At a Glance
- Tasks: Manage client accounts, deliver financial insights, and drive process improvements using technology.
- Company: Join Carpenter Box, part of the Sumer Group, a dynamic network of accountancy practices.
- Benefits: Permanent role with opportunities for professional development and a supportive work environment.
- Other info: Inclusive culture that values diversity and supports personal growth.
- Why this job: Make a real impact in finance while mentoring others and embracing innovative technologies.
- Qualifications: Qualified or nearing completion of ACA, ACCA, or CIMA with strong accounting knowledge.
The predicted salary is between 35000 - 45000 £ per year.
Are you an ambitious finance professional looking for a role where you can make a real impact with clients, develop people, and help shape the future of outsourced finance? At Carpenter Box, we work closely with businesses across a wide range of sectors, delivering expert financial support and trusted advice that helps our clients grow with confidence. As part of the Sumer Group, a fast-growing network of leading regional accountancy practices, we combine local relationships with national expertise, innovation, and investment in our people.
We are now looking for an Assistant Manager to join our Outsourced Finance Services team, which provides our clients with access to an experienced accounts department on a basis which works for them. This is an exciting opportunity for someone who enjoys working collaboratively, building strong client relationships, and using technology and automation to drive smarter financial processes.
Key ResponsibilitiesIn this varied and client-facing role, you will:
- Manage the full management accounts workflow cycle across a portfolio of clients
- Support and oversee outsourced and internal team members with day-to-day workloads
- Monitor bookkeeping workflows and assist with reviewing transactional data
- Act as a primary point of contact for clients, building trusted relationships
- Carry out detailed reviews and analysis of management accounts, delivering meaningful financial insights
- Prepare and present management information to clients in a clear and commercial way
- Facilitate effective communication between outsourced teams, Carpenter Box colleagues, and clients
- Manage work in progress and billing across your client portfolio
- Support continuous learning by attending training and maintaining professional development requirements
- Assist with wider finance function activities such as payment runs, forecasting, and ad-hoc client support
- Contribute to process improvement initiatives, including the use of AI and automation tools
We’d love to hear from you if you:
- Are either fully qualified, or nearing completion of ACA, ACCA, or CIMA
- Have a strong understanding of accounting principles and experience reviewing and delivering management accounts
- Enjoy mentoring and developing junior team members
- Have excellent communication and collaboration skills
- Have previous experience in an accountancy practice, or industry experience with a clear understanding of managing multiple clients
- Have proven experience in improving efficiencies within finance processes
- Have strong IT skills and experience using a variety of accounting software packages
- Have an interest in AI, automation, and using technology to create better outcomes for clients
At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process. Everyone is unique and we understand that each individual may have distinct needs to showcase their best selves during interviews. Our commitment is to offer personalised support for all.
Assistant Manager, Outsourced Finance - Drive Insight in Worthing employer: Sumer Group Holdings Limited
At Carpenter Box, we pride ourselves on being an exceptional employer that values ambition and collaboration. Located in Worthing, our inclusive work culture fosters professional growth through continuous learning and mentorship, while our commitment to innovation ensures that you will be at the forefront of financial technology and automation. Join us to make a meaningful impact with clients and develop your career in a supportive environment that champions diversity and personal development.
Contact Details:
Sumer Group Holdings Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Manager, Outsourced Finance - Drive Insight in Worthing
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Carpenter Box or similar firms. A friendly chat can sometimes lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to outsourced finance and think about how your skills can contribute to their goals. We want you to shine!
✨Tip Number 3
Showcase your tech-savviness! Since the role involves using technology and automation, be ready to discuss any relevant tools or software you’ve used. We love candidates who are keen on innovation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Carpenter Box.
We think you need these skills to ace Assistant Manager, Outsourced Finance - Drive Insight in Worthing
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Assistant Manager role. Highlight your finance qualifications, client management experience, and any tech-savvy skills you have. We want to see how you can make an impact!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about outsourced finance and how your background aligns with our values at Carpenter Box. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; share specific achievements that demonstrate your ability to improve efficiencies or mentor others. We love seeing how you've made a difference in previous roles!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Numbers
Brush up on your accounting principles and management accounts. Be ready to discuss specific examples from your experience where you've delivered meaningful financial insights. This will show that you not only understand the numbers but can also translate them into actionable advice for clients.
✨Showcase Your Tech Savvy
Since the role involves using technology and automation, be prepared to talk about your experience with various accounting software packages. Highlight any instances where you've improved efficiencies through tech solutions, especially AI and automation tools.
✨Build Rapport with Real Examples
As a primary point of contact for clients, your communication skills are key. Share stories that demonstrate how you've built strong client relationships in the past. This could include how you’ve handled difficult situations or gone above and beyond to meet client needs.
✨Mentorship Matters
If you have experience mentoring junior team members, make sure to mention it. Discuss how you’ve supported their development and contributed to a collaborative team environment. This shows that you’re not just focused on your own success but also on helping others grow.
