Project Accountant and Technology Lead
Listed on 2026-08-28
-
Retail
Financial Reporting
Location:
Sherborne (Hybrid Working Available Following Probation)
Hours:
Monday to Friday, 8.30 am : 5.15 pm
Salary: cA GBP 50,000 negotiable and dependent on experience
Hawk 3 Talent Solutions are delighted to be recruiting on behalf of a highly professional organisation seeking a Project Accountant and Technology Lead .
This is a unique opportunity for a qualified accountant who combines strong technical accounting expertise with a genuine passion for technology, artificial intelligence and continuous improvement. Youll play a pivotal role in transforming finance operations, leading strategic projects, implementing AI:driven solutions and helping shape the future direction of a successful private office.
This role offers an exceptional career path with the opportunity to progress into a Senior Management position.
The RoleWorking closely with senior finance professionals, youll support a broad portfolio of accounting, reporting and compliance activities while taking ownership of technology and process improvement initiatives across the business.
Youll become the organisations internal champion for AI and emerging technologies, identifying opportunities to improve efficiency, automate processes and enhance reporting capabilities.
This is an ideal opportunity for someone who enjoys balancing strategic project work with hands:on accounting responsibilities.
Key Responsibilities Technology, AI and Process Improvement- Lead the implementation of AI and technology solutions across finance and compliance functions.
- Identify opportunities to automate manual processes and improve operational efficiency.
- Manage technology projects from planning through testing and implementation.
- Liaise with software providers and internal stakeholders.
- Deliver training and ongoing support to colleagues.
- Drive a culture of continuous improvement across the organisation.
- Support the delivery of high:quality financial and wealth reporting.
- Review reporting information before submission.
- Prepare loan schedules, asset statements and supporting documentation.
- Monitor loan and mortgage repayment schedules.
- Assist with investment reporting, reconciliations and asset revaluations.
- Contribute to ongoing development of investment reporting systems and databases.
- Maintain statutory records and corporate registers.
- Prepare and submit Companies House filings and other regulatory returns.
- Ensure ongoing compliance with corporate governance requirements.
- Support the preparation and review of:
- Management accounts
- VAT returns
- Year:end financial statements
- Audit files
- Assist with accounting for pension schemes and property investment entities.
- Ensure financial reporting complies with relevant tax and governance obligations.
Were looking for someone who can combine technical expertise with commercial thinking and a passion for innovation.
Youll Ideally Have- Qualified Accountant status (ACA, ACCA, CIMA or equivalent).
- A minimum of three years relevant finance experience.
- Experience delivering system improvements or finance transformation projects.
- A genuine interest in AI, automation and emerging technologies.
- Advanced Microsoft 365 skills.
- Excellent organisational and project management abilities.
- Outstanding communication and stakeholder management skills.
- High levels of integrity and discretion when handling confidential information.
- Strong analytical skills with exceptional attention to detail.
- The ability to work both independently and collaboratively.
- Commitment to ongoing professional development.
This is an outstanding opportunity to join a supportive organisation that genuinely invests in its people.
Benefits Include- Competitive salary with annual sala
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