At a Glance
- Tasks: Lead financial initiatives, improve processes, and implement AI-driven tools.
- Company: Established logistics firm in Newcastle with a strong reputation.
- Benefits: Competitive salary, career progression, and autonomy in your role.
- Other info: Dynamic environment with opportunities for mentorship and innovation.
- Why this job: Shape the future of finance while working closely with senior leadership.
- Qualifications: Qualified or part-qualified accountant with a passion for tech and improvement.
The predicted salary is between 42000 - 42000 £ per year.
Location: Newcastle upon Tyne (NE27)
Salary: Up to £42,000 per annum (depending on experience)
Hours: Monday to Friday, 9:00am – 5:00pm
Job Type: Full-time, Permanent
The Opportunity
Our client is a well-established logistics and warehousing business based in Newcastle upon Tyne, employing over 100 staff and operating across the UK. They have built a strong reputation for delivering reliable, high-quality transport and distribution services to a diverse customer base. As the business continues to grow and evolve, significant investment is being made into strengthening the finance function to better support operational performance and strategic decision-making. A key focus is the adoption of modern systems, automation, and AI-driven tools to improve the speed, accuracy, and value of financial reporting and insight. This is an exciting opportunity for an ambitious Management Accountant to play a pivotal role within the organisation, working closely with senior leadership while helping shape the future of finance within the business.
The Role
Alongside core accounting responsibilities, you will lead initiatives focused on process improvement, systems development, automation, and the implementation of AI-enabled workflows. This position is ideal for someone who combines strong accounting expertise with a passion for technology, continuous improvement, and driving business performance.
Key Responsibilities
- Produce accurate monthly management accounts within agreed deadlines
- Deliver clear, timely, and actionable management information (MI)
- Analyse profitability across transport, warehousing, and key contracts
- Work with management to identify, implement, and optimise accounting systems and tools
- Drive the adoption of automation and AI to improve reporting efficiency and insight
- Improve reporting timelines, consistency, and data quality
- Support cashflow management and forecasting
- Partner with operational teams to understand cost drivers and improve margins
- Assist with budgeting and forecasting processes
- Develop and mentor junior finance staff
- Review and enhance financial processes and controls
- Provide commercial insight to support strategic business decisions
About You
- Qualified or part-qualified accountant (ACCA, CIMA, ACA) or qualified by experience
- Strong background in management accounts and financial reporting
- Experience or a genuine interest in systems improvement, automation, or AI tools within finance
- Previous experience within logistics, transport, warehousing, or other operationally focused businesses is advantageous
- Proven ability to improve reporting quality and delivery timelines
- Commercially minded with the ability to turn financial data into meaningful business insight
- Proactive, hands-on approach with a continuous improvement mindset
- Strong Excel skills and experience using accounting systems (Sage experience preferred)
What's on Offer?
- Opportunity to modernise and help shape the finance function through technology and AI
- Clear progression pathway into a senior finance leadership position
- Direct exposure to senior management and strategic decision-making
- Autonomy to implement new ideas, systems, and process improvements
- Stable and successful business with strong operational foundations
- Competitive salary of up to £42,000 per annum, depending on experience
If you are an experienced accounting professional looking for a role where you can combine strong financial management with innovation and business improvement, we'd be keen to hear from you.
Management Accountant employer: Taylor Stevenson
Join a well-established logistics and warehousing business in Newcastle upon Tyne, where you will have the opportunity to modernise the finance function through innovative technology and AI. With a strong focus on employee growth, you will work closely with senior leadership, enjoy autonomy in implementing new ideas, and benefit from a clear progression pathway into senior finance roles. The company fosters a collaborative work culture that values continuous improvement and offers a competitive salary of up to £42,000 per annum, making it an excellent employer for ambitious accounting professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Management Accountant
✨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 Taylor Stevenson. 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 Management Accountant
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 Taylor Stevenson.
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 Taylor Stevenson'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 Taylor Stevenson
✨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 Taylor Stevenson.
✨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 Taylor Stevenson 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 Taylor Stevenson 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.
