Key Achievements:

Streamlined client reporting processes, reducing preparation time by 30%.

Analysed client accounts to identify cost savings, helping recover £50,000 / $60,000 annually.

Introduced financial controls and standardised procedures, increasing accuracy and efficiency by 25%.

Provided actionable financial insights to clients, contributing to £100,000 / $120,000 in additional revenue.

Mentored junior staff, improving team capability and delivery of client services.

Duties & Responsibilities:

Prepare and review management accounts for client services, ensuring accuracy and compliance.

Analyse client financial data to identify trends, risks, and opportunities for improvement.

Develop budgets, forecasts, and variance analyses for client accounts.

Monitor client KPIs and provide actionable insights to senior management.

Liaise with clients to clarify queries and provide financial guidance.

Reconcile client accounts, including income, expenditure, and balance sheet items.

Support month-end and year-end closing activities for client accounts.

Prepare client reports, dashboards, and presentations summarising financial performance.

Implement and maintain internal controls to improve client financial reporting.

Collaborate with audit, tax, and advisory teams to deliver integrated client services.

Assist clients with cash flow management, working capital optimisation, and financial planning.

Identify opportunities for cost savings and operational efficiencies within client accounts.

Maintain accurate records of financial transactions and reconciliations.

Mentor and support junior accounting staff, improving team efficiency and service quality.

Ensure compliance with regulatory requirements, accounting standards, and internal policies.

Contribute to process improvement initiatives within client accounting services.

Participate in continuous professional development (CPD) and technical training.

Support client onboarding, ensuring smooth integration into financial reporting processes.

Prepare ad-hoc financial analysis and reports as requested by clients or senior management.

Uphold confidentiality, ethics, and professionalism in all client interactions.