Forvis Mazars UK

Client Manager

Location
London, London South (Sutton)
Salary
Competitive salary and benefits
Posted
02 Sep 2024
Closes
02 Oct 2024
Ref
3620
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Manager
Client Manager (3602)

Client Manager or Assistant Manager - Financial Services

Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

Are you looking to make an impact in our Outsourcing team? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today!

About the team

Our financial outsourcing team provide an outstanding quality of work and service to our clients, ensuring accurate and timely bookkeeping, payables management, preparation of management accounts and VAT compliance.

Within financial outsourcing, the Financial Services market team specialise specifically on clients belonging to the Financial Services industry. Our clients are typically large and complex, based both in the UK and Internationally and cover a range of sectors including asset and investment management, insurance and FinTech.

Outsourced accounting and outsourced bookkeeping are fast growing in popularity, and this is substantially down to the opportunity offered by technology and BPO (business process outsourcing) providers like us to transform the finance team. Our cost-effective outsourcing solutions combine market-leading accounting technology and cloud applications with expert advisory services to drive continuous improvement.

About the role

  • To manage a portfolio of locally based clients and ensure the provision of the highest quality outsourced finance function.
  • Maintaining excellent relations with clients, acting as the main point of contact, responding effectively to any queries in an advisory manner and resolving any issues.
  • Inspire, lead and coach the team to delivery excellent levels of client service, receive positive client feedback and minimise client complaints to zero.
  • Review the work produced by the team on a monthly/quarterly basis and ensure it is of the highest quality and that learning points for the team are actioned.
  • Drive gross margin profitability through streamlining and enhancement of processes on an on-going basis.
  • Reviewing and monitoring team timesheets to ensure they are accurate and reasonable, escalating if additional resources are required and reallocating work if needed.
  • Leading and controlling a regular programme of billing, recoverability, contract reviews and fee negotiations.
  • Supporting with business development activities and actively contributing to proposals.
  • Work with other departments (e.g. tax, audit, corporate finance and MFP) to ensure all of Forvis Mazars' services are strongly coordinated and selling opportunities identified.
  • Contribute to the wider National AOS initiatives and projects (people engagement, technology or quality).

What are we looking for?

  • ACCA or ACA (or equivalent) qualified with excellent practical management accounts preparation experience.
  • Experience of Financial Services clients across a range of industries like insurance, asset management, banking foreign exchange and others.
  • Experience of managing a team with an ability to inspire, lead and coach.
  • Experience of managing a portfolio of clients or deadline driven deliverables, including leading client calls and in person meetings
  • Experience of reviewing the work produced by the team on a monthly/quarterly basis and ensuring that learning points for the team are actioned.
  • Strong knowledge of Excel including the creation of advance formula and visualisation such as VLOOKUP, Pivot tables and SUMIF.
  • Strong technical bookkeeping knowledge, with an analytical approach and good attention to detail.
  • Thorough understanding of VAT reporting requirements, regulatory reporting requirements and financial reporting requirements/GAAP differences and changes.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

For further information, and to apply, please visit our website via the “Apply” button below. 

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