Fractional Financial Manager

Our client is looking for a sharp detail-driven Fractional Financial Manager to join a dynamic financial management and advisory firm in Somerset this role you will take responsibility for the financial management and oversight of a portfolio of clients. You will be instrumental in delivering a range of services including monthly accounting financial reviews strategic financial management and compliance work. You will also lead and contribute to ad hoc financial projects that require a hands-on solutions-driven approach.

RESPONSIBILITIES:

Financial Oversight & Monthly Work

• Prepare and review monthly management accounts for a range of clients
• Perform monthly reconciliations including payroll VAT and bank reconciliations
• Ensure timely and accurate VAT calculations and submissions
• Perform provisional tax calculations and prepare relevant schedules
• Draft review and sign off on financial statements
• Support clients with budgeting forecasting and cost modelling
• Lead monthly financial management meetings with clients to provide insights and advice

Fractional Financial Management

• Act as the financial manager for assigned clients
• Develop and implement financial reporting solutions and dashboards
• Offer strategic input on financial planning cash flow management and financial decision making

Project & Advisory Work

• Assist with special projects such as system implementations restructuring support and due diligence checks
• Provide support and guidance during audit and independent review processes
• Address audit queries and assist in preparing necessary documentation
• Identify and implement process improvements ensure quality standards and meet deadlines consistently

Client Communication & Service:

• Provide exceptional customer service by proactively engaging with clients addressing inquiries promptly and delivering timely financial information
• Develop a deep understanding of clients financial situations identify additional financial needs and suggest suitable service offerings such as Advisory Fractional FM and Fractional CFO services.

REQUIREMENTS:

• Qualification as a Chartered Accountant (SA)
• At least 1 year of post-article experience ideally within an accounting firm or client-facing role
• Strong knowledge of accounting principles (IFRS for SMEs) tax legislation and payroll
• Proficient in cloud accounting platforms (e.g. Xero QuickBooks Dext ApprovalMax Draftworkx)
• International exposure or experience with cross-border financial management is a plus
• Strong written and verbal communication skills
• Able to manage multiple clients and competing deadlines
• Hands-on proactive approach and comfort working in a fast-paced changing environment