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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, management accounts preparation, and variance analysis while effectively communicating complex financial information to diverse audiences. Proven ability to support strategic financial planning and process improvement initiatives within management partnerships.
Highest-signal resume keywords
ACA QualifiedManagement Accounts PreparationAdvanced Excel SkillsFinancial ReportingSAP ByDesign Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudgetingForecastingP&L ReviewVariance AnalysisProfit-Share CalculationsCapital Expenditure MonitoringAR/AP Activity ReviewFinancial ControlsKPI Tracking
Soft Skills
Commercial AwarenessCommunication SkillsRelationship BuildingDetail OrientationBig-Picture Thinking
Tools & Technologies
SAP ByDesignSalesforceExcel
Certifications & Qualifications
ACCAACACIMA
Industry Keywords
Management PartnershipsProperty SectorReal EstateManagement AgreementsPartnership Structures
About the role
Key responsibilities & impact- Own the month-end reporting process for a portfolio of Management Partnerships
- Prepare management accounts, including management fee and profit-share calculations
- Review P&Ls and balance sheets for accuracy and completeness
- Deliver variance analysis and commentary against budget and prior performance
- Track partnership KPIs and highlight risks and opportunities
- Contribute to quarterly board reporting and investor updates
- Build relationships with operational teams and provide financial analysis and commercial support
- Serve as subject matter expert for assigned Management Agreements
- Support external partners with financial queries and reporting requirements
- Help shape annual budgets, forecasts, and long-term financial planning
- Monitor capital expenditure and ensure appropriate financial allocation
- Review AR/AP activity and maintain robust financial controls
- Identify process improvement and efficiency opportunities
- Support strategic and ad-hoc finance projects
Requirements
What you’ll need- ACA, ACCA or CIMA qualified with a minimum of 2 years' post-qualified experience
- Strong accounting and financial reporting background
- Experience producing management accounts, budgets, forecasts and financial analysis
- Advanced Excel skills and confidence working with large datasets
- Ability to simplify and communicate complex financial information to non-finance audiences
- Strong commercial awareness with the ability to balance detail and big-picture thinking
- Property or real estate sector experience desirable
- Knowledge of management agreements and partnership structures desirable
- Experience working with SAP ByDesign and/or Salesforce desirable
- Exposure to process improvement, transformation, or change initiatives desirable
Benefits
Comp & perks- Core working hours with flexibility
- Two weeks ‘Work from Anywhere’
- 28 days’ annual leave + bank holidays
- Your birthday off
- Option to buy additional annual leave
- 5% matched pension scheme
- Life assurance
- Discounted gym membership
- Access to gyms and selected wellness classes with Restore at Fora
- Health cash plan
- Mental Well-being support, including confidential in-person or online therapy sessions
- Cycle to Work Scheme
- Season Ticket Loan
- 25% off at Fora cafés
- 2 volunteer days per year
- Generous Employee Referral Scheme
