Location
Macclesfield, Cheshire | United Kingdom
Job description
Main purpose of job:You will be expected to manage a range of clients and stakeholders, assisting them to build forecasting models using our proprietary financial forecasting software. This process includes collecting their historical financial data and performance, as well as collaborating with them to formulate assumptions about future trends.
- Initial Client Consultations: Holding introductory discussions with potential clients to explore their requirements and how Powdr can support them.
- Data Collection: Engaging with new clients to outline the financial data and information necessary for constructing their financial model within Powdr. This involves delving into any additional details or breakdowns required to enhance the quality of the data. Identifying pertinent accounting aspects essential for better quality forecasting output.
- Model Construction: Uploading client-provided financial data into Powdr to formulate their financial model. Powdr then automatically generates a number of calculations along with cash flow projections.
- Client Follow-Up: Collaborating with clients to ensure their satisfaction with the initial model draft. Ensuring their understanding of how to use Powdr in life to support a smooth handover of their model.
- Additional Responsibilities: Recognizing the dynamic nature of a startup, there may be periods of lower activity where attention shifts to other critical areas of the business. While these tasks will be overseen by other team members, a willingness to adapt and contribute flexibly is pivotal within our startup environment.
What we ask?
- Proficiency in accounting principles with the ability to interpret clients' financial information and data.
- Eagerness to engage with clients throughout the entire process, from initial discussions to software implementation and support.
- Willingness to adapt skills and contribute across various tasks as needed in a startup environment.
- Ability to be onsite in Congleton as required – initially 2-3 days per week whilst training is in progress, this may reduce as you become proficient in your role.
What we offer?
Demonstrate your capabilities in the role, and we grant you the freedom and flexibility to design your life.
Having great client relationships and high-performance records will help build our trust in you which we will pay back in both flexibility around when and where you work, as well as through financial bonus. Our hybrid location policy and adaptable working hours are in place subject to good performance to encourage a great work life balance for you.
You'll receive unwavering support from a top-tier leadership team, reporting directly to the COO renowned for exceptional leadership and talent development. Regular interactions with the CEO and CTO present unparalleled opportunities for personal growth.
Moreover, as a rapidly growing company, you have the autonomy to mould your role and significantly influence the company's trajectory. As an early employee, you’ll be able to shape your career within the company to take on as much seniority over time as you want.
Factor
Qualifications
Level 3 AAT or equivalent
- Experience of working in a financial environment, showing skills in understanding accounts & other financial information provided by a business.
- Experience of working directly with clients and meeting their needs.
Aptitude, skills and abilities
- Ability to problem solve
- Confidence in working with accounting software
- Ability to work under pressure and to tight timescales
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Job tags
Salary
