Location: North West London
Salary: 45,000 - £55,000
Hybrid: 1 day WFH
My client are looking for an experienced Client Finance Manager to join their growing Transactional Client Finance team in a hands-on role overseeing the accurate and timely delivery of core client finance activities.
The successful candidate will have strong technical finance knowledge, excellent attention to detail and a proactive approach, with responsibility for financial controls, transactional finance oversight and supporting the wider team.
This is a hands-on position, with involvement across day-to-day finance operations, new development mobilisations, system changes and key business deadlines, alongside approval responsibilities for bank movements and reconciliations.
What youll be doing
Transactional Finance & Operational Oversight
- Oversee the accurate and timely delivery of key client finance activities, including accounts receivable, accounts payable, service charge and ground rent billing, bank reconciliations and wider transactional finance administration.
- Provide hands-on support with transactional finance tasks when required.
- Ensure internal budget templates are prepared accurately and on time to support the annual budgeting process.
- Manage, review and support the billing of corporate management fees, ensuring income is raised accurately and promptly.
- Identify opportunities to improve processes, promote consistency and embed efficient, accurate and compliant ways of working.
Systems & Mobilisation
- Support the mobilisation of new developments, including reviewing and transferring budgets received from previous managing agents.
- Ensure financial information is accurately captured within internal budget templates and finance systems.
- Lead and actively support the financial onboarding of new developments, ensuring systems are configured correctly and all required information is obtained.
- Work closely with property management, onboarding and operational teams to ensure smooth transitions into management.
- Manage and approve new system user set-up, ensuring access levels are appropriate and properly controlled.
- Support system upgrades, developments and process changes affecting Client Finance.
- Complete and support user acceptance testing for system changes and new functionality, identifying and documenting issues and ensuring solutions are fit for purpose.
Financial Controls & Governance
- Review and sign off client bank reconciliations within agreed authority levels.
- Ensure reconciling items are investigated, followed up and resolved appropriately.
- Review and approve bank movements and transfers between client bank accounts within agreed authority levels.
- Ensure approvals are supported by appropriate controls, audit trails and procedures.
- Support and manage TPI/RICS audits, ensuring relevant documentation and information is provided.
- Escalate significant issues or risks to the Head of Client Finance where appropriate.
Team Support & Service Delivery
- Provide day-to-day guidance and support to the Client Finance team.
- Help prioritise workloads, manage deadlines and maintain consistently high standards.
- Support the documentation and continuous improvement of finance processes.
- Depending on experience and business requirements, the role may include line management responsibility for agreed members of the team.
- Act as an escalation point for complex finance queries and work collaboratively to resolve issues.
- Build effective working relationships with internal teams, clients, suppliers, previous managing agents and other stakeholders.
- Take on additional responsibilities and ad hoc duties as required.
About you
Someone who is comfortable operating in a high-volume transactional finance environment and who takes pride in getting the detail right.
Essential experience
- Experience managing competing priorities and deadlines while maintaining accuracy across high-volume financial processes.
- Experience working within financial controls, internal governance or compliance frameworks.
- Strong organisational skills and the ability to manage multiple demands effectively.
- Excellent attention to detail and the confidence to review financial information, identify issues and apply sound judgement.
- Strong communication skills, with the ability to explain financial matters clearly to a range of audiences.
- Good working knowledge of Microsoft Office, particularly Excel and Outlook, alongside shared document management tools.
- Strong technical literacy and the ability to contribute to system testing, implementation and process change.
- A practical, solution-focused approach to identifying issues and improving processes.
Desirable experience
- Experience within residential property management, client finance, leasehold finance or another regulated finance environment.
- Experience working with client bank accounts, reconciliations, billing and payment processes.
- Experience supporting budgeting within a property, finance or operational environment.
- Experience using property management, finance or client accounting systems.
- Working knowledge of leasehold property management finance and the financial requirements associated with development handovers and ongoing management.
Jackson Sims Recruitment, specialists in Real Estate, covering Block & Estate Management, Property Management (AST), Build to Rent (BTR), Facilities Management, Concierge, PBSA and Financial & Accounting Services, operating in London and throughout the UK. Should you be a candidate or client working in Real Estate, we have a multitude of recruitment services that can be tailored to you.
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