Job Description

Portfolio Director - Finance Director Service

Looking for a role where you can play a key part in both client and business growth? Do you have honed advisory skills and looking for an opportunity where you can flex your commercial acumen and lead others to do the same? Passionate about client service, high quality work and fostering long lasting client relationships?
We are on an exciting journey to become a top 100 UK Accountancy Firm, and having the right people is fundamental to our success. We are looking driven, committed and expert people to be part of this - sound like you?

ABOUT THE OPPORTUNITY

As a Portfolio Director at Northern Accountants, you are responsible for driving the positive performance of the portfolios you and your team are responsible for. This includes client relationship management, growth of the portfolios within your division and retention of clients.

You are responsible for guiding, empowering and developing your team to deliver the very best services and work to our clients. You will create clarity for what is required, hold your team to account and ensure the right support and training is in place to support their personal success.

In addition, you are responsible for helping NA grow overall and will play a key part in

helping us deliver our business development and marketing plans, as well as other key projects where required.

KEY RESPONSIBILITIES

Client FD Delivery

- Providing quality advisory services to clients enabling them to achieve their business objectives with access to the right financial insights. Lead and facilitate meetings with clients that have alignment with their financial goals, advice through the accurate analysis and interpretation provide advice and guidance.

FD Service

- Production and delivery of timely Management Information including, cashflow forecasting, management reports, budget preparation

Client Growth

- working closely with clients and your team to ensure we are maximising opportunities for client growth. Taking time to understand their aspirations and goals, offering advice and solutions to enable their growth.

Client Service and Retention

- leading your team with a service first mindset and personally delivering service review conversations with your team's client portfolio ensuring we maximise our client retention. You will look for opportunities to improve client service and are also the custodiam of the quality of production within your team.

Portfolio Delivery

- delivery of your own small portfolio of clients with greater needs in line with NA standards. This will include our wide range of services including our FD service and effective tax planning as well as ensuring all practice production, deadlines and quality / compliance standards are met.

People Leadership

- leading your team, nurturing growth and helping them be the best they can be. Actively managing and monitoring the financial performance of your team and their portfolio to ensure achievement of targets that support the wider business goals.

Business Development

- actively looking for ways to attract new business in line with business goals including promoting your own personal brand. Speaking to new prospects to help them understand how we can support their business journey. Inputting into strategic growth plans, sharing ideas and delivering action to enable our growth.

Strategic insight

- you will be part of our Portfolio Director team who are responsible for ensuring that that NA strategic goals are achieved. You will report on your team and portfolio's financial performance, client service and growth, new business and resource / capacity. You will focus on continuous improvement and share your thoughts on how we can continue to shape our firm for the future.

ABOUT YOU

Key Skills, Knowledge and Experience

? Proven senior leadership and management experience within an accountancy practice, ideally delivering FD advisory services or similar.

? Exceptional client skills with proven experience of helping clients' businesses to grow and growing a portfolio

? Demonstrates a service mindset with focus on developing and nurturing positive client relationships

? Proven experience in business development and strong influencing skills

? Full ACCA, ACA, CIMA qualification

? Experience of working in an Accounting Practice or at a senior level in a financially

complex organisation

? High levels of commercial acumen and able to inspire the team to think the same

? Knowledge of Xero and/or the ability to adapt to use latest software technologies

? Builds knowledge about the needs of clients and the future of our industry so we can stay ahead of the curve

PREFERRED SKILLS

? Knowledge of Taxcalc or similar Accounting software

? Experience at a senior management level

ABOUT US

We think beyond accounting by putting finance teams into businesses helping them unlock growth with full, affordable accounts teams that support every step of their journey.

This is an exciting time to join Northern Accountants! We are on our journey to become a top 100 Accountancy firm and are looking to further invest in our amazing team to help us get there together.

You can find out more about who we are and what we do by visiting:

https://www.northernaccountants.co.uk/

Location

: This role will be based from our Head Office Location in Morley, Leeds.

Strictly No Agencies Please

Job Types: Full-time, Permanent

Pay: 66,000.00-75,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Additional leave Company events Company pension Free parking Health & wellbeing programme On-site parking Private medical insurance
Schedule:

Monday to Friday
Experience:

Accounting: 5 years (preferred) in-house accountancy practice: 3 years (preferred) Finance Director : 3 years (preferred) Leadership and Management: 2 years (preferred)
Work Location: In person

Reference ID: AD01