Are you looking for your next step in your Project Manager career? We are currently looking to recruit an experienced Project Manager preferably from a nuclear background to support with a number of exciting projects. Key Accountabilities As part of the wider management team, support the business in the development of improvements to project management practice across our engineering, manufacturin click apply for full job details
May 02, 2024
Full time
Are you looking for your next step in your Project Manager career? We are currently looking to recruit an experienced Project Manager preferably from a nuclear background to support with a number of exciting projects. Key Accountabilities As part of the wider management team, support the business in the development of improvements to project management practice across our engineering, manufacturin click apply for full job details
Key accountabilities Write to clients, answering any queries in relation to sales, purchases, dividends paid and Rights Issues, as required. Open new accounts and load stock onto the valuation system, liaise with former brokers in relation to the transfer of stocks and cash. Feed Capital Gains Tax histories onto the system and liaise with the Operations team as needed. Communicate with clients, either by telephone or letter, in a prompt and accurate fashion. Execute trades as required and directed by Senior Managers. Work as part of a team of Investment Managers, supporting them in administrative matters as may be required. Communicate and liaise with IT and Operations Department, working with them to implement any necessary changes to the systems and records. Contribute towards continuing development of the Group by participating in projects, committees and other activities as may be requested from time to time. Maintain and develop good relationships with brokers, professional advisers and other relevant organisations carrying out desk research as necessary so that investment and technical knowledge is maintained and increased. This includes maintaining up to date knowledge of and adherence to current regulatory requirements Person specification Experience: Have experience in a client orientated role within the Financial Services, Investment or Wealth Management industry Knowledge: Keeps up to date with developments in the industry, including new products, legislation and regulation. Qualifications: Minimum level 4 qualified preferably the Investment Advice Diploma (IAD) Key competencies: Investment Administration - Fully competent in the administration of client processes in compliance with Company systems and procedures. Managing Investments - Demonstrates understanding of portfolio theory and client requirements in order to make recommendations where appropriate . Research and Analysis - Demonstrates working knowledge of asset classes, the investment process and is able to demonstrate activities undertaken to develop and apply research learning. Managing Clients - Demonstrates ongoing commitment to the delivery of excellent client service dealing with client queries efficiently, providing support to investment managers for meetings and ensuring records are kept up-to-date. Systems Competence - demonstrates competence in using investment systems. Internally this would include RID, ROD, Ron, AAM, CMP and Factset . Developing new business - demonstrates networking skills, evidenced through peer networks, and actively participates in corporate functions. Ethical behaviours - Demonstrates and encourages others to display behaviours consistent ethical behaviour and appropriate conduct in line with the Conduct rules:
May 02, 2024
Full time
Key accountabilities Write to clients, answering any queries in relation to sales, purchases, dividends paid and Rights Issues, as required. Open new accounts and load stock onto the valuation system, liaise with former brokers in relation to the transfer of stocks and cash. Feed Capital Gains Tax histories onto the system and liaise with the Operations team as needed. Communicate with clients, either by telephone or letter, in a prompt and accurate fashion. Execute trades as required and directed by Senior Managers. Work as part of a team of Investment Managers, supporting them in administrative matters as may be required. Communicate and liaise with IT and Operations Department, working with them to implement any necessary changes to the systems and records. Contribute towards continuing development of the Group by participating in projects, committees and other activities as may be requested from time to time. Maintain and develop good relationships with brokers, professional advisers and other relevant organisations carrying out desk research as necessary so that investment and technical knowledge is maintained and increased. This includes maintaining up to date knowledge of and adherence to current regulatory requirements Person specification Experience: Have experience in a client orientated role within the Financial Services, Investment or Wealth Management industry Knowledge: Keeps up to date with developments in the industry, including new products, legislation and regulation. Qualifications: Minimum level 4 qualified preferably the Investment Advice Diploma (IAD) Key competencies: Investment Administration - Fully competent in the administration of client processes in compliance with Company systems and procedures. Managing Investments - Demonstrates understanding of portfolio theory and client requirements in order to make recommendations where appropriate . Research and Analysis - Demonstrates working knowledge of asset classes, the investment process and is able to demonstrate activities undertaken to develop and apply research learning. Managing Clients - Demonstrates ongoing commitment to the delivery of excellent client service dealing with client queries efficiently, providing support to investment managers for meetings and ensuring records are kept up-to-date. Systems Competence - demonstrates competence in using investment systems. Internally this would include RID, ROD, Ron, AAM, CMP and Factset . Developing new business - demonstrates networking skills, evidenced through peer networks, and actively participates in corporate functions. Ethical behaviours - Demonstrates and encourages others to display behaviours consistent ethical behaviour and appropriate conduct in line with the Conduct rules:
Job Description: Job Title Tax Director Location London Corporate Title Director Group Tax's responsibility is to manage the Bank's worldwide tax position, with responsibilities ranging from advising on the tax consequences of transactions, ensuring compliance with local tax obligations, producing tax data for financial and other reporting purposes, handling tax audits and disputes, to working with industry and governmental bodies on the development of legislation and practice. You will report directly to the Regional Head of Tax and will be based in London. As a senior member of the team you will form part of the regional leadership team. What we'll offer you A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre. You can expect: Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them Competitive salary and non-contributory pension 30 days' holiday plus bank holidays, with the option to purchase additional days Life Assurance and Private Healthcare for you and your family A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year Your key responsibilities Providing tax advice and support to front office teams, other infrastructure functions and to other teams for various business divisions with a strong focus on Asset Management Reviewing new products, fund launches and transactions and considering them for approval, in line with applicable internal policies Maintaining processes and controls applicable to the Tax Advisory function Monitoring significant changes in tax law and practice across the region and ensuring that relevant changes are communicated Country coverage and overseeing tax legislative developments and tax advisory support in non-UK CE jurisdictions, including managerial responsibilities over foreign tax teams of approx. 3-4 team members Providing sign-offs in relation to functional area of responsibility to support financial reporting, Your skills and experience Proven experience of tax advisory work within the tax department of a professional services firm or equivalent experience within the advisory team of an in-house tax function A broad base of technical UK corporate tax knowledge. Banking tax experience and some experience of tax systems outside the UK is desirable but not a requirement Able to attract, retain and develop diverse talent, leading by example to promote high standards of performance and conduct; ensuring tax technical knowledge is kept up to date across the team Comfortable handling escalations, consistently communicating and upholding Group Tax requirements through engagement with senior stakeholders Able to summarise complex technical subject matter, with clear conclusions and recommendations, for a non-technical audience, both in written form and in oral discussions. How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs We value diversity and as an equal opportunities' employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (e.g. screen readers, assistive hearing devices, adapted keyboards) About us Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do. Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ+ inclusion. Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
May 02, 2024
Full time
Job Description: Job Title Tax Director Location London Corporate Title Director Group Tax's responsibility is to manage the Bank's worldwide tax position, with responsibilities ranging from advising on the tax consequences of transactions, ensuring compliance with local tax obligations, producing tax data for financial and other reporting purposes, handling tax audits and disputes, to working with industry and governmental bodies on the development of legislation and practice. You will report directly to the Regional Head of Tax and will be based in London. As a senior member of the team you will form part of the regional leadership team. What we'll offer you A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its centre. You can expect: Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them Competitive salary and non-contributory pension 30 days' holiday plus bank holidays, with the option to purchase additional days Life Assurance and Private Healthcare for you and your family A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits The opportunity to support a wide ranging CSR programme + 2 days' volunteering leave per year Your key responsibilities Providing tax advice and support to front office teams, other infrastructure functions and to other teams for various business divisions with a strong focus on Asset Management Reviewing new products, fund launches and transactions and considering them for approval, in line with applicable internal policies Maintaining processes and controls applicable to the Tax Advisory function Monitoring significant changes in tax law and practice across the region and ensuring that relevant changes are communicated Country coverage and overseeing tax legislative developments and tax advisory support in non-UK CE jurisdictions, including managerial responsibilities over foreign tax teams of approx. 3-4 team members Providing sign-offs in relation to functional area of responsibility to support financial reporting, Your skills and experience Proven experience of tax advisory work within the tax department of a professional services firm or equivalent experience within the advisory team of an in-house tax function A broad base of technical UK corporate tax knowledge. Banking tax experience and some experience of tax systems outside the UK is desirable but not a requirement Able to attract, retain and develop diverse talent, leading by example to promote high standards of performance and conduct; ensuring tax technical knowledge is kept up to date across the team Comfortable handling escalations, consistently communicating and upholding Group Tax requirements through engagement with senior stakeholders Able to summarise complex technical subject matter, with clear conclusions and recommendations, for a non-technical audience, both in written form and in oral discussions. How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs We value diversity and as an equal opportunities' employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (e.g. screen readers, assistive hearing devices, adapted keyboards) About us Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do. Deutsche Bank in the UK is proud to have been named a Times Top 50 Employer for Gender Equality for three consecutive years. Additionally, we have been awarded a Silver Award from Stonewall for two years running and named in their Top 100 Employers for 2023 for our work supporting LGBTQ+ inclusion. Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
We are pleased to share a great opportunity for an experienced Development Director to join our high performing Investment, Development and Planning (IDP) team based in London. The Development Director role sits within an Acquisition Hub which comprise a blend of skillsets and experience including site acquisition, planning and technical expertise. Working as part of the Hub you'll be part of a high-performing autonomous team, implementing Group Strategy in relation to the identification and appraisal of development opportunities while seeking to maximise the conversion of those opportunities into development projects. This is a managerial role which supports the Hub Leads in the identification and acquisition of development sites in line with key targets and performance metrics. The position is based in our London office in Soho Square and will include travel to sites / clients as required. About you We're looking for an experienced Development Director who can offer experience of working in the Construction / Development industry and has a strong knowledge of current trends, developments, and best practices within the profession. You'll need to demonstrate excellent knowledge of construction principles and knowledge of residential sector planning processes. This is a senior position within the business where we expect the Development Director to have experience of maintaining networks of key contacts and working with multiple internal and external stakeholders. IDP is a high performing team so the ability to work to tight schedule with competing priorities to deliver projects on time and in line with the design specifications / client requirements and be comfortable to hold accountability of significant workstreams and / or projects. What we can offer you Watkin Jones offers an in-house Learning & Development team to support you with personal and professional development including vocational qualifications, as well as a discretionary annual bonus, 25 days annual leave plus bank holidays (increasing after 2 years' service by 1 day up to a max of 29 days per annum), a health cash plan, discounted gym memberships, exclusive shopping discounts and a contributory pension scheme. Watkin Jones' success to date has been based on our emphasis on building relationships of trust, our customer focus, and our forward-thinking structure. Our intention is to create 'The Future of Living', which to us means high quality rental homes, community focus and sustainably driven development. About Us Watkin Jones Group is the UK's leading developer, builder and manager of residential for rent homes, with 52,000+ homes developed and in-build across 135 schemes. Our operating arm, Fresh, manages over 20,000 units across 64 schemes, reflecting approximately £1.7bn of assets under management, giving us unique and unrivalled insight into what tenants and investors desire. Our company was established in 1791 and has been building homes since 1927. More recently, we listed on the AIM market in 2016 with a market cap of £255m (current market cap c. £550m). In FY2020 we generated gross revenue of £354m and a Gross Profit of £75.9m. Our position in the market is based on a 'capital light' model, where we typically work with institutional forward funders.
May 02, 2024
Full time
We are pleased to share a great opportunity for an experienced Development Director to join our high performing Investment, Development and Planning (IDP) team based in London. The Development Director role sits within an Acquisition Hub which comprise a blend of skillsets and experience including site acquisition, planning and technical expertise. Working as part of the Hub you'll be part of a high-performing autonomous team, implementing Group Strategy in relation to the identification and appraisal of development opportunities while seeking to maximise the conversion of those opportunities into development projects. This is a managerial role which supports the Hub Leads in the identification and acquisition of development sites in line with key targets and performance metrics. The position is based in our London office in Soho Square and will include travel to sites / clients as required. About you We're looking for an experienced Development Director who can offer experience of working in the Construction / Development industry and has a strong knowledge of current trends, developments, and best practices within the profession. You'll need to demonstrate excellent knowledge of construction principles and knowledge of residential sector planning processes. This is a senior position within the business where we expect the Development Director to have experience of maintaining networks of key contacts and working with multiple internal and external stakeholders. IDP is a high performing team so the ability to work to tight schedule with competing priorities to deliver projects on time and in line with the design specifications / client requirements and be comfortable to hold accountability of significant workstreams and / or projects. What we can offer you Watkin Jones offers an in-house Learning & Development team to support you with personal and professional development including vocational qualifications, as well as a discretionary annual bonus, 25 days annual leave plus bank holidays (increasing after 2 years' service by 1 day up to a max of 29 days per annum), a health cash plan, discounted gym memberships, exclusive shopping discounts and a contributory pension scheme. Watkin Jones' success to date has been based on our emphasis on building relationships of trust, our customer focus, and our forward-thinking structure. Our intention is to create 'The Future of Living', which to us means high quality rental homes, community focus and sustainably driven development. About Us Watkin Jones Group is the UK's leading developer, builder and manager of residential for rent homes, with 52,000+ homes developed and in-build across 135 schemes. Our operating arm, Fresh, manages over 20,000 units across 64 schemes, reflecting approximately £1.7bn of assets under management, giving us unique and unrivalled insight into what tenants and investors desire. Our company was established in 1791 and has been building homes since 1927. More recently, we listed on the AIM market in 2016 with a market cap of £255m (current market cap c. £550m). In FY2020 we generated gross revenue of £354m and a Gross Profit of £75.9m. Our position in the market is based on a 'capital light' model, where we typically work with institutional forward funders.
Job Title: Senior Project Manager / Operations ReconciliationDuration: Until Dec 2024Location: Edinburgh / HybridPay Rate: Competitive Via PAYE or Umbrella / Inside IR35 Role Purpose:This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client.The role provides for Project Management support within Europe, across Fund Administration, Transfer Agency, Middle Office, Global Custody and Trustee Services areas. The role will also include line management responsibilities for a team of Project Managers based in the same location.The Senior Project Manager will be accountable for the end to end management and delivery of 'change' for key Securities Services clients in Asset Owner & Management ("AO&M") sector that sit within the Global Project Delivery team.Note:Lead for delivery of an internal Operations Reconciliation project; experience of managing operational changes is required.Key Accountabilities:Manage the end to end on-boarding of Clients in accordance with the HSBC Project Governance, Methods, competencies and change management frameworksProject definition and business case development (scope, objectives, dependencies, Costs, assumptions, acceptance criteria, issues and risks) and approvalsProvide a single 'change' point of contact and coordination point for key clients and internal stakeholders to achieve project outcomesEnsure the integration of all business functions to enable operational/ business readiness in the delivery of the solutionDevelop and baseline a detailed project plan to support required deliverables, activities, resource allocations and project interdependenciesDevelop and implement the required project governance structures including Project Steering Committees, working groups, escalation and decision pathwaysManage overall resource forecasting and planning functionWork with related teams to identify resources including key competencies, resource allocation and phasingTrack the utilisation of resources in line with line/team managersDevelop work plans and ensure clear deliverables in place and deliveredEnsure resource forecasts are accurate and completeImplement project controls and reportingDevelop manage and report project budget and stage gate approvalsReport on actuals and forecast against plan and manage under/overruns and changes correctlyDevelop benefit realisation plan and coordinate reportingProduce, review and approval of project deliverables and documentation in line with HSBC methodologiesDefine effective business requirements and ensure signoff, aligned with SS standardDefine detailed testing activities and controlsImplement concise project reporting of decisions points, risks, issues, status and costsEnsure Clarity records are an accurate reflection of the status and stage gate of the projectUnderstanding of regulatory and compliance environment and requirementsControl, manage and report risks, issues dependencies and changes in scopeIdentify, analyse and mitigate dependencies, risks and issuesImplement the change control processes to manage internal and external scope changes and impactsIntegrate SS Business Strategies and operational design into actionable deliverables and change management activitiesWork with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability.Required Qualifications, Knowledge & Experience:Profile of Candidate:Disciplined project management professional with >8 years' experience in the management of multiple parallel projects (small - medium) and the application of robust governance standards, including management of costExperience in the delivery of projects utilising Agile techniques and understanding of product delivery in practiceExperience of leading teams, supporting team development, capability uplift and performance managementAble to demonstrate ability to build relationships with C-Suite/ Senior stakeholders and networks across the businessExperience managing external clients and stakeholder in including regulatorsExperience of benefits identification, modelling and management techniquesStrong business requirements management and testing awarenessA solid understanding of SDLC and business change techniques including the application of industry-standard methodologies, techniques, complex modelling, and scenario planning.Financial Services experience, ideally in a Fund Administration, Transfer Agency or Investment Management field, with a proven experience and understanding of a complex Operations environment including current mandatory regulationsProven ability to prioritise competing demandsStrong analytic and decision-making abilitiesMust be a team player and able to work with and through othersKnowledge & Experience / Qualification:least 8 -10 years relevant experience in change management or migration projects in securities / fund administration / fund middle office.graduate preferably in business administration, information technology or a similar disciplineknowledge of Fund Accounting, Transfer Agency and Middle Office Vendor product - MultiFonds, Markit EDM, XSP, etc. are definitely an advantagean in-depth knowledge of the securities market and the associated market infrastructure for Fund Administration, Fund Middle Office and Custody businessawareness of business, regulatory and technology change within investment management is essential.technical aptitude, including excellent knowledge in Microsoft Office, Microsoft Project and Excel macros
May 02, 2024
Full time
Job Title: Senior Project Manager / Operations ReconciliationDuration: Until Dec 2024Location: Edinburgh / HybridPay Rate: Competitive Via PAYE or Umbrella / Inside IR35 Role Purpose:This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client.The role provides for Project Management support within Europe, across Fund Administration, Transfer Agency, Middle Office, Global Custody and Trustee Services areas. The role will also include line management responsibilities for a team of Project Managers based in the same location.The Senior Project Manager will be accountable for the end to end management and delivery of 'change' for key Securities Services clients in Asset Owner & Management ("AO&M") sector that sit within the Global Project Delivery team.Note:Lead for delivery of an internal Operations Reconciliation project; experience of managing operational changes is required.Key Accountabilities:Manage the end to end on-boarding of Clients in accordance with the HSBC Project Governance, Methods, competencies and change management frameworksProject definition and business case development (scope, objectives, dependencies, Costs, assumptions, acceptance criteria, issues and risks) and approvalsProvide a single 'change' point of contact and coordination point for key clients and internal stakeholders to achieve project outcomesEnsure the integration of all business functions to enable operational/ business readiness in the delivery of the solutionDevelop and baseline a detailed project plan to support required deliverables, activities, resource allocations and project interdependenciesDevelop and implement the required project governance structures including Project Steering Committees, working groups, escalation and decision pathwaysManage overall resource forecasting and planning functionWork with related teams to identify resources including key competencies, resource allocation and phasingTrack the utilisation of resources in line with line/team managersDevelop work plans and ensure clear deliverables in place and deliveredEnsure resource forecasts are accurate and completeImplement project controls and reportingDevelop manage and report project budget and stage gate approvalsReport on actuals and forecast against plan and manage under/overruns and changes correctlyDevelop benefit realisation plan and coordinate reportingProduce, review and approval of project deliverables and documentation in line with HSBC methodologiesDefine effective business requirements and ensure signoff, aligned with SS standardDefine detailed testing activities and controlsImplement concise project reporting of decisions points, risks, issues, status and costsEnsure Clarity records are an accurate reflection of the status and stage gate of the projectUnderstanding of regulatory and compliance environment and requirementsControl, manage and report risks, issues dependencies and changes in scopeIdentify, analyse and mitigate dependencies, risks and issuesImplement the change control processes to manage internal and external scope changes and impactsIntegrate SS Business Strategies and operational design into actionable deliverables and change management activitiesWork with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability.Required Qualifications, Knowledge & Experience:Profile of Candidate:Disciplined project management professional with >8 years' experience in the management of multiple parallel projects (small - medium) and the application of robust governance standards, including management of costExperience in the delivery of projects utilising Agile techniques and understanding of product delivery in practiceExperience of leading teams, supporting team development, capability uplift and performance managementAble to demonstrate ability to build relationships with C-Suite/ Senior stakeholders and networks across the businessExperience managing external clients and stakeholder in including regulatorsExperience of benefits identification, modelling and management techniquesStrong business requirements management and testing awarenessA solid understanding of SDLC and business change techniques including the application of industry-standard methodologies, techniques, complex modelling, and scenario planning.Financial Services experience, ideally in a Fund Administration, Transfer Agency or Investment Management field, with a proven experience and understanding of a complex Operations environment including current mandatory regulationsProven ability to prioritise competing demandsStrong analytic and decision-making abilitiesMust be a team player and able to work with and through othersKnowledge & Experience / Qualification:least 8 -10 years relevant experience in change management or migration projects in securities / fund administration / fund middle office.graduate preferably in business administration, information technology or a similar disciplineknowledge of Fund Accounting, Transfer Agency and Middle Office Vendor product - MultiFonds, Markit EDM, XSP, etc. are definitely an advantagean in-depth knowledge of the securities market and the associated market infrastructure for Fund Administration, Fund Middle Office and Custody businessawareness of business, regulatory and technology change within investment management is essential.technical aptitude, including excellent knowledge in Microsoft Office, Microsoft Project and Excel macros
Job Title: Senior Project Manager Charles River Migration ProjectDuration: Dec 2024Location: Edinburgh / HybridPay Rate: Competitive Via PAYE or Umbrella / Inside IR35 Role Purpose:This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client.The role provides for Project Management support within Europe, across Fund Administration, Transfer Agency, Middle Office, Global Custody and Trustee Services areas. The role will also include line management responsibilities for a team of Project Managers based in the same location.The Senior Project Manager will be accountable for the end to end management and delivery of 'change' for key Securities Services clients in Asset Owner & Management ("AO&M") sector that sit within the Global Project Delivery team.Key Accountabilities:Manage the end to end on-boarding of Clients in accordance with the Project Governance, Methods, competencies and change management frameworksProject definition and business case development (scope, objectives, dependencies, Costs, assumptions, acceptance criteria, issues and risks) and approvalsProvide a single 'change' point of contact and coordination point for key clients and internal stakeholders to achieve project outcomesEnsure the integration of all business functions to enable operational/ business readiness in the delivery of the solutionDevelop and baseline a detailed project plan to support required deliverables, activities, resource allocations and project interdependenciesDevelop and implement the required project governance structures including Project Steering Committees, working groups, escalation and decision pathwaysManage overall resource forecasting and planning functionWork with related teams to identify resources including key competencies, resource allocation and phasingTrack the utilisation of resources in line with line/team managersDevelop work plans and ensure clear deliverables in place and deliveredEnsure resource forecasts are accurate and completeImplement project controls and reportingDevelop manage and report project budget and stage gate approvalsReport on actuals and forecast against plan and manage under/overruns and changes correctlyDevelop benefit realisation plan and coordinate reportingProduce, review and approval of project deliverables and documentation in line with methodologiesDefine effective business requirements and ensure signoff, aligned with SS standardDefine detailed testing activities and controlsImplement concise project reporting of decisions points, risks, issues, status and costsEnsure Clarity records are an accurate reflection of the status and stage gate of the projectUnderstanding of regulatory and compliance environment and requirementsControl, manage and report risks, issues dependencies and changes in scopeIdentify, analyse and mitigate dependencies, risks and issuesImplement the change control processes to manage internal and external scope changes and impactsIntegrate SS Business Strategies and operational design into actionable deliverables and change management activitiesWork with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability.Required Qualifications, Knowledge & Experience:Profile of Candidate:Disciplined project management professional with >8 years' experience in the management of multiple parallel projects (small - medium) and the application of robust governance standards, including management of costExperience in the delivery of projects utilising Agile techniques and understanding of product delivery in practiceExperience of leading teams, supporting team development, capability uplift and performance managementAble to demonstrate ability to build relationships with C-Suite/ Senior stakeholders and networks across the businessExperience managing external clients and stakeholder in including regulatorsExperience of benefits identification, modelling and management techniquesStrong business requirements management and testing awarenessA solid understanding of SDLC and business change techniques including the application of industry-standard methodologies, techniques, complex modelling, and scenario planning.Financial Services experience, ideally in a Fund Administration, Transfer Agency or Investment Management field, with a proven experience and understanding of a complex Operations environment including current mandatory regulationsProven ability to prioritise competing demandsStrong analytic and decision-making abilitiesMust be a team player and able to work with and through othersKnowledge & Experience / Qualification:least 8 -10 years relevant experience in change management or migration projects in securities / fund administration / fund middle office.graduate preferably in business administration, information technology or a similar disciplineknowledge of Fund Accounting, Transfer Agency and Middle Office Vendor product - MultiFonds, Markit EDM, XSP, etc. are definitely an advantagean in-depth knowledge of the securities market and the associated market infrastructure for Fund Administration, Fund Middle Office and Custody businessawareness of business, regulatory and technology change within investment management is essential.technical aptitude, including excellent knowledge in Microsoft Office, Microsoft Project and Excel macros
May 02, 2024
Full time
Job Title: Senior Project Manager Charles River Migration ProjectDuration: Dec 2024Location: Edinburgh / HybridPay Rate: Competitive Via PAYE or Umbrella / Inside IR35 Role Purpose:This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client.The role provides for Project Management support within Europe, across Fund Administration, Transfer Agency, Middle Office, Global Custody and Trustee Services areas. The role will also include line management responsibilities for a team of Project Managers based in the same location.The Senior Project Manager will be accountable for the end to end management and delivery of 'change' for key Securities Services clients in Asset Owner & Management ("AO&M") sector that sit within the Global Project Delivery team.Key Accountabilities:Manage the end to end on-boarding of Clients in accordance with the Project Governance, Methods, competencies and change management frameworksProject definition and business case development (scope, objectives, dependencies, Costs, assumptions, acceptance criteria, issues and risks) and approvalsProvide a single 'change' point of contact and coordination point for key clients and internal stakeholders to achieve project outcomesEnsure the integration of all business functions to enable operational/ business readiness in the delivery of the solutionDevelop and baseline a detailed project plan to support required deliverables, activities, resource allocations and project interdependenciesDevelop and implement the required project governance structures including Project Steering Committees, working groups, escalation and decision pathwaysManage overall resource forecasting and planning functionWork with related teams to identify resources including key competencies, resource allocation and phasingTrack the utilisation of resources in line with line/team managersDevelop work plans and ensure clear deliverables in place and deliveredEnsure resource forecasts are accurate and completeImplement project controls and reportingDevelop manage and report project budget and stage gate approvalsReport on actuals and forecast against plan and manage under/overruns and changes correctlyDevelop benefit realisation plan and coordinate reportingProduce, review and approval of project deliverables and documentation in line with methodologiesDefine effective business requirements and ensure signoff, aligned with SS standardDefine detailed testing activities and controlsImplement concise project reporting of decisions points, risks, issues, status and costsEnsure Clarity records are an accurate reflection of the status and stage gate of the projectUnderstanding of regulatory and compliance environment and requirementsControl, manage and report risks, issues dependencies and changes in scopeIdentify, analyse and mitigate dependencies, risks and issuesImplement the change control processes to manage internal and external scope changes and impactsIntegrate SS Business Strategies and operational design into actionable deliverables and change management activitiesWork with senior management and stakeholders to devise client review strategy to achieve optimization of client profile and profitability.Required Qualifications, Knowledge & Experience:Profile of Candidate:Disciplined project management professional with >8 years' experience in the management of multiple parallel projects (small - medium) and the application of robust governance standards, including management of costExperience in the delivery of projects utilising Agile techniques and understanding of product delivery in practiceExperience of leading teams, supporting team development, capability uplift and performance managementAble to demonstrate ability to build relationships with C-Suite/ Senior stakeholders and networks across the businessExperience managing external clients and stakeholder in including regulatorsExperience of benefits identification, modelling and management techniquesStrong business requirements management and testing awarenessA solid understanding of SDLC and business change techniques including the application of industry-standard methodologies, techniques, complex modelling, and scenario planning.Financial Services experience, ideally in a Fund Administration, Transfer Agency or Investment Management field, with a proven experience and understanding of a complex Operations environment including current mandatory regulationsProven ability to prioritise competing demandsStrong analytic and decision-making abilitiesMust be a team player and able to work with and through othersKnowledge & Experience / Qualification:least 8 -10 years relevant experience in change management or migration projects in securities / fund administration / fund middle office.graduate preferably in business administration, information technology or a similar disciplineknowledge of Fund Accounting, Transfer Agency and Middle Office Vendor product - MultiFonds, Markit EDM, XSP, etc. are definitely an advantagean in-depth knowledge of the securities market and the associated market infrastructure for Fund Administration, Fund Middle Office and Custody businessawareness of business, regulatory and technology change within investment management is essential.technical aptitude, including excellent knowledge in Microsoft Office, Microsoft Project and Excel macros
With 20% year on year growth through 2022 to 2024, this business is looking to rapidly expand under a new Business Development Director who has a history of growing major banking accounts across the city. The business is a consulting firm that delivers workforce training and upskilling, leadership expertise and organisational change for mainly major financial institutions. This is a hot topic given many major banks are looking to increase productivity for workers, upskilling them with tech skills in the face of a surge in AI across the market. The business has a track record for offering exceptional training, development and learning systems in large FS businesses and has grown to 30 people. Most of its business is in the UK and Ireland. Projections for the next 3 years are exciting and we are looking for a motivated, entrepreneurial individual to help manage and grow this business alongside the senior head. There is a broad map of banks to go after on top of the day to day account management of two major banks. The type of deal can be 20-200K/year training solutions, anything from upskilling on entire graduate programmes through to helping developers make better use of AI through specific training and/or software solutions. You will: 1. Lead two large investment banking accounts; driving client satisfaction, renewals and increasing performance (60% of the role) 2. Set up a feedback system across the different stakeholders in all accounts, building long term relationships with key personnel 3. Drive business development across new financial institutions and existing accounts (40% of the role) 4. Build new networks, working closey with the Head of BD and Account Management. You'll be learning from someone who already knows most banking heads across product divisions We are looking for: 1. 2+ years in an account management position, ideally with a Fintech or consulting-type firm 2. Exceptional client relationship management skills in a similar role 3. Eager to learn and build new areas of expertise across Technology, Learning systems, Leadership functions and Recruitment processes 4. Good overall knowledge of how a major bank is structured, how it makes money and how it functions; an ability to navigate such a business in this role
May 02, 2024
Full time
With 20% year on year growth through 2022 to 2024, this business is looking to rapidly expand under a new Business Development Director who has a history of growing major banking accounts across the city. The business is a consulting firm that delivers workforce training and upskilling, leadership expertise and organisational change for mainly major financial institutions. This is a hot topic given many major banks are looking to increase productivity for workers, upskilling them with tech skills in the face of a surge in AI across the market. The business has a track record for offering exceptional training, development and learning systems in large FS businesses and has grown to 30 people. Most of its business is in the UK and Ireland. Projections for the next 3 years are exciting and we are looking for a motivated, entrepreneurial individual to help manage and grow this business alongside the senior head. There is a broad map of banks to go after on top of the day to day account management of two major banks. The type of deal can be 20-200K/year training solutions, anything from upskilling on entire graduate programmes through to helping developers make better use of AI through specific training and/or software solutions. You will: 1. Lead two large investment banking accounts; driving client satisfaction, renewals and increasing performance (60% of the role) 2. Set up a feedback system across the different stakeholders in all accounts, building long term relationships with key personnel 3. Drive business development across new financial institutions and existing accounts (40% of the role) 4. Build new networks, working closey with the Head of BD and Account Management. You'll be learning from someone who already knows most banking heads across product divisions We are looking for: 1. 2+ years in an account management position, ideally with a Fintech or consulting-type firm 2. Exceptional client relationship management skills in a similar role 3. Eager to learn and build new areas of expertise across Technology, Learning systems, Leadership functions and Recruitment processes 4. Good overall knowledge of how a major bank is structured, how it makes money and how it functions; an ability to navigate such a business in this role
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. You'll be someone with: Being part ACCA/ACA or equivalent you are responsible to make sure that you are completing the appropriate level of training Periodically review accounting packages to ensure the client you are servicing is getting the most efficient practices and make recommendations where applicable, to your manager or IT support for consideration Stay up to date with BDO alerts through insight Attend relevant taught courses and pass exams through your desired route You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business . We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 02, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. You'll be someone with: Being part ACCA/ACA or equivalent you are responsible to make sure that you are completing the appropriate level of training Periodically review accounting packages to ensure the client you are servicing is getting the most efficient practices and make recommendations where applicable, to your manager or IT support for consideration Stay up to date with BDO alerts through insight Attend relevant taught courses and pass exams through your desired route You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business . We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Technical Business Development Manager (remote UK) The BDM will focus on providing engineered ceramic solutions to our customers to solve wear and corrosion problems across a wide range of industries with strong focus on key markets such as Medical, Semiconductor, Clean Energy. This is a hunter role to develop a pipeline of high value new business opportunities - tailoring & developing engineered ceramic solutions, across a wide range of industries, to solve wear and corrosion - with our range of Alumina, Magnesium Oxide and Silicon Carbide engineered materials. New Business Development Engage with clients both new and existing, building solid relationships, to develop new business to achieve annual NBDP growth targets. Targeting specific growth markets and identification of new sales opportunities. Identify adjacencies in markets to achieve growth targets. Develop marketing collateral and introduce Morgan offering to prospective customers. Qualify customer potential in regards revenue and profitability potential, technical fit for Morgan, cost in time, effort, expense, and capital outlay to convert the prospect to a customer, developing a business case as appropriate. Actively manage the quantity and quality of potentials inside pipeline for maximum conversion potential weighted against risk and effort. Work within the capabilities and capacities of the business to efficiently move prospects through the buying process and convert into revenue streams. Identify and support strategic partnership opportunities, including marketing agreements, merger and acquisition targets. Gather and communicate key technology and marketing trends to inform and guide the technology development efforts of the company. Key Account Management / Sales Management (25% of Time) Manage and develop key strategic accounts for the Stourport site and providing customer value through solution selling of our core competencies. Identify and document key customer trends identifying current & future requirements. Benchmark competitor product offerings and market positioning. Propose product strategies to win at assigned accounts. Identify attractive NBDP projects within existing customer to meet growth objectives. Share knowledge and educate the organization on customer intelligence, trends, applications, customer needs and opportunities. Conversion, Customer Service, Price Realization and Voice of the Customer (VOC) Manage strategic partners and 3rd party agents in assigned book of business. Qualifications A self-starter, able to manage the sales pipeline independently and be able to think outside the box, thriving in a dynamic and fast-paced environment as well as having a proven track record of closing sales and maintaining a high SQL close ratio. Extensive experience in business development in a business selling customer technical products, preferably in at least one of the target markets Proven track record of opening doors with key decision makers. Strong technical knowledge covering target markets, including where high value, volume ceramics could be used to displace other materials . University Degree in Materials Science or Engineering
May 02, 2024
Full time
Technical Business Development Manager (remote UK) The BDM will focus on providing engineered ceramic solutions to our customers to solve wear and corrosion problems across a wide range of industries with strong focus on key markets such as Medical, Semiconductor, Clean Energy. This is a hunter role to develop a pipeline of high value new business opportunities - tailoring & developing engineered ceramic solutions, across a wide range of industries, to solve wear and corrosion - with our range of Alumina, Magnesium Oxide and Silicon Carbide engineered materials. New Business Development Engage with clients both new and existing, building solid relationships, to develop new business to achieve annual NBDP growth targets. Targeting specific growth markets and identification of new sales opportunities. Identify adjacencies in markets to achieve growth targets. Develop marketing collateral and introduce Morgan offering to prospective customers. Qualify customer potential in regards revenue and profitability potential, technical fit for Morgan, cost in time, effort, expense, and capital outlay to convert the prospect to a customer, developing a business case as appropriate. Actively manage the quantity and quality of potentials inside pipeline for maximum conversion potential weighted against risk and effort. Work within the capabilities and capacities of the business to efficiently move prospects through the buying process and convert into revenue streams. Identify and support strategic partnership opportunities, including marketing agreements, merger and acquisition targets. Gather and communicate key technology and marketing trends to inform and guide the technology development efforts of the company. Key Account Management / Sales Management (25% of Time) Manage and develop key strategic accounts for the Stourport site and providing customer value through solution selling of our core competencies. Identify and document key customer trends identifying current & future requirements. Benchmark competitor product offerings and market positioning. Propose product strategies to win at assigned accounts. Identify attractive NBDP projects within existing customer to meet growth objectives. Share knowledge and educate the organization on customer intelligence, trends, applications, customer needs and opportunities. Conversion, Customer Service, Price Realization and Voice of the Customer (VOC) Manage strategic partners and 3rd party agents in assigned book of business. Qualifications A self-starter, able to manage the sales pipeline independently and be able to think outside the box, thriving in a dynamic and fast-paced environment as well as having a proven track record of closing sales and maintaining a high SQL close ratio. Extensive experience in business development in a business selling customer technical products, preferably in at least one of the target markets Proven track record of opening doors with key decision makers. Strong technical knowledge covering target markets, including where high value, volume ceramics could be used to displace other materials . University Degree in Materials Science or Engineering
IT Sales Administrator Potterne, Devizes Full Time; although part time & school hours options available £25,000 per annum Oakford is a substantial Cloud and Managed IT Service Provider supplying technical services from our bases in Wiltshire and Dorset. We are looking for a number of friendly new faces to join our growing team of 70 professionals. We are among the Elite in our industry and pride ourselves on our integrity, knowledge and experience. We have a great reputation and are consistently growing our business and we have seen no impact from the current economic climate. We are already the largest provider of services in this geography but are looking to improve our support and relationships with these accounts while growing more business in the area. The successful candidate will work with a high degree of autonomy within a small team. While self-sufficient, the candidate will need to be aware of the skills of other team members and use them when required, while at the same time being available to assist in his or her area of greatest expertise when requested to do so by other team members. We offer great opportunities to learn new skills and with our sound growth the prospects for career advancement are excellent. The Sales Administrator role works closely with the Sales, Project, Production and Finance teams to be the central point of contact for quotes, sales order processing and delivery schedules for both internal colleagues and customers. The primary purpose of the role is to manage the full internal sales process on behalf of the sales team and to be the first point of contact for sales order queries, passing specialist queries to the right person and/or requesting and collating the required information to respond directly. Are you the right person for the job? In order to apply for this role, you must have the following experience A commercial awareness of the benefits of common business technologies is expected knowing how to spot opportunities and pass them to account management for handling Excellent communication skills, suitable for talking with customers from all levels of an organisation, are essential Experience with Microsoft Word and Excel as well as research via the Internet Confident use of email communication via Microsoft Outlook A positive, happy and confident approach to work What will your role look like? Help to maintain a mutually beneficial and positive working relationship with customers Provide a slick and informative sales order process for both colleagues and customers to experience Work with the business development manager to ensure the company is completing profitable business transactions Conduct regular market research for competitive products Work closely with the Oakford finance team and suppliers to ensure the correct delivery expectations are set for clients and colleagues Be a positive first point of contact for all sales, delivery and return enquiries from customers and colleagues. Maintain ownership of any challenges, keeping customers informed throughout the resolution process. Manage schedules of consultants Manage contract renewals with customers Assist with the organisation of internal and client projects What can you expect in return? 24 days paid holiday + Bank Holidays (rising with length of service) Onsite fitness suite Childcare, eyecare and cycle to work scheme Perk scheme Employment anniversary awards Company funded social events Laptop and mobile phone Company contributory pension scheme What s next? It s easy! Click APPLY now! We can t wait to hear from you! Your data will be handled in line with GDPR.
May 02, 2024
Full time
IT Sales Administrator Potterne, Devizes Full Time; although part time & school hours options available £25,000 per annum Oakford is a substantial Cloud and Managed IT Service Provider supplying technical services from our bases in Wiltshire and Dorset. We are looking for a number of friendly new faces to join our growing team of 70 professionals. We are among the Elite in our industry and pride ourselves on our integrity, knowledge and experience. We have a great reputation and are consistently growing our business and we have seen no impact from the current economic climate. We are already the largest provider of services in this geography but are looking to improve our support and relationships with these accounts while growing more business in the area. The successful candidate will work with a high degree of autonomy within a small team. While self-sufficient, the candidate will need to be aware of the skills of other team members and use them when required, while at the same time being available to assist in his or her area of greatest expertise when requested to do so by other team members. We offer great opportunities to learn new skills and with our sound growth the prospects for career advancement are excellent. The Sales Administrator role works closely with the Sales, Project, Production and Finance teams to be the central point of contact for quotes, sales order processing and delivery schedules for both internal colleagues and customers. The primary purpose of the role is to manage the full internal sales process on behalf of the sales team and to be the first point of contact for sales order queries, passing specialist queries to the right person and/or requesting and collating the required information to respond directly. Are you the right person for the job? In order to apply for this role, you must have the following experience A commercial awareness of the benefits of common business technologies is expected knowing how to spot opportunities and pass them to account management for handling Excellent communication skills, suitable for talking with customers from all levels of an organisation, are essential Experience with Microsoft Word and Excel as well as research via the Internet Confident use of email communication via Microsoft Outlook A positive, happy and confident approach to work What will your role look like? Help to maintain a mutually beneficial and positive working relationship with customers Provide a slick and informative sales order process for both colleagues and customers to experience Work with the business development manager to ensure the company is completing profitable business transactions Conduct regular market research for competitive products Work closely with the Oakford finance team and suppliers to ensure the correct delivery expectations are set for clients and colleagues Be a positive first point of contact for all sales, delivery and return enquiries from customers and colleagues. Maintain ownership of any challenges, keeping customers informed throughout the resolution process. Manage schedules of consultants Manage contract renewals with customers Assist with the organisation of internal and client projects What can you expect in return? 24 days paid holiday + Bank Holidays (rising with length of service) Onsite fitness suite Childcare, eyecare and cycle to work scheme Perk scheme Employment anniversary awards Company funded social events Laptop and mobile phone Company contributory pension scheme What s next? It s easy! Click APPLY now! We can t wait to hear from you! Your data will be handled in line with GDPR.
Our client is looking for a JV Accounting Manager for a contract position, located in London (Hybrid Working). ROLE This is a pivotal position supporting the record keeping of all transactions of the Company, providing accurate, reliable, and timely financial information across the organization and to the shareholders. The job holder will play a crucial role in managing financial transactions, conducting three-way matching of purchase orders with invoices, supplier payments, customer refunds, journal preparations, and other various financial tasks to support our business. RESPONSIBILITIES IT Project participation: Actively participate in IT Projects, from their launch to the subsequent developments and evolutions if any particularly on accounting software, as a key accounting user, in order to meet milestones and deadlines and ensure successful implementation. Financial Data Entry: Accurately record financial transactions in the accounting software (MBC). Maintain and update financial spreadsheets and records in the shared folders, provide financial statements. Invoice Processing, Supplier payments and Customer refunds: Process and verify invoices for payments and process all supplier payments in compliance with payment terms. Prepare necessary files for transactions for the weekly and monthly payment runs. Ensure accurate matching of purchase orders, invoices, and receiving documents (three-ways matching). Manage weekly customer refund requests efficiently and in accordance with Company policies. Perform periodic controls on sales invoices to maintain accuracy and compliance. Investigate and resolve all discrepancies in a timely manner. Payment Schedules with Local Authorities/Boroughs: Maintain payment schedules with local authorities, ensuring timely and accurate payments, records and documents in compliance with Company policies and financial records. Work closely with Business Unit managers to ensure timely communication and provision of relevant letters and information to Local Authorities Month-End Journals and Accruals: Ensure the preparation of month-end journal entries and accrual calculations. Ensure accurate recording of expenses and revenues. Bank and Cash Flow Reconciliation: Conduct regular bank and cash flow reconciliation to ensure accuracy of financial transactions, monitor and maintain an up-to-date understanding of cash position. Prepare, record and reconcile all cash calls issued and follow up on late payments. Reconcile bank statements and resolve discrepancies. Monitor and report unusual transactions. CAPEX: Support capital expenditure activities by maintaining records of assets under construction and managing fixed asset register. Assist in financial reporting on capex spending and commitments. Lease Management: Manage and maintain records for leasing assets under relevant software, ensuring accurate and compliant lease accounting under IFRS16. Process lease invoices and verify their accuracy, working closely with internal teams and external partners. Others: Assist in preparation of regulatory returns, including VAT filings, ensuring compliance with tax regulations. Collaborate with external audit for financial audit and with internal auditors for compliance with Company rules and provide necessary documentation and support Respond to and act upon queries received from partners. Provide ad hoc support to the finance team as needed. Assist with ad hoc requests assigned by management. Accountabilities The job holder is responsible for managing and monitoring all financial accounting transactions (including working with MBC supports) and various financial tasks to support business activities. Perform all JV accounting within framework of industry GAAP (Generally Accepted Accounting Principles), Joint Venture agreements, accounting procedures of the Company. Ensure Company s activities are fully funded by producing accurate and timely billing information for issue to partners, ensuring each partner s cash call share is received as due. Maintain good working relationships with key stakeholders. Assist in providing high quality accounting information and advice to management. In relation to Health, Safety and the Environment (HSE), the job holder has duty to take reasonable care of his/her self and of other persons who may be affected by his/her acts or omissions at work, this means following Company rules, training and instruction as necessary, to actively participate in achieving HSE goals and objectives and report any unsafe acts or hazardous conditions and take proactive steps where possible to prevent loss or damage. REQUIREMENTS Preference for candidates actively pursuing financial accounting qualifications. Qualified Accountant (CIMA or similar) with typically 3 years relevant experience. Awareness / knowledge of systems and applications. Proficiency in Microsoft Excel, with the ability to effectively utilize spreadsheet software and accounting software (such as MBC) for analysis and reporting. Proactive mindset, displaying eagerness to learn and grow within the financial field. Exceptional team player with start-up spirit, capable of working cohesively with colleagues to achieve objectives. Strong ability to work efficiently and effectively within tight deadlines, showing a capacity to operate independently and deliver results with minimal supervision. Experience in the renewable energy or EV charging industry is a plus.
May 02, 2024
Seasonal
Our client is looking for a JV Accounting Manager for a contract position, located in London (Hybrid Working). ROLE This is a pivotal position supporting the record keeping of all transactions of the Company, providing accurate, reliable, and timely financial information across the organization and to the shareholders. The job holder will play a crucial role in managing financial transactions, conducting three-way matching of purchase orders with invoices, supplier payments, customer refunds, journal preparations, and other various financial tasks to support our business. RESPONSIBILITIES IT Project participation: Actively participate in IT Projects, from their launch to the subsequent developments and evolutions if any particularly on accounting software, as a key accounting user, in order to meet milestones and deadlines and ensure successful implementation. Financial Data Entry: Accurately record financial transactions in the accounting software (MBC). Maintain and update financial spreadsheets and records in the shared folders, provide financial statements. Invoice Processing, Supplier payments and Customer refunds: Process and verify invoices for payments and process all supplier payments in compliance with payment terms. Prepare necessary files for transactions for the weekly and monthly payment runs. Ensure accurate matching of purchase orders, invoices, and receiving documents (three-ways matching). Manage weekly customer refund requests efficiently and in accordance with Company policies. Perform periodic controls on sales invoices to maintain accuracy and compliance. Investigate and resolve all discrepancies in a timely manner. Payment Schedules with Local Authorities/Boroughs: Maintain payment schedules with local authorities, ensuring timely and accurate payments, records and documents in compliance with Company policies and financial records. Work closely with Business Unit managers to ensure timely communication and provision of relevant letters and information to Local Authorities Month-End Journals and Accruals: Ensure the preparation of month-end journal entries and accrual calculations. Ensure accurate recording of expenses and revenues. Bank and Cash Flow Reconciliation: Conduct regular bank and cash flow reconciliation to ensure accuracy of financial transactions, monitor and maintain an up-to-date understanding of cash position. Prepare, record and reconcile all cash calls issued and follow up on late payments. Reconcile bank statements and resolve discrepancies. Monitor and report unusual transactions. CAPEX: Support capital expenditure activities by maintaining records of assets under construction and managing fixed asset register. Assist in financial reporting on capex spending and commitments. Lease Management: Manage and maintain records for leasing assets under relevant software, ensuring accurate and compliant lease accounting under IFRS16. Process lease invoices and verify their accuracy, working closely with internal teams and external partners. Others: Assist in preparation of regulatory returns, including VAT filings, ensuring compliance with tax regulations. Collaborate with external audit for financial audit and with internal auditors for compliance with Company rules and provide necessary documentation and support Respond to and act upon queries received from partners. Provide ad hoc support to the finance team as needed. Assist with ad hoc requests assigned by management. Accountabilities The job holder is responsible for managing and monitoring all financial accounting transactions (including working with MBC supports) and various financial tasks to support business activities. Perform all JV accounting within framework of industry GAAP (Generally Accepted Accounting Principles), Joint Venture agreements, accounting procedures of the Company. Ensure Company s activities are fully funded by producing accurate and timely billing information for issue to partners, ensuring each partner s cash call share is received as due. Maintain good working relationships with key stakeholders. Assist in providing high quality accounting information and advice to management. In relation to Health, Safety and the Environment (HSE), the job holder has duty to take reasonable care of his/her self and of other persons who may be affected by his/her acts or omissions at work, this means following Company rules, training and instruction as necessary, to actively participate in achieving HSE goals and objectives and report any unsafe acts or hazardous conditions and take proactive steps where possible to prevent loss or damage. REQUIREMENTS Preference for candidates actively pursuing financial accounting qualifications. Qualified Accountant (CIMA or similar) with typically 3 years relevant experience. Awareness / knowledge of systems and applications. Proficiency in Microsoft Excel, with the ability to effectively utilize spreadsheet software and accounting software (such as MBC) for analysis and reporting. Proactive mindset, displaying eagerness to learn and grow within the financial field. Exceptional team player with start-up spirit, capable of working cohesively with colleagues to achieve objectives. Strong ability to work efficiently and effectively within tight deadlines, showing a capacity to operate independently and deliver results with minimal supervision. Experience in the renewable energy or EV charging industry is a plus.
Commercial Subsidiaries Group (CSG) Relationship Associate will partner with our Commercial Bank Relationship Managers and clients, providing consistent, enthusiastic, high-quality support of relationship management activities across the portfolio of Citi Commercial Clients. Citi Commercial Bank UK (CCB UK) offers its clients the convenience, a global banking network, though leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to UK headquartered Mid-Market companies, with a global footprint, and within annual revenue ranging from £50m to £3bn. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital & Technology, Consumer and Life Sciences. This new and exciting Relationship Associate role has come on the back of strong client growth. The role be based out of London (Canary Wharf) and the primary responsibility of the Relationship Associate will be to support the Relationship Managers and client base in servicing the banking & financing needs of Mid-Market Subsidiary client, deepening and strengthening existing client relationships. Key Skills & Responsibilities: Builds relationships with Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution. Support clients to access Citi's global network, locating local coverage and product support across Citi's global network of 96 countries. Work closely with Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients Develop and maintain strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical (Business & Professional Services) and CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Understanding of key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products. Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver 'best in class' relationship management to new and existing clients. Support in managing existing portfolio of key client relationships for transaction level support. Close co-ordination with Product partners, Transaction Management, Credit Risk management Services (CRMS) and the Documentation Unit (DCU) for credit line set up and availment, ensuring that approvals obtained are in line with requirements under the Risk Policy and ensure timely resolution of data exceptions (facility excess or unmatched transactions) Primary point of contact for client onboarding, working on customer due diligence, internal system set up and record creation for both new, existing and prospective clients. Liaise both with the client and internal KYC / AML teams to handle requests and documentation related to client on-boarding Close interaction with operational teams throughout the KYC renewal process. Ensure sufficient controls are in place for all new and existing clients, through the established KYC / AML process and lead any control or remediation requirements Proficient use of internal systems and applications in order to obtain, store and manage data in relation to credit, KYC, account management and client reporting Develop a deep understanding of the client, eg treasury, liquidity and operational requirements. Build meaningful relationships helping to support with routine banking, credit queries, service escalations and introductions to teams across Citi's global network Responsible for driving client opportunities through CRM, initiate CRM workflow for account opening and other Treasury & Trade Solution (TTS) products. Take ownership of all documentation related queries and wider implementation during onboarding phase Handle client queries on further Treasury & Trade Solution (TTS) products e.g. cards, receivables, liquidity structures, trade finance products, Wordlink, security accounts etc Co-ordinate / maintain account structures - assist with account opening/closing and excess management Share regulatory, market and product updates as well as training seminars with the client on a timely basis Provide support where necessary for the coordination of Banking RFP's and internal meetings (e.g. Credit Committees) Assist bankers in the co-ordination of ad-hoc regulatory/data review exercises, and help with data stream lining exercises, making the necessary system adjustments where appropriate Development Value: The Relationship Associate operate in a competitive and dynamic environment and are exposed to Citi's top Commercial client organizations. The role is highly visible within Commercial bank and provides a unique opportunity to be part of banking and relationship management in its many dimensions. The role offers an opportunity to work with banking professionals as well as with multiple business and product partners. Knowledge/Experience: Previous experience working within Banking Experience in a Client Relationship role or client facing role Knowledge of general banking processes, onboarding processes and cash management & liquidity Skills: Relationship skills and ability to maintain an effective network across the organization Organisational skills. Ability to multi-task Competencies: Build Strong Client Relationships. Customer interaction/service. Effective collaboration with Commercial Banking product partners Project Management Controls & compliance Proficiency with Microsoft and CRM applications Understanding of implementation/on-boarding process advantageous Education: Educated to degree level or equivalent (desirable) Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Equal Opportunity We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don't necessarily check all the listed requirements, please still consider applying . Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions . This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Family Group: Commercial and Business Sales Job Family: Commercial Sales Support Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
May 02, 2024
Full time
Commercial Subsidiaries Group (CSG) Relationship Associate will partner with our Commercial Bank Relationship Managers and clients, providing consistent, enthusiastic, high-quality support of relationship management activities across the portfolio of Citi Commercial Clients. Citi Commercial Bank UK (CCB UK) offers its clients the convenience, a global banking network, though leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to UK headquartered Mid-Market companies, with a global footprint, and within annual revenue ranging from £50m to £3bn. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital & Technology, Consumer and Life Sciences. This new and exciting Relationship Associate role has come on the back of strong client growth. The role be based out of London (Canary Wharf) and the primary responsibility of the Relationship Associate will be to support the Relationship Managers and client base in servicing the banking & financing needs of Mid-Market Subsidiary client, deepening and strengthening existing client relationships. Key Skills & Responsibilities: Builds relationships with Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution. Support clients to access Citi's global network, locating local coverage and product support across Citi's global network of 96 countries. Work closely with Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients Develop and maintain strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical (Business & Professional Services) and CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Understanding of key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products. Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver 'best in class' relationship management to new and existing clients. Support in managing existing portfolio of key client relationships for transaction level support. Close co-ordination with Product partners, Transaction Management, Credit Risk management Services (CRMS) and the Documentation Unit (DCU) for credit line set up and availment, ensuring that approvals obtained are in line with requirements under the Risk Policy and ensure timely resolution of data exceptions (facility excess or unmatched transactions) Primary point of contact for client onboarding, working on customer due diligence, internal system set up and record creation for both new, existing and prospective clients. Liaise both with the client and internal KYC / AML teams to handle requests and documentation related to client on-boarding Close interaction with operational teams throughout the KYC renewal process. Ensure sufficient controls are in place for all new and existing clients, through the established KYC / AML process and lead any control or remediation requirements Proficient use of internal systems and applications in order to obtain, store and manage data in relation to credit, KYC, account management and client reporting Develop a deep understanding of the client, eg treasury, liquidity and operational requirements. Build meaningful relationships helping to support with routine banking, credit queries, service escalations and introductions to teams across Citi's global network Responsible for driving client opportunities through CRM, initiate CRM workflow for account opening and other Treasury & Trade Solution (TTS) products. Take ownership of all documentation related queries and wider implementation during onboarding phase Handle client queries on further Treasury & Trade Solution (TTS) products e.g. cards, receivables, liquidity structures, trade finance products, Wordlink, security accounts etc Co-ordinate / maintain account structures - assist with account opening/closing and excess management Share regulatory, market and product updates as well as training seminars with the client on a timely basis Provide support where necessary for the coordination of Banking RFP's and internal meetings (e.g. Credit Committees) Assist bankers in the co-ordination of ad-hoc regulatory/data review exercises, and help with data stream lining exercises, making the necessary system adjustments where appropriate Development Value: The Relationship Associate operate in a competitive and dynamic environment and are exposed to Citi's top Commercial client organizations. The role is highly visible within Commercial bank and provides a unique opportunity to be part of banking and relationship management in its many dimensions. The role offers an opportunity to work with banking professionals as well as with multiple business and product partners. Knowledge/Experience: Previous experience working within Banking Experience in a Client Relationship role or client facing role Knowledge of general banking processes, onboarding processes and cash management & liquidity Skills: Relationship skills and ability to maintain an effective network across the organization Organisational skills. Ability to multi-task Competencies: Build Strong Client Relationships. Customer interaction/service. Effective collaboration with Commercial Banking product partners Project Management Controls & compliance Proficiency with Microsoft and CRM applications Understanding of implementation/on-boarding process advantageous Education: Educated to degree level or equivalent (desirable) Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Equal Opportunity We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don't necessarily check all the listed requirements, please still consider applying . Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions . This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Family Group: Commercial and Business Sales Job Family: Commercial Sales Support Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. You'll be someone with: Confidence in building business relationships with board members in scale-up businesses Able to build connections with other teams within BDO to generate leads, and build solutions to help businesses with their growth. Ability to convey ideas to clients, and demonstrate the benefits and value of working together to support their growth journey Win work and build networks, leading to new businesses and opportunities. Strong analytical skills, able to identify and assess the challenges businesses face and develop suitable solutions to overcome any barriers. Effective communication skills, able to explain the problems business face and the actions needed to generate future growth. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business . We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
May 02, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. We'll help you succeed Our clients trust us because of the quality of our advice . That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively . You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. You'll be someone with: Confidence in building business relationships with board members in scale-up businesses Able to build connections with other teams within BDO to generate leads, and build solutions to help businesses with their growth. Ability to convey ideas to clients, and demonstrate the benefits and value of working together to support their growth journey Win work and build networks, leading to new businesses and opportunities. Strong analytical skills, able to identify and assess the challenges businesses face and develop suitable solutions to overcome any barriers. Effective communication skills, able to explain the problems business face and the actions needed to generate future growth. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business . We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive , people-centred culture . From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side . Our agile working framework helps us stay connected, bringing teams together whe re and whe n it counts so they can share ideas and help one another . At BDO, you'll always have access to the people and resources you need to do your best work . We know that c ollaboration is the key to creating value for our clients and satisfying experiences at work , so w e 've invested in state-of-the-art collaboration spaces in our offices . BDO's people represent a wealth of knowledge and expertise , and w e'll encourage you to build your network , work alongside others , and share your skills and experiences . With a range of multidisciplinary events and dedicated resources , you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6, 500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise . We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
STRATEGIC RESOURCES EUROPEAN RECRUITMENT CONSULTANTS LTD
JV ACCOUNTING MANAGER REPORTS TO: Finance & Corporate Director Our client, a Major Operator is seeking an experienced JV Accounting Manager for one of their affiliates (Charging Industry). This is a PAYE contract role initially until 30 November 2025 (contract extension is possible) CONTEXT: This is a pivotal position supporting the record keeping of all transactions of the Company, providing accurate, reliable, and timely financial information across the organization and to the shareholders. The job holder will play a crucial role in managing financial transactions, conducting three-way matching of purchase orders with invoices, supplier payments, customer refunds, journal preparations, and other various financial tasks to support our business. The job holder will participate any IT projects related to the accounting activities as a key player to ensure their successful implementation. The job holder undertakes all accounting requirements within the framework of Company objectives, Joint Venture agreements, shareholders' agreements, industry practices and statutory obligations. MAIN ACTIVITIES: IT Project participation: Actively participate in IT Projects, from their launch to the subsequent developments and evolutions if any particularly on accounting software, as a key accounting user, in order to meet milestones and deadlines and ensure successful implementation. Financial Data Entry: Accurately record financial transactions in the accounting software (MBC). Maintain and update financial spreadsheets and records in the shared folders, provide financial statements. Invoice Processing, Supplier payments and Customer refunds: Process and verify invoices for payments and process all supplier payments in compliance with payment terms. Prepare necessary files for transactions for the weekly and monthly payment runs. Ensure accurate matching of purchase orders, invoices, and receiving documents (three-ways matching). Manage weekly customer refund requests efficiently and in accordance with Company policies. Perform periodic controls on sales invoices to maintain accuracy and compliance. Investigate and resolve all discrepancies in a timely manner. Payment Schedules with Local Authorities/Boroughs: Maintain payment schedules with local authorities, ensuring timely and accurate payments, records and documents in compliance with Company policies and financial records. Work closely with Business Unit managers to ensure timely communication and provision of relevant letters and information to Local Authorities as required by nature of EV charging projects. Month-End Journals and Accruals: Ensure the preparation of month-end journal entries and accrual calculations. Ensure accurate recording of expenses and revenues. Bank and Cash Flow Reconciliation: Conduct regular bank and cash flow reconciliation to ensure accuracy of financial transactions, monitor and maintain an up-to-date understanding of cash position. Prepare, record and reconcile all cash calls issued and follow up on late payments. Reconcile bank statements and resolve discrepancies. Monitor and report unusual transactions. CAPEX: Support capital expenditure activities by maintaining records of assets under construction and managing fixed asset register. Assist in financial reporting on capex spending and commitments. Lease Management: Manage and maintain records for leasing assets under relevant software, ensuring accurate and compliant lease accounting under IFRS16. Process lease invoices and verify their accuracy, working closely with internal teams and external partners. Others: Assist in preparation of regulatory returns, including VAT filings, ensuring compliance with tax regulations. Collaborate with external audit for financial audit and with internal auditors for compliance with Company rules and provide necessary documentation and support Respond to and act upon queries received from partners. Provide ad hoc support to the finance team as needed. Assist with ad hoc requests assigned by management. ACCOUNTABILITIES: The job holder is responsible for managing and monitoring all financial accounting transactions (including working with MBC supports) and various financial tasks to support EV business activities. Perform all JV accounting within framework of industry GAAP (Generally Accepted Accounting Principles), Joint Venture agreements, accounting procedures of the Company. Ensure Company's activities are fully funded by producing accurate and timely billing information for issue to partners, ensuring each partner's cash call share is received as due. Maintain good working relationships with key stakeholders. Assist in providing high quality accounting information and advice to management. In relation to Health, Safety and the Environment (HSE), the job holder has duty to take reasonable care of his/her self and of other persons who may be affected by his/her acts or omissions at work, this means following Company rules, training and instruction as necessary, to actively participate in achieving HSE goals and objectives and report any unsafe acts or hazardous conditions and take proactive steps where possible to prevent loss or damage. SPECIFIC REQUIREMENTS: Preference for candidates actively pursuing financial accounting qualifications. Qualified Accountant (CIMA or similar) with relevant experience. Awareness / knowledge of systems and applications. Proficiency in Microsoft Excel, with the ability to effectively utilize spreadsheet software and accounting software (such as MBC) for analysis and reporting. Proactive mindset, displaying eagerness to learn and grow within the financial field. Exceptional team player with start-up spirit, capable of working cohesively with colleagues to achieve objectives. Strong ability to work efficiently and effectively within tight deadlines, showing a capacity to operate independently and deliver results with minimal supervision. Experience in the renewable energy or EV charging industry is a plus.
May 02, 2024
Contractor
JV ACCOUNTING MANAGER REPORTS TO: Finance & Corporate Director Our client, a Major Operator is seeking an experienced JV Accounting Manager for one of their affiliates (Charging Industry). This is a PAYE contract role initially until 30 November 2025 (contract extension is possible) CONTEXT: This is a pivotal position supporting the record keeping of all transactions of the Company, providing accurate, reliable, and timely financial information across the organization and to the shareholders. The job holder will play a crucial role in managing financial transactions, conducting three-way matching of purchase orders with invoices, supplier payments, customer refunds, journal preparations, and other various financial tasks to support our business. The job holder will participate any IT projects related to the accounting activities as a key player to ensure their successful implementation. The job holder undertakes all accounting requirements within the framework of Company objectives, Joint Venture agreements, shareholders' agreements, industry practices and statutory obligations. MAIN ACTIVITIES: IT Project participation: Actively participate in IT Projects, from their launch to the subsequent developments and evolutions if any particularly on accounting software, as a key accounting user, in order to meet milestones and deadlines and ensure successful implementation. Financial Data Entry: Accurately record financial transactions in the accounting software (MBC). Maintain and update financial spreadsheets and records in the shared folders, provide financial statements. Invoice Processing, Supplier payments and Customer refunds: Process and verify invoices for payments and process all supplier payments in compliance with payment terms. Prepare necessary files for transactions for the weekly and monthly payment runs. Ensure accurate matching of purchase orders, invoices, and receiving documents (three-ways matching). Manage weekly customer refund requests efficiently and in accordance with Company policies. Perform periodic controls on sales invoices to maintain accuracy and compliance. Investigate and resolve all discrepancies in a timely manner. Payment Schedules with Local Authorities/Boroughs: Maintain payment schedules with local authorities, ensuring timely and accurate payments, records and documents in compliance with Company policies and financial records. Work closely with Business Unit managers to ensure timely communication and provision of relevant letters and information to Local Authorities as required by nature of EV charging projects. Month-End Journals and Accruals: Ensure the preparation of month-end journal entries and accrual calculations. Ensure accurate recording of expenses and revenues. Bank and Cash Flow Reconciliation: Conduct regular bank and cash flow reconciliation to ensure accuracy of financial transactions, monitor and maintain an up-to-date understanding of cash position. Prepare, record and reconcile all cash calls issued and follow up on late payments. Reconcile bank statements and resolve discrepancies. Monitor and report unusual transactions. CAPEX: Support capital expenditure activities by maintaining records of assets under construction and managing fixed asset register. Assist in financial reporting on capex spending and commitments. Lease Management: Manage and maintain records for leasing assets under relevant software, ensuring accurate and compliant lease accounting under IFRS16. Process lease invoices and verify their accuracy, working closely with internal teams and external partners. Others: Assist in preparation of regulatory returns, including VAT filings, ensuring compliance with tax regulations. Collaborate with external audit for financial audit and with internal auditors for compliance with Company rules and provide necessary documentation and support Respond to and act upon queries received from partners. Provide ad hoc support to the finance team as needed. Assist with ad hoc requests assigned by management. ACCOUNTABILITIES: The job holder is responsible for managing and monitoring all financial accounting transactions (including working with MBC supports) and various financial tasks to support EV business activities. Perform all JV accounting within framework of industry GAAP (Generally Accepted Accounting Principles), Joint Venture agreements, accounting procedures of the Company. Ensure Company's activities are fully funded by producing accurate and timely billing information for issue to partners, ensuring each partner's cash call share is received as due. Maintain good working relationships with key stakeholders. Assist in providing high quality accounting information and advice to management. In relation to Health, Safety and the Environment (HSE), the job holder has duty to take reasonable care of his/her self and of other persons who may be affected by his/her acts or omissions at work, this means following Company rules, training and instruction as necessary, to actively participate in achieving HSE goals and objectives and report any unsafe acts or hazardous conditions and take proactive steps where possible to prevent loss or damage. SPECIFIC REQUIREMENTS: Preference for candidates actively pursuing financial accounting qualifications. Qualified Accountant (CIMA or similar) with relevant experience. Awareness / knowledge of systems and applications. Proficiency in Microsoft Excel, with the ability to effectively utilize spreadsheet software and accounting software (such as MBC) for analysis and reporting. Proactive mindset, displaying eagerness to learn and grow within the financial field. Exceptional team player with start-up spirit, capable of working cohesively with colleagues to achieve objectives. Strong ability to work efficiently and effectively within tight deadlines, showing a capacity to operate independently and deliver results with minimal supervision. Experience in the renewable energy or EV charging industry is a plus.
Job Description Media Sales Account Manager - South Wales & Gloucestershire Reporting of the Role This role reports to Regional Sales Manager Overview of job This is a field-based in South Wales & Gloucestershire and surrounding areas. You will be supporting Global's Local Sales Business, by selling our full product portfolio to new customers, and growing and retaining our existing direct customer base, across the private and public sector markets. 3 best things about the job Exposure to a variety of industries; our portfolio has options for everyone, so you will be pitching to marketeers and business owners from all industries. You will be responsible for managing your own marketplace, being in control of your own density and able to scope out your own niche. You will be client facing ambassador of Global, representing the most iconic transport system in the UK, the coolest brands in audio, and the award-winning digital ad exchange! Measures of success - In the first few months, you would have Become an expert in the knowledge of our Radio, Digital and Outdoor products, inventory, and brands Be able to effectively plan and book a client's campaign in our booking system. Understand you own marketplace and develop a local contact list to grow the territory account base, and source new business. Responsibilities of the role Develop an expert knowledge of the businesses within your assigned marketplace, working on contact leads provided, and developing a local contact list to grow the territory account base. Maintain and grow existing clients and ensure a clear growth plan is in place to grow revenues each quarter. Understand the needs of your clients, identify the best possible marketing solutions for them and add value. Achieve the weekly face to face meetings and prebook meeting KPIs, ensuring all activity is recorded accurately in Salesforce. Ensure activity enables the creation of opportunities each week that are working at your recommended revenue pacing level (monthly revenue target) and accurately forecast. Grow an expertise in understanding Global's full product base and how they can help clients achieve their campaign objectives Ensure value is maximised for all transactions avoiding high level discounting Work in collaboration with the Campaign Hub and Creative Solutions teams by providing clear customer briefs, to produce compelling and innovative solutions. Be able to effectively plan and book a client's campaign in our booking system, gPlan and grow competent in using our gLabs dashboard reporting suite Invest in your self-development to stay on top of all internal communications such as Workplace, The Catch Up & Digital Bytes, plus attend all relevant training opportunities. What you will need Demonstrate a track record of success in delivering sales targets and KPIs. Experienced in selling to small and medium businesses. Previous sales experience working within a radio, outdoor or digital environment preferred but not essential. A positive, confident and resilient approach, with the desire to self-source new business leads and meetings. A high degree of self-motivation and autonomy, and to also work as part of a team Good understanding of the pattern of the sale from opening to close Excellent listening skills that establish client needs, build excellent rapport and put the client's objectives first Ability to build a brief for the campaign support team Competency in planning systems and skills to build effective campaigns Competency in Salesforce and be able to record activity at all stages of the sales process from lead creation to winning and booking business Excellent in diary and time management to work the territory effectively Everyone is welcome at Global Just like our media and entertainment platforms are for everyone, so are our workplaces. We know that we can't possibly serve our diverse audiences without first nurturing and celebrating it in our people and that's why we work hard to create an inclusive culture for everyone. We believe that diversity will set us apart, so no matter what you look like, where you come from or what your favourite radio station is, we want to hear from you. We will always seek to make appropriate adjustments to the recruitment process and workplace to be fully inclusive to people with different needs and working styles. If you require us to make any reasonable adjustments for you or to disclose a condition, please email
May 02, 2024
Full time
Job Description Media Sales Account Manager - South Wales & Gloucestershire Reporting of the Role This role reports to Regional Sales Manager Overview of job This is a field-based in South Wales & Gloucestershire and surrounding areas. You will be supporting Global's Local Sales Business, by selling our full product portfolio to new customers, and growing and retaining our existing direct customer base, across the private and public sector markets. 3 best things about the job Exposure to a variety of industries; our portfolio has options for everyone, so you will be pitching to marketeers and business owners from all industries. You will be responsible for managing your own marketplace, being in control of your own density and able to scope out your own niche. You will be client facing ambassador of Global, representing the most iconic transport system in the UK, the coolest brands in audio, and the award-winning digital ad exchange! Measures of success - In the first few months, you would have Become an expert in the knowledge of our Radio, Digital and Outdoor products, inventory, and brands Be able to effectively plan and book a client's campaign in our booking system. Understand you own marketplace and develop a local contact list to grow the territory account base, and source new business. Responsibilities of the role Develop an expert knowledge of the businesses within your assigned marketplace, working on contact leads provided, and developing a local contact list to grow the territory account base. Maintain and grow existing clients and ensure a clear growth plan is in place to grow revenues each quarter. Understand the needs of your clients, identify the best possible marketing solutions for them and add value. Achieve the weekly face to face meetings and prebook meeting KPIs, ensuring all activity is recorded accurately in Salesforce. Ensure activity enables the creation of opportunities each week that are working at your recommended revenue pacing level (monthly revenue target) and accurately forecast. Grow an expertise in understanding Global's full product base and how they can help clients achieve their campaign objectives Ensure value is maximised for all transactions avoiding high level discounting Work in collaboration with the Campaign Hub and Creative Solutions teams by providing clear customer briefs, to produce compelling and innovative solutions. Be able to effectively plan and book a client's campaign in our booking system, gPlan and grow competent in using our gLabs dashboard reporting suite Invest in your self-development to stay on top of all internal communications such as Workplace, The Catch Up & Digital Bytes, plus attend all relevant training opportunities. What you will need Demonstrate a track record of success in delivering sales targets and KPIs. Experienced in selling to small and medium businesses. Previous sales experience working within a radio, outdoor or digital environment preferred but not essential. A positive, confident and resilient approach, with the desire to self-source new business leads and meetings. A high degree of self-motivation and autonomy, and to also work as part of a team Good understanding of the pattern of the sale from opening to close Excellent listening skills that establish client needs, build excellent rapport and put the client's objectives first Ability to build a brief for the campaign support team Competency in planning systems and skills to build effective campaigns Competency in Salesforce and be able to record activity at all stages of the sales process from lead creation to winning and booking business Excellent in diary and time management to work the territory effectively Everyone is welcome at Global Just like our media and entertainment platforms are for everyone, so are our workplaces. We know that we can't possibly serve our diverse audiences without first nurturing and celebrating it in our people and that's why we work hard to create an inclusive culture for everyone. We believe that diversity will set us apart, so no matter what you look like, where you come from or what your favourite radio station is, we want to hear from you. We will always seek to make appropriate adjustments to the recruitment process and workplace to be fully inclusive to people with different needs and working styles. If you require us to make any reasonable adjustments for you or to disclose a condition, please email
Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services Evelyn Partners Why Evelyn Partners Beaconsfield? With approximately 70 employees working from this office, we pride ourselves on fostering a supportive and inclusive environment. You will be working with our vast client base which spans various industries, offering you exposure to interesting and diverse work. We prioritise learning and development, ensuring you have the support to help you reach your full potential, whilst contributing to the success of our growing company. Located in Beaconsfields Old Town, our office enjoys easy access to major transportation routes, including the M40 motorway and Chiltern Line train station, facilitating convenient commuting for our colleagues. Our central location ensures proximity to a wealth of amenities, including cafes, restaurants, and shops. Beaconsfield New Town is a 15-minute walk from the office, where you will find a traditional high street, M&S food hall and supermarkets. Job Description Job Purpose: To undertake a wide variety of audit, accounting and tax assignments to a high standard of technical competence, delivered with a good degree of autonomy, and within budget and client expectations. Key Objectives: Complying with the firms operating procedures on all assignments to deliver a consistent, high quality, client focussed output Timely and cost effective completion of tasks assigned, meeting deadlines and budgets to deliver an excellent standard of output with good fee recovery. A good level of autonomy and effective, proactive communication of progress to managers, Principals and their other colleagues, as appropriate. The ability to train, mentor and supervise more junior team members, supporting their growth as they progress through the firm A dedication to technical competence and your own continuing professional development. Professional and friendly communication with clients and colleagues At a senior level, we would expect the role to comprise 70-80% audit and 20-30% accounts and taxation. Key Activities: Timely and efficient completion of tasks assigned, in line with firm operating procedures and processes. Attending technical courses, undertaking technical reading to ensure own technical competence, awareness of internal procedures and communications. Agreement of budget with manager as job commences, regular monitoring of progress against budget and feedback to supervisors. Regular, proactive communication with managers, Principals and other colleagues to update on progress with assigned work. Facilitating team work and spirit within the team Skills, knowledge and competencies: Proven experience planning, undertaking and completing a wide variety of accounting assignments under FRS 102 Section 1A and FRS 105, of varying sizes and complexity A degree of exposure to group/consolidated accounts essential. Exposure to FRS 102 and IFRS desirable, but not essential. Proven experience planning, undertaking and finalising a variety of statutory audit assignments, compliant with ISAs Exposure to specialist audit assignments desirable, but not essential. Proven experience in drafting and finalising corporation tax computations for a variety of companies Good awareness of other aspects of OMB taxation (VAT, employment and personal taxes) Exceptional level of personal organisation, and a proven ability to manage own time and deadlines Qualifications What you'll need to be successful: Qualified for an accountancy qualification (ACA, CA, ACCA). Demonstrable audit and accounts experience gained within a professional services firm. Strong communication skills, both internally and directly with clients. Demonstrable experience of supervising others and delegation of work. Ability to motivate staff to ensure best performance. Demonstrable ability to organise self and others, such that you can work on several different assignments at one time. Strong communication skills in order to liaise with clients, directors, staff and other professionals. Ability to pro-actively monitor costs against budget for individual clients. Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. JBRP1_UKTJ
May 02, 2024
Full time
Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services Evelyn Partners Why Evelyn Partners Beaconsfield? With approximately 70 employees working from this office, we pride ourselves on fostering a supportive and inclusive environment. You will be working with our vast client base which spans various industries, offering you exposure to interesting and diverse work. We prioritise learning and development, ensuring you have the support to help you reach your full potential, whilst contributing to the success of our growing company. Located in Beaconsfields Old Town, our office enjoys easy access to major transportation routes, including the M40 motorway and Chiltern Line train station, facilitating convenient commuting for our colleagues. Our central location ensures proximity to a wealth of amenities, including cafes, restaurants, and shops. Beaconsfield New Town is a 15-minute walk from the office, where you will find a traditional high street, M&S food hall and supermarkets. Job Description Job Purpose: To undertake a wide variety of audit, accounting and tax assignments to a high standard of technical competence, delivered with a good degree of autonomy, and within budget and client expectations. Key Objectives: Complying with the firms operating procedures on all assignments to deliver a consistent, high quality, client focussed output Timely and cost effective completion of tasks assigned, meeting deadlines and budgets to deliver an excellent standard of output with good fee recovery. A good level of autonomy and effective, proactive communication of progress to managers, Principals and their other colleagues, as appropriate. The ability to train, mentor and supervise more junior team members, supporting their growth as they progress through the firm A dedication to technical competence and your own continuing professional development. Professional and friendly communication with clients and colleagues At a senior level, we would expect the role to comprise 70-80% audit and 20-30% accounts and taxation. Key Activities: Timely and efficient completion of tasks assigned, in line with firm operating procedures and processes. Attending technical courses, undertaking technical reading to ensure own technical competence, awareness of internal procedures and communications. Agreement of budget with manager as job commences, regular monitoring of progress against budget and feedback to supervisors. Regular, proactive communication with managers, Principals and other colleagues to update on progress with assigned work. Facilitating team work and spirit within the team Skills, knowledge and competencies: Proven experience planning, undertaking and completing a wide variety of accounting assignments under FRS 102 Section 1A and FRS 105, of varying sizes and complexity A degree of exposure to group/consolidated accounts essential. Exposure to FRS 102 and IFRS desirable, but not essential. Proven experience planning, undertaking and finalising a variety of statutory audit assignments, compliant with ISAs Exposure to specialist audit assignments desirable, but not essential. Proven experience in drafting and finalising corporation tax computations for a variety of companies Good awareness of other aspects of OMB taxation (VAT, employment and personal taxes) Exceptional level of personal organisation, and a proven ability to manage own time and deadlines Qualifications What you'll need to be successful: Qualified for an accountancy qualification (ACA, CA, ACCA). Demonstrable audit and accounts experience gained within a professional services firm. Strong communication skills, both internally and directly with clients. Demonstrable experience of supervising others and delegation of work. Ability to motivate staff to ensure best performance. Demonstrable ability to organise self and others, such that you can work on several different assignments at one time. Strong communication skills in order to liaise with clients, directors, staff and other professionals. Ability to pro-actively monitor costs against budget for individual clients. Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. JBRP1_UKTJ
Salary: Competitive salary plus Veolia Benefits (list below) Location: Newhaven - Hybrid working available (office-based 2 days after training) Type: Full-time - 12-month Fixed-term contract When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family members in your household One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential What you'll be doing: Production of monthly management accounts for the waste transfer stations and support on other areas as required Assisting with the annual budget process Reconciling central utility postings Validate tonnage data and raise monthly recyclate and disposal invoices for the contract Calculation metal bonuses and raise franchisee invoices Regular interaction with the contract and operations managers to ensure accurate financial reporting Review commercial tonnages and raise intercompany journals/sales invoices Provide support to the Finance Manager and for annual audit processes Running the GRIR report and investigating any balances with a view to clearing down Prepare the trial balances ready for the Financial Controller to input into Vector Carry out any ad hoc work as is necessary to support the business objectives. What we're looking for: An individual with excellent verbal and written communication skills to provide industry-leading customer service to all internal and external customers A pro active attitude with strong organisational skills are key to this role as you need to manage a variety of tasks and deadlines. Previous financial experience Good working knowledge of Microsoft Excel & Google applications Preferably studying towards an accountancy qualification Knowledge of Haulage/Environmental waste services company would be advantageous What's next? Apply today, so we can make a difference for generations to come. We're proud to be listed in The Sunday Times Best Places to Work 2023, being named as a Top 10 Very Big Organisation and Highly Commended as a workplace for 55+. This accolade further demonstrates our commitment to our people and our actions in creating an environment where everyone can be their true selves and enjoy working at Veolia. Here at Veolia, we're proud to be known as an equal opportunities employer. We know how important it is to be fully committed to building and maintaining a diverse and inclusive place to work for every one of our colleagues. So no matter their age, gender, gender expression, disability, race, ethnicity, religion, belief, sexuality or veteran status, every applicant who meets the minimum requirements will be considered fully.
May 02, 2024
Contractor
Salary: Competitive salary plus Veolia Benefits (list below) Location: Newhaven - Hybrid working available (office-based 2 days after training) Type: Full-time - 12-month Fixed-term contract When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family members in your household One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential What you'll be doing: Production of monthly management accounts for the waste transfer stations and support on other areas as required Assisting with the annual budget process Reconciling central utility postings Validate tonnage data and raise monthly recyclate and disposal invoices for the contract Calculation metal bonuses and raise franchisee invoices Regular interaction with the contract and operations managers to ensure accurate financial reporting Review commercial tonnages and raise intercompany journals/sales invoices Provide support to the Finance Manager and for annual audit processes Running the GRIR report and investigating any balances with a view to clearing down Prepare the trial balances ready for the Financial Controller to input into Vector Carry out any ad hoc work as is necessary to support the business objectives. What we're looking for: An individual with excellent verbal and written communication skills to provide industry-leading customer service to all internal and external customers A pro active attitude with strong organisational skills are key to this role as you need to manage a variety of tasks and deadlines. Previous financial experience Good working knowledge of Microsoft Excel & Google applications Preferably studying towards an accountancy qualification Knowledge of Haulage/Environmental waste services company would be advantageous What's next? Apply today, so we can make a difference for generations to come. We're proud to be listed in The Sunday Times Best Places to Work 2023, being named as a Top 10 Very Big Organisation and Highly Commended as a workplace for 55+. This accolade further demonstrates our commitment to our people and our actions in creating an environment where everyone can be their true selves and enjoy working at Veolia. Here at Veolia, we're proud to be known as an equal opportunities employer. We know how important it is to be fully committed to building and maintaining a diverse and inclusive place to work for every one of our colleagues. So no matter their age, gender, gender expression, disability, race, ethnicity, religion, belief, sexuality or veteran status, every applicant who meets the minimum requirements will be considered fully.
My client is a global technology solutions provider. They have a role for a Snr Software Implementation Project manager. The primary function of this role is to project manage my clients software implementation and development projects. This includes leading the engagement with the key stakeholders (internal and external) at all stages of the project life cycle, developing an effective and collaborative working relationship with internal and external project teams and being responsible for effective and timely communication with them and your colleagues. You will be accountable for the delivery of your assigned projects to the agreed requirements, timescales and budget, displaying the highest level of professional standards at all times. Key Responsibilities Project management 1.Ensure that clearly defined objectives and success criteria have been agreed with the customer, that they are communicated across the project team and met during project delivery. 2.Establish the structures, relationships, processes and job roles and responsibilities that ensure the project has the right level of governance to achieve its objectives. 3.Develop a robust plan based on accurate estimates with the right stakeholders and identify and manage intra-project dependencies. 4.Monitor and control Requirements, Scope, Resources, Cost, Time, Progress, Risk and Quality against the plan. 5.Robustly manage change through engaging with all appropriate parties and negotiation with the customer to achieve their project objectives and maximise business opportunity. 6.Protect project commercials through accurate resource management and financial control. 7.implement risk and issue management processes and engage appropriate stakeholders to ensure effective ownership and action as required. 8.Deliver timely, accurate, and comprehensive progress reports to provide full project visibility to the Executive Sponsor, Project Board and Customer and organise regular project reviews and ensure that lessons are learned and the necessary changes made in the way the project is delivered to aid continual improvement. Key Attributes & Skills Essential Over 5 years' experience of managing significant scale, complex projects through the full project lifecycle with internal and/or external clients. Accreditation in widely used project management methodologies such as PRINCE2, Waterfall, Agile, PMP, etc. A track record of consistently delivering projects on time, on budget, and to high quality. Strong business analysis, project scoping, and estimating experience. Good understanding of project management methodologies, governance procedures and the software development lifecycle with demonstrable experience of having effectively applied agile and waterfall project management principles successfully. Experience of managing multi-site projects and dispersed project teams including offshore teams. Strong familiarity with project management and software development software tools (specifically the JIRA family of products), methodologies, and best practice. Ability to communicate effectively externally and internally at all levels. Strong influencing, negotiation, and supplier management skills. Ability to adapt communication, engagement, and leadership approach to the audience. Ability to work effectively independently and as part of a team. Ability to plan and manage a complex workload and meet deadlines. Excellent problem-solving and decision-making skills. Excellent attention to detail. Proficiency in Microsoft Windows, Microsoft Office (including Outlook), Microsoft Project and Microsoft Excel A passion for technology.
May 02, 2024
Full time
My client is a global technology solutions provider. They have a role for a Snr Software Implementation Project manager. The primary function of this role is to project manage my clients software implementation and development projects. This includes leading the engagement with the key stakeholders (internal and external) at all stages of the project life cycle, developing an effective and collaborative working relationship with internal and external project teams and being responsible for effective and timely communication with them and your colleagues. You will be accountable for the delivery of your assigned projects to the agreed requirements, timescales and budget, displaying the highest level of professional standards at all times. Key Responsibilities Project management 1.Ensure that clearly defined objectives and success criteria have been agreed with the customer, that they are communicated across the project team and met during project delivery. 2.Establish the structures, relationships, processes and job roles and responsibilities that ensure the project has the right level of governance to achieve its objectives. 3.Develop a robust plan based on accurate estimates with the right stakeholders and identify and manage intra-project dependencies. 4.Monitor and control Requirements, Scope, Resources, Cost, Time, Progress, Risk and Quality against the plan. 5.Robustly manage change through engaging with all appropriate parties and negotiation with the customer to achieve their project objectives and maximise business opportunity. 6.Protect project commercials through accurate resource management and financial control. 7.implement risk and issue management processes and engage appropriate stakeholders to ensure effective ownership and action as required. 8.Deliver timely, accurate, and comprehensive progress reports to provide full project visibility to the Executive Sponsor, Project Board and Customer and organise regular project reviews and ensure that lessons are learned and the necessary changes made in the way the project is delivered to aid continual improvement. Key Attributes & Skills Essential Over 5 years' experience of managing significant scale, complex projects through the full project lifecycle with internal and/or external clients. Accreditation in widely used project management methodologies such as PRINCE2, Waterfall, Agile, PMP, etc. A track record of consistently delivering projects on time, on budget, and to high quality. Strong business analysis, project scoping, and estimating experience. Good understanding of project management methodologies, governance procedures and the software development lifecycle with demonstrable experience of having effectively applied agile and waterfall project management principles successfully. Experience of managing multi-site projects and dispersed project teams including offshore teams. Strong familiarity with project management and software development software tools (specifically the JIRA family of products), methodologies, and best practice. Ability to communicate effectively externally and internally at all levels. Strong influencing, negotiation, and supplier management skills. Ability to adapt communication, engagement, and leadership approach to the audience. Ability to work effectively independently and as part of a team. Ability to plan and manage a complex workload and meet deadlines. Excellent problem-solving and decision-making skills. Excellent attention to detail. Proficiency in Microsoft Windows, Microsoft Office (including Outlook), Microsoft Project and Microsoft Excel A passion for technology.
Job Description Media Sales Account Manager - West Midlands Reporting of the role This role reports to Regional Sales Manager Location Field Based - West Midlands Overview of job This is a field-based role based in West Midlands and surrounding areas. You will be supporting Global's Local Sales Business, by selling our full product portfolio to new customers, and growing and retaining our existing direct customer base, across the private and public sector markets. 3 best things about the job Exposure to a variety of industries; our portfolio has options for everyone, so you will be pitching to marketeers and business owners from all industries. You will be responsible for handling your own marketplace, being in control of your own density and able to scope out your own niche. You will be client facing ambassador of Global, representing the most iconic transport system in the UK, the coolest brands in audio, and the award-winning digital ad exchange! Measures of success - In the first few months, you would have: Become an expert in the knowledge of our Radio, Digital and Outdoor products, inventory, and brands! Be able to effectively plan and book a client's campaign in our booking system. Understand you own marketplace and develop a local contact list to grow the territory account base, and source new business. Responsibilities of the role Develop an expert knowledge of the businesses within your assigned marketplace, working on contact leads provided, and developing a local contact list to grow the territory account base. Maintain and grow existing clients and ensure a clear growth plan is in place to grow revenues each quarter. Understand the needs of your clients, identify the best possible marketing solutions for them and make valuable contributions. Achieve the weekly face to face meetings and prebook meeting KPIs, ensuring all activity is recorded accurately in Salesforce. Ensure activity enables the creation of opportunities each week that are working at your recommended revenue pacing level (monthly revenue target) and accurately forecast. Grow an expertise in understanding Global's full product base and how they can help clients achieve their campaign objectives Ensure value is improved for all transactions avoiding high level discounting Work in collaboration with the Campaign Hub and Creative Solutions teams by providing clear customer briefs, to produce compelling and innovative solutions. Be able to effectively plan and book a client's campaign in our booking system, gPlan and grow proficient in using our gLabs dashboard reporting suite Invest in your self-development to stay on top of all internal communications such as Workplace, The Catch Up & Digital Bytes, plus attend all relevant training opportunities. What you will need The ideal candidate will be proactive and willing to develop and implement innovative solutions, capable of the following: Demonstrate a track record of success in delivering sales targets and KPIs. Experienced in selling to small and medium businesses. Previous sales experience working within a radio, outdoor or digital environment preferred but not essential. A positive, confident and resilient approach, with the desire to self-source new business leads and meetings. A high degree of self-motivation and autonomy, and to also work as part of a team Good understanding of the pattern of the sale from opening to close Excellent listening skills that establish client needs, build excellent rapport and put the client's objectives first Ability to build a brief for the campaign support team Proficiency in planning systems and skills to build effective campaigns Proficiency in Salesforce and be able to record activity at all stages of the sales process from lead creation to winning and booking business Excellent in diary and time management to work the territory efficiently Everyone is welcome at Global Just like our media and entertainment platforms are for everyone, so are our workplaces. We know that we can't possibly serve our diverse audiences without first nurturing and celebrating it in our people and that's why we work hard to create an inclusive culture for everyone. We believe that diversity will set us apart, so no matter what you look like, where you come from or what your favourite radio station is, we want to hear from you. We will always seek to make appropriate adjustments to the recruitment process and workplace to be fully inclusive to people with different needs and working styles. If you require us to make any reasonable adjustments for you or to disclose a condition, please email
May 02, 2024
Full time
Job Description Media Sales Account Manager - West Midlands Reporting of the role This role reports to Regional Sales Manager Location Field Based - West Midlands Overview of job This is a field-based role based in West Midlands and surrounding areas. You will be supporting Global's Local Sales Business, by selling our full product portfolio to new customers, and growing and retaining our existing direct customer base, across the private and public sector markets. 3 best things about the job Exposure to a variety of industries; our portfolio has options for everyone, so you will be pitching to marketeers and business owners from all industries. You will be responsible for handling your own marketplace, being in control of your own density and able to scope out your own niche. You will be client facing ambassador of Global, representing the most iconic transport system in the UK, the coolest brands in audio, and the award-winning digital ad exchange! Measures of success - In the first few months, you would have: Become an expert in the knowledge of our Radio, Digital and Outdoor products, inventory, and brands! Be able to effectively plan and book a client's campaign in our booking system. Understand you own marketplace and develop a local contact list to grow the territory account base, and source new business. Responsibilities of the role Develop an expert knowledge of the businesses within your assigned marketplace, working on contact leads provided, and developing a local contact list to grow the territory account base. Maintain and grow existing clients and ensure a clear growth plan is in place to grow revenues each quarter. Understand the needs of your clients, identify the best possible marketing solutions for them and make valuable contributions. Achieve the weekly face to face meetings and prebook meeting KPIs, ensuring all activity is recorded accurately in Salesforce. Ensure activity enables the creation of opportunities each week that are working at your recommended revenue pacing level (monthly revenue target) and accurately forecast. Grow an expertise in understanding Global's full product base and how they can help clients achieve their campaign objectives Ensure value is improved for all transactions avoiding high level discounting Work in collaboration with the Campaign Hub and Creative Solutions teams by providing clear customer briefs, to produce compelling and innovative solutions. Be able to effectively plan and book a client's campaign in our booking system, gPlan and grow proficient in using our gLabs dashboard reporting suite Invest in your self-development to stay on top of all internal communications such as Workplace, The Catch Up & Digital Bytes, plus attend all relevant training opportunities. What you will need The ideal candidate will be proactive and willing to develop and implement innovative solutions, capable of the following: Demonstrate a track record of success in delivering sales targets and KPIs. Experienced in selling to small and medium businesses. Previous sales experience working within a radio, outdoor or digital environment preferred but not essential. A positive, confident and resilient approach, with the desire to self-source new business leads and meetings. A high degree of self-motivation and autonomy, and to also work as part of a team Good understanding of the pattern of the sale from opening to close Excellent listening skills that establish client needs, build excellent rapport and put the client's objectives first Ability to build a brief for the campaign support team Proficiency in planning systems and skills to build effective campaigns Proficiency in Salesforce and be able to record activity at all stages of the sales process from lead creation to winning and booking business Excellent in diary and time management to work the territory efficiently Everyone is welcome at Global Just like our media and entertainment platforms are for everyone, so are our workplaces. We know that we can't possibly serve our diverse audiences without first nurturing and celebrating it in our people and that's why we work hard to create an inclusive culture for everyone. We believe that diversity will set us apart, so no matter what you look like, where you come from or what your favourite radio station is, we want to hear from you. We will always seek to make appropriate adjustments to the recruitment process and workplace to be fully inclusive to people with different needs and working styles. If you require us to make any reasonable adjustments for you or to disclose a condition, please email
Store Manager, Bow/Bethnal Green This role is an opportunity to work in one of our premier stores in North London close to excellent transport links. You're probably already familiar with this household name paint brand and its adorable mascot, but have you considered working for them? If you're a people person with the drive to deliver excellent customer service, they've got just the job for you. The Role Their decorator centre in Bow/Bethnal Green is looking for a new Store Manager. With a helping hand from the Assistant Manager, you'll be in charge of day-to-day store operations, monitoring targets, profits and losses, as well as looking after the development, engagement and motivation of store colleagues. You'll also take on an account manager role, forming close partnerships with key customers and ensuring they receive expert advice, exceptional service and a perfect cuppa every time they shop with us. They're looking for someone with a positive attitude and the energy to get things done. Someone hungry to learn new things, who's keen to make something of their career, and finds fulfilment in seeing others thrive. An inspiring leader with a track record of delivering excellent results, who's effective at forecasting, skilled at reducing wastage, and enjoys going above and beyond to make a customer's day. Sound like you but don't know anything about decorating? Don't worry. You bring the passion, and they'll give you the skills. Why work for this well-known brand? They aren't just any employer. This reputable business does things differently. They want you to enjoy your role and see you succeed, so offer a fantastic benefits package and all the training needed to progress in your career. Testament to how happy their staff are, they've been recognised as a Top 100 Employer, achieving Investors In People Gold for their commitment to the development of their people. Benefits include: No evening or Sunday shifts 25 days holiday Up to 50% off all products sold in store (including family and friends discount) A defined contribution pension scheme (they'll pay in double the amount you do!) Sales-based bonus schemes Flexible yearly benefits suite, allowing you to pick and choose additional benefits (e.g. 'cycle to work' schemes, discounted gym memberships) More about the company You will be working for a well-known brand that is part of a market-leading global business. They have the largest decorating store network in the UK and see huge successes year-on-year. They currently have over 200 stores, with more opening all the time.
May 02, 2024
Full time
Store Manager, Bow/Bethnal Green This role is an opportunity to work in one of our premier stores in North London close to excellent transport links. You're probably already familiar with this household name paint brand and its adorable mascot, but have you considered working for them? If you're a people person with the drive to deliver excellent customer service, they've got just the job for you. The Role Their decorator centre in Bow/Bethnal Green is looking for a new Store Manager. With a helping hand from the Assistant Manager, you'll be in charge of day-to-day store operations, monitoring targets, profits and losses, as well as looking after the development, engagement and motivation of store colleagues. You'll also take on an account manager role, forming close partnerships with key customers and ensuring they receive expert advice, exceptional service and a perfect cuppa every time they shop with us. They're looking for someone with a positive attitude and the energy to get things done. Someone hungry to learn new things, who's keen to make something of their career, and finds fulfilment in seeing others thrive. An inspiring leader with a track record of delivering excellent results, who's effective at forecasting, skilled at reducing wastage, and enjoys going above and beyond to make a customer's day. Sound like you but don't know anything about decorating? Don't worry. You bring the passion, and they'll give you the skills. Why work for this well-known brand? They aren't just any employer. This reputable business does things differently. They want you to enjoy your role and see you succeed, so offer a fantastic benefits package and all the training needed to progress in your career. Testament to how happy their staff are, they've been recognised as a Top 100 Employer, achieving Investors In People Gold for their commitment to the development of their people. Benefits include: No evening or Sunday shifts 25 days holiday Up to 50% off all products sold in store (including family and friends discount) A defined contribution pension scheme (they'll pay in double the amount you do!) Sales-based bonus schemes Flexible yearly benefits suite, allowing you to pick and choose additional benefits (e.g. 'cycle to work' schemes, discounted gym memberships) More about the company You will be working for a well-known brand that is part of a market-leading global business. They have the largest decorating store network in the UK and see huge successes year-on-year. They currently have over 200 stores, with more opening all the time.