Management Accountant

  • Trades Workforce Solutions
  • Liverpool, Lancashire
  • Apr 11, 2026
Full time Banking

Job Description

Overview

Management Accountant

Location: Liverpool (Office-Based)

Salary: Competitive, with benefits

We are seeking a qualified Management Accountant (ACA, ACCA, CIMA or equivalent) to join our growing team in Liverpool. This role is ideal for someone with a strong background in management accounting, ideally gained within a claims management, insurance, or financial services environment.

Key Responsibilities

Financial Reporting & Analysis

  • Prepare and present monthly management accounts, including variance analysis
  • Monitor key financial metrics and provide insights on business performance
  • Assist in preparing annual budgets and forecasts
  • Conduct financial analysis to support strategic decision-making
  • Oversee the design and implementation of controls for handling client money

Cost & Revenue Management

  • Monitor claims-related costs, ensuring accurate allocation and control
  • Work closely with operational teams to optimise claims processing costs
  • Ensure accurate revenue recognition in line with regulations and company policies

Cash Flow & Financial Control

  • Maintain cash flow forecasts and ensure compliance with third-party funding arrangements
  • Monitor working capital
  • Oversee reconciliation of claims payments and client accounts
  • Ensure compliance with financial regulations, internal controls, and accounting standards

Stakeholder & Compliance Management

  • Liaise with auditors, regulatory bodies, and tax authorities as needed
  • Support senior management with financial insights and recommendations
  • Ensure compliance with FCA regulations (if applicable) and financial best practices
  • Provide information to the payroll company as required
Required Skills & Experience
  • Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
  • Experience in management accounting, ideally within claims management, insurance, or financial services
  • Strong financial reporting and analytical skills
  • Proficient in accounting software (e.g. Sage, Xero, SAP) and Excel
  • Knowledge of regulatory compliance in the claims or insurance sector is advantageous
  • Excellent communication and stakeholder management skills
What We Offer
  • Competitive salary and benefits package
  • Career development opportunities within a growing business
  • A collaborative, supportive, and dynamic work environment
How to Apply

If you are a results-driven Management Accountant looking to take the next step in your career, we would love to hear from you. Apply today with your CV.