Intermediate Management Accountant
Core
Deliver management accounting and commercial advisory support to clients while developing into a trusted commercial adviser and future Fractional CFO.
Role type
Intermediate Management Accountant (pathway to Fractional CFO)
Builds
Management accounts, Board reporting packs, financial models, cash flow forecasts, and funding applications
Domain
Strategic financial advisory and business consulting
Required skills
Management accounting, financial performance analysis, budgeting, financial modelling, cash flow forecasting, cloud accounting (Xero), AI tool usage
Preferred skills
CA or CPA qualification, experience with AI tools (ChatGPT, Claude, Copilot)
Technologies
Xero, ChatGPT, Claude, Copilot
Responsibilities
Prepare monthly management accounts and client Board reporting packs; conduct financial performance analysis and budget versus actual reporting; manage month-end and end-of-financial-year processes; support cash flow forecasting and financial modelling; assist with funding applications, capital raising, and M&A due diligence; use AI tools to improve reporting and analysis; coordinate workflow across local and offshore teams
Seniority
Intermediate, hands-on IC with mentorship pathway