Job Openings Finance Manager

About the job Finance Manager

Responsible for

  • Bookkeeping
  • Maintaining FP&A model
  • My Practice reconciliations
  • Preparation of invoices & statements
  • Fee and commission calculations
  • Liaising with management and suppliers
  • Working with the bookkeeper and accountant to produce Monthly Management Accounts and Annual Financials
  • Managing credit card and loading bank payments
  • Banking Reconciliation
  • Financial process compliance
  • Taxation management

Detailed Responsibilities

  • Create in invoices, bills or expenses from Vendors in Zoho Accounting System
  • Create in invoices, bills or expenses approved by department heads in Zoho Accounting System
  • Preparation of monthly partner summaries
  • Manual Journal entry
  • Produce Adviser, PSS & BDM Monthly Statements
  • Produce Adviser finance account statements.
  • Reconcile BDM Meetings with BD Manager
  • Maintain document storage of all finance related documents.
  • Assess and prepare accounts ahead of monthly Management Account meetings.
  • Provide documentation to Accountant for creation of Management Accounts

Educational and qualification requirements

AAT qualified.

Knowledge needed to perform the role

  • Comprehensive understanding of Microsoft office (Outlook, Word, PowerPoint, Excel); and highly PC literate,
  • Zoho Books and/or Zero Accounting packages
  • Good knowledge on management account, balance sheet, profit and loss account.

Skills needed to perform the role

  • Good communication Skills,
  • Good attention to detail,
  • Highly conscientious individual.

Experience needed to perform the role (including industry etc.)

  • Proven experience as a Finance Manager within an office support role-ideally in Financial Services or similar
  • Excellent written communication skills;
  • Excellent Customer service skills
  • Attention to detail
  • Ability to build rapport and manage relationships; both over the phone and in person and across departments and third parties.
  • Manages time effectively with the ability to multi-task
  • Always demonstrate a can-do attitude and take ownership

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