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Financial Reporting & Planning Accountant
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Financial Reporting & Planning Accountant
Are you currently working in practice and looking for that first move into industry? Or have you just completed your professional qualification and looking for your next step?
We have an opportunity for a Financial Planning and Reporting Accountant to join our team so this could be the role for you! You'll be our subject matter expert working within a team of finance professionals to deliver relevant, reliable, and robust financial management information in relation to forecasting and reporting.
This is a hybrid role with a mix of working from home and in our central Leeds office.
About The Role
As Financial Reporting and Planning Accountant, you'll have a great ability to analyse numbers and financial models to tell the story of what is happening across the organisation. You will carry out monthly management reporting and quarterly reforecasting activities, reviewing how each element of the business is performing and make recommendations to gain the best financial outcome. You will:
- Source, analyse, and consolidate financial information to the relevant senior management and governance committees
- Develop and manage key relationships with both internal and external customers, ensuring clear communication
- Own the month-end reporting process, support the annual plan, and quarterly forecasts for one of our key business areas
- Manage the development and maintenance of effective and efficient processes and systems
- Drive innovation through the identification and implementation of opportunities to streamline and automate processes
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With an Accounting qualification (CIMA/ ACCA/ ACA) or equivalent, and some experience of income reporting, planning, and forecasting, you'll have:
- Excellent communication and relationship building skills with the ability to converse effectively with senior stakeholders
- A continuous improvement mindset, always looking for ways to improve our processes, with the ability to identify and address key risks/implications
- Ability to review, manage, and develop new financial and analytical models
- Knowledge of management and financial accounting principles and be well-versed in approaches and techniques
- Some experience of working with mortgages or savings from a finance perspective, however, this is not essential
About us
At YBS we don't have shareholders, we have members. We care about people and that includes you. So here, you'll be respected for who you are, you'll be able to bring your whole self to work, and you'll have everything you need to build a long and rewarding career.
Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it's finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We're happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.
Development. We want you to feel challenged here. Whatever your ambitions, we're committed to helping you develop your skills and move ahead in your career journey. From day one, we'll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.
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Inclusivity. We're passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you'll go the extra mile to help our members, you'll fit right in and feel you belong here.
About Our Benefits
We offer lots of fantastic rewards that you can make the most of in and out of work, including:
- Holiday. You'll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
- Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals we're all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
- Pension. We know how important it is to save towards the future, that's why we'll contribute up to 11% into your YBS pension.
- Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you'll have access to a range of health benefits to suit your life including private medical insurance, dental, and healthcare plans.
- My Benefits. When you join YBS you'll have access to our self-service benefits portal, where you can access a range of retail, hospitality, and health discounts.
Ready to apply?
If you're excited about this role and want to be part of the YBS team, apply now to send us your application.
Want more information?
If you have any questions about this role, please contact Mike Peel on careers@ybs.co.uk
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