AddressKingswood Finance
Kingswood Finance is a trusted partner of the business and involved in the end-to-end decision-making process. The work we do is challenging, analytical and complex which makes each day at work a unique experience. The Finance organisation is responsible for running the Group’s accounting, revenue management, payables and FP&A activities. This is an opportunity to join a rapidly growing organisation and fast-paced environment within an expanding Finance team and gain exposure to the wider business.
The Role
The Finance Analyst will report to the Revenue Manager and support the delivery of the Group’s revenue reporting. The role will be pivotal both to the Finance function as well as the business and requires someone with a eye for detail and the ability to continually look for improvements. The successful candidate will help create a strong culture of control and help navigate through an ever-changing regulatory environment. The successful candidate will help manage tax and treasury activities. Previous revenue finance or industry experience highly desirable.
Core Responsibilities
- To accurately process and match bank receipts to commission/ fee statements for various providers on a daily basis
- Assist with MI reporting on a weekly, monthly and annual basis
- Invoice clients on a quarterly and annual basis
- Review and manage aged debtor balances. This will include contacting providers and liaising with colleagues with queries to collect outstanding monies
- Maintain records on the Kingswood back office system
- Support the provision of information for Group and local audits
- Assist colleagues with project work including the integration of acquired businesses
- Support the Accounts Payable process in remote sites and across Kingswood to ensure accurate and timely payment of Suppliers
Skills, Capabilities and Attributes
- Ability to drive results, having a track record of high performance
- Excellent communication skills
- An interest in financial reporting systems and competent in using Excel, Microsoft Office tools
- Exhibiting a Growth Mindset; having an inquisitive mind, desire to learn and take on stretch goals
- Self-motivated with an ability to organise and work independently
Our benefits
- 26 days annual leave including a day off for your birthday (plus bank holidays)
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Recruitment referral
- Career Development
- Cycle to work scheme
About Kingswood
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.
Our Diversity, Equality and Inclusion commitment
At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
