Institute and Faculty of Actuaries
Financial Accountant Part-Qualified (Assistant Financial Accountant)
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We are currently recruiting an Financial Accountant Part-Qualified (Assistant Financial Accountant) for a Permanent contract.
This role is hybrid, working one to two days a week from our Oxford hub and the rest from home.
We encourage our colleagues to work flexibly between home and the hub to suit their needs and preferences, in line with our hybrid working policy.
Colleagues are able to work their hours flexibly, in line with core business hours and requirements. We also offer formalised flexible working agreements.
The starting salary is £42,655 per annum.
To apply, please send a CV and cover letter to HRsupport@actuaries.org.uk by the closing date of Sunday 13 September 2026
Please note that this vacancy may close early if we receive a high volume of applications, so we’d encourage you to get your application in as soon as possible.
Applicants for this role must have the right to work in the UK.
Purpose of the job
You’ll support the Financial Accountant with the year-end accounts and help produce the monthly accounts for the Head of Financial Planning and Analysis, picking up work such as cash flow forecasting, investment accounting, and VAT and lease reconciliations along the way. You’ll also be the Finance Team’s go-to person for Dynamics CRM, working with the Accounts Manager on system developments that affect Finance, including improvements to Acumatica.
Principal Accountabilities
- Year-end delivery: You’ll need to learn fast how our year-end works. It’s an intense period from February through to the end of external audit in late April, and you’ll be expected to support the Financial Accountant and resolve issues with minimal supervision.
- Dynamics key user: You’ll understand how Dynamics interacts with our Finance system and how Finance works with Member Services to provide an efficient service to members. You’ll help link the new exam platform into Dynamics and Acumatica, review existing links, help sort issues with Evocos (the event booking add-on within Dynamics), and work with the Accounts Manager on Acumatica system changes.
- Reconciliation and forecasts: You’ll complete key monthly, quarterly and yearly reconciliations – including investments, lease liabilities, cash flow forecasts, accruals and prepayments, and VAT returns – efficiently and to the required timetable.
- Review of first draft monthly accounts: You’ll work with the Finance Transaction Team to produce the monthly accounts efficiently and to the set timetable, act as first reviewer for reasonableness, and work with the Head of Financial Planning and Analysis to produce the final version.
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Essential
Knowledge and experience
- At least five years' relevant financial accounting experience
- Part qualified or a finalist studying towards ACCA, CIMA or ACA
- Experience preparing accounts for audit
- Strong Excel skills and experience working with an ERP accounting system
- Good written and verbal communication skills
Desirable
- Some experience of system improvement or implementation projects
- VAT, cash flow and income reconciliation experience
- Some management accounting experience
- AAT or a relevant degree gained before starting your professional qualification
- Exposure to Acumatica or Microsoft Dynamics CRM
What Makes This Role Distinctive
This is a practical, get-it-sorted team. You’ll be working with people who’d rather solve a problem efficiently than get bogged down in process.
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In your first year, success looks like helping the 2027 year-end run smoothly, getting quickly up to speed as our Dynamics key user, and working through the accounting links between our new exam platform, Dynamics and Acumatica. You’ll also be a role model for the wider team as you settle in.
We’re committed to supporting you to complete your professional qualifications, where required.
Alternative format and adjustments
Please Email The HR Team If You Require
- any information regarding our vacancies in an alternative format
- any adjustments to support you to fully participate in any part of the application and recruitment process
Any information shared will be used only to enable us to make reasonable adjustments to support candidates to participate in the recruitment process. It will not inform selection decisions.
You can reach us at HRsupport@actuaries.org.uk.
Diversity, equity, and inclusion
The IFoA encourages applicants from a variety of backgrounds and experience and welcomes diversity with regard not only to protected characteristics but also diversity of thought. Diversity, equity and inclusion are more than just words for us. That’s why we are committed to creating a culture where everyone feels included and respected, and where no one is unfairly discriminated against. Consequently, we promote diversity, equity and inclusion in all our policies, practices and procedures, and actively encourage applications from a diverse range of potential candidates. All applications for our roles are considered on merit alone, and if you don’t meet all the criteria but believe you have something to offer, we want to hear from you. For more information on our commitments, please see our DEI strategy page.
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