Broadgate
Client Advisor
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Client Advisor – Office of the CFO | Edinburgh | Client-Facing Finance Advisory
Ready to move beyond traditional accounting and into a more commercial, client-focused role? We're looking for a qualified or finalist ICAS/ACCA accountant to join a growing Office of the CFO team, supporting a diverse portfolio of clients with management reporting, budgeting, forecasting, cash flow management and financial insight.
This is an excellent opportunity to build a career in advisory, working closely with Finance Directors, CFOs and business owners to help them make informed decisions, improve financial performance and achieve their strategic goals. Rather than focusing solely on compliance, you'll become a trusted finance partner, providing practical advice and adding real value to your clients.
What you'll be doing
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- Preparing monthly management accounts and financial reporting packs.
- Supporting clients with budgeting, forecasting, cash flow management and variance analysis.
- Assisting with statutory accounts, audit coordination and compliance requirements.
- Building strong relationships with clients and acting as a key day-to-day contact.
- Attending client meetings and supporting commercial discussions.
- Identifying opportunities to improve financial processes and reporting.
- Working collaboratively with colleagues to deliver a high-quality outsourced finance service.
- Supporting clients across a broad range of sectors, gaining exposure to different business models and challenges.
What we're looking for
- ICAS or ACCA qualified, or studying towards qualification.
- Experience within practice, audit, management accounts or outsourced finance.
- Strong financial reporting and Excel skills.
- Excellent communication and relationship-building abilities.
- A proactive, organised approach with strong attention to detail.
- A genuine interest in developing a career in client-facing finance advisory.
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Why join?
- Work directly with Finance Directors, CFOs and business owners.
- Develop your commercial and advisory skills in a supportive environment.
- Gain exposure to a varied client portfolio across multiple sectors.
- Join a growing Office of the CFO team with clear progression opportunities.
- Be part of a collaborative culture that values learning, development and client service.
Please note
Applicants must have the unrestricted right to work in the UK. Unfortunately, sponsorship is not available for this position.
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