Saffery Trust
Assistant Finance Manager
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Assistant Finance Manager
Assistant Finance Manager Department: Finance Employment Type: Permanent Location: UK Reporting To: Finance Manager
Description
Who we are
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
We offer great benefits, including:
- a competitive salary
- full financial support and study leave for professional development
- health insurance for our people
- annual performance-based bonuses
The role
We’re looking for an enthusiastic Assistant Finance Manager who demonstrates our core values and wants to build a rewarding career delivering client service excellence.
This role is a permanent contract, responsible for supervising the monthly and quarterly reporting across specific jurisdictions of the Trust Group, assisting with preparation of the consolidated position, managing and supervising the preparation of financial statements and co-ordinating the annual audit and budget processes across each allocated jurisdiction. The role will also include supporting the Finance Manager and Finance Director in aspects of the daily operations of the department, including people management.
The responsibilities
You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:
- planning, co-ordinating and supervising the preparation of monthly and quarterly reporting packs and annual budget for each offshore jurisdiction
- reviewing general ledger postings posted by colleagues across offshore jurisdictions
- reviewing VAT returns prepared by external accountants
- ensuring cross-border services are accurately invoiced and recorded
- co-ordinating the preparation of annual financial statements and liaising with the applicable auditors across the offshore jurisdictions
- identifying and implementing work review processes and procedures where deficiencies have been identified and assisting with recommendations for the enhancement and development of finance-related software to improve the quality and efficiency of financial information
- managing and preparing monthly cashflows for each of the offshore jurisdictions for at least 18 months in advance
- maintaining the salary postings to each offshore jurisdiction, ensuring that a monthly reconciliation is completed and agreed
- assisting with debt collection and credit control across the offshore jurisdictions ensuring outstanding debts are followed up in line with the debt collection procedure
- ensuring that monthly bank and intercompany reconciliations are completed by the team and are checked and signed off
- deputising for the Finance Manager, creating seamless delivery of tasks in their absence
- ensuring team members are aware of their responsibilities and clearly understand deadlines and due dates for their work, considering any issues that may occur
- undertaking PAD reviews twice yearly and setting objectives and development programmes for relevant team members
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You
- sound technical knowledge and demonstrated accounting technical ability
- successful attainment of ACA/ACCA, or equivalent, along with meeting your CPD requirements
- experience in accounting for cross-border services subject to transfer pricing regulations
- very good written and verbal communication skills and the ability to converse with a diverse range of people along with the ability to develop and maintain effective internal and external relationships
- ability to produce and/or review a range of documentation which may be of a moderately complex nature with high attention to detail and accuracy
- demonstrated critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts
- demonstrated ability to work to deadlines and project plans (some of which may involve mid-term planning) with minimal direction to ensure that objectives are achieved
- ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity’s impact on the business and client service excellence
- management skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact
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