Key Achievements:

Managed multiple client accounts, improving reporting accuracy and reducing month-end preparation time by 25%.

Implemented streamlined accounting procedures, saving the practice 15+ hours per month.

Identified accounting discrepancies and reconciled client accounts, recovering £40,000 / $50,000 for clients.

Provided actionable financial insights that contributed to £100,000 / $120,000 additional revenue.

Assisted in mentoring junior accountants, enhancing team efficiency and client service quality.

Duties & Responsibilities:

Prepare and review client financial statements under UK GAAP, IFRS, or US GAAP.

Maintain accurate client ledgers, reconciling balances and resolving discrepancies.

Prepare management accounts, reports, and dashboards for client review.

Monitor client accounts, ensuring compliance with statutory, regulatory, and professional standards.

Assist in budgeting, forecasting, and variance analysis for client accounts.

Liaise with clients to clarify financial queries and provide advisory support.

Support VAT, payroll, and other statutory submissions for clients.

Assist in audits and provide documentation to support internal and external reviews.

Implement internal controls and process improvements to enhance client accounting efficiency.

Supervise and support junior accountants, providing training and guidance as required.

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

Prepare reconciliations for income, expenditure, and balance sheet accounts.

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

Maintain accurate documentation of all financial transactions and reports.

Conduct financial analysis to identify trends, risks, and opportunities for clients.

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

Assist in client onboarding, ensuring accurate account setup and process compliance.

Provide ad-hoc financial reports and analysis for partners and clients.

Uphold professional ethics, confidentiality, and integrity in all client interactions.

Contribute to practice-wide initiatives to improve processes, efficiency, and service quality.