Job Description
Senior Associate / Assistant Manager Accounting, Client Delivery & CFO Advisory
Key responsibilitiesClient portfolio management
- Independently manage a portfolio of accounting and bookkeeping clients
- Plan monthly deliverables and ensure that all agreed deadlines are met
- Follow up with clients for information and resolve outstanding matters
- Maintain clear visibility over the status, risks and next steps for every assigned client
- Act as the primary point of contact for day-to-day client queries
- Attend client offices and face-to-face meetings when required
- Escalate significant matters promptly, together with a recommended course of action
- Build strong and professional relationships with client management teams
Accounting and review
- Review bookkeeping and accounting work prepared by associates and other resources
- Review bank, credit card, receivables, payables and balance-sheet reconciliations
- Ensure that accounting records are complete, accurate and supported by appropriate documentation
- Review trial balances and identify errors, unusual entries and unreconciled balances
- Finalise monthly and quarterly accounts
- Ensure proper month-end and year-end closing procedures
- Review supporting schedules and working papers before partner review
- Improve the quality, accuracy and consistency of client files
Management reporting
- Prepare and review monthly management accounts
- Analyse profit and loss, balance-sheet and cash-flow movements
- Prepare variance analysis, KPI reports and management dashboards
- Identify financial trends, risks and areas requiring management attention
- Translate financial information into clear and practical business insights
- Present selected findings to clients and support management discussions
- Ensure that management reports are accurate, relevant and issued on time
CFO and advisory assignments
- Support the partners on Fractional CFO engagements
- Prepare budgets, forecasts and rolling cash-flow projections
- Analyse profitability by client, service, product, branch or business unit
- Assist with pricing, costing and margin analysis
- Identify cash-flow risks, working-capital issues and opportunities for improvement
- Prepare financial models and scenario analysis
- Support management meetings and follow up on agreed action points
- Assist clients in understanding their financial performance and key business drivers
- Develop toward independently managing selected CFO assignments
- Attend client meetings and provide on-site support where required
VAT and Corporate Tax
- Review VAT workings and supporting reconciliations
- Prepare or review VAT returns and ensure timely filing
- Support UAE Corporate Tax computations and return preparation
- Maintain complete compliance working papers and client records
- Identify potential VAT or Corporate Tax issues and escalate them appropriately
- Coordinate with clients to obtain information required for statutory filings
- Ensure compliance deadlines are properly monitored and met
Team supervision and development
- Allocate and monitor work assigned to junior team members and bookkeeping resources
- Review work constructively and provide clear feedback
- Train team members on accounting, reconciliations, documentation and reporting standards
- Monitor deadlines and intervene before assignments become delayed
- Help establish checklists, templates and standard operating procedures
- Contribute to a culture of ownership, accuracy and continuous improvement
- Support the professional development of junior team members
Required qualifications and experience
- Qualified or part-qualified CA, ACCA, CMA or an equivalent professional accounting qualification
- Approximately five or more years of relevant accounting, audit, financial reporting or advisory experience
- Previous experience managing or reviewing the work of junior accountants
- Strong practical knowledge of accounting, reconciliations and financial statement preparation
- Working knowledge of IFRS
- Practical experience with UAE VAT
- Knowledge of UAE Corporate Tax and related compliance requirements
- Experience preparing or reviewing monthly management accounts
- Experience with budgeting, forecasting or cash-flow reporting
- Strong Microsoft Excel skills
- Experience using accounting platforms such as Xero, QuickBooks, Zoho Books or similar systems
- Strong written and spoken English
- Must currently be based in Dubai or willing to relocate to Dubai
- Ability to travel to client offices within Dubai and other Emirates when required
- Ability to work effectively and independently in a remote environment
Preferred experience
- Experience working in an accounting, audit, outsourced finance or advisory firm
- Experience managing multiple client assignments simultaneously
- Experience dealing directly with SME owners, finance teams and management
- Experience supporting or managing Fractional CFO assignments
- Experience preparing budgets, forecasts, financial models and cash-flow projections
- Familiarity with UAE business practices and regulatory requirements
- Experience improving accounting processes and internal controls
- UAE driving licence and access to personal transportation would be an advantage
The person we are looking for
The ideal candidate:
- Takes ownership and follows assignments through to completion
- Reviews work carefully rather than relying on others to identify errors
- Understands the difference between preparing accounts and critically analysing them
- Can connect financial results to the operational performance of a business
- Communicates confidently and professionally with clients
- Is comfortable attending client meetings and presenting financial information
- Raises problems early and proposes practical solutions
- Can manage competing deadlines without repeated reminders
- Is willing to remain hands-on when an assignment requires it
- Is comfortable supervising and developing junior team members
- Is interested in progressing from accounting and compliance into CFO advisory work
- Values accuracy, accountability and professional integrity
What we offer
- Exposure to a diverse portfolio of UAE businesses
- Opportunities to work across accounting, reporting, compliance and CFO advisory assignments
- Direct interaction with Xcel’s partners and senior client management
- A structured opportunity to develop management and advisory capabilities
- A primarily work-from-home arrangement
- Opportunities to attend client meetings and gain direct business exposure
- A collaborative working environment
- Career progression based on demonstrated capability, ownership and client impact