Client Lead Accountant

We are seeking a Client Lead Accountant to act as a trusted financial partner for a portfolio of clients. This role is focused on building strong client relationships, delivering meaningful financial insights, and supporting businesses with budgeting, forecasting, and strategic decision-making. You will work closely with business owners and senior stakeholders, helping them understand their financial performance and achieve their growth objectives.

Responsibilities

• Manage and develop relationships with a portfolio of clients, acting as their primary financial advisor.
• Prepare and present monthly management accounts, providing clear analysis and actionable recommendations.
• Develop cash flow forecasts, financial models, and budgets to support business planning and decision-making.
• Monitor financial performance, identifying trends, risks, and opportunities to drive business growth.
• Lead budget preparation and variance analysis, providing insight into key performance drivers.
• Deliver management information and financial reports to both financial and non-financial stakeholders.
• Support clients with strategic planning, profitability analysis, and commercial decision-making.
• Provide proactive advice on financial processes, controls, and overall business performance.
• Respond to ad hoc financial analysis and reporting requirements as needed.

Requirements

• Qualified Accountant (ACCA, ACA, CPA, or CIMA) with a minimum of 5 years’ post-qualified experience.
• Strong experience in management accounting, budgeting, forecasting, and financial analysis.
• Proven ability to build lasting client relationships and act as a trusted business partner.
• Excellent communication and presentation skills, with the ability to explain financial information to non-financial stakeholders.
• Commercially minded with strong problem-solving and decision-making abilities.
• Highly organised with excellent prioritisation and time management skills.
• Strong attention to detail and commitment to delivering high-quality work.
• Advanced Excel skills and proficiency across Microsoft Office applications.
• Experience with accounting systems such as Xero, Sage, SAP, or similar ERP platforms is advantageous.

Benefits

• Company Events
• Employee Assistance Programme
• Private Medical Insurance
• Professional Membership Fees Paid
• Gym Membership
• Wellness Programme