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Assistant Manager - Outsourced Finance Services Are you an ambitious finance professional looking for a role where you can make a real impact with clients, develop people, and help shape the future of outsourced finance? At Carpenter Box, we work closely with businesses across a wide range of sectors, delivering expert financial support and trusted advice that helps our clients grow with confidence. As part of the Sumer Group, a fast-growing network of leading regional accountancy practices, we combine local relationships with national expertise, innovation, and investment in our people. We are now looking for an Assistant Manager to join our Outsourced Finance Services team, which provides our clients with access to an experienced accounts department on a basis which works for them. This is an exciting opportunity for someone who enjoys working collaboratively, building strong client relationships, and using technology and automation to drive smarter financial processes.
Job Responsibility
Manage the full management accounts workflow cycle across a portfolio of clients
Support and oversee outsourced and internal team members with day-to-day workloads
Monitor bookkeeping workflows and assist with reviewing transactional data
Act as a primary point of contact for clients, building trusted relationships
Carry out detailed reviews and analysis of management accounts, delivering meaningful financial insights
Prepare and present management information to clients in a clear and commercial way
Facilitate effective communication between outsourced teams, Carpenter Box colleagues, and clients
Manage work in progress and billing across your client portfolio
Support continuous learning by attending training and maintaining professional development requirements
Assist with wider finance function activities such as payment runs, forecasting, and ad-hoc client support
Contribute to process improvement initiatives, including the use of AI and automation tools
Requirements
Fully qualified, or nearing completion of ACA, ACCA, or CIMA
Strong understanding of accounting principles and experience reviewing and delivering management accounts
Enjoy mentoring and developing junior team members
Excellent communication and collaboration skills
Previous experience in an accountancy practice, or industry experience with a clear understanding of managing multiple clients
Proven experience in improving efficiencies within finance processes
Strong IT skills and experience using a variety of accounting software packages
Interested in AI, automation, and using technology to create better outcomes for clients