Private Client Finance Manager | Hybrid, Stakeholder Impact

Rotheram Carrington Financial Recruitment; 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 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.