Assistant Client Manager

Assistant Client Manager – Office of the CFO | Edinburgh

An exciting opportunity to join a growing and ambitious Office of the CFO team.

We're recruiting on behalf of a highly respected and rapidly expanding professional services firm seeking an experienced Assistant Client Manager to support the delivery of outsourced finance and advisory services to a diverse portfolio of clients.

This is an excellent opportunity for a qualified accountant who enjoys building client relationships, solving business challenges and delivering meaningful financial insight. The role offers a varied mix of management reporting, forecasting, financial planning, business advisory and client relationship management, providing exposure to businesses across a wide range of sectors.

Working alongside Client Managers and senior colleagues, you'll help clients gain greater visibility of their financial performance, support key business decisions and contribute to their long-term success.

Key responsibilities

• Preparing monthly management accounts and financial reporting packs.
• Supporting the preparation of statutory financial statements and ensuring compliance with reporting requirements.
• Building and maintaining strong relationships with clients, becoming a trusted day-to-day contact.
• Coordinating audit processes and liaising with external auditors.
• Preparing cash flow forecasts, budgets and financial models.
• Supporting clients with business planning, forecasting and commercial decision-making.
• Delivering ad hoc financial analysis and project work as required.
• Assisting with the management of a portfolio of clients, ensuring a high standard of service is delivered.
• Supporting, coaching and mentoring junior members of the team.
• Working collaboratively across the wider Office of the CFO team to deliver value-added solutions.
• Identifying opportunities to improve client service and introduce additional advisory support where appropriate.

About you

To be successful in this role, you'll have:

• Experience gained within practice, industry, or a combination of both.
• Strong technical accounting and financial reporting skills.
• Experience preparing management accounts, budgets and financial analysis.
• Excellent communication and stakeholder management skills.
• A proactive, client-focused approach with strong problem-solving abilities.
• Excellent organisational and time management skills.
• The ability to manage multiple priorities within a fast-paced environment.
• Experience using cloud-based accounting software.
• Exposure to outsourced finance, virtual Finance Director/CFO or Office of the CFO services.
• Experience supporting finance transformation or technology-driven finance solutions.

What's on offer

• Exposure to a broad portfolio of clients across multiple sectors.
• A varied, client-facing role with genuine advisory responsibilities.
• The opportunity to develop your leadership, commercial and client management skills.
• A collaborative, supportive and ambitious working environment.
• Clear opportunities for career progression within a growing Office of the CFO team.

Please note

Applicants must have a full and unrestricted right to work in the UK. Unfortunately, sponsorship is not available for this position.

If you're looking to take the next step in your career within a dynamic, client-focused environment where you can develop your advisory skills and make a real impact, we'd love to hear from you.