Assistant Manager – Outsourced Finance Services

Role Overview

• Manage the full management accounts workflow cycle across a portfolio of clients
• Support and oversee outsourced and internal team members with day-to-day workloads
• Monitor bookkeeping workflows and assist with reviewing transactional data
• Act as a primary point of contact for clients, building trusted relationships
• Carry out detailed reviews and analysis of management accounts, delivering meaningful financial insights
• Prepare and present management information to clients in a clear and commercial way
• Facilitate effective communication between outsourced teams, Carpenter Box colleagues, and clients
• Manage work in progress and billing across your client portfolio
• Support continuous learning by attending training and maintaining professional development requirements
• Assist with wider finance function activities such as payment runs, forecasting, and ad-hoc client support
• Contribute to process improvement initiatives, including the use of AI and automation tools

Requirements

• Are either fully qualified, or nearing completion of ACA, ACCA, or CIMA
• Have a strong understanding of accounting principles and experience reviewing and delivering management accounts
• Enjoy mentoring and developing junior team members
• Have excellent communication and collaboration skills
• Have previous experience in an accountancy practice, or industry experience with a clear understanding of managing multiple clients
• Have proven experience in improving efficiencies within finance processes
• Have strong IT skills and experience using a variety of accounting software packages
• Have an interested in AI, automation, and using technology to create better outcomes for clients

Benefits

At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process. **Everyone is unique and we understand that each individual may have distinct needs to showcase their best selves during interviews. Our commitment is to offer personalised support for all