Edinburgh or Glasgow | Hybrid Working | Up to £80,000

An exciting opportunity has arisen for an experienced Senior Manager to join a growing professional services team supporting clients across the Financial Services sector.

This role has been created in response to increasing demand for sustainability and regulatory reporting expertise and offers the chance to help shape and develop a growing capability area within an established advisory practice.

Whilst sustainability reporting forms part of the opportunity, the successful candidate does not need to be an ESG specialist. Strong financial reporting expertise and leadership capability are considered the most important requirements.

The Role

Working as part of a senior leadership team, you will help lead client engagements, develop team capability and support the growth of a specialist reporting and advisory offering.

You will work with a broad range of Financial Services clients and have the opportunity to contribute across sustainability reporting, regulatory reporting, governance and wider risk-related projects.

This is a highly visible role with responsibility for leading people, managing client relationships and helping shape the future direction of the team.

Key Responsibilities

• Lead and deliver complex client engagements across financial and sustainability reporting projects

• Build trusted relationships with senior client stakeholders

• Support the development and growth of a specialist reporting capability

• Manage, coach and develop junior team members

• Contribute to business development and growth initiatives

• Provide technical insight across reporting, governance and regulatory matters

• Support planning, prioritisation and delivery across multiple concurrent projects

About You

We are keen to speak with individuals who can demonstrate:

• A professional accounting qualification (ACA, ACCA or equivalent)

• Strong financial reporting, statutory reporting or external reporting experience

• Experience operating at Senior Manager level or equivalent leadership responsibility

• Proven ability to lead and develop people

• Strong stakeholder management and client-facing skills

• Excellent planning, organisational and prioritisation capabilities

• A genuine interest in sustainability and evolving reporting standards

Backgrounds of Interest

We would welcome applications from candidates with experience in:

• Financial Services, including insurance, asset management, wealth management or banking

• Professional services, consulting or advisory environments

• Audit, accounting advisory or financial reporting teams

• Regulatory reporting or governance functions

Candidates from other highly regulated sectors may also be considered where they can demonstrate strong reporting expertise and transferable leadership experience.

Why Apply?

• Opportunity to play a key role in a growing area of strategic importance

• Chance to help shape and develop a team and capability area

• Broad exposure to reporting, governance, sustainability and regulatory projects

• Leadership responsibility and genuine opportunity to make an impact

• Flexible hybrid working environment

• Minimal travel requirements

If you are a qualified accountant with strong reporting expertise, leadership experience and an interest in sustainability reporting, we would be delighted to hear from you.

W&A is supporting a well-established international organisation in its search for a Credit Controller. Based in Glasgow, this is a hybrid role with a working pattern of three late shifts (11:30am–8:00pm) and two standard days (9:00am–5:30pm).

The Opportunity

You'll take ownership of a portfolio of business customers, driving collections, resolving queries and working closely with colleagues across Finance to ensure an outstanding customer experience. This is a fast-paced role where your communication skills, commercial judgement and ability to build relationships will directly contribute to the team's success.

Key Responsibilities

• Manage a portfolio of customer accounts, ensuring timely payment of invoices and achievement of cash collection targets.
• Build strong relationships with customers and internal stakeholders to resolve queries quickly and improve the overall payment process.
• Maintain accurate customer records within SAP, supporting payment allocation, credit notes and ledger integrity.
• Escalate complex accounts where appropriate while contributing to continuous improvement initiatives across the Credit Control function.

What You'll Bring

• Proven Credit Control or B2B collections experience, ideally managing a high-volume ledger.
• Strong communication, negotiation and problem-solving skills, with the confidence to influence stakeholders at all levels.
• Working knowledge of SAP, Order-to-Cash processes and Microsoft Excel.
• A proactive, organised approach with a genuine focus on delivering an excellent customer experience.

Package & Benefits

• 6-month fixed-term contract.
• Hybrid working.
• Opportunity to join a globally recognised organisation.
• Collaborative and supportive finance team.

Why This Role?

• Join a respected international business with a high-performing finance function.
• Take ownership of your own portfolio and make a measurable impact.
• Gain exposure to a collaborative, fast-paced environment.

To learn more or apply, please contact Laura Buchanan Owen at laura@wilkinsonandassociates.co.uk for a private and confidential discussion. Alternatively, submit your CV and we'll be in touch. Please note, due to a high volume of applications, only successful candidates will be contacted.

Wilkinson & Associates is partnering with a large, complex organisation to appoint a Senior Finance Business Partner / Lead Finance Business Partner. This is a rare opportunity to join an organisation undergoing significant transformation, where finance plays a pivotal role in driving long-term strategy and supporting major investment programmes.

This is far more than a reporting role. You'll be a trusted commercial partner, helping senior leaders navigate complex decisions, influence change and deliver sustainable financial performance.

The Opportunity

Working closely with senior leadership, you'll lead the finance partnering function for one of the organisation's largest and most strategically important business areas, overseeing financial activity across a substantial budget and supporting ambitious investment and transformation plans.

You'll be responsible for:

• Leading the financial strategy for a major operational area with responsibility for significant budgets.
• Acting as a trusted advisor to senior leaders, providing commercial insight and constructive challenge.
• Supporting strategic planning, investment appraisal and long-term financial decision making.
• Leading, coaching and developing a high-performing Finance Business Partnering team.
• Driving budgeting, forecasting and financial performance across a complex operational environment.
• Developing robust financial models to support major investment and transformation initiatives.
• Presenting financial insight and recommendations to senior leadership.
• Leading continuous improvement initiatives across the wider finance function.
• Supporting organisational change by translating complex financial information into clear, meaningful insight for non-finance stakeholders.

About You

We're looking for an experienced finance leader who combines strong technical capability with exceptional communication and influencing skills.

You'll ideally bring:

• ACA, ACCA, CIMA, ICAS or equivalent professional qualification.
• Significant Finance Business Partnering experience within a large, complex organisation.
• Proven experience leading, developing and motivating finance teams.
• Strong commercial judgement with the ability to influence strategic decision making.
• Excellent stakeholder management skills, with confidence engaging and challenging senior leaders.
• Experience supporting organisational change, transformation or business improvement programmes.
• Advanced financial planning, modelling, budgeting and forecasting expertise.
• The ability to communicate complex financial information in a clear, engaging and practical way.

Experience gained within large, matrix organisations across either the public or private sector will be considered.

Why Apply?

This is an opportunity to join an organisation where finance is genuinely at the heart of decision making. You'll support one of the organisation's fastest growing and most strategically important areas, helping shape investment decisions, improve organisational performance and influence meaningful change.The role offers genuine breadth, visibility and autonomy, together with hybrid working, an excellent pension scheme and outstanding benefits.

If you're looking for a position where you can make a lasting impact while continuing to develop your leadership career, we'd be delighted to hear from you.

Based in Edinburgh with hybrid working, this 6-month Fixed-Term Contract offers the opportunity to make an immediate impact within a collaborative finance team, supporting complex financial reporting, statutory accounting and continuous improvement initiatives.  

The Opportunity 

This is an excellent opportunity for a technically strong finance professional to join a high-performing finance function during a busy period. Working across EMEA entities, you'll support financial reporting, strengthen financial controls, prepare statutory accounts and work closely with auditors and senior stakeholders, while contributing to process improvement initiatives. 

Key Responsibilities 

• Support financial reporting and financial control activities across multiple legal entities.  

• Prepare annual reports and statutory financial statements under FRS102.  

• Assist with period-end close and ensure the integrity of the general ledger.  

• Liaise with auditors and external service providers throughout the audit process.  

• Support regulatory and capital reporting requirements.  

• Prepare technical accounting papers where judgement or interpretation is required.  

• Identify opportunities to improve finance processes and strengthen controls.  

• Build strong working relationships with internal stakeholders and global finance teams.  

Candidate Profile 

• Strong technical financial accounting and financial control experience within investment management.  

• Experience preparing statutory financial statements and managing external audits.  

• Professional accounting qualification is desirable.  

• Big 4 background would be advantageous.  

• Strong finance systems experience.  

• Excellent analytical, communication and stakeholder management skills.  

• Able to manage competing priorities and deliver to tight deadlines.  

Package & Benefits 

• Competitive salary + benefits (available on request) 

• 6-month Fixed-Term Contract 

• Hybrid working.  

Why This Role? 

• Broad, technically challenging finance position.  

• Opportunity to influence financial controls and reporting improvements.  

• Collaborative, high-performing finance team.  

• Excellent contract opportunity with immediate impact.  

To learn more or apply, please contact Jack Ramage at jack@wilkinsonandassociates.co.uk or Andrea Green at andrea@wilkinsonandassociates.co.uk for a private and confidential discussion. Alternatively, submit your CV and we'll be in touch. 

The Opportunity 

As an Accountant, you'll support the preparation of both management and statutory accounts while ensuring accurate financial reporting across several key areas of the business. Working closely with the Finance Manager and wider finance team, you'll be responsible for delivering high-quality reporting, maintaining strong financial controls and supporting a variety of regulatory and compliance requirements. 
 
This is a varied role that offers exposure to senior stakeholders, external auditors and multiple business functions, making it an excellent opportunity for an ambitious accountant looking to broaden their experience within financial services. 

Key Responsibilities 

• Prepare monthly management accounts and supporting reconciliations. 

• Take ownership of designated income and expenditure areas. 

• Produce monthly financial reports for senior leadership. 

• Support tax reporting and year-end accounting for overseas operations. 

• Prepare statutory accounts for associated entities. 

• Coordinate annual SOX and statutory audits with external auditors. 

• Complete VAT returns and support on VAT-related matters across the business. 

• Deliver month-end reporting to the US parent company. 

• Act as finance representative on internal governance committees where required. 

• Support purchase ledger activities. 

• Maintain and enhance financial controls across the finance function. 

• Build strong working relationships with stakeholders across the wider business, providing financial guidance and responding to queries. 

Candidate Profile 

We're keen to hear from qualified accountants who enjoy working in a collaborative environment and have a proactive approach to problem solving. 

• Qualified Accountant (ACA, ACCA, CIMA or equivalent). 

• Previous financial reporting or accounting experience. 

• Asset Management or Financial Services experience is advantageous. 

• Advanced Excel skills and strong Microsoft Office capability. 

• Excellent communication and stakeholder management skills. 

• Strong organisational skills with the ability to manage multiple priorities. 

Package & Benefits 

• Salary: up to £50,000 per annum 

• 12-month fixed-term contract 

Reasons to Join 

• Join an established and highly regarded investment management business. 

• Enjoy a varied role with exposure across multiple areas of finance. 

• Make a meaningful contribution during an important period for the finance team. 

To learn more or apply, please contact Jack Ramage at jack@wilkinsonandassociates.co.uk or Andrea Green at andrea@wilkinsonandassociates.co.uk for a private and confidential discussion. Alternatively, submit your CV and we'll be in touch. 

This newly created Systems Controller opportunity, based in Glasgow and offering hybrid working, is ideal for a forward-thinking professional looking to play a key role in a business-wide transformation.

The Opportunity

You’ll support the Head of Finance Operations Projects & MI across all aspects of finance system management within D365. From process design and data migration to system configuration and testing, your work will underpin the scalability and effectiveness of the finance organisation. This is an exciting chance to contribute to a global transformation, embedding best practice across Finance and helping shape the future of financial operations.

Key Responsibilities

• Lead financial legal entity builds and maintenance within Microsoft D365 F&O, ensuring data accuracy and integrity across all finance structures.
• Manage financial transaction flows and system controls to support accurate internal and external reporting.
• Oversee data migration, cleansing, and rationalisation activities to support system and process improvement.
• Act as the primary liaison between Finance and IT, ensuring seamless collaboration and delivery of finance-related system changes.
• Design and deliver exception and validation reports, ensuring ongoing system integrity.
• Develop and execute test plans, scripts, and training to embed strong user adoption and governance.
• Support BI and MI reporting requirements, leveraging Power BI to enhance insight and performance monitoring.

What You’ll Bring

• Proven experience in finance systems management, ideally within a global or multi-entity environment.
• In-depth knowledge of Microsoft D365 Finance & Operations and Power BI.
• Strong understanding of end-to-end RTR processes and finance operations.
• Excellent analytical and problem-solving skills, with a focus on accuracy and control.
• Ability to communicate complex technical issues clearly to non-specialists.
• CIMA, ACCA, ACA qualification (or qualified by experience).
• Collaborative, proactive, and detail-focused approach with a continuous improvement mindset.

Package & Benefits

• Competitive salary - available on request.
• Hybrid working (Glasgow-based).
• Exposure to major finance transformation initiatives.
• Professional development and system training opportunities.

The Opportunity

• Opportunity to shape and optimise finance systems during a major transformation.
• Key influence role within a forward-thinking finance team.
• Collaborative, high-performing environment with strong leadership support.
• Ideal platform for a finance systems professional seeking career growth.

Company Profile

Our client is a leading UK financial services organisation with a highly regarded finance function and a strong track record of developing finance talent.

This opportunity sits within a specialist technical accounting team that supports complex transactions, new products and strategic business initiatives across the organisation. It offers a unique blend of technical accounting, stakeholder engagement and commercial exposure, making it an excellent platform for someone looking to broaden their experience beyond traditional financial control.

The Opportunity

This is not a typical Financial Control Manager role.

Whilst there is some involvement in periodic reporting activities, the majority of the position focuses on providing technical accounting support and advice across a wide range of business activities. The team is responsible for assessing complex transactions, interpreting accounting standards and helping stakeholders understand the accounting implications of commercial decisions.

The work is varied, fast-moving and often project-based in nature. You could be reviewing the accounting treatment of a major transaction, supporting the launch of a new product, assessing restructuring activity or advising on complex balance sheet matters.

The role offers significant exposure across the business and would suit someone who enjoys problem-solving, learning and working on issues that rarely have a straightforward answer.

Key Responsibilities

• Provide technical accounting guidance on complex transactions and business initiatives
• Assess the accounting treatment of new products, deals and strategic projects
• Interpret and apply accounting standards across a variety of scenarios
• Partner with finance, commercial and front-office stakeholders to deliver practical solutions
• Review asset transfers, restructuring activity and other significant transactions
• Support accounting policy implementation and governance requirements
• Contribute to periodic reporting and technical accounting assessments
• Drive continuous improvement across reporting processes and controls

Candidate Profile

We are interested in speaking with qualified accountants who enjoy technical accounting and solving complex problems.

You may currently be working within financial control, financial reporting, technical accounting, accounting policy or audit. Experience within financial services or banking would be advantageous, although strong financial services audit experience will also be considered.

The successful candidate will demonstrate:

• ACA, CA, ACCA or equivalent qualification
• Strong technical accounting knowledge
• Experience interpreting and applying accounting standards
• Excellent analytical and problem-solving skills
• Strong communication and stakeholder management abilities
• A proactive and curious mindset
• The ability to manage multiple priorities in a changing environment

Most importantly, we're looking for someone who enjoys learning, embraces new challenges and is comfortable operating outside of a purely process-driven role.

Why Join?

• Exposure to a wide variety of complex accounting and commercial matters
• Opportunity to work closely with senior stakeholders across the business
• Highly visible role within a specialist technical accounting team
• Collaborative and supportive working environment
• Genuine variety and intellectual challenge
• Strong long-term career development opportunities
• Hybrid and flexible working arrangements

This is an excellent opportunity for a technically strong accountant seeking broader exposure, greater variety and the chance to work on some of the most interesting accounting challenges within a large financial services environment.

If this role is of interest to you, please contact Jack Ramage at jack@wilkinsonandassociates.co.uk or Andrea Green at andrea@wilkinsonandassociates.co.uk for a private and confidential conversation.

Souter Investments - Finance Manager 

W&A is delighted to have been retained by Souter Investments to recruit a Finance Manager to join their Edinburgh city centre-based team. 

The Business 

Souter Investments is the private family investment office of Stagecoach Group co-founder and Scottish entrepreneur Sir Brian Souter.   

Their primary focus is on private equity investments in unquoted companies, where they can invest either on their own, or with partners but they also make selected allocations to quoted markets, real estate, and funds.  

To date, they have invested over £500m in over 90 unquoted companies over the last 15 years. Over £250m is invested in their current portfolio of more than 40 businesses, which vary by size and industry. 

The Role 

Reporting to the Head of Finance, the position would be ideally suited to someone who is keen to work in a small finance team at the heart of the business. 

The core of this position will revolve around quarterly and annual compliance work whilst incorporating many ad hoc projects, data analysis, high level planning and the provision of information for the investment team and stakeholders.   

Key Responsibilities 

• Accounts preparation for a range of corporates, partnerships and trusts within the group structure using Microsoft Business Central, Sage, Xero & Excel 

• Day to day cashflow management, processing and review of payments and maintaining integrity of banking controls 

• Preparation of annual statutory accounts information for presentation to, and liaison with, auditors 

• Preparation of corporation and personal tax information for presentation to and communication with external tax advisers, together with review of returns and ensuring sign-off within the team 

• Provision of company secretarial services across the group 

• Preparation of VAT returns, including a group, partial exemption return 

• Liaising with bank including bi-annual reporting requirements 

• Data gathering, reporting and interpretation of investments.   

• Undertaking of ad-hoc duties and projects 

About You 

• Professionally qualified (CA or ACCA) 

• Experience of working in a small to medium sized accountancy firm and/or in industry with exposure to a broad range of tasks or experience in a similar environment 

• Experience of Microsoft Business Central advantageous 

• Strong Excel skills essential 

• Although transaction volumes are relatively low, investments in unquoted entities tend to be complex and a thorough understanding of double entry bookkeeping is required 

• Self-sufficient, well organised, able to multi-task, prioritise and work to deadlines, excellent attention to detail and managing requests from different stakeholders 

• As part of a small finance team it is key that you are happy to be hands-on in your approach, have a “can do” attitude and are always looking to add value whenever possible 

To apply, or for more information please contact our retained consultant Jack Ramage, on jack@wilkinsonandandassociates.co.uk. Any direct or third-party applicants will be forwarded to our retained consultants, Wilkinson & Associates.

W&A is partnering with a growing financial services group to appoint a Prudential Risk Manager – Capital, Liquidity & Treasury Risk.

This is an excellent opportunity for someone with experience across prudential risk, capital, liquidity, treasury risk or regulatory frameworks who is looking for a role with genuine scope to grow, develop and make a visible impact.

The business is continuing to evolve, and this role will play an important part in supporting that growth by helping to strengthen, develop and enhance the Group’s capital and liquidity frameworks, strategic risk assessments and prudential risk capability.

Working closely with Finance, Treasury, Risk and senior leadership, you will help ensure the Group remains financially resilient, well governed and able to support its strategic objectives.

The Group operates across multiple regulated entities and regulatory regimes, including MIFIDPRU, IPRU-INV 5 and UK Solvency II, making this a broad and technically interesting opportunity for someone who wants exposure, ownership and long-term development.

The Business

The organisation is a growing financial services group with a clear focus on supporting advisers, customers and long-term financial outcomes.

The business has continued to develop its platform, proposition and operating model, creating a more sophisticated and increasingly complex group environment. As it grows, there is a real opportunity to further strengthen the way capital, liquidity and prudential risk frameworks are managed across the business.

The culture is collaborative, values-led and people-focused, with a strong emphasis on doing the right thing for customers while giving colleagues the opportunity to contribute, develop and make a visible impact.

For someone who wants to be part of a business that is still evolving, rather than simply maintaining an established process, this role offers a strong platform for growth.

The Team & Hiring Manager

You will work closely with an experienced senior leader who brings an excellent background across financial services, risk, governance and regulatory environments.

The hiring manager is keen to appoint someone who can grow into the role, not simply someone who has already done every part of it before. They are looking for someone with strong foundations, curiosity and the confidence to take ownership, while continuing to develop their technical and commercial judgement over time.

This is a good opportunity for someone who wants access to senior stakeholders, guidance from an experienced manager and the chance to build their capability across capital, liquidity, treasury risk, regulatory assessment and strategic prudential risk work.

The successful person will be given visibility, support and room to develop as the business continues to grow and mature.

The Role

This is not a narrow reporting role.

You will be involved in key prudential risk deliverables across the Group, including ICARA, Group Capital and Liquidity Assessment, stress testing, scenario analysis, wind-down planning and recovery-related activity.

The role would suit someone who enjoys combining technical regulatory understanding with financial analysis, stakeholder engagement and practical business impact. You will be expected to interpret complex regulatory and financial information, translate analysis into clear recommendations and support decision-making at senior management, committee and Board level.

Key Responsibilities

You will be involved in:

• Managing the end-to-end ICARA process for MIFIDPRU entities, including risk assessments, wind-down analysis, capital and liquidity adequacy assessments, stress testing and governance approvals
• Supporting the development and ongoing enhancement of the Group Capital and Liquidity Assessment
• Delivering and improving capital and liquidity stress testing, including scenario design, model outputs, analysis of outcomes and reporting to senior stakeholders
• Identifying surplus or constrained capital and liquidity positions at entity and Group level
• Working closely with Treasury and Finance to recommend capital and liquidity optimisation actions
• Supporting the development and review of the Group’s risk appetite framework, including quantitative thresholds for capital and liquidity
• Maintaining and enhancing early warning indicator monitoring
• Designing and facilitating fire drill exercises to test recovery and wind-down scenarios
• Monitoring prudential regulatory developments and assessing the impact on capital, liquidity and risk management frameworks
• Enhancing MI, dashboards and reporting packs for senior management, committees and Board-level forums
• Engaging with stakeholders across Finance, Treasury, Risk, business functions and senior leadership
• Helping embed a strong prudential risk culture across the business

About You

You will likely bring experience from financial services, ideally gained in one or more of the following areas:

• Prudential risk
• Treasury risk
• Capital management
• Liquidity risk
• Regulatory capital
• Financial risk
• Recovery and resolution planning
• Stress testing
• Regulatory reporting or regulatory advisory

You do not need to have done everything in the role already. The business is open to someone with the right foundations, appetite and capability to step into a broader remit and continue developing.

You should have experience leading or materially contributing to one or more of the following:

• ICARA / ICAAP
• GCLA
• ORSA
• Capital and liquidity adequacy assessments
• Wind-down planning
• Recovery planning
• Capital or liquidity stress testing
• Risk appetite framework development
• Prudential regulatory analysis

You will also bring:

• Strong understanding of prudential regulatory expectations and good industry practice
• Exposure to frameworks such as MIFIDPRU, IPRU-INV 5, UK Solvency II, ICARA or wider capital and liquidity adequacy requirements
• Strong financial modelling, cash flow analysis, forecasting or stress testing capability
• The ability to turn complex analysis into clear, practical recommendations
• Strong Excel, PowerPoint, MI and reporting skills
• Excellent planning, coordination and stakeholder management skills
• Confidence engaging with stakeholders across Finance, Treasury, Risk and senior leadership
• A proactive, structured and detail-oriented approach
• The appetite to keep learning, take ownership and grow with a developing business

A professional qualification such as CA, ACCA, CIMA, AMCT, CFA or similar would be beneficial, but relevant experience, technical curiosity and the ability to operate well with senior stakeholders will be most important.

Why Apply?

This is a strong opportunity for someone who wants more than a process-driven prudential risk role.

The role offers:

• Genuine scope for growth and development
• The opportunity to work under an experienced and supportive senior leader
• The chance to shape and enhance capital and liquidity frameworks
• Exposure to a growing financial services group with increasing complexity
• A broad remit across capital, liquidity, treasury risk and prudential regulation
• Close interaction with Finance, Treasury, Risk and senior leadership
• Involvement in high-profile regulatory, governance and strategic risk work
• The chance to take ownership, build confidence and develop into a broader senior-facing role
• Hybrid working, strong benefits and a collaborative culture

For more information, please contact Jack Ramage at W&A.