Finance Analyst London

We are looking to appoint an individual on a full time, permanent basis to join us as a Finance Analyst in London.

You'll be responsible for assisting our Finance Manager and support in the delivery of our accounting and reporting functions. This is a pivotal role to the Finance team as well as the wider business therefore, the right individual will be someone with IFRS accounting experience that can support us with preparation of the statutory financial statements.

This role is a hybrid role with 3 days per week based from our London office.

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.

What you'll do as a Finance Analyst:

• Take full ownership of Treasury responsibilities, ensuring all cashbooks are completed, bank accounts reconciled, and monthly Management Accounts delivered in a timely manner in XERO for multiple entities of the Group.
• Maintain the banking relationship for all banks.
• Active and key player in delivering month end activities for the group entities - intercompany reconciliation, accruals, prepayments, etc.
• Support in preparation and filing of statutory audited accounts for circa 37 UK legal entities in the Kingswood group.
• Delivering monthly, Interim and FY reporting cycles, in areas of the accounts that you will be assigned. Including, but not limited to, bank and credit card reconciliations, expenses processing, lease accounting, accruals, prepayments.
• Work with the Finance Manager's and Group Finance Director in ensuring business transactions conform to IFRS accounting standards and the balance sheet is reconciled and maintained to a high standard for the areas to which they are assigned.
• Supporting the interim and year end Group audit process.
• Help and support with activities related to the integration of acquired businesses into the Group.
• Supporting the wind-up of legal entities post integration.
• Supporting the Tax functions, when assigned tasks - including preparation of VAT returns.
• Completion of any ad-hoc projects that may be assigned.

What we're looking for:

• C1-2 years' experience, having worked in accounting roles.
• Working towards an accounting qualification (ACA/ACCA/CIMA).
• Stakeholder management. Have confidence to work with finance and business partners and support conversations to ensure optimal financial outcomes for Kingswood.
• Excellent communication skills: ability to explain accounting situations to business partners.
• Knowledge of financial reporting systems preferred and competent in Excel.
• Exemplary time management skills, balancing a multitude of deadlines and ongoing tasks.
• Exhibiting a Growth Mindset; having an inquisitive mind, desire to learn and take on stretch goals.
• XERO, Caseware (highly desirable).

Here 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 employees. That's why upon joining Kingswood, you'll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

Teamwork, inclusivity, and culture in our business is really important to us - whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:

• 25 days annual leave
• An extra day off for your birthday!
• Cycle to work scheme - If you're an individual who enjoys a cycle into work, we've got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
• Life Assurance - An insurance that pays out a lump sum to your family should you pass away in service.
• Private healthcare - you'll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years' service).
• 2 paid volunteering days - per year, for you to dedicate your time to a cause you are passionate about.
• Enhanced Maternity and Paternity pay for all our Kingswood Group employees.

ONE KINGSWOOD

Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our 'One Kingswood' behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:

• Support and empower - we recognise others' contributions and collaborate to support success.
• Demonstrate Respect - we listen to understand and consider the impact of our words and actions.
• Continuously Evolve - we are curious and positive in our approach; providing constructive feedback to support growth.
• Champion Inclusivity - we embrace individuality and openness to create a vibrant, welcoming environment for all.
• Uphold Responsibility - we treat others fairly and always learn from our mistakes.