Finance Manager – Financial Reporting

RCFR LIMITED; Pennsylvania; Hybrid; USD 67,000 - 74,000; Full time

Benefits offered by this job

Hybrid work (2 days in office)

26 days holiday + bank holidays

Pension up to 20%

Career progression

Job summary

TheOpportunity is seeking a qualified accountant to join a prestigious Cheshire-based organisation, supporting high-net-worth individuals and budget holders. The role blends financial reporting, budgeting, forecasting and strong stakeholder engagement within a private client environment.

You will work with family members, their representatives and advisers to ensure accurate, insightful financial information is delivered with discretion.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA.
• Experience in industry finance after practice.
• Experience preparing management accounts, budgets and forecasts.
• Strong stakeholder management and communication with senior figures.
• Excellent analytical skills and attention to detail.
• Strong Excel and Office skills.
• Ability to manage competing priorities and deadlines.
• Experience in family office/private client environment advantageous.

Responsibilities

• Prepare and review management accounts, statutory reporting, budgets and forecasts.
• Analyse financial performance and provide insights for decisions.
• Build relationships with stakeholders and translate complex financial info.
• Collaborate with family members, budget holders and external advisers.
• Manage cash flow, forecasts and coordinate payments.
• Oversee purchase orders, invoices and transactions with proper controls.
• Support junior finance colleagues.
• Identify opportunities to improve processes and reporting.
• Contribute to ad-hoc projects and wider financial initiatives.

Skills

Stakeholder management

Financial analysis

Accounts preparation

Budgeting & forecasting

Attention to detail

Communication

Education

ACA/ACCA/CIMA qualification

Tools

Excel

Microsoft Office

Job description

TheOpportunity

AnexcitingopportunityhasarisenforaqualifiedaccountanttojoinaprestigiousorganisationintheCheshirearea,supportinghigh-net-worthindividuals,andbudgetholdersacrosstheirportfolio.

Thisisavariedrolecombiningfinancialreporting,budgeting,forecastingandfinancialcontrolwithastrongemphasisonstakeholderengagement,relationshipmanagementanddeliveringahigh-qualityservice.

Youwillworkcloselywithfamilymembers,theirrepresentativesandarangeofprofessionaladvisers,ensuringfinancialinformationisaccurate,insightfulanddeliveredwiththeutmostdiscretionandconfidentiality.

Thispositionwouldsuitanaccountantwhohastrainedinpracticebeforemovingintoindustry,bringingstrongtechnicalfoundationsalongsidethecommercialawarenessandinterpersonalskillsneededtooperateinaprivateclientenvironment.

KeyResponsibilities

• Prepareandoverseemanagementaccounts,statutoryreporting,budgetsandforecasts,ensuringaccuracyandtimelydelivery.
• Analysefinancialperformance,challengeassumptionsandprovidemeaningfulinsightstosupportdecision-making.
• Buildstrongrelationshipswithstakeholders,translatingcomplexfinancialinformationintoclear,accessibleadvice.
• Work collaboratively with family members, budget holders and external advisers, including specialist tax and treasury teams.
• Support the management of financial affairs across multiple entities, maintaining robust controls and accurate reconciliations.
• Monitorcashflow,prepareforecastsandcoordinatepaymentsacrossbankingplatforms.
• Overseepurchaseorders,invoicesandfinancialtransactions,ensuringappropriateauthorisationandcontrol.
• Supportandguidejuniorfinancecolleagues,helpingtomanageworkloadsandmaintainhighstandards.
• Identifyopportunitiestoimprovefinancialprocesses,reportingsystemsandoperationalefficiency.
• Contributetoadhocprojectsandwiderfinancialinitiativesasrequired.

AboutYou

Youwillbeaqualifiedaccountantwithastrongtechnicalgroundingandtheconfidencetobuildrelationshipswithadiverserangeofstakeholders.

Ideally,youwillhave:

• ACA,ACCAorCIMAqualification.
• Abackgroundinaccountancypracticefollowedbyatleasttwoyears'experienceinanindustry-basedfinancerole.
• Experiencepreparingmanagementaccounts,budgets,forecastsandfinancialreports
• Strongstakeholdermanagementandrelationship-buildingskills,withtheabilitytocommunicateconfidentlywithseniorindividuals.
• Excellentanalyticalskills,attentiontodetailandacommitmenttodeliveringaccurate,high-qualitywork.
• StrongExcelandMicrosoftOfficeskills.
• Theabilitytomanagecompetingpriorities,meetdeadlinesandtakeownershipofyourwork.
• Experiencewithinafamilyoffice,privateclientenvironment,professionalservicesoramulti-entityorganisationwouldbeadvantageous,althoughcandidateswiththerighttransferableexperiencewillalsobeconsidered.

PersonalAttributes

Giventhenatureoftherole,discretion,integrityandprofessionalismareessential.Youwillbecomfortableworkingwithconfidentialfinancialinformationandbuildingtrustedrelationshipswithindividualswhoexpectanexceptionallyhighstandardofservice.

Youwillbeproactive,approachableandcommerciallyaware,withtheconfidencetochallengeconstructively,solveproblemsandworkcollaborativelyacrossdifferentteams.

WhatsonOffer

• £50,000 - £55,000 per annum, plus up to 20% pension (option to take 8 to 12% of the pension as salary)
• Hybridworking(2daysintheoffice)
• 26days'holidayplusbankholidays
• Professionalandcollaborativeworkingenvironment
• Genuineopportunityforcareerdevelopmentandprogression