Transactional Finance Manager

Lord Search & Selection; Penwortham; Hybrid; GBP 50,000 - 61,000; Full time

Job summary

Lord Search & Selection partners with a well-established financial services business to appoint a Transactional Finance Manager in Preston. Reporting to the CFO, the role covers insurance accounting, client money and reconciliations within a regulated FCA environment, delivering operational excellence and strong controls.

You will lead a small team, own month-end processes, and collaborate with senior management on management accounts, budgets and forecasts while driving process improvements and

Qualifications

• Experience in insurance or regulated financial services (FCA).
• Strong knowledge of insurance accounting and reconciliations.
• Ability to produce management accounts, budgets and forecasts.
• Evidence of improving controls and driving operational excellence.

Responsibilities

• Own insurance accounts with bank and balance sheet reconciliations.
• Post month-end journals and review debtor/creditor reports.
• Produce monthly management accounts, budgets and forecasts.
• Strengthen financial controls and processes.
• Lead and develop the transactional finance team.

Skills

Insurance accounting

Account reconciliations

Team leadership

Regulatory compliance

Month-end journals

Management accounts

Budgets & forecasts

Education

QBE (Qualified by Experience)

ACA

ACCA

CIMA

Job description

Transactional Finance Manager

Financial Services

circa 55,000

Preston (hybrid)

Ref: 10591

The Company

We are supporting a well-established and growing financial services business in the appointment of a Transactional Finance Manager to join their senior finance team. Reporting directly to the CFO, this is a broad and highly visible role that combines insurance accounting, regulatory compliance and team leadership within a regulated FCA environment.

The Role

This position would suit an experienced finance professional with a strong understanding of insurance accounting, particularly client money and account reconciliations, who enjoys improving controls, driving operational excellence and supporting business growth. Key responsibilities will include ownership of insurance accounts ensuring accurate bank and balance sheet reconciliations, posting month-end journals and reviewing debtor and creditor reports. You team will also support with the production of monthly management accounts, budgets and forecasts and play a key role in strengthening financial controls and reviewing processes.

The Person

We're keen to speak with candidates who have experience within an insurance company or regulated financial services environment (FCA), alongside a strong grounding in transactional finance and financial reporting. Experience is more important than financial qualification so the role would suit someone qualified by experience (QBE) but you could also be part-qualified or qualified ACA, ACCA or CIMA. This is an excellent opportunity to join a respected organisation where you'll work closely with senior leadership, influence business decisions and help shape the future of the finance function.