Portfolio Management Accountant

  • Delivery Team
  • London, United Kingdom

Portfolio Management Accountant

Job description

The one for the newly qualified ACCA, CIMA or ACA practice accountant with 3 years practice experience.


You get to lead one of our awesome delivery teams of 2/3 talented people and oversee your own portfolio of start-up clients.

As a portfolio management accountant, you’re expected to get productive pretty quickly and will be assigned with your own client portfolio and 2/3 person team from the get-go.  As the leader in your team, you will have the responsibility of being the decision maker and final stop for client communications and delivery.  You will be handling a portfolio of awesome tech startups who will look to you for advice and guidance on issues in all things accounting and finance.

Being technically capable is clearly important to us and whilst we have experts throughout the office to collaborate with, you will be expected to have robust technical knowledge of all aspects of accounting - including management accounts, VAT, payroll as well as having a basic understanding in further business and finance areas such as EMI, fundraising, financial management, modelling, and the workings of a growing startup.  

You will also have an understanding of year-end statutory accounts and basic corporation tax. You’ve probably got a minimum of 3 years previous experience of working in a UK firm of accountants, ideally a smaller firm where a wide range of skills were needed. The ability to take the initiative to solve problems and a desire to continuously learn is key.  The accountancy practice doesn’t stand still and neither will our people.


The important other stuff


You’ll be a leader of aspiring accountants and we believe good managers lead by example and inspire their team - you will oversee a team of 2/3 staff who are beginning or partway through their qualifications and will look to you for support, guidance and mentoring as they improve their technical skills. You will be excellent at time management and will take responsibility for overseeing all client requirements of the team.  


If you like it in bullet point format then here you go :


Essential skills:

  • ACCA / CIMA qualified with minimum 3 years practice experience.
  • Client focused attitude.
  • Experience working with multiple clients and managing workflow to satisfy their needs
  • Excellent IT skills including Xero and Excel.
  • Ability to lead a client team and to inspire junior staff.
  • Delegate workload, ensure timely delivery of work and meet team KPIs.
  • Self-motivated with a drive to achieve and a passion to deliver top quality work
  • Excellent time management, organisational and planning skills.
  • Excellent communication skills - in person and written.
  • Outstanding attention to detail.
  • Experience of working with start-up companies and or SMEs, an interest in start-ups and the added ingredient of personality would be terrific too.

Still want to hear more?

Hear from one of our Portfolio Management Accountants.

If this sounds like you and you are up for our unique challenge then we’d love to hear from you. Please continue to our application form, which should take no more than 15 minutes of your time to complete.

We're looking forward to hearing from you!