Associate - Financial Reporting

As an Associate - Financial Reporting at Evelyn Partners, you will focus on accurate processing of clients' financial data and preparing annual financial statements, primarily under FRS102. This role includes interacting with clients and collaborating closely with audit teams to ensure timely and high-quality outputs.

To excel as an Associate - Financial Reporting at Evelyn Partners, candidates should be studying towards their ACA qualification and possess relevant experience within a professional services firm. Strong communication and organizational skills are essential for managing multiple assignments effectively.

The primary responsibilities include preparing annual financial statements, liaising with clients for accounting work, and collaborating with the audit and business tax teams to ensure seamless services for clients. Additionally, you'll focus on improving efficiencies in the accounts preparation process.

The Associate - Financial Reporting will work closely with the Audit team, ensuring that financial statements are prepared accurately and within deadlines. This collaboration is key to facilitating a smooth audit process, benefiting clients with timely and high-quality service.

As part of Evelyn Partners, you'll receive a competitive salary, private medical insurance, life assurance, a pension contribution, and a hybrid working model. You’ll also enjoy a generous holiday package with options to purchase additional days, alongside supportive parental leave policies.

To ensure accuracy in financial reporting, I maintain thorough documentation, cross-check figures, and utilize checklists for compliance with accounting standards. I also rely on software to minimize errors and review reports with colleagues for an additional layer of accuracy.

In my previous role, I was directly involved in preparing annual financial statements for various clients. This involved gathering data, ensuring adherence to accounting standards like FRS102, and continuously liaising with both clients and team members to resolve any discrepancies and maintain timelines.

If I identified a significant error just before a deadline, I would immediately notify my supervisor and the audit team. Then, I would work collaboratively to correct the error swiftly while communicating transparently with the client about the situation and any implications.

When managing multiple assignments, I prioritize tasks based on deadlines and complexity. I apply effective time management techniques, such as breaking down each assignment into tasks, setting milestones, and using project management tools to stay organized and focused.

I believe in proactive communication with clients by setting regular check-ins and updates to ensure they are informed throughout the process. Listening attentively to their needs and providing clear, concise information helps build trust and ensures I meet their expectations.

I admire Evelyn Partners' commitment to client service and professional development. The opportunity to work with a diverse team and contribute to innovative financial solutions aligns perfectly with my career goals and values as an accountant.

In my last role, I identified inefficiencies in our financial closing procedures. By collaborating with the team, we successfully streamlined the process through automation and better communication strategies, which reduced our closing time by 20%.

I stay current with financial regulations by subscribing to professional journals, attending relevant workshops, and being an active member of accounting organizations. I also network with peers on best practices and share insights within my team.

Teamwork is vital in financial reporting as it fosters collaboration, ensures diverse perspectives are considered, and enhances problem-solving. By working together, teams can identify issues more quickly and utilize collective strengths for better client outcomes.

During peak reporting periods, I manage stress by maintaining a well-structured schedule, practicing mindfulness, and ensuring I take breaks to recharge. I also communicate with my team to delegate tasks when necessary, maintaining a supportive work environment.