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Partner (qualified accountant with additional qualifications)

Employer
CFO Services UK
Location
Oxford Circus, Central London, United Kingdom
Salary
Competitive Salary
Closing date
Feb 13, 2024

View more

Job Role
Finance Business Partner
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Partner (qualified accountant with additional qualifications) at CFO Services UK
  • Partner level professional for an accounting practice, advisory and CFO services.
  • SMEs accounting, investment / fund reporting and corporate finance practice (UK qualified accountant holding formal qualifications CCAB meeting FCA/PRA compliance).

Responsibilities
  • Management and oversight of accounting, legal and compliance matters for startups, SMEs, fund and investment vehicles.
  • Provide support to SMEs, fund accounting, tax, and portfolio management teams.
  • Review, advise and guide on accounting, compliance, investment documents, contractual obligations and regulations relevant to funds and investments.
  • Review and supervise compliance on investor relations, document provisions and fundraises.
  • Identify and mitigate conflicts of interest advising on informing relevant parties and preparing disclosures.
  • Review and supervise investment processes, policies and procedures.
  • Manage accounting, legal and compliance functions including preparing regulatory filings / returns (e.g. AIFMD, UCITS, etc) and ensure timely submission.
  • Manage and review compliance on prospective and existing investors (AML, KYC, due diligence, etc).

Qualifications

Qualified, detail-oriented, process-driven, and have a genuine desire to learn and grow in a collaborative team-based setting. The successful candidate should have:
  • Qualified accountant (ACCA, ACA, etc) with additional qualifications (CISI, ICAEW, etc) / PQE meeting FCA/PRA compliance; ideally with funds or/and investment experience.
  • Strong team player with a desire to contribute to a collaborative work environment.
  • Exceptional ability to independently manage disparate workstreams.
  • Strong work ethic.
  • Professional maturity and judgment.
  • Initiative, creativity, and drive.
  • Integrity and professionalism.

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position.

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