Financial Reporting Manager

Evelyn Partners Limited; Birmingham; On-site; GBP 40,000 - 80,000

Job description

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of:Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

We’re seeking a talented individual to join our team in Birmingham, which is responsible for accounts preparation services for a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients, liaison with other departments and clients, and managing more junior members of staff. You will have active involvement in the training and development needs of the team to improve quality and you will also aid the senior management team in both client work and in the management of the team.

As Financial Reporting Manager, your responsibilities will include among others:

• Review work performed by members of the team, including FRS 102, FRS 101, IFRS and consolidated group accounts.
• Ensure that clients receive an efficient and proactive service and client expectations are exceeded by liaising with Clients, Partners, and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
• Monitoring of billing/lock-up and staffing levels, ensuring WIP provisioning is kept up to date monthly as considered appropriate while supporting management team with various administrative tasks and projects that arise from time to time.
• Providing support and upskilling on technical areas to team members, ultimately improving the quality output.
• Monitoring of staff performance, carrying out appraisals and ensuring feedback is given to staff on a timely basis.
• Preparation of proposals for new work and development of opportunities with existing clients.

Qualifications

To be successful in this role, you should:

• Qualified accountant (ACA, ACCA).
• Significant experience of large entity statutory accounts gained within a professional services environment.
• Experience of working with entrepreneurial, OMB, and SME clients.
• Experience of (and appetite for) business development activities such as preparation of proposal documents and demonstrable working knowledge of accounting standards.
• Excellent communication skills to liaise with clients, Directors, Partners, and colleagues with strong organisation and time management skills to ensure needs of all are met.
• Previous experience managing staff to ensure best performance with good working knowledge of skill requirements of staff at various levels to ensure work is undertaken.

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.