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описание
Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. It helps clients make significant decisions with confidence, build strong foundations for the future, and work towards their goals.
задачи
Extract revenue data from source systems, collate and review it, and post revenue and accruals
Reconcile revenue postings against cash received and follow up on anomalies promptly
Update reconciliations for control frameworks and files provided to auditors
Contribute to compiling revenue data for regulatory returns and audits
Format large datasets into professional Excel reports and provide commentary
Prepare monthly balance sheet reconciliations
требования
Qualified accountant (ACCA/CIMA)
Working knowledge of Microsoft Office: basic Word, advanced Excel, and intermediate PowerPoint
Strong interpersonal and written and verbal communication skills, including communication with senior audiences
Ability to work independently and as part of a team
Ability to understand and summarise complex information concisely and professionally, maintain accuracy and attention to detail, and solve problems quickly
Будет плюсом: month-end reporting experience, a demonstrable interest in financial services, experience in a management accounts team, experience at a financial services institution
условия
6-Month fixed-term contract
Competitive salary
Private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave
Hybrid working model, role dependent
Reasonable adjustments are available throughout the application process
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