52 Finance Managers jobs in Leeds
Financial Planning Administrator
Posted 6 days ago
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Job Description
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will:
- Be the point of contact for company, client and third-party queries when dealing with new and existing business. li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
- Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
- Process online fund switches and manage through to completion.
- Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
- Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
- Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
- Diary management for Advisers.
- Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
- Liaise with external parties regarding any queries (insurance companies etc.).
- Manage own workload.
- Prepare meeting packs for advisers
We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.
This role is for a 9-Month Maternity cover contract.
Senior Management Accountant - Financial Planning
Posted 9 days ago
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Job Description
Key Responsibilities:
- Prepare and analyze monthly, quarterly, and annual management accounts, including profit and loss statements, balance sheets, and cash flow statements.
- Develop and manage the annual budgeting process and rolling forecasts.
- Conduct variance analysis, investigate discrepancies, and provide explanations to management.
- Prepare financial models and scenario analyses to support strategic initiatives.
- Assist in the implementation and improvement of financial systems and processes.
- Provide financial support and guidance to various departments, including non-finance stakeholders.
- Develop key performance indicators (KPIs) and monitor business performance against targets.
- Ensure the integrity and accuracy of financial data.
- Contribute to the preparation of board papers and presentations.
- Support internal and external audits.
- Identify opportunities for cost savings and efficiency improvements.
- Mentor junior members of the finance team.
- Qualified Accountant (ACA, ACCA, CIMA, or equivalent) with a strong academic background.
- Minimum of 5 years of experience in management accounting, financial analysis, or a related role.
- Proven experience in budgeting, forecasting, and financial modeling.
- Advanced proficiency in Excel and financial reporting software.
- Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is highly desirable.
- Strong understanding of accounting principles and management accounting techniques.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional communication and interpersonal skills, with the ability to present complex financial information clearly.
- Ability to work independently and meet tight deadlines.
- Experience in a specific industry sector (e.g., manufacturing, retail, technology) may be advantageous.
- This role requires your presence in our **Leeds** office to foster close collaboration with the finance team and business leaders.
Financial Planning & Analysis Accountant
Posted 10 days ago
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Job Description
Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits
We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.
Key Responsibilities:
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Develop and maintain financial models to support budgeting, forecasting, and decision-making.
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Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.
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Provide insight to drive business performance and support strategic decisions.
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Communicate financial information effectively to both finance and non-finance stakeholders.
Requirements:
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Part-qualified or qualified accountant (ACCA, CIMA, ACA).
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Strong analytical and problem-solving skills.
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Proficient in Power BI or a similar tool.
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Experience in financial planning, forecasting, and reporting.
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Excellent communication and interpersonal skills.
This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.
To apply: Please submit your CV for immediate consideration.
Financial Planning & Analysis Accountant
Posted 6 days ago
Job Viewed
Job Description
Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits
We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.
Key Responsibilities:
-
Develop and maintain financial models to support budgeting, forecasting, and decision-making.
-
Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.
-
Provide insight to drive business performance and support strategic decisions.
-
Communicate financial information effectively to both finance and non-finance stakeholders.
Requirements:
-
Part-qualified or qualified accountant (ACCA, CIMA, ACA).
-
Strong analytical and problem-solving skills.
-
Proficient in Power BI or a similar tool.
-
Experience in financial planning, forecasting, and reporting.
-
Excellent communication and interpersonal skills.
This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.
To apply: Please submit your CV for immediate consideration.
Senior Management Accountant - Financial Planning & Analysis
Posted 19 days ago
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Job Description
Key responsibilities include contributing to the preparation of statutory accounts, supporting internal and external audits, and developing and implementing improvements to financial processes and controls. You will work closely with various departments to gather financial data, provide commentary on performance, and assist with financial modelling for new initiatives or projects. The ideal candidate will possess strong accounting knowledge, excellent analytical skills, and proficiency in financial software and advanced Excel. Experience with ERP systems and financial reporting tools is essential.
This position requires a proactive approach to identifying financial risks and opportunities, and the ability to present complex financial information clearly and concisely to non-finance stakeholders. You will play a key role in driving financial discipline and efficiency throughout the business. The ability to manage multiple priorities and meet strict deadlines is crucial.
We are looking for a qualified accountant (ACA, ACCA, CIMA, or equivalent) with a minimum of 5 years of post-qualification experience in management accounting or financial analysis. A strong understanding of UK GAAP or IFRS is required. Excellent communication and interpersonal skills are essential for effective collaboration across the organisation.
Join our client's dedicated finance team and contribute to their continued growth and success. This is an excellent opportunity for a skilled accountant looking to advance their career in a challenging and rewarding environment. The role is based in Leeds, West Yorkshire, UK , with a remote work arrangement.
Head of Financial Planning & Analysis (Remote)
Posted 12 days ago
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Job Description
Senior Financial Analyst - Corporate Planning
Posted 17 days ago
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Job Description
As a Senior Financial Analyst, you will be responsible for budgeting, forecasting, financial modeling, and variance analysis. You will play a key role in the preparation of financial reports, business performance reviews, and strategic planning initiatives. This position requires a strong understanding of accounting principles, excellent analytical skills, and the ability to communicate complex financial information effectively to non-financial stakeholders.
Key Responsibilities:
- Lead the development and management of annual budgets and rolling forecasts.
- Prepare detailed financial models to support business case development, strategic initiatives, and investment appraisals.
- Conduct in-depth variance analysis, identifying key drivers and providing actionable insights to management.
- Develop and maintain key performance indicators (KPIs) to track business performance.
- Prepare monthly, quarterly, and annual financial reports for senior management and board meetings.
- Assist in the preparation of management accounts and financial statements.
- Collaborate with various departments to gather financial data and provide financial support.
- Identify opportunities for process improvements in financial reporting and analysis.
- Support ad-hoc financial analysis and projects as required.
- Ensure accuracy and integrity of financial data.
Qualifications:
- Qualified Accountant (ACA, ACCA, CIMA) or equivalent professional qualification is highly preferred.
- Minimum of 5 years of experience in financial analysis, accounting, or a related finance role.
- Proven experience in budgeting, forecasting, and financial modeling.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Proficiency in Microsoft Excel (advanced functions, pivot tables, VLOOKUP) and financial software (e.g., SAP, Oracle, Hyperion).
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
- Ability to work independently and manage multiple priorities in a deadline-driven environment.
- Experience in financial services or a similar regulated industry is a plus.
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Product Manager - Financial Management Products
Posted 2 days ago
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Job Description
We’re Civica, and we create software that helps deliver critical services for citizens all around the world.
From local government, to education, health, and care, over 5,000 public bodies across the globe use our software to provide essential services to over 100 million citizens.
Our aspiration is to be a GovTech champion everywhere we work, supporting the needs of citizens and those who serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point in our journey to realise that aspiration.
Why you will love this opportunity as Product Manager at Civica
As a Product Manager, you will be responsible for defining the strategic vision for your team driven by Civica’s overall vision and creating product roadmaps that align to Civica’s strategic goals.
You will be responsible for leading other product managers, collaborating with product design, user research, engineering and commercial teams. Overseeing lifecycle management of your product, ensuring alignment with the company’s mission and vision of becoming a global GovTech champion, whilst delivering critical products and services to citizens around the world.
You will be an expert in creating clear and precise customer and outcome focused requirements. You will lead by example and have hands on execution of the product strategy for your product delivery, ensuring that product development practices and roadmaps are aligned to our global vision, to maximise productivity and growth.
What you will do to be successful in this role as Product Manager
Key responsibilities:
- Develop and maintain a deep understanding of customer needs, market trends, and business goals to define and refine the product roadmap
- Work closely with various stakeholders, including engineering, design, marketing, commercial, and customer success teams to ensure successful product development and launch
- Conduct customer interviews, surveys, and market research to gather feedback and insights that inform product decisions
- Hands-on approach to defining and prioritising product requirements to guide the engineering process
- Oversee the entire product development lifecycle, from concept to launch, ensuring timely and successful delivery of product features and releases
- Plan and execute successful product launches collaborating closely with Product Marketing team, including developing launch plans, positioning, and messaging
- Analyse data and metrics to measure product performance, identify areas for improvement, and make informed data-driven product decisions
- Champion a strong culture of knowledge sharing and product decision and design documentation
Requirements
- Strong product management experience, working in a modern software or product led organisation
- Experience operating with Agile development methodologies to manage product development and collaborate with engineering teams
- Ability to navigate and address the complexities of product lifecycle management.
- Strong analytical skills to collect, analyse, and interpret data to inform product decisions and identify market opportunities
- Capable of prioritising features, requirements, and tasks based on customer needs, business goals, and technical feasibility
- Driving force behind building and execute a product roadmap and strategy that aligns with customer needs and company goals
- Ability to work effectively with cross-functional teams, including engineering, design, marketing, sales, and customer success
- Experience crafting compelling stories to communicate product vision, value, and benefits to various stakeholders at different levels
We Want You to Bring Your Whole Self to Work
There is no such thing as the perfect candidate, so if you think you have what it takes but don't necessarily meet every single point on the list above, please still get in touch. We'd love to have a chat and see if you could be a great fit.
Why You'll Love Working with Us
As a company, we're passionate about what we do and the citizens we serve. If you, too, want to champion the use of technology in public services to improve outcomes for citizens and public sector organizations, then Civica is the right place for you. We will help you unlock the best version of yourself, achieve career growth, and make a real difference to people and communities.
We know that when our people are happy, they work better and have greater job satisfaction. Here's what you can expect:
Benefits
Time Off & Work-Life Balance
25 Days Annual Leave + bank holidays – plus the option to buy up to 10 extra days!
Days of Difference – Up to 3 extra days off for volunteering.
Financial Well-being & Security
Pension Contributions – 5% employer match to support your future.
Income Protection – Up to 75% salary cover for long-term illness.
Life Assurance – 4x salary tax-free lump sum.
Critical Illness Cover – £25,000 lump sum (extendable to dependents).
Health & Perks
Private Medical Insurance – Fast access to private healthcare.
Health Cash Plan – Claim back physio, therapies & more.
Dental Insurance – Cover for routine & emergency care.
Affinity Groups – Join employee-led communities.
Bounty Bonus – Refer a friend & get rewarded.
At Civica, we are committed to building an inclusive and diverse workplace where everyone feels valued and supported. We believe that a variety of perspectives drives innovation and excellence, and we welcome applicants from all backgrounds, cultures, and experiences.
We are an equal opportunity employer. We do not discriminate based on race, ethnicity, religion, gender, sexual orientation, disability, age, or any other legally protected characteristic. Our recruitment process is designed to ensure fairness and transparency, so every candidate has an equal chance to contribute to our mission.
If you need any adjustments or accommodations to participate in our recruitment process, please let us know. We are here to support you.
Senior Financial Controller - Management Accounting
Posted 3 days ago
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Job Description
Key responsibilities include:
- Managing and overseeing the month-end and year-end close processes, ensuring timely and accurate financial reporting in compliance with IFRS/GAAP.
- Leading the preparation of budgets, forecasts, and long-range financial plans, providing variance analysis and commentary.
- Developing and implementing robust internal controls to safeguard company assets and ensure financial integrity.
- Conducting in-depth financial analysis, identifying trends, and providing actionable insights to support strategic decision-making.
- Overseeing the accounts payable and accounts receivable functions, ensuring efficient operations and compliance.
- Managing and mentoring a team of accountants and financial analysts, fostering professional development.
- Liaising with external auditors during annual audits, ensuring a smooth and efficient process.
- Developing and refining financial models and reports to meet evolving business needs.
- Staying abreast of changes in accounting regulations and tax laws, ensuring company compliance.
The ideal candidate will be a fully qualified Accountant (ACA, ACCA, CIMA or equivalent) with a minimum of 5 years of post-qualification experience in a similar senior accounting or financial control role. A strong understanding of management accounting, financial reporting, budgeting, and forecasting is essential. Proven experience in managing and developing accounting teams is required. Excellent analytical, problem-solving, and communication skills are paramount. Experience with large ERP systems (e.g., SAP, Oracle) and advanced Excel proficiency are highly desirable. This is an excellent opportunity to join a reputable organisation and play a key role in its financial operations.
Head of Financial Risk Management
Posted 4 days ago
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