Assistant Management Accountant (Part Qualified)
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What you'll do
- Prepare accurate monthly management accounts and supporting schedules.
- Assist in the month-end and year-end close processes.
- Produce monthly financial reports and management information to agreed deadlines.
- Analyse monthly performance against budget and forecast, providing variance analysis and commentary where relevant.
- Support the preparation of year-end audit files and information required by external accountants.
- Assist with the preparation of financial reports for internal and external stakeholders.
- Assist in the preparation of annual budgets across the business.
- Support the production of periodic forecasts and cash flow projections.
- Monitor actual performance against budget and identify key trends, risks, and opportunities.
- Provide financial data and analysis to support operational decision-making.
- Support the preparation of quarterly VAT returns and all statutory reporting requirements as needed.
- Complete monthly balance sheet and trust account reconciliations.
What they're looking for
- Experience working within a finance or management accounting environment.
- Ability to work independently and manage competing priorities.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Strong communication skills with the ability to explain financial information clearly to non-finance stakeholders.
- Intermediate Microsoft Excel skills.
- Knowledge and understanding gained through studying towards a recognised professional accountancy qualification (CIMA, ACCA, ACA or equivalent).
- Part-qualified accountant actively studying towards CIMA, ACCA, ACA or equivalent professional qualification.
- GCSE Mathematics and English (or equivalent).
Nice to have
- Experience using Microsoft Business Central, Dynamics, or similar ERP systems.
- Experience of budgeting, forecasting, and management reporting.
- Experience using data analysis and reporting tools.
- Healthcare, insurance, or professional services sector experience.
- Knowledge of ERP systems and financial management software.
- Knowledge of budgeting, forecasting and management reporting processes.
- Knowledge of data analysis and reporting tools.
- AAT Qualified or equivalent.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Job title: Assistant Management Accountant
Location: Tewkesbury (Hybrid)
Salary: £32,000 to £35,000 per year dependant on experience
Status: Permanent - Full Time
Working Hours: 37.5 hours Monday to Friday
HCML is the UK’s leading provider of rehabilitation, case management, occupational health, and workplace wellbeing services. We’re proud to be recognised as a 2025 UK’s Best Workplace for Wellbeing, reflecting our commitment to supporting the growth, development, and wellbeing of our people.
We are seeking an Assistant Management Accountant to join our Finance team and play a key role in supporting the delivery of accurate financial reporting, budgeting, forecasting, and financial controls across the business. This is an excellent opportunity for an ambitious finance professional who is actively studying towards a recognised accountancy qualification and is looking to further develop their management accounting experience within a collaborative and forward-thinking environment.
Purpose of Role:
To support the Senior Management Accountant in maintaining accurate financial records, delivering timely management information, and ensuring effective financial control across the business. The role will contribute to the production of monthly management accounts, budgeting and forecasting processes, cash flow monitoring, statutory reporting, and financial analysis to support informed business decision-making.
Key Responsibilities:
Management Accounting & Reporting
Prepare accurate monthly management accounts and supporting schedules.
Assist in the month-end and year-end close processes.
Produce monthly financial reports and management information to agreed deadlines.
Analyse monthly performance against budget and forecast, providing variance analysis and commentary where relevant.
Support the preparation of year-end audit files and information required by external accountants.
Assist with the preparation of financial reports for internal and external stakeholders.
Budgeting & Forecasting
Assist in the preparation of annual budgets across the business.
Support the production of periodic forecasts and cash flow projections.
Monitor actual performance against budget and identify key trends, risks, and opportunities.
Provide financial data and analysis to support operational decision-making.
Financial Control & Compliance
Support the preparation of quarterly VAT returns and all statutory reporting requirements as needed.
Complete monthly balance sheet and trust account reconciliations.
Ensure financial transactions are accurately recorded and reconciled.
Support the ongoing review and improvement of financial controls and processes.
Assist in maintaining compliance with financial policies, procedures, and regulatory requirements.
Promptly report any errors, discrepancies, or data protection concerns in accordance with company procedures.
Sales Ledger
Lead the sales invoicing processes and debt collection activities.
Monitor outstanding debtor balances and assist in reducing aged debt.
Business Partnering & Continuous Improvement
Build effective working relationships with colleagues across the business.
Provide financial information and support to non-finance stakeholders.
Identify opportunities to improve processes, reporting, and efficiencies within the finance function.
Support finance system enhancements and data quality initiatives.
Demonstrate a professional, collaborative, and customer-focused approach in all interactions.
General
Take responsibility for identifying personal development and training needs.
Maintain confidentiality and integrity when handling financial information.
Undertake any other duties reasonably required by the Senior Management Accountant or business.
Person Specification:
Experience
Essential
Experience working within a finance or management accounting environment.
Ability to work independently and manage competing priorities.
Desirable
Experience using Microsoft Business Central, Dynamics, or similar ERP systems.
Experience of budgeting, forecasting, and management reporting.
Experience using data analysis and reporting tools.
Healthcare, insurance, or professional services sector experience.
Skills & Knowledge
Essential
Strong analytical and problem-solving skills.
Excellent attention to detail and accuracy.
Strong communication skills with the ability to explain financial information clearly to non-finance stakeholders.
Intermediate Microsoft Excel skills.
Knowledge and understanding gained through studying towards a recognised professional accountancy qualification (CIMA, ACCA, ACA or equivalent).
Desirable
Knowledge of ERP systems and financial management software.
Knowledge of budgeting, forecasting and management reporting processes.
Knowledge of data analysis and reporting tools.
Attributes
High levels of integrity, professionalism and accountability.
Ability to build effective working relationships with stakeholders.
Commercial awareness.
Strong planning and organisational skills.
Commitment to accuracy and quality.
Customer-focused approach.
Commitment to continuous improvement.
Ability to influence and challenge constructively.
Proactive approach to identifying and implementing process improvements.
Qualifications and Training
Essential
Part-qualified accountant actively studying towards CIMA, ACCA, ACA or equivalent professional qualification.
GCSE Mathematics and English (or equivalent).
Desirable
AAT Qualified or equivalent.
Relevant finance or accounting degree.
Company Benefits:
Medicash Health Cash Plan: Which includes ability to claim back dental, optical, and chiropody costs. Plus, add your dependent children for free! + 24/7 Digital Health: Round-the-clock access to a virtual GP helpline and an Employee Assistance Programme (EAP) + Mental Health Support: Up to 8 fully funded face-to-face counselling or CBT sessions
Pension Scheme & Pension Salary Sacrifice
Peace of Mind: Rest easy knowing your loved ones are protected with a Death in Service benefit equal to 4x your base salary
Payroll Giving: Support the causes you love directly from your gross pay
Annual Leave: 25 days + BH, plus Birthday Leave to celebrate your special day
Flexibility: Option to buy or sell up to 3 days of holiday each year
Giving Back: Up to 2 fully paid Volunteering/Community days per year
Family First: Enhanced, generous Maternity and Paternity policies, alongside comprehensive Company Sick Pay
Rewarding Excellence: Annual pay reviews, discretionary bonus schemes, and regular staff awards to celebrate your hard work plus a regular events and activities throughout the year
Equal Opportunities Statement:
HCML is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Company
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