Financial Planning & Reporting Accountant

Are you currently working in practice and looking for that first move into industry? Or have just completed your professional qualification and looking for your next step?

We have an opportunity for a Financial Planning and Reporting Accountant to join our team so this could be the role for you! You’ll be our subject matter expert working within a team of finance professionals to deliver relevant, reliable and robust financial management information in relation to forecasting and reporting.

You’ll be aligned to the Mortgage side of the business which links very closely to our strategic priorities here at YBS. This is a hybrid role with a mix of working from home and one day a week in our central Leeds office.

About the role

As Financial Reporting and Planning Accountant, you’ll have a great ability to analyse numbers and financial models to tell the story of what is happening across the organisation. You will carry out monthly management reporting and quarterly reforecasting activities, reviewing how each element of the business is performing and making recommendations to gain the best financial outcome. You will -

• Source, analyse and consolidate financial information to the relevant senior management and governance committees

• Develop and manage key relationships with both internal and external customers, ensuring clear communication.

• Own the month-end reporting process, support the annual plan and quarterly forecasts for the mortgage business area

• Manage the development and maintenance of effective and efficient processes and systems. Drive innovation through the identification and implementation of opportunities to streamline and automate processes

About you

With an Accounting qualification (CIMA/ ACCA/ ACA) or equivalent, and some experience of income reporting, planning and forecasting, you’ll have -

• Excellent communication and relationship building skills with the ability to converse effectively with senior stakeholders

• A continuous improvement mindset, always looking for ways we can improve our processes, with the ability to identify and address key risks/ implications

• Ability to review, manage and develop new financial and analytical models

• Knowledge of management and financial accounting principles and be well-versed in approaches and techniques

• Some experience of working with mortgages or savings from a finance perspective, however this is not essential