Responsible for client portfolio ensuring accurate preparation of management accounts within deadlines and budgets set.
Proactively update the relevant Outsourcing Manager on client as and when appropriate.
Draft professional correspondence (e.g. email, letter) suitable for submission to a client without significant review points.
To ensure client processes and permanent files are kept up to date.
Key performance measures acted upon on an on-going basis (e.g. chargeable time, utilization, expected fee income levels).
Regular and proactive participation in Outsourcing Team meetings.
Required Knowledge, Skills, and Abilities
Accurate and timely preparation of (often complex/bespoke) management accounts and other reporting.
Preparation of VAT returns
Training clients in use of their accounts systems.
Work in accordance with the defined systems and procedures.
Carry out ad-hoc assignments with assistance (usually solving clients accounting system issues).
Ability to analytically review results
Prepare an audit file which could be submitted to the client’s auditors.
Good compliance skills with limited supervision.
Effective use of IT including Excel, accounts packages, Outlook.
Maintain high professional standards of conduct and practice.
Be able to organize and manage time efficiently and effectively.
Be aware of relevant financial targets and constraints and contributes to achieving these, keeping the relevant Outsourcing Manager informed of progress.
Understand need for continuous learning.
Self-managing.
Work closely with junior members to ensure their continual development.
Be able to use initiative to identify and propose improvements to systems and procedures and encourage better teamwork.