Job Description

Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?
We're seeking a talented individual to join our Management Accounting team. You will work in the Revenue reporting team in Liverpool, working on Revenue reporting. This is a fantastic opportunity for a part qualified or newly qualified Finance Analyst to gain valuable experience in Management Accounting.
This will be a hybrid working role with an expectation to be in the office 2 days per week.
As Finance Analyst, your responsibilities will include among others

• Extracting revenue data from source systems to collate/review and post revenue and accruals, contributing to the collation of Revenue data for regulatory returns and Audit
• Reconciliation of revenue postings to cash received with timely follow up on anomalies, updating reconciliations for control frameworks and files provided to auditors.
• Preparation of respective monthly balance sheets reconciliation, formatting large data sets into professional excel reports and providing commentary.
• Liaise closely with the other finance personnel/operational teams to ensure that information is recorded and presented accurately and within deadlines.
• Contribute to the review of team tasks, identifying improvements with a view to building efficient processes. Participate in, and contribute to, any ad-hoc project-related work where necessary.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is completed with a high level of accuracy, escalating to manager or relevant department where necessary.

Qualifications
Skills and Experience
To be successful in this role, you should

• Newly qualified Accountant or experienced part qualified - ACCA/CIMA
• Experience gained working in a management accounts team essential
• Working knowledge of Microsoft Office packages: Minimum basic Word, advanced Excel & intermediate PowerPoint
• Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences and an ability to work well in a team and comfortable to work individually.
• Demonstrate an ability to understand and summarise complex information in a professional and concise manner, high levels of accuracy and attention to detail with an ability to solve problems quickly.

Desired

• Experience within a financial services institution is advantageous but not essential.

Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Skills Required