At a Glance
- Tasks: Lead finance transformation projects and implement AI-driven solutions.
- Company: Join a professional organisation that values innovation and technology.
- Benefits: Competitive salary, generous leave, healthcare, and career development opportunities.
- Other info: Enjoy hybrid working and a supportive culture focused on continuous improvement.
- Why this job: Combine your accounting skills with cutting-edge technology to shape the future of finance.
- Qualifications: Qualified Accountant with experience in finance transformation and a passion for AI.
The predicted salary is between 45000 - 55000 £ per year.
Location: Sherborne (Hybrid Working Available Following Probation)
Hours: Monday to Friday, 8.30 am – 5.15 pm
Salary: c£50,000 negotiable and dependent on experience
This is a unique opportunity for a qualified accountant who combines strong technical accounting expertise with a genuine passion for technology, artificial intelligence and continuous improvement. You’ll play a pivotal role in transforming finance operations, leading strategic projects, implementing AI-driven solutions and helping shape the future direction of a successful private office. This role offers an exceptional career path with the opportunity to progress into a Senior Management position.
The Role
Working closely with senior finance professionals, you’ll support a broad portfolio of accounting, reporting and compliance activities while taking ownership of technology and process improvement initiatives across the business. You’ll become the organisation’s internal champion for AI and emerging technologies, identifying opportunities to improve efficiency, automate processes and enhance reporting capabilities. This is an ideal opportunity for someone who enjoys balancing strategic project work with hands-on accounting responsibilities.
Key Responsibilities
- Technology, AI Process Improvement
- Lead the implementation of AI and technology solutions across finance and compliance functions.
- Identify opportunities to automate manual processes and improve operational efficiency.
- Manage technology projects from planning through testing and implementation.
- Liaise with software providers and internal stakeholders.
- Deliver training and ongoing support to colleagues.
- Drive a culture of continuous improvement across the organisation.
- Financial Reporting
- Support the delivery of high-quality financial and wealth reporting.
- Review reporting information before submission.
- Prepare loan schedules, asset statements and supporting documentation.
- Monitor loan and mortgage repayment schedules.
- Assist with investment reporting, reconciliations and asset revaluations.
- Contribute to ongoing development of investment reporting systems and databases.
- Company Secretarial Compliance
- Maintain statutory records and corporate registers.
- Prepare and submit Companies House filings and other regulatory returns.
- Ensure ongoing compliance with corporate governance requirements.
- Finance Support
- Support the preparation and review of management accounts, VAT returns, year-end financial statements, and audit files.
- Assist with accounting for pension schemes and property investment entities.
- Ensure financial reporting complies with relevant tax and governance obligations.
About You
We’re looking for someone who can combine technical expertise with commercial thinking and a passion for innovation. You’ll ideally have:
- Qualified Accountant status (ACA, ACCA, CIMA or equivalent).
- A minimum of three years’ relevant finance experience.
- Experience delivering system improvements or finance transformation projects.
- A genuine interest in AI, automation and emerging technologies.
- Advanced Microsoft 365 skills.
- Excellent organisational and project management abilities.
- Outstanding communication and stakeholder management skills.
- High levels of integrity and discretion when handling confidential information.
- Strong analytical skills with exceptional attention to detail.
- The ability to work both independently and collaboratively.
- Commitment to ongoing professional development.
What’s On Offer?
This is an outstanding opportunity to join a supportive organisation that genuinely invests in its people. Benefits include:
- Competitive salary with annual salary and bonus reviews.
- 10% employer pension contribution.
- Salary sacrifice pension scheme.
- 25 days annual leave plus bank holidays.
- Individual BUPA healthcare.
- Life assurance (4x salary).
- Payment of professional membership fees.
- Ongoing CPD and career development.
- Hybrid working following successful probation.
- Cycle to Work scheme.
- Electric vehicle benefit scheme.
- Free onsite parking.
If you’re an ambitious qualified accountant looking for a role where you can combine finance expertise with technology, innovation and strategic project delivery, we’d love to hear from you. Apply today through Hawk 3 Talent Solutions for a confidential discussion.
Closing date is 5th September 2026.
Project Accountant and Technology Lead employer: Hawk 3 Talent Solutions
Hawk 3 Talent Solutions is an excellent employer, offering a dynamic work environment in Plymouth where proactive individuals can thrive. With a comprehensive benefits package and a strong focus on employee growth, this role not only supports senior management but also provides opportunities for long-term career development in a collaborative and supportive culture.
StudySmarter Expert Advice🤫
We think this is how you could land Project Accountant and Technology Lead
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hawk 3 Talent Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Project Accountant and Technology Lead
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hawk 3 Talent Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hawk 3 Talent Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hawk 3 Talent Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hawk 3 Talent Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hawk 3 Talent Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hawk 3 Talent Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
