Job Description
You will be responsible for managing and reporting our high growth charity clients’ commercial, financial, and accounting activities whilst building strong client relationships at Exec and Trustee level; as well as providing solutions to operational and governance challenges without having to get involved in the day-to-day oversight.
A typical day will look like:
- Maintaining regular dialogue and contact across the client base
- Attend client meetings on a regular basis
- Oversee and support the creation of reports to identify results, fund management, and financial forecasts for both the Exec Team and for the Board and its sub-committees
- Personally prepare and ensure the clients’ accounts team(s) prepare monthly management information relevant to the client on a timely basis, including managing cash flows and fund reporting
- With the help of Sedulo’s other departments, such as tax (including Creative Industry Tax Relief specialists), audit, funding and governance leads, provide a holistic offering to the company and its directors’
- Review clients’ financial plans and budgets regularly to look for cost reduction opportunities
- Identify opportunities or threats to clients and assisting with taking advantage or mitigating them
- Create bespoke client systems to prevent errors in data collection and calculations, as well as improving internal efficiencies and standards of reporting
- Additional controller duties as necessary
What we can offer?
- A company mantra of having fun together, getting results together and giving back together
- A bespoke training and development plan with the opportunity to expand and diversify your skills
- 26 days holiday, company pension scheme, health care plan, cycle to work scheme, death in service benefits and access to our in house Wealth Planning and Mortgage departments
- Smart working and agile working hours including the ability to work remotely for up to 20% of your contracted time
- Ability to work away from home remotely for up to 4 weeks per year, great for extending a trip to see family or making the most of warmer climates
- All expenses paid annual social trip overseas