Accountancy & Finance

The accountancy and finance role family involves managing a company’s financial activities, ensuring compliance, and supporting decision-making through accurate financial reporting. These roles are essential for maintaining a company’s financial health and ensuring that it meets regulatory requirements.

Professionals in this area work closely with various departments to provide insights and support for business growth.

Related roles

Accountant

Accountants are responsible for maintaining and interpreting financial records, ensuring accuracy and compliance with regulations. They prepare financial statements, manage… read more

Private Banker

Private Bankers provide personalised financial services to high-net-worth individuals, helping them manage and grow their wealth. They offer a range… read more

Tax Adviser

Tax Advisers provide expert guidance to individuals and businesses on tax-related matters, helping them comply with tax regulations while minimising… read more

Management Consultant

Management Consultants advise organisations on how to improve efficiency, solve business problems, and implement strategic initiatives. They analyse business processes,… read more

Auditor

Auditors are responsible for examining an organisation’s financial records and processes to ensure accuracy, compliance with regulations, and financial integrity…. read more

Pensions Consultant

Pensions Consultants provide expert advice to individuals and businesses on retirement planning and pension schemes. They assess clients’ financial situations,… read more

Insurance Broker

Insurance Brokers act as intermediaries between clients and insurance companies, helping clients find the best insurance policies to suit their… read more

Underwriter

Underwriters evaluate the risk of insuring a person or asset and decide the terms and conditions of insurance policies. They… read more

Mortgage Adviser

Mortgage Advisers assist clients in securing mortgages by providing tailored advice on the most suitable mortgage products based on their… read more

Fund Manager

Fund Managers oversee the operations and investment strategies of investment funds, which may include mutual funds, hedge funds, or pension… read more

Portfolio Manager

Portfolio Managers are responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or corporations. They… read more

Investment Accounting

Investment Accounting professionals are essential in ensuring that organisations accurately manage and report on their financial investments. They are responsible… read more

Recommended skills

Analytical skills

Analytical skills involve the ability to collect, interpret, and analyse data to solve problems, make decisions, and understand complex issues. read more

Communication

Communication skills involve interacting with other people in order to effectively convey information, ideas, and feedback both verbally and in… read more

Numeracy

Numeracy is the ability to understand and work with numbers, including skills like basic arithmetic, data analysis, and statistical reasoning. read more

Sense making

Sense making is the ability to interpret complex information and understand its deeper meaning. This skill is crucial in the… read more

Regulatory insights

Regulatory insights involve understanding and applying knowledge of laws, regulations, and guidelines relevant to a specific industry. read more

Financial Expertise

This skill encompasses an in-depth understanding of financial markets, including their structure, instruments, and operations. It involves knowledge of equities,… read more

Integrity

Integrity involves acting in accordance with moral principles and being honest and ethical in all actions. read more

Market Insight

Market Insight is the ability to stay informed about financial markets, understanding core principles, trends, and investment tools. This skill… read more

Negotiating skills

Negotiating is the ability to communicate effectively and reach agreements that benefit all parties involved. read more

Relationship management

Relationship management involves building, maintaining, and enhancing interactions and connections with clients, colleagues, and other stakeholders. read more

Risk management

Risk management as a skillset involves identifying, assessing, and controlling threats. read more

Initiative

Initiative is the readiness to take action and seize opportunities without being prompted. read more

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