Accounts & Reporting Analyst

About us
Cosgrove \& Cosgrove is a specialist bookkeeping business based in Telford, supporting clients across the UK and USA. We go beyond traditional bookkeeping, providing detailed financial reporting and insight to help our clients understand performance and make better decisions.

We’re growing and looking for someone who can turn financial data into clear, meaningful reporting.

The role
This is a reporting\-focused role for someone who is confident working with financial data and presenting it in a way that clients can understand and act on. You’ll take ownership of reporting, forecasting and analysis across multiple clients.

What you’ll be doing

• Preparing and maintaining accurate cashflow forecasts


• Producing detailed costing and budgeting reports


• Creating, reviewing and analysing Profit \& Loss reports


• Supporting Balance Sheet reporting and reviews


• Building and improving Excel\-based reporting models


• Presenting financial data clearly using graphs and charts


• Working directly with clients to explain performance and key trends


• Completing bank reconciliations for both UK and US accounts


• Processing credit card receipts and reconciling against statements


• Processing and reconciling expense claims


• Raising sales invoices


• Processing supplier invoices through Dext


• Supporting some data processing tasks

What we’re looking for

• Strong experience using QuickBooks


• Advanced Excel skills (essential), including building reports, using formulas and presenting data with graphs and charts


• Proven experience with cashflow forecasting, budgeting and financial reporting


• Good understanding of Profit \& Loss and Balance Sheets


• Strong analytical mindset with high attention to detail


• Confident communicating financial information to non\-financial clients

Nice to have

• Experience in management accounts


• Experience working with multi\-entity or multi\-location reporting


• Experience working with US\-based clients

Other requirements

• Own transport required due to location

What you’ll get

• 28 days holiday including bank holidays


• Bupa health insurance after 12 months


• Varied and interesting client work


• Opportunity to take ownership of reporting and help shape how we deliver insight to clients

If you’re comfortable working with numbers but also enjoy turning data into clear, useful insight, this role would suit you well.

Pay: £30,000\.00\-£32,000\.00 per year

Benefits:

• Canteen


• Free parking


• On\-site parking


• Private medical insurance

Ability to commute/relocate:

• Wellington TF1 7UL: reliably commute or plan to relocate before starting work (required)

Application question(s):

• What level are your Excel skills? Basic / Intermediate / Advanced


• Briefly describe the types of financial reports you currently produce or have produced previously.

Experience:

• producing financial reports, cashflow forecasts or budgets: 1 year (required)


• QuickBooks: 1 year (required)


• creating graphs and charts in Excel for financial data: 1 year (required)


• preparing cashflow forecasts and budgeting reports: 1 year (required)

Work Location: In person

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