Who are we:
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
We are undergoing a finance transformation project and therefore this role is key to contributing to the successful rollout of the ERP system.
You will work with the Management Accountants, FP&A and wider finance department to prepare the monthly Revenue Management Accounts for the True Potential Group.
The team are responsible for the delivery of the management Accounts for 9 entities and the Management Accounting team is split between revenue reporting, cost reporting and entity overview roles. This role will sit under revenue reporting.
About you:
Desired skills/qualities are below:
- Financial Statements and Accounting skills.
- Accruals and Analytical Skills.
- Experience in finance and accounting.
- Strong attention to detail.
- Excellent problem-solving and analytical abilities.
- Proficiency in relevant software and tools.
- Professional certification (such as ACCA or CIMA, part qual).
- Bachelor’s degree in Accounting, Finance, or related field.
Duties and responsibilities:
Technical delivery
- Using a range of financial data to work as a team to generate the monthly/quarterly Revenue Management Accounts for the organisation.
- Provide variance analysis at month end.
- Ensure completion of daily bank reconciliations.
- Prepare weekly gross profit projections and carry out regular analysis of monthly and yearly revenue against budget.
- Preparing financial reports for senior management to assist with decision making.
- Maintain accurate schedule of work papers throughout the month.
- Identifying opportunities to continuously improve processes and to contribute to the wider finance project on the implementation of Workday.
- Communicating at all levels within the organisation, with the capability to present financial information to non-finance colleagues and teams.
- Assist and support the annual financial audit and external audits and own resolutions where required.
Systems, processes and controls
- Make continuous improvements to the processes, controls and quality of data.
- Collaborate with other teams within and beyond the Finance department to improve processes and maximise client service.
Collaboration
- The Assistant Management Accountant will require the knowledge and skills to deliver their individual objectives.
- To be motivated and engaged to deliver high quality outputs and client service.
- Be proactive to take positive action to address any issues in a timely manner.
- To understand the month end timetable and deliverable expectations and to be a team player across the team for adhoc data requests.
- Escalating any complex issues to Management as appropriate.
Benefits:
- Competitive monthly bonus.
- Company/team events throughout the year.
- Company pension contribution (increases with length of service).
- Free on-site parking.
- 30 days annual leave, including Bank Holidays (increases with length of service).
- True Potential Rewards – Cashback on online purchases.
- True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
- Refer a Friend Award.
If you would like to apply for this role, please upload your CV and click Apply now.
Please note, we operate a blind CV policy. Please remove all names, age and gender from your CV before submitting. Failure to do so will make your application void.
