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Associate, Value Financials

Our client is seeking an Associate to join their Value Financials team, focusing on providing consulting services related to financial management and strategy. In this role, you will assist clients in optimising their finance functions and organisational structures by analysing current finance operating models and implementing solutions for enhanced processes, roles, and responsibilities. Your contributions will support finance transformation initiatives, change management, and talent development to ensure alignment with strategic objectives.

Job Duties:

  • Assist Financial Reporting specialists in developing and updating electronic templates for consistency and compliance.
  • Support operational tasks related to the Value Financials service as part of a DevOps team.
  • Facilitate customer success through effective onboarding processes and ongoing support.
  • Contribute to designing user experiences to ensure high-quality interactions with the financial tools.
  • Help produce clear technical documentation, policies, procedures, and best practice guides for clients and internal teams.
  • Support the mentorship of junior employees and engage in knowledge-sharing activities.
  • Monitor client communication channels, responding to queries related to software and accounts preparation.
  • Assist in client onboarding processes by producing training materials and conducting training sessions on the Workiva platform.

Job Requirements:

  • A Bachelor’s degree in Business, Information Technology, Computer Science, or equivalent practical experience; Accountancy qualifications (e.g., ACCA/ACA) are desirable.
  • Experience supporting projects, programmes, or technology-enabled delivery.
  • Familiarity with bookkeeping/accountancy software and experience in preparing client accounts.
  • Ability to prepare structured documents, reports, and presentations effectively.
  • Understanding of Agile, waterfall, or hybrid project delivery approaches.
  • Basic technical understanding to engage with technology teams and identify risks or dependencies.
  • Knowledge of International Financial Reporting Standards (IFRS) and relevant Generally Accepted Accounting Principles (GAAPs).
  • Strong organisational skills and the ability to manage multiple priorities while meeting deadlines.
  • Effective verbal and written communication skills, capable of coordinating with various stakeholders.
  • Desirable: Exposure to Workiva platform features, Agile methodology, Microsoft 365 tools, or certifications like PRINCE2 and CAPM.

What You’ll Love:

In this role, you will be part of a tech-forward and people-empowered environment that provides expert advisory services. Our client is dedicated to fostering a culture where you can grow your skills through challenging and meaningful work, allowing you to build lifelong relationships rooted in trust and collaboration.

Could this be the right opportunity for you?

If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams, or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.

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