and experience with Xero and QuickBooks. This role offers a hybrid working arrangement, flexible hours, and comprehensive study support for continued professional development.

Benefits

Flexible working hours

Hybrid working model

Health insurance

Comprehensive study support

25 days annual leave

Qualifications

• Part-qualified Accountant with ongoing study required.
• Experience with management accounts and budgeting necessary.
• Previous supervisory experience is highly advantageous.

Responsibilities

• Manage a portfolio of client accounts with timely reporting.
• Prepare monthly management accounts for small companies.
• Provide financial guidance and advice to clients.

Skills

Management accounts preparation

Budgeting

Year-end preparation

Communication skills

Organizational skills

Education

Part-qualified Accountant (ACCA/ACA/CIMA/AAT Level 4+)

Tools

Xero

QuickBooks

Job description

Overview

PQ Senior Finance Officer – Cardiff Hybrid Working – Up to £32,000 + Full Study Support

Môrwell Talent Solutions are delighted to be recruiting for this exciting opportunity based in the heart of Cardiff.

Our client, a rapidly expanding and highly respected organisation, is seeking a strong Part-Qualified Accountant to join their growing finance team. This is a fantastic chance to be part of an organisation that is scaling in size and reputation, whilst truly making a difference to its members across Wales.

In this pivotal role, you will be key in strengthening financial resilience, governance, and oversight. As Senior Finance Officer, you will manage a portfolio of client accounts, ensure accuracy and compliance, while also provide hands-on guidance and support. You will line-manage one Finance Officer, making this an excellent opportunity for someone looking to build or further develop their leadership skills.

Key Responsibilities

• Manage a portfolio of client accounts, ensuring accurate and timely reporting
• Process purchase and sales ledger transactions
• Prepare journal entries, cash, and accrual accounting
• Bank reconciliations and balance sheet reconciliations
• Prepare monthly management accounts for small companies
• Monitor income and expenditure, producing insightful reports
• Cashflow forecasting and budget preparation
• Assist with year-end processes and statutory requirements
• Prepare and submit VAT returns
• Provide financial guidance and advice to members
• Support and mentor a Finance Officer, delegating tasks effectively

Person Specification

• Part-qualified Accountant (ACCA/ACA/CIMA/AAT Level 4+) with ongoing study
• Strong technical skills in management accounts, budgeting, and year-end prep
• Hands-on experience with Xero and QuickBooks (essential)
• Previous supervisory or management experience highly advantageous
• Confident in advising clients and managing multiple accounts
• Excellent organisational and time-management skills
• Strong relationship-building and communication skills
• Flexible and proactive, with a willingness to take on new responsibility as the organisation grows
• Prior experience preparing accounts for small businesses is highly desirable
• Leisure industry experience would be an advantage

Benefits

• Flexible working hours (37-hour week)
• Hybrid working: 5 office days per fortnight (Tues, Weds, alternate Thurs)
• Modern city-centre offices with free onsite parking
• Pension scheme
• Subsidised on-site canteen
• 25 days annual leave (increasing with service)
• Health insurance
• Cycle-to-work and EV schemes
• Comprehensive study support package (full exam support, study leave, and funding)
• Regular social events and a collaborative team culture

This is an urgent vacancy, and candidates on shorter notice will be particularly attractive, though our client is prepared to wait for the right person.

Interested? Apply today to secure your interview and take the next step in your accountancy career.