Client Manager

This role includes traditional accountancy tasks and also goes beyond this; it involves acting as a commercial sounding board for the client, guiding clients through their financial journey with strategic advice and actionable insights. There will be a mix of traditional year end work and providing virtual finance manager and virtual finance director services. This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of commercial drivers.

Managing workload, stakeholders and deadlines will be a key part of the role. There is an opportunity to help shape the service provided, with the ideal candidate being able to suggest improvements and additions to the virtual finance manager and director service lines. The Responsibilities:
Act as the first point of contact for clients, especially when they have new ideas or require guidance, ensuring a high level of service and support. Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner. Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns, etc.

Produce reports that include analysis of profit and loss, balance sheet, customers and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes. Offer strategic advice on cash flow management, foreign exchange, and other critical financial areas. Provide detailed reports with useful analysis, comparisons, and commentary to assist in strategic decision-making. Support clients in understanding their financial figures, helping them interpret data to make informed decisions.

Provide a “second opinion” and evaluate the pros and cons of potential business moves. Package:
Starting Salary £55,000 t0 £ 60,000 23 days holiday  BH 3 days in the office and 2 days WFH Flexible working hours For more information, please contact Liam Snell at LGS Vision Recruitment.