Management Accountant



Equilibrium is more than just a Chartered Financial Planning company-we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do.



We’ve been named one of the top 10 companies to work for in the Best Companies Top 100 List 2023 , and we’re the #2 Best Financial Services Company to work for in the UK. Plus, we’re proudly managing over £1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens!



Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. We’re serious about what we do, we don’t take ourselves too seriously though, and make time for fun along the way too!



We’re now looking for a Management Accountant to join our Finance and Insight team! Reporting directly to the Finance Director, they'll play a key role in maintaining accurate financial records, tracking performance, and preparing financial statements. Their insights will help drive business decisions, support growth, and ensure profitability by delivering timely, accurate financial reports.



To achieve this, our new Management Accountant will:

• Maintain accurate financial records, ensuring all financial transactions are properly recorded in the GP accounting system.
• Develop and oversee financial systems and procedures, identifying opportunities for improvement.
• Maintain a management accounts reporting model with relevant updates, such as the rollover of the financial year and code mapping.
• Review all aspects of management accounts with both forward-looking and retrospective views.
• Produce monthly accounts in a timely manner, providing clear and relevant analysis and narrative.
• Support the FD in preparing the annual budget and recurring re-forecasting processes.
• Maintain the financial plan to ensure a timely and accurate re-forecasting process.
• Manage the income reconciliation process, developing and maintaining a robust system to ensure all income recognized in the financial statements is received.
• Lead, mentor, and guide accounting team members to foster a high-performing team.
• Deputise for the Finance Director when required.
• Oversee the day-to-day operations of the Finance team, ensuring tasks are assigned and completed within specific timeframes.
• Oversee Risk Management and Compliance responsibilities, including preparing and submitting VAT returns to HMRC, filing regular reports to the FCA, and reviewing monthly payroll prepared by the People department.
• Ensure compliance with legal requirements, accounting standards, and company policies, staying up-to-date with industry, compliance, and regulatory developments.
• Oversee the annual audit process to ensure efficient execution, maintaining clear communication and regular updates with all stakeholders.
  

Qualifications and experience:



Qualified accountant - CIMA/ACCA/ICAEW, with a minimum of 1 year post-qualification experience.



At Equilibrium, we live our values through the following:

• Integrity - we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings.
• Growth - we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally.
• Simplicity - we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience.
• Excellence - we will consistently work to high standards, showing great care and attention to detail in everything that we do.

So why join us?



At Equilibrium, the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and Equilibrium’s culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but we’ll also give you ours.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

To ensure a healthy work-life balance, we provide a minimum of 33 days holiday plus bank holidays, which can increase up to 38 days based on length of service. We also offer a flexible working framework, allowing team members to work from home when appropriate and flex their work hours, where reasonable, in line with business requirements.

We also provide the benefits you’d expect from an award-winning company such as bonuses, pension, death in service, income protection and more.