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For Companies At a Glance
- Tasks: Manage client portfolios and ensure top-notch outsourced finance services.
- Company: Forvis Mazars is a global leader in professional services, committed to client success.
- Benefits: Enjoy career progression, diverse teams, and a supportive culture that values individuality.
- Why this job: Make an impact in a collaborative environment while developing your skills with prestigious clients.
- Qualifications: ACCA or ACA qualified with experience in financial services and team management.
- Other info: We celebrate diversity and inclusivity, ensuring everyone can be their unique self.
The predicted salary is between 36000 - 60000 £ per year.
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
Are you looking to make an impact in our Outsourcing team? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today!
About the team
Our financial outsourcing team provides an outstanding quality of work and service to our clients, ensuring accurate and timely bookkeeping, payables management, preparation of management accounts, and VAT compliance. Within financial outsourcing, the Financial Services market team specializes specifically on clients belonging to the Financial Services industry. Our clients are typically large and complex, based both in the UK and internationally, covering a range of sectors including asset and investment management, insurance, and FinTech.
Outsourced accounting and bookkeeping are fast-growing in popularity, substantially due to the opportunity offered by technology and BPO (business process outsourcing) providers like us to transform the finance team. Our cost-effective outsourcing solutions combine market-leading accounting technology and cloud applications with expert advisory services to drive continuous improvement.
About the role
- Manage a portfolio of locally based clients and ensure the provision of the highest quality outsourced finance function.
- Maintain excellent relations with clients, acting as the main point of contact, responding effectively to any queries in an advisory manner, and resolving any issues.
- Inspire, lead, and coach the team to deliver excellent levels of client service, receive positive client feedback, and minimize client complaints to zero.
- Review the work produced by the team on a monthly/quarterly basis and ensure it is of the highest quality and that learning points for the team are actioned.
- Drive gross margin profitability through streamlining and enhancement of processes on an ongoing basis.
- Review and monitor team timesheets to ensure they are accurate and reasonable, escalating if additional resources are required and reallocating work if needed.
- Lead and control a regular program of billing, recoverability, contract reviews, and fee negotiations.
- Support business development activities and actively contribute to proposals.
- Work with other departments (e.g. tax, audit, corporate finance, and MFP) to ensure all of Forvis Mazars' services are strongly coordinated and selling opportunities identified.
- Contribute to the wider National AOS initiatives and projects (people engagement, technology, or quality).
What are we looking for?
- ACCA or ACA (or equivalent) qualified with excellent practical management accounts preparation experience.
- Experience with Financial Services clients across a range of industries like insurance, asset management, banking, foreign exchange, and others.
- Experience in managing a team with an ability to inspire, lead, and coach.
- Experience managing a portfolio of clients or deadline-driven deliverables, including leading client calls and in-person meetings.
- Experience reviewing the work produced by the team on a monthly/quarterly basis and ensuring that learning points for the team are actioned.
- Strong knowledge of Excel including the creation of advanced formulas and visualizations such as VLOOKUP, Pivot tables, and SUMIF.
- Strong technical bookkeeping knowledge, with an analytical approach and good attention to detail.
- Thorough understanding of VAT reporting requirements, regulatory reporting requirements, and financial reporting requirements/GAAP differences and changes.
About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax, and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry, and communities forward. Through our reach and areas of expertise, we help organizations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts, and culture.
We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself, and put your ideas into action. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change, and make an impact so that everyone can reach their full potential.
Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond, is fully supported to be their unique self. Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.
For further information, and to apply, please visit our website via the 'Apply' button below.
Contact Detail:
ACCA Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with the specific financial services sectors that Forvis Mazars operates in, such as asset management and insurance. Understanding the nuances of these industries will help you engage more effectively during interviews and demonstrate your knowledge of their client base.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've inspired and coached teams in previous roles. Be ready to discuss specific situations where your guidance led to improved client service or team performance, as this aligns closely with the responsibilities of a Client Manager.
✨Tip Number 3
Network with current or former employees of Forvis Mazars to gain insights into the company culture and expectations for the Client Manager role. This can provide you with valuable information that you can use to tailor your approach and questions during the interview process.
✨Tip Number 4
Brush up on your technical skills, particularly in Excel, as the role requires advanced knowledge. Consider creating a portfolio of your work that includes examples of complex spreadsheets or reports you've developed, which you can discuss during your interview to highlight your capabilities.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and client management. Use specific examples that demonstrate your ability to manage a portfolio of clients and lead a team effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the job requirements, particularly your experience with financial services clients and your management capabilities.
Showcase Technical Skills: Emphasise your strong knowledge of Excel and bookkeeping. Provide examples of how you've used advanced Excel functions in previous roles to enhance processes or improve reporting accuracy.
Highlight Team Leadership Experience: Discuss your experience in inspiring and coaching teams. Include specific instances where you led a team to achieve excellent client service or resolved issues effectively, showcasing your leadership style.
How to prepare for a job interview at ACCA Careers
✨Know Your Financial Services
Familiarise yourself with the specific financial services sectors that the company operates in, such as asset management and insurance. Be prepared to discuss how your experience aligns with their client base and the unique challenges they face.
✨Demonstrate Leadership Skills
As a Client Manager, you'll need to inspire and lead a team. Prepare examples of how you've successfully managed teams in the past, focusing on your coaching style and how you handle feedback and performance reviews.
✨Showcase Your Technical Skills
Highlight your proficiency in Excel and any relevant accounting software. Be ready to discuss specific instances where you've used advanced formulas or data visualisations to improve processes or reporting accuracy.
✨Prepare for Client Interaction Scenarios
Since you'll be the main point of contact for clients, think of scenarios where you've effectively resolved client issues or improved client relationships. Practice articulating these experiences clearly and confidently.