Finance Operations Integration Accountant

Finance Operations Integration Accountant Quilter
• Southampton

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. It oversees £134.8 billion in customer investments (as of September 2025). The business offers financial advice, investment platforms, multi‑asset investment solutions and discretionary fund management. It is comprised of two segments:
Affluent (financial planning, investment platform, and investors) and High Net Worth (discretionary fund management, Quilter Cheviot, and Quilter Cheviot Financial Planning).

At Quilter we never stand still. Our foundations are rooted in extraordinary expertise, and we continually modernise and become more customer‑centric. Join us to bring new ideas and evolve what we do.

About the Role

Level – 3

Department – Finance

Location – Southampton

Contract – Permanent

This role provides dedicated Finance Operations representation across systems change, platform integrations, new business onboarding and M&A activity. It plays a critical role in protecting accounting integrity, preventing ledger anomalies, and ensuring that new or changed processes are implemented cleanly and sustainably into business‑as‑usual (BAU).

Sitting within Finance Operations, the role works closely with the Business Unit (BU) Accounting team to investigate issues driven by system behaviour, integration failures and changes to accounting flows. Acting as a specialist investigator and subject matter expert, this role supports deep‑dive analysis of accounting issues and champions Finance Operations requirements in upstream design, change and integration discussions.

This is a strategic yet hands‑on position, combining technical accounting insight with strong cross‑functional collaboration to ensure operational accounting processes remain robust through change.

Key Responsibilities

Investigative Accounting

• Lead investigation of accounting anomalies raised by the BU Accounting team.
• Analyse unexplained ledger activity, including integration failures, data issues and missing or incorrect journals.
• Partner with Technology, Systems & Data and Change teams to deliver sustainable fixes and reduce recurrence.

Finance Operations SME – M&A, Integrations & Onboarding

• Represent Finance Operations in M&A, integration and new business initiatives.
• Review and challenge accounting designs, ledger flows, controls and reconciliations.
• Ensure Finance Operations requirements are met before approval and go‑live.

Embedding Change into BAU

• Translate system changes into clear operational processes for Finance Operations.
• Support testing (SIT/UAT), documentation and handover into BAU with clear ownership and controls.

About You

You will have strong operational accounting knowledge and a passion for understanding how systems, data and processes interact. You will bring:

• Experience in financial operations, accounting flows or reconciliation processes.
• The ability to troubleshoot complex issues, analyse large data sets and understand ledger behaviour.
• Experience working with technology or change teams on systems integrations or transformations.
• Strong stakeholder influencing skills and the confidence to challenge upstream proposals.
• Understanding of M&A onboarding or systems migrations (desirable, but not essential).
• Excellent written and verbal communication skills, able to simplify complex concepts.
• A continuous improvement mindset with a commitment to operational excellence.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

• Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
• Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of…