Account Manager (External Clients)
Gloucester
About Us:
At Virgate, we are committed to delivering exceptional financial services to our clients. Our team of dedicated professionals works closely with businesses to help them achieve their financial goals, using cutting-edge technology and tailored solutions. We pride ourselves on fostering a collaborative, positive, and supportive work environment where every team member plays a crucial role in our clients' success.
We are looking for a proactive, communicative, and detail-oriented Account Manager to join our growing team and make a real impact on our clients’ businesses. If you're passionate about accounting and building strong client relationships, we’d love to hear from you.
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Position Overview:
As an Account Manager, you will act as the key liaison between Virgate and our external clients. You’ll provide essential financial insights, comparing client performance against industry benchmarks, and delivering accurate and timely Management Account reports. You’ll take full ownership of a diverse client portfolio, ensuring all financial reports are completed smoothly and that clients receive top-tier support.
This role offers a great opportunity for someone who enjoys both financial analysis and building strong client relationships.
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Key Responsibilities:
- Serve as the primary point of contact for clients, communicating regularly via phone, email, video calls (Teams), and face-to-face meetings.
- Review and analyze each client’s bookkeeping status on a weekly basis, addressing any discrepancies or issues proactively.
- Having deep Management Accounts Knowledge to be able to support and prepare the accounts when deadlines are due to be met.
- Manage the full Management accounts period-end closure process to ensure smooth delivery of accounting reports within ten working days of period end.
- Liaise with the reporting team to guarantee reports are tailored to each client’s specific needs.
- Provide expert advice to clients based on financial performance and industry benchmarks.
- Ensure all tasks are accurately tracked and completed using the task management system, maintaining up-to-date client notes and supplier information.
- Support colleagues when needed, ensuring clients continue to receive excellent service, even when team members are out of the office.
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What We’re Looking For:
- Qualifications: ACCA / CIMA / CPA equivalent or studying towards
- Experience: At least 3 years’ experience in Management Accounting, with client-facing experience being a plus.
- Skills:
o Proficiency in Excel is essential.
o Strong Management Accounts experience and expertese.
o Knowledge of Xero is desirable but not required.
o Strong communication skills, both written and verbal.
o Ability to prioritize and manage your workload efficiently, especially under tight deadlines.
o Strong problem-solving abilities and a positive, can-do attitude.
o Organized, methodical, and adaptable, with a willingness to learn.
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Why Join Us?
- Growth Opportunities: We offer a clear path for career progression, with opportunities for further training and development.
- Work-Life Balance: Flexible working options, including WFH timeand flexi-time, ensuring you maintain a healthy balance between work and personal life.
- Supportive Environment: Be part of a collaborative, close-knit team that values and supports each other in delivering high-quality service to our clients.
- Competitive Salary and Benefits: NEST pension, health cash plan, professional development courses, extra day off for birthday, long service bonuses, team social events.
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How to Apply:
If you’re ready to take the next step in your career as an Account Manager, we’d love to hear from you! Submit your CV and a cover letter detailing your relevant experience by clicking on Apply Now.
