Job Description

Job Summary

We are seeking a detail-oriented and proactive

Financial and Client Management Officer

to join our central office team in Huddersfield.

This role combines financial operations with client relationship management, supporting the Head of Finance with accurate financial reporting, and the Managing Director with the needs of our investors.

The successful candidate will focus on accounting tasks such as reconciliations, budget preparation, and financial analysis, while acting as a key point of contact for investor reporting.

KEY RESPONSIBILITIES

FINANCIAL MANAGEMENT

Perform regular bank and account reconciliations, ensuring accuracy and compliance with our processes.

Support the preparation and monitoring of annual budgets and forecasts.

Track expenditure against budgets and highlight variances.

Assist with year-end processes, including audits and statutory reporting.

Maintain accurate financial records and ensure data integrity.

CLIENT MANAGEMENT

Maintain a professional and proactive relationship with our investors.

Provide clear, timely financial updates and reports tailored to investor requirements.

Respond to ad hoc queries from the investor with accurate financial information and insights.

SKILLS & EXPERIENCE

Strong background in reconciliation, budgeting, and financial reporting.

Excellent attention to detail and analytical skills.

Strong communication and interpersonal skills, with the ability to present financial information clearly to non-finance stakeholders.

Proficient in Microsoft Excel and financial systems/software.

DESIRABLE

Experience in client or investor-facing roles is desirable.

Relevant qualification.

PERSONAL ATTRIBUTES

Professional, reliable, and trustworthy.

Organised and able to manage competing priorities effectively.

Proactive with a problem-solving mindset.

Collaborative team player with the confidence to work independently when required.

BENEFITS

Competitive salary based on experience.

Central office location .

Opportunity to work closely with senior management and investors.

Professional development and training support.

Job Type: Full-time

Pay: From 30,000.00 per year

Work Location: In person