Client Finance Manager

Sycamore accounting are seeking a well-rounded Client Finance Manager to join their team in West Yorkshire. This is a fantastic opportunity for a self-motivated and innovative candidate to join a consultancy at the early stages, where you will be able to gain a variety of experiences in a client environment and have an open door to your ideas.

This role will spend time working closely with client teams either on site at their locations in and near West Yorkshire or remotely. The role will work closely with the director of Sycamore Accounting, who is acting as the client Finance Director, to implement wider finance projects and longer-term strategic client objectives. There will also be scope to work with the founder of Sycamore Accounting to build out the consultancy service offering as the business grows.

There are two fundamental aspects to the client facing role:

• Managing The Details

The ideal candidate will have spent time at the ‘coal face’ understanding the inner details of how the profit and loss, and balance sheet work, so this is second nature to you. Getting things right first time, and ensuring data is well managed, is a driver for success in the role, as this underpins other value adding activities such as forecasting & performance reporting. Dealing with processes that need fixing, or creating from scratch, is no bother to you, and you enjoy implementing your ideas. You are able to contribute to wider finance projects such as setting up a client’s accounting packages.

As such, you will obsess about good data and creating solid processes that ensure the integrity of data is maintained. You will therefore be confident taking ownership of a set of client accounts and bringing them to a timely and accurate close in a month end routine, in line with relevant accounting standards.

• VAT returns & HMRC reconciliations
• Working to a month end timetable
• Balance sheet reconciliations
• Cleaning, transforming, maintaining, and connecting data points in excel
• Populating/ refreshing reports
• Perform process improvement on client finance processes to improve productivity/ scalability
• Work with client staff to perform the above duties and obtain relevant information to perform the role successfully
• Working with client external stakeholders (their customers/ suppliers)

• Insights for Decisions

You know that good data and processes mean you can stand behind the numbers in your reports and communication with senior stakeholders. Having spent time ‘in the weeds’ with the data, you know what does or doesn’t look right, and you can turn your hand to an impactful set of insights that lead client stakeholders to make real and impactful decisions for their businesses. This can be using your Power BI skills to set up and automate insights, or you are equally handy in excel and other Microsoft tools to pull together analysis to support new avenues for decisions.

Having worked with business stakeholders of varying seniority before, you waste no time in forming new relationships and building confidence in you and the numbers. Your level of experience gives you a reasonable level of business and commercial acumen, that you can draw on to make decisions, and challenge current topics succinctly.

Example Duties

• Monthly financial reporting packs & commentary
• Financial budgeting, forecasting, & modelling (FP&A type tasks)
• Cashflow reporting & forecasting
• Creating and automating reports using reporting tools (Power BI)
• Presentations to client board & senior stakeholders
• Own and manage project workstreams on behalf of clients

Qualifications / Desirable Attributes

• Previous experience in a customer facing role
• Knowledge of large ERP systems
• Knowledge of Microsoft tools such as Dynamics
• Data analyst skillset including SQL and Python