At a Glance
- Tasks: Manage accounting for our CEO's investment portfolio and support daily finance operations.
- Company: Join Tropic, a fast-growing beauty brand with a mission for ethical impact.
- Benefits: Enjoy hybrid working, up to 33 days holiday, and a range of wellness perks.
- Other info: Dynamic, dog-friendly office with regular social events and a chill zone.
- Why this job: Gain diverse finance experience while using AI tools to enhance efficiency.
- Qualifications: Part-qualified or experienced in management accounts and reconciliations.
The predicted salary is between 35000 - 35000 £ per year.
This is a newly created position within our growing finance team, with a distinct focus: supporting the accounting and compliance for our CEO's external investment portfolio, while also helping with the day-to-day running of the Tropic accounts. It is a varied role that combines monthly management accounts and reporting with investment oversight and hands-on transactional work, giving the right person broad exposure across the finance function and good scope to develop. You’ll also be encouraged to make good use of AI tools as part of the way we work, helping the team work more efficiently across both the portfolio and the wider accounts.
Key Responsibilities
- Maintain accurate accounting records for the CEO's external investments.
- Ensure each investment is accounted for in line with the relevant accounting and compliance requirements.
- Reconcile investment-related transactions and balances.
- Prepare clear, regular summaries on the position and performance of the portfolio.
- Liaise with external advisers and investee company contacts as needed.
- Carry out bank reconciliations across company accounts.
- Prepare and maintain cash flow forecasts.
- Support month-end close, including accruals, prepayments and journals.
- Prepare the monthly management accounts, including supporting commentary and variance analysis against budget and prior periods.
- Provide ad-hoc financial analysis to support decision-making across the business.
- Work closely with the wider finance team on day-to-day accounting tasks.
- Make use of AI tools to support day-to-day accounting work — for example drafting and checking reconciliations, summarising data, and speeding up routine tasks — always with appropriate review and care over accuracy.
What We’re Looking For
- Part-qualified (ACCA or CIMA) or actively studying, or qualified by experience.
- Proven experience preparing monthly management accounts, with the commentary and analysis to go alongside them, in a similar accounts or management accountant role.
- Strong with reconciliations, month-end processes and cash flow.
- Comfortable handling sensitive information with discretion.
- Good with accounting systems (NetSuite experience an advantage) and confident in Excel.
- Open to using AI tools in day-to-day accounting work, with good judgement about when to rely on them and when to check the details yourself.
- Organised, accurate, and able to manage a varied workload.
What We Offer
- Employment Type: This role is offered full-time, Monday to Friday, 9am to 5pm.
- Location: Tropic HQ is a short walk from Beddington Lane Tram stop, with direct links to East Croydon and Wimbledon.
- Hybrid Working: Enjoy a blend of office and remote working with a minimum of 3 days in the office.
- Salary: Starting from £35,000.
- Benefits: Hybrid working, up to 33 days’ holiday. Enhanced family leave, Private Medical Insurance, Medicash plan, life insurance (All available after a qualifying period). EAP through the Wisdom App, generous product allowance and 50% discount for family and friends, access to retailer discounts, Cycle to Work and Electric Car schemes, free breakfast bar, dog-friendly HQ with a chill zone and pool table, on-site parking, regular social events, and plenty of well-being treats throughout the year.
- Start Date: Immediate.
Tropic’s Commitment to Equal Opportunities
Our team is as diverse as it is talented because at Tropic, we go the extra mile to cultivate a culture of respect and belonging. We value every candidate, respect protected characteristics and never discriminate. We also provide reasonable accommodations for applicants with disabilities at every stage of the hiring process, so if this is something you need, please let our recruitment team know at the earliest opportunity. Ultimately, the most important thing for us is hiring the best person for the job, so we focus on skills, experience, and qualifications to ensure our process is fair and that our candidates always have a great experience with Tropic.
Company Overview
We’re on a mission to do good beyond beauty, leading the charge with clinically tested formulas that are both ethical and effective. We believe that with an Infinite Purpose, real change happens.
Portfolio Management Accountant in Croydon employer: RGIT Australia
Tropic Skincare is an exceptional employer, offering a dynamic work environment where finance professionals can thrive. With a strong commitment to employee growth, the company provides opportunities for hybrid working, generous benefits including up to 33 days of holiday, and a vibrant office culture that includes social events and well-being initiatives. Located conveniently near Beddington Lane Tram stop, Tropic fosters a collaborative atmosphere that encourages innovation and the use of AI tools, making it an ideal place for those seeking meaningful and rewarding employment in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Accountant in Croydon
✨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.
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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 RGIT Australia. 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 Portfolio Management Accountant in Croydon
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 RGIT Australia.
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 RGIT Australia'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 RGIT Australia
✨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 RGIT Australia.
✨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 RGIT Australia 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 RGIT Australia 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.
