Back to Job Search

Posted 6 months ago

Join a leading Family Office on a 12 month maternity cover contract and provide valuable insight in to the financial performance of the division, analysing the profitability of clients and identifying potential revenue opportunities.

This is a fantastic opportunity to build on your existing accounting experience and work within a challenging and fast-moving environment.

Responsibilities will include:

  • Preparing monthly financial and operational management information on financial performance 

  • Providing reports on performance and variances to budget, forecasts and previous year performance 

  • Identifying opportunities to increase revenue, improve efficiency, reduce costs and/or reduce risk 

  • Reviewing clients and measuring profitability  

  • Preparing the annual budget and business plan for the family office division

Experience and skills required:

  • Minimum 5 years’ experience in a similar role, ideally within financial services

  • Hold a recognised accounting qualification 

  • Experience using analytical tools such as Power BI, Power Pivot or comparable reporting tools 

  • Ability to manage multiple tasks and work with a high level of accuracy 

  • Strong written and verbal communication skills 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.