Financial Analyst, Bookkeeper – UK Accounting

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Participate in weekly pipeline meetings to remain informed about deal flow and collaborate closely with individual Sales and Consulting leads to gather specific billing information.

• Ensure inclusion in pertinent client email threads to record PO numbers and billing contacts.

• Maintain precise data across HubSpot (Sales), QuickBooks (Finance), and cash flow models to prevent issues with revenue double-counting or forecasting inaccuracies.

• Track payment deadlines, send reminders, and escalate issues to the Finance Director only when absolutely necessary.

• Establish new client accounts and ensure that contact details are kept current.

• Compile and present weekly reports concerning pipeline status, invoicing, and outstanding POs to directors.

• Collaborate with admins to verify that all expenses are recorded, follow up on missing receipts, and upload them accurately to AutoEntry.

• Reconcile supplier invoices, batch payments, prioritize them by urgency, and prepare organized payment runs for the Finance Director's approval.

• Work alongside the Finance Director to maintain cash flow documents, budgets, and financial forecasts.

• Monitor ledgers to identify erroneous expenditures, unused subscriptions, or overspending, and flag these issues for resolution.

• Manage journals, accruals, and prepayments to prepare accounts for the accountant's review.

• Produce standard financial reports, including Aged Debtors and P&L summaries.

• Identify deficiencies and inefficiencies in current systems and apply enhancements.

⛳️ Requirements

• A minimum of 5 years' experience in financial administration, bookkeeping, or similar finance roles.

• A solid understanding of UK/British accounting practices is essential.

• Experience in a consulting firm or consultancy setting is preferred.

• Demonstrated experience in financial modeling, forecasting, and budgeting.

• Proficiency in Excel and accounting software such as QuickBooks and AutoEntry.

• Familiarity with HubSpot or comparable CRM systems is highly desirable.

• Proven ability to manage multiple stakeholders, including directors, consultants, and clients.

• Exceptional written and verbal communication skills.

• Highly organized, detail-oriented, and capable of working independently.

• Confident, proactive, and able to take the initiative in a developing, senior role.

• Demonstrated capacity to identify and implement process improvements in financial operations.

• Possesses a "Finisher Mindset," delivering work that is accurate, graded, and ready for immediate execution, enabling directors to concentrate on strategy.

• Comfortable navigating multiple platforms and understanding their integrations.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional development and growth.

• A supportive and collaborative work environment.

• Flexible working arrangements.