Management Account in Wilmslow

Equilibrium is more than just a Chartered Financial Planning company - we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path. We believe in creating a positive impact in everything we do. Plus, we’re proudly managing over £1.3bn in assets for our clients.

The Finance and Insight team is looking for a proactive Management Accountant to help deliver accurate, timely financial reporting. Reporting to the Finance Manager, you’ll support the delivery of monthly management accounts, assist with day-to-day accounting activities, and play a key role in building a strong financial understanding of the business. This is a fantastic opportunity for someone making their first move into industry from practice, who wants to learn quickly, be hands on, and is ambitious and keen to grow with the business within a Private Equity backed environment.

To achieve this, our Management Accountant will:

• Maintain accurate and complete financial records, ensuring all transactions are correctly recorded in the Accounts IQ accounting system.
• Support the preparation of monthly management accounts, helping to produce clear and timely reporting with meaningful commentary.
• Assist with balance sheet reconciliations, ensuring differences are identified, investigated, and resolved.
• Work with the Finance Manager on budgeting and forecasting processes, helping to build and maintain an accurate financial plan.
• Assist with income reconciliation processes, ensuring strong controls and accuracy of reported income.
• Support risk management and compliance activities, including VAT returns, regulatory reporting, and payroll review processes.
• Ensure compliance with legal requirements, accounting standards, and internal policies, building knowledge of regulatory expectations.
• Assist with the annual audit process, working with both internal teams and external auditors to ensure a smooth and efficient audit.
• Identify opportunities to improve processes and controls, particularly through better use of Excel and systems, as your confidence grows.
• Contribute to ad-hoc projects and wider team initiatives as the business continues to grow and evolve.

Qualifications and experience:

• ACA qualified.
• Practice-trained with hands-on experience across audit and/or accounts preparation.
• Likely coming from a small to mid-sized firm where you’ve gained broad exposure rather than a highly specialised role.

At Equilibrium, we live our values through the following:

• Integrity – we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings.
• Growth – we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally.
• Simplicity – we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience.
• Excellence – we will consistently work to high standards, showing great care and attention to detail in everything that we do.

So why join us? At Equilibrium, the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and Equilibrium’s culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but we’ll also give you ours.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave. To ensure a healthy work-life balance, we offer a generous annual leave package. We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with business requirements. We also provide the benefits you’d expect from an award-winning company such as bonuses, pension, death in service, income protection and more.