Financial Services
Introduction
Yolk's Financial Services recruitment team work with market-leading, globally renowned employers across Wales and the UK in sectors such as FinTech, Insurance, Manufacturing, Banking, and Law Firms amongst others.
Our industry leading Financial Services recruitment division excel in helping skilled professionals make the perfect career move, and organisations place the right people in the right roles.
Whether you're looking for a Part or Fully qualified Accountant for your practice, an individual within a transactional role such as Payroll or Credit Control, or seeking out a skillset within Financial Crime, Governance, or Risk & Compliance, the team are experts in placing top talent into permanent and fixed term contracts.
Our team has strong relationships with high profile, respected employers. Here you’ll find jobs that represent the very best of what’s around – whatever your level.
While our expertise extends far beyond, here are just some of roles that we specialise in:
PQ & FQ Accountants across multi-sector
CFO/Financial Controller and Finance Managers
Payroll
Credit Control
Investment and Operations
Governance, Risk & Compliance
Financial Crime
FP&A
Analytics - Credit Risk & Data
Mortgage Managers, Underwriters, and Administrators
For a confidential conversation about your next career move, or if you’re looking for talented professionals to join your firm, speak to our Financial Services team.
Jessica Harmer
Manager, Financial Services
jessica.harmer@yolkrecruitment.com
02921 673 753
jharmer@yolkrecruitment.com 02921 673 753
"Yolk's Financial Services recruitment team strive to offer our clients and candidates an industry leading service across permanent, contract and temporary finance roles based in Wales and the South West of England. We pride ourselves on being able to find the perfect fit for every requirement, and make sure to put in the time after the placement to ensure everything runs smoothly for both sides."
Get in touch with our Financial Services team by clicking below:
Latest Jobs in Financial Services
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Purchase Ledger Assistant - Immediate start
Monmouthshire
Job Title: Accounts Assistant - Fixed-Term Contract (12 Months) Location: Monmouth, Wales Salary: £28,000 - £30,000 per annum Start Date: Immediate Yolk Recruitment is proud to be supporting our client in their search for an Accounts Assistant to join their team on a 12-month Fixed-Term Contract. This is a fantastic opportunity to bring your expertise to a well-established organisation in Monmouth and make a meaningful contribution to their finance team. The Role As the Accounts Assistant, you will be a vital part of the finance function, responsible for: Handling day-to-day accounting duties, including processing invoices, reconciling accounts, and managing payments. Maintaining accurate and up-to-date financial records. Assisting with month-end and year-end processes. Liaising with internal and external stakeholders to resolve financial queries. About You We're looking for a candidate who: Has experience in an accounts or finance-related role. Is proficient with accounting software and Microsoft Excel. Boasts strong attention to detail and organisational skills. Has a proactive, positive attitude and enjoys being part of a collaborative team. What's on Offer A competitive salary of £28,000 - £30,000 per annum. The chance to gain valuable experience and develop your skills in a supportive environment. The opportunity to work with a dynamic team in a scenic location. How to Apply If you're available for an immediate start and eager to take on this exciting opportunity, we'd love to hear from you
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Payroll Assistant (Part time)
Risca
Job Advert: Part-Time Payroll Assistant - Immediate Start Location: Newport City Centre Hours: Part-Time (Flexible schedule) Start Date: Immediate Salary: Competitive, depending on experience Are you organized, detail-oriented, and looking for a rewarding part-time role in the heart of Newport? Join our team as a Payroll Assistant and play a vital role in supporting our busy payroll department! About the Role: As a Payroll Assistant, you will be responsible for ensuring our payroll processes run smoothly and efficiently. This is a fantastic opportunity for someone with a passion for accuracy and a flair for working with numbers. Key Responsibilities: Assisting with the preparation and processing of payroll for staff. Ensuring employee records are up-to-date and compliant with regulations. Addressing payroll queries and providing support to the wider team. Reconciling payroll data and preparing relevant reports. Maintaining confidentiality and accuracy at all times. What We're Looking For: Previous experience in payroll or administration is advantageous but not essential. Proficiency in Microsoft Office, particularly Excel. Excellent attention to detail and organizational skills. Strong communication skills and a proactive attitude. Ability to work independently and manage time effectively. What We Offer: Immediate start and flexible part-time hours. A supportive and friendly working environment in Newport City Centre. Opportunities to develop your skills in payroll and administration. Competitive salary based on experience. If you're eager to start a new role in a dynamic team and have a passion for payroll or administration, we'd love to hear from you! How to Apply:
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Management Accountant
Cardiff
We are seeking a skilled and detail-oriented Management Accountant to join our finance team. In this role, you will ensure accurate and timely month-end financial processes for key service areas, delivering insights and maintaining compliance with financial policies, procedures, and controls. Key Responsibilities Prepare and post monthly accounting journals and accruals into SAP for month-end activities. Conduct reconciliations for costs and some balance sheet accounts. Produce accurate month-end reports, including variance analysis and commentary, to support decision-making. Participate in business cost review meetings to present financial insights. Collaborate with teams to prepare financial plans, budgets, and run rates, including leading business planning sessions. Provide detailed cost analysis, identifying controllable expenditures, efficiency opportunities, and external trends. Support regulatory reporting, audit processes, and annual budgetary exercises. Continuously identify and drive improvements in financial processes and team efficiency. Who You'll Work With You'll collaborate with: Senior Management Accountant Business Unit Financial Controllers and Management Accountants Financial & Regulatory Accountant Operational and Catchment Management Teams About You The ideal candidate will possess: ACCA or CIMA qualification (or part-qualified). Proficiency with SAP or similar ERP systems (e.g., Oracle). Proven ability to manage competing priorities and engage with diverse stakeholders. Extensive experience in journal posting, cost and balance sheet reconciliations, and financial reporting. A proactive, results-driven mindset with a focus on process improvement. Excellent teamwork, communication, and interpersonal skills.
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Finance Assistant (12 month FTC)
Ross-on-Wye
📢 Job Opportunity: 12-Month Fixed Term Contract in Ross-on-Wye 💼 Position: Purchase Ledger Specialist 📍 Location: Ross-on-Wye 💰 Salary: Up to £30,000 per annum Are you experienced in managing Purchase Ledgers and ready for your next challenge? We're seeking a skilled and organised professional to join our team on a 12-month fixed-term contract. Based in the charming town of Ross-on-Wye, this role is a fantastic opportunity to showcase your expertise and make a meaningful contribution. What You'll Do: Take ownership of the purchase ledger function, ensuring all invoices and payments are processed accurately and on time. Manage supplier relationships and handle queries effectively to maintain strong partnerships. Reconcile supplier statements, investigate discrepancies, and implement solutions promptly. Oversee expense processing and ensure the ledger remains up to date and compliant. Collaborate with finance and operational teams to support seamless financial operations. What We're Looking For: Proven experience in managing purchase ledgers is essential. Strong organizational skills and the ability to handle a high volume of transactions. Attention to detail and accuracy in all financial tasks. Proficiency in accounting software and Microsoft Excel. A proactive approach and excellent problem-solving abilities. What We Offer: Competitive salary up to £30,000. An opportunity to grow your skills within a supportive team environment. A chance to contribute to a thriving organization and gain valuable experi
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Commercial Analyst
Crickhowell
Are you a commercially minded finance professional with a passion for data-driven decision-making and strategic analysis? We're looking for a Pricing Analyst to join our dynamic team and play a crucial role in driving profitability and growth through innovative pricing strategies. About the Role Working closely with senior stakeholders and the sales team, you'll support pricing operations and analytics across the business. You'll prepare pricing proposals, develop financial models, and provide key insights to influence business decisions. This is a fast-paced role, ideal for someone proactive, detail-oriented, and ready to make an impact. Key Responsibilities Develop pricing for new prospects and existing clients. Support the creation of pricing for new products, channels, and strategic initiatives. Build, maintain, and document pricing models in line with governance standards. Conduct profitability reporting to support competitiveness and relationship management. Collaborate with commercial teams and stakeholders across the business. Provide financial analysis and insight to support executive decision-making. Assist with pricing governance, ensuring robust controls are in place. Deputise for the Head of Pricing when required. Key Deliverables Prepare pricing proposals for tenders and client retention strategies. Deliver timely and accurate financial analysis for leadership teams. Analyse market trends and competitor pricing to identify opportunities. Provide commercial decision support, including business case development. Enhance processes and procedures to optimise pricing and mitigate risks. Qualifications and Experience Essential: Part-qualified or fully qualified accountant (ACA/ACCA/CIMA). Minimum of two years' experience in FP&A or a commercial finance role. Proficiency in Excel with experience in financial modelling. Strong mathematical modelling skills and experience with large datasets. Commercially aware with excellent analytical and problem-solving skills. Proven ability to deliver actionable insights and meet tight deadlines. Educated to degree level or equivalent. What We're Looking For A proactive, self-starter with strong problem-solving capabilities. Excellent communication and collaboration skills. An inquisitive mindset, eager to identify key drivers behind data. A passion for continuous improvement in financial practices and business processes.
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Accounts Assistant
Caerphilly
📢 Job Opportunity: Accounts Assistant - Caerphilly | Up to £26,000 per annum Are you a numbers enthusiast with at least 2 years of experience in accounts? Are you ready to hit the ground running and make an immediate impact? If so, we want you on our team! 🔍 What We're Looking For: We're seeking a detail-oriented and proactive Accounts Assistant to join our team in Caerphilly. This is a fantastic opportunity to advance your career in a dynamic and supportive environment. 💼 Role Responsibilities: Processing invoices and managing accounts payable/receivable. Assisting with reconciliations and financial reporting. Supporting the finance team with day-to-day operations. Ensuring accuracy and efficiency in all financial transactions. ✅ What You'll Need to Succeed: A minimum of 1/2 years' experience in an accounts or finance role. Proficiency in accounting software and MS Excel. Strong attention to detail and organisational skills. A proactive approach and ability to start immediately. 💰 What's in It for You: Competitive salary of up to £26,000 per annum. A friendly and collaborative team environment. Opportunities for professional growth and development. If you're ready to take the next step in your accounts career and join a fantastic organisation, we'd love to hear from you!
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Finance Manager
Cardiff
My client is seeking a proactive and strategic Finance Manager to lead their Treasury, Tax, and Enterprise Risk Management functions. This is a pivotal role within our finance team, where you'll collaborate with internal and external stakeholders to drive our tax strategy, treasury policy, and risk management processes. Key Responsibilities Taxation Formulate and implement the Group's tax strategy. Oversee the preparation and filing of tax returns, VAT, PAYE, NIC, and corporation tax for all subsidiaries. Liaise with international tax authorities, tax consultants, and auditors, ensuring timely compliance across jurisdictions (UK, Japan, Ireland, Netherlands, Germany, France). Manage Patent Box and R&D Tax Credit regimes and maintain audit-compliant records. Direct the Group's transfer pricing policy and recommend transfer prices for new products. Treasury Manage the Group's Treasury policy, maintaining optimal cash flow, banking relationships, and currency policies. Ensure compliance with treasury policies for deposit accounts and currency management. Enterprise Risk Management Lead the Enterprise Risk Management process, business partnering with risk owners and integrating new companies. Maintain operational risk registers, providing regular updates to the risk management framework. Other Responsibilities Uphold and promote their policies on Equal Opportunities, Health & Safety, Quality, and Environment. Assist the CFO on ad hoc projects and provide high-level financial insights. Key Skills & Experience Essential Financial accounting experience in a manufacturing environment, with expertise in FRS 102 or IFRS. Experience preparing and reviewing tax computations, tax returns, and deferred taxation. Strong interpersonal, presentation, and communication skills, including proficiency in PowerPoint, Excel, and Word. Proven ability to deliver timely and accurate financial information and year-end accounts. Ability to influence others and manage stakeholder relationships. Competencies Balances Stakeholders: Manage the needs of diverse stakeholders effectively. Optimises Work Processes: Strive for continuous improvement in financial processes. Ensures Accountability: Hold self and others to high standards. Collaborates: Build strong partnerships within and outside the team. Plans and Aligns: Align work with organisational goals. Communicates Effectively: Deliver clear and tailored communications.
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Management Accountant
Carmarthen
Are you a driven and experienced Management Accountant looking to make a significant impact in a dynamic organisation? Join us as a Management Accountant, where you'll play a pivotal role in shaping financial insights and supporting strategic decision-making across departments. Key Responsibilities: Prepare and review accurate monthly management accounts and performance reports for senior leadership. Develop and maintain budget and forecast models; lead budget and forecast processes to align with business objectives. Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights. Coordinate statutory audit and accounts processes, working closely with external auditors. Communicate and apply technical (accounting) changes to the firm's accounts. Collaborate with the Finance Director on partnership tax and accounting transactions. Continuously improve financial processes and systems to enhance efficiency and reporting accuracy. Qualifications: Minimum of 5 years' experience in management accounting. Professional qualification (CIMA, ACCA, ACA, or equivalent). Strong analytical skills and keen attention to detail. Excellent communication skills and ability to present financial data clearly. Experience in business partnering and stakeholder engagement. Proficiency in accounting software and Microsoft Office; advanced Excel skills required. This role offers a chance to collaborate closely with senior leadership and contribute to the financial success of the organisation. If you're an accomplished Management Accountant looking to elevate your career, apply today!
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Management Accountant
Swansea
Are you a driven and experienced Management Accountant looking to make a significant impact in a dynamic organisation? Join us as a Management Accountant, where you'll play a pivotal role in shaping financial insights and supporting strategic decision-making across departments. Key Responsibilities: Prepare and review accurate monthly management accounts and performance reports for senior leadership. Develop and maintain budget and forecast models; lead budget and forecast processes to align with business objectives. Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights. Coordinate statutory audit and accounts processes, working closely with external auditors. Communicate and apply technical (accounting) changes to the firm's accounts. Collaborate with the Finance Director on partnership tax and accounting transactions. Continuously improve financial processes and systems to enhance efficiency and reporting accuracy. Qualifications: Minimum of 5 years' experience in management accounting. Professional qualification (CIMA, ACCA, ACA, or equivalent). Strong analytical skills and keen attention to detail. Excellent communication skills and ability to present financial data clearly. Experience in business partnering and stakeholder engagement. Proficiency in accounting software and Microsoft Office; advanced Excel skills required. This role offers a chance to collaborate closely with senior leadership and contribute to the financial success of the organisation. If you're an accomplished Management Accountant looking to elevate your career, apply today!
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Financial Controller
Bridgwater
We are seeking an experienced and driven Financial Controller to lead and manage the day-to-day financial operations of our firm. In this critical role, you will oversee the finance team, manage financial processes, and provide insights to support our strategic goals. This is an excellent opportunity for a proactive and results-oriented professional looking to make a tangible impact on the financial health and stability of our organisation. Main Duties and Responsibilities: Oversee the firm's financial operations, including accounts payable, accounts receivable, payroll, and financial reporting. Prepare monthly management accounts and financial statements in compliance with relevant accounting standards. Manage cash flow, forecasting, and budgeting to ensure the firm's financial stability and operational success. Ensure accuracy in financial records and compliance with regulatory requirements, including VAT and tax filings. Provide insightful financial analysis to inform and support strategic planning and decision-making. Negotiate with suppliers to secure favourable terms and cost efficiencies. Lead, mentor, and develop the finance team, promoting high standards and supporting professional growth. Ensure appropriate team coverage and deputise for the CFO as needed. Liaise with external auditors and manage the year-end audit process efficiently. Implement and maintain robust financial controls and processes to safeguard assets. Drive continuous improvement in financial systems and processes. Act as a key contact for both internal and external stakeholders on all financial matters. Key Competencies: Strong analytical and problem-solving abilities. Excellent written and verbal communication skills. High attention to detail and accuracy in work. Ability to manage multiple tasks effectively under pressure and meet tight deadlines. Proactive and results-oriented, with a commitment to continuous improvement. Strong leadership skills with a demonstrated ability to manage and develop a team. Why Join Us? Be part of a forward-thinking and supportive team where your contributions make a difference. Engage in challenging and rewarding work with opportunities for career advancement. Enjoy a competitive salary, comprehensive benefits, and a positive, collaborative work culture. If you're ready to bring your expertise to a dynamic role and support our firm's financial growth, we'd love to hear from you!
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Accounts Assistant (Sales & Purchase Ledger)
Cwmbran
Are you a detail-oriented, motivated individual with a passion for numbers? We're looking for an Accounts Assistant to join our team in Cwmbran on a 12-month fixed-term contract. If you're seeking an opportunity to expand your accounting skills in a supportive, dynamic environment, this could be the perfect role for you! Role Overview As an Accounts Assistant, you'll play a vital role in our finance department, supporting daily accounting operations and ensuring accurate financial records. This position offers a unique opportunity to gain hands-on experience and grow your accounting expertise. Key Responsibilities Assisting with day-to-day financial transactions and data entry Managing accounts payable and receivable Supporting month-end processes and reconciling accounts Preparing invoices, handling expense reports, and maintaining financial records Providing general administrative support to the finance team About You You'll be successful in this role if you're: Detail-oriented and accurate, with a solid understanding of accounting principles Organised and able to manage multiple tasks and deadlines Proficient in using accounting software and Microsoft Excel A great communicator with strong interpersonal skills Qualifications Previous experience in an accounting or finance role (experience with accounts payable/receivable preferred) A relevant qualification or working towards one (e.g., AAT) is desirable but not essential SAGE experience (essential) What We Offer Competitive salary and benefits package Opportunity to work with a supportive and experienced finance team Professional development in a collaborative environment Location: Cwmbran (office-based)
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Management Accountant
Cardiff
Location: Cardiff Contract: 12-Month Fixed Term Are you a qualified accountant looking to leverage your expertise in finance transformation and data reporting? Join our dynamic Cardiff Finance team as a Project Accountant and play a pivotal role in our finance transformation journey. About the Role Reporting to the Head of Cardiff Finance, you'll work closely with our 10-person finance team to drive key finance transformation projects while supporting management accounts, reporting, budgeting, and re forecasting functions. This role involves collaborating across teams, focusing on projects that will transform our reporting, data provision, and financial software. Key Responsibilities: Lead the implementation of a new dashboard system to enhance data accessibility for department heads, partners, and fee earners. Oversee the migration to a new reporting platform, ensuring report accuracy and data integrity. Support the implementation of budgeting, forecasting, and cash flow management software. Produce and review monthly management accounts and engage in budgeting and re forecast processes. Manage the annual review of charge-out rates and profitability reporting. Contribute to statutory reporting, financial statement production, and audit preparation. Address internal financial reporting queries and approve banking transactions as needed. Provide cover for team members during absences and engage in additional ad-hoc projects. Skills & Experience Required: Qualified Accountant (ACCA/CIMA or equivalent) with strong IT and MS Excel skills, including financial modelling (Lookup, Pivot, Chart functions). Proven track record in a similar role with strong organisational skills, attention to detail, and the ability to meet diverse deadlines. Experience with leading practice management/accounting systems (e.g., Elite/SAP) and ideally familiarity with database querying. Ability to engage with the business, proactively identify process improvements, and deliver high-quality outputs.
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Project Accountant
Cardiff
An ambitious, globally impactful environmental technology company is looking for a dedicated Project Finance Specialist to join its project delivery team. Focused on enhancing security, safety, environmental protection, and sustainability, our clients serves worldwide. Their mission is to innovate and deliver exceptional products, and we're seeking a qualified accountant to handle all finance matters related to our large-scale international systems projects. This role is an exciting opportunity to work in a fast-paced environment, where excellence is rewarded, and high-quality results lead to personal and professional growth. You'll play a key role in supporting their mission by managing the financial operations of significant international projects. Key Responsibilities: Oversee budgeting and cash flow planning for all international systems projects, including complex, large-scale endeavours. Produce detailed budgets, forecasts, project accounts, and financial reports for executive review. Ensure project expenditures align with approved budgets and report on financial risks or project changes. Manage cost control, governance, and invoice review to meet contract requirements. Handle project finance administration and liaise with auditors as needed. Qualifications & Skills: Qualified accountant (CIMA, ACA, or equivalent) Experience with financial management of international projects Exceptional attention to detail and a pragmatic approach Strong communication skills, with an appreciation of cultural differences in global territories Positive, proactive, and solutions-oriented attitude Proficient in accounting systems and Microsoft Excel Team player committed to building a secure, lasting career in a growing company Benefits: Competitive salary with performance-based rewards Matched company pension contributions up to 5% 25 days annual leave, increasing with tenure Private healthcare Flexible working arrangements Company sick pay and development opportunities Location: This hybrid role will be based out of our Cardiff office, offering flexibility to support work-life balance.
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Commercial Analyst
Bridgend
Are you a data-driven professional with a passion for strategic insights? We are seeking a Strategic Intelligence Analyst to support the development of market strategies and provide intelligence that drives our commercial activities forward. We are looking for someone who has been working within a Finance/ Commercial Insights role with an education within Finance, Business or Economics! Key Responsibilities: Provide strategic intelligence to aid in the planning of marketing and commercial activities. Prepare budgets and allocate resources, commissioning research as needed. Understand and define their positioning in various markets and target sectors. Compile, monitor, and analyse the markets they are within, as well as relevant economic data. Provide regular updates to the business on market and economic conditions. Set up and manage internal intelligence and knowledge-sharing processes and reports. Track competitor results, movements, and industry news. Determine their market share in key segments and identify growth opportunities. Support the development and implementation of sector strategies. Analyse the fit of their products in target sectors and identify gaps in the market. Attend seminars, conferences, and customer meetings to gain insights and strengthen market knowledge. Engage with key stakeholders in target sectors. What You Bring: Previous experience in a similar strategic intelligence role! Strong budget management experience. Exceptional analytical skills, both quantitative and qualitative. High attention to detail and accuracy. Excellent presentation and communication skills. A degree in Business, Finance, Economics, Marketing, or a related field. If you're ready to leverage your strategic insight to influence major business decisions and drive growth, we'd love to hear from you!
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Payroll Advisor
Broughton
Payroll Advisor - £14.50 per hour PAYE - 6 Months - Broughton, Flintshire - SINGLE STAGE PROCESS Yolk Recruitment are recruiting for a Payroll Advisor to work on a 6 month contract in Broughton for our client that specialises within the engineering sphere. Responsibilities: Process Payroll related transactions from internal stakeholders, such as: Detached Duty, Standby, On Call One time payment submissions Memberships, Loans, PASS scheme Working Party Subsistence P45 / New Starter Declarations Settlement Agreements Court Orders Process Time related transactions from internal stakeholders, such as: Overtime Shift Changes Sickness Phased Return To Work Time Savings Accounts, Salary Offset Process HR Administration related activities: Complete transactions in relation to all HR administration activities, for example references and solicitors letters Provide first level support to all clients on the flexible benefits platform Maintain e-pay tool and provide first line of support when dealing with stakeholder queries. Produce documents through mail merge for internal mail shots and divisional correspondence Manage all aspects of the relationship with the external e-payslip provider. E-mail Archiving. o Maintain and improve processes utilised within the team. Support and deliver all other HR administration requests, as required. Key Qualities: Customer focused and results orientated, with a logical approach to completing tasks. Be able to work using own initiative and develop effective solutions to problems. Must be a team player and proactively assist other team members when needed. Have a strong ‘personal branding’ and demonstrate a ‘can-do’ attitude in all areas. Ability to work under pressure to agreed deadlines. Work with minimum supervision, self-motivated. Excellent interpersonal skills, be well organised and have a flexible approach. Committed to support continuous improvements. Organisational and planning skills are essential to this role.
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Finance Business Partner
United Kingdom
Finance Business Partner - Procurement & CRE - INSIDE IR35 - Up to £450 per day - Teesdale, Chilton, Cambridge or Farringdon - 6 Months - SINGLE STAGE VIRTUAL INTERVIEW Yolk Recruitment are recruiting for a Finance Business Partner to join our client on a 6 month contract based in either Teesdale, Chilton, Cambridge or Farringdon for an initial period of 6 months. The purpose of th role is to provide finance support to the Global Chief Procurement Officer, and the wider Procurement and Corporate Real Estate teams. You will be reporting consolidated spend and savings, defining saving targets, peerforming analysis and taking actions to deliver procurement saving and wider goals. Responsibilities: Support the CPO in the monthly reporting and cost management of the global procurement & CRE budgets. Produce budget procurement savings targets at an appropriate level of granularity to ensure ownership of the category and sector savings exist at the operational level within the business. Own the definition of “procurement savings” and ensure it is applied consistently and effectively across the Group. Carry out a fit for purpose review of the current savings procedure and refresh based on agreed feedback from key stakeholders. Co-ordinate the collation and consolidation of savings reported to each of the sectors monthly. Track savings against budget targets and forecasts. Support and undertake procurement forecasting & modelling to help analyse the impact of scenarios on future savings, cash flow and other key procurement metrics, to inform strategic sourcing decisions. Ensure that Sector finance teams can show the level of savings delivered and how the savings have been utilised against budget assumptions. Assist the CRE team to build a full group real estate database including full occupancy costs of each building. Provide key inputs into the refresh of the CRE controls procedure working alongside the group controls and CRE teams. Support the CPO and procurement leadership team in the production of the procurement strategic plan. Lead appropriate savings performance review meetings with Sector finance and/or procurement teams. Understand and challenge any variance to plan. Identify and report on latest estimate versus plan; risks and opportunities. Assist the CPO in tracking delivery of the procurement initiatives across the Group and recommend opportunities to accelerate or refocus to deliver the targets. Identify project costs associated with the delivery of the saving objectives. Perform ‘make (or lease) vs buy analyses’ and ‘total cost of ownership analyses’; develop this capability within the wider procurement team. Provide financial leadership and support to the CPO and Global procurement & CRE teams. Assist in the definition, implementation, and monitoring of key performance indicators (KPI’s) outside of savings. Support group and sector working capital objectives alongside delivering procurement savings. Bring new ideas and metrics related to future forecasting and mitigation of future inflation risk. Partner with the CPO and Global procurement team to provide proactive insightful financial recommendations. Make formal and informal presentations to senior leaders on monthly results, forecasts, sourcing strategies and programs as required. Support business reporting processes as required. Experience: Experience of managing a team Extensive experience of working to numerous tight deadlines ACA/CIMA/ACCA qualified with first time passes (or equivalent or qualified by experience) Experience of consolidations Experience of management reporting and budgeting Sound working knowledge of Procurement IT literate with a good knowledge of Excel Experience of driving improvements in processes and reporting Personal Skills: Excellent management of people skills including the ability to question and work with senior management as well as to delegate and review work Approachable and diplomatic, whilst being assertive and confident Able to work as part of a team Able to work to multiple tight deadlines Good communication skills Well organised and able to multi-task Accurate Analytical Attention to detail
Testimonials
Here's what some clients and candidates have had to say
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Jess has been a massive help to the BBC’s finance function over the past year, supporting various recruitment needs for our large central finance team based in Cardiff. We have had a large number of success stories through Jess, and this can largely be put down to her ability to effectively consult with the management team across the BBC, carefully ensuring the candidates she put forwards match our specific technical needs, as well as s...
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I would like to recommend a wonderful recruiter for the financial services industry - Jessica Harmer of Yolk Recruitment. I have heard disappointing stories from colleagues not getting feedback following interviews or not hearing back from recruiters but Jess is another level and has first class communication and is so determined to support you in your search for employment!
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Sharp, considerate and efficient to boot. They only called with relevant and personable jobs for me, guiding me through each process. I have been on the temporary circuit for a while and I've been blown away by just how fantastic they are, credit where credit's due. I'm now perfectly happy in the position Yolk handpicked for me. Thank you so much, exceeded my expectations by a long shot.
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"After struggling to find the right candidate elsewhere, we fell upon the angel that is Yolk Recruitment. They listened to our needs and provided us with some excellent choices, so excellent in fact that we struggled to just choose one candidate! Having small offices, we were delighted when Yolk offered their beautiful space to conduct the interviews. They are a cut above the rest in our opinion."
Key Contacts
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Alex Connelly
Senior Consultant | Financial Services
Alex recruits across the Accountancy and Finance market in South Wales with a wide range of specialisms.
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Jessica Harmer
Manager | Financial Services
Jess specialises in finance recruitment, with a particular focus on hiring Financial Analysts and Management Accountants, as well as all aspects of financial crime.
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David Jenkins
Sales Director
David identifies opportunities for Yolk to partner with clients who are undergoing growth, discovering how we can take them to the next level.
Case Studies
Here are some case studies that demonstrate our expertise in the area of Financial Services recruitment.
What We've Been Up To
Wales Finance Awards 2023
The Yolk Financial Services recruitment team was thrilled to announce its attendance at the 2023 Wales Finance Awards to provide support to our valued clients and candidates. The team were honoured to be present at this event and we look forward to celebrating the outstanding achievements of the finance industry.
Yolk's Financial Services recruitment division
Yolk's Financial Services recruitment division, led by Manager Jessica Harmer, is committed to providing expert guidance to help candidates secure their dream role within the financial services industry, and sourcing top talent for businesses with open roles. Jessica and her team are focused on devising innovative strategies to enhance Yolk's offerings in the rapidly expanding finance sector of South Wales.
Financial Services Salary Survey 2024
Yolk's Financial Services team have compiled a Salary Guide for roles throughout Wales and the South West of England. Our team boasts some of the regions' most experienced and well connected professionals, and strives to offer both clients and candidates an industry leading service across permanent, temporary, and contract finance roles.
Get in touch with our Financial Services team by clicking below: