
Lead Accounting Professional
7 days ago
The Lead Accountant is responsible for leading the accounting team and ensuring accurate and timely completion of bookkeeping tasks.
This includes taking ownership of all bookkeeping tasks from client portfolios, communicating with HMRC if necessary, reviewing and reconciling client accounts, and preparing monthly financial reports.
- Bookkeeping & Operational Excellence: Ensure timely and accurate completion of all bookkeeping tasks every month. Review and reconcile client accounts, identifying and resolving discrepancies efficiently.
- Client Communication & Support: Serve as the primary point of contact for daily bookkeeping queries for your client portfolio, ensuring professional and timely responses.
- Process Improvement & Documentation: Identify inefficiencies in workflows, recommend practical improvements to enhance accuracy and efficiency, and develop detailed documentation of bookkeeping processes.
- Reporting & Insight: Provide regular updates on client account performance and operational progress, highlighting recurring challenges or risks and offering strategic solutions to mitigate them.
As a Bookkeeping Team Champion, you will act as the first point of contact for the bookkeeping team regarding day-to-day challenges and queries, providing guidance and ensuring consistency in using required software, and collaborating with the Client Manager to identify training needs and process gaps within the team.
Key Performance Indicators (KPIs):
- Bookkeeping Accuracy & Timeliness: All bookkeeping tasks for your portfolio are completed on time and meet high standards of accuracy, with minimal errors or corrections required.
- Client Satisfaction: Positive feedback from clients and/or the Client Manager on the professionalism, responsiveness, and quality of your bookkeeping support.
- Team Leadership: The bookkeeping team consistently turns to you for guidance on day-to-day challenges, with fewer escalations to the Client Manager.
- Software Proficiency: Team members are confident in using required software due to your guidance, leading to smoother workflows and reduced bottlenecks.
- Effective Communication: Clear, actionable updates and insights are consistently provided to the Client Manager, enabling informed decision-making.
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