JOB DESCRIPTION

Finance and Business Advisory Team Leader

MAIN PURPOSE OF JOB

·       Managing client assignments as well as managing the team on a daily basis to ensure business results for the client as well as that of the firm are achieved.

KEY RESPONSIBILITIES/ACCOUNTABILITIES

·       Managing client assignments - determining resource requirements, monitoring progress against budget and timeframe, reviewing work completed by junior team members and resolving all project issues prior to partner/director review.

·       Managing the team on a daily basis.

·       Managing a portfolio of clients including client take-on, agreeing scope, fee negotiations, control of billings and cash collections.

·       Acting as first point of contact within the firm for the client together with the partner - anticipating and responding quickly to client needs, keeping them informed of progress.

·       Ensure that the firm’s risk management and quality control procedures are adhered to.

·       Recruiting, managing and developing team members.

·       Requesting feedback from clients and acting promptly to improve client service.

·       Escalating potential overruns.

·       Contributing to business development opportunities.

·       Building and maintaining strong relationships with existing clients.

·       Ensuring all client deliverables including monthly management accounts, filing returns to the relevant returns, monthly bank reconciliations are done accurately and timely as per agreed client timeliness.

·       Provides expert advice that will add value to the business and gain advantage.

·       Gathers and understands financial and non-financial information to develop complete knowledge of the client business and the environment in which it operates.

Key skills required

·       Excellent communication skills

·       Proactive

·       Excellent numeracy skills

·       Attention to detail

·       Great interpersonal skills to manage client relationships internally and externally

·       People management skills

·       Leadership skills