Client Finance Controller

White Cloud Accounting; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A progressive accounting firm in the UK is seeking a Client Finance Controller to manage client portfolios, providing financial control and insight. The ideal candidate will have strong bookkeeping and VAT experience, excellent client communication skills, and knowledge of Xero and Dext. This full-time role emphasizes professional growth, offering competitive pay and training opportunities in a supportive environment.

Benefits

Competitive Salary

Company events

Company pension

Referral & bonus programme

Study support (ACCA/ACA – funding + time off)

Ongoing training and development

Qualifications

• Experience in an accountancy practice or similar client-facing finance role.
• Strong grounding in bookkeeping and VAT.
• Comfortable drafting cashflows and forecasts.
• Strong attention to detail and pride in high-quality work.

Responsibilities

• Prepare monthly management accounts and supporting schedules.
• Draft cashflow forecasts and simple financial models.
• Act as point of contact for client queries.
• Support month-end processes including accruals and reconciliations.

Skills

Bookkeeping

VAT

Management accounts

Client communication

Attention to detail

Education

ACA / ACCA qualification or part-qualified

QBE with strong practice experience

Tools

Xero

Dext

Job description

AtWhiteCloud, wedon’tdo “traditional accounting.”

We build finance functions that power growth, create clarity, and help business owners make confident decisions.

Wedon’tjust report on the past.

Weexplainthe present.

And help shape what happens next.

Nowwe’relooking for a Client Finance Controller, someone who loves working closely with clients and watching their businesses grow.

Commercially sharp.

Emotionally intelligent.

Confident leading conversations, not hiding behind spreadsheets.

The Role: Client Finance Controller

This is a delivery-led, client focused role at the heart of WhiteCloud.

You’llown a portfolio ofclients,responsible forday-to-dayfinancial control, insight, forecasting, and decision support.

Yourwork closely with our advisory lead and help support strategic conversations, whilst developing the skill and confidence to grow into a client manager or advisory role over time.

You’llalso help shape howWhiteClouddelivers, improving systems, raising standards, and developing the team around you.

Whatyou’llactually do

Client Delivery & Financial Control

• Prepare monthlymanagement accountsand supporting schedules
• Draftcashflowforecasts and simple financial models inFutrli.
• Support month-end processes includingaccruals, prepayments, journals, and reconciliations
• Prepareannual accountsfor limited companies and sole traders
• Review andsubmitVAT returns, escalating technical issues whererequired
• DraftSelf Assessmentsand support basic personal tax work
• Maintain clean,accurateclient records and working papers

Forecasting & Commercial Support

• Build andmaintainsimple cashflow forecasts
• Support senior team members with scenario planning and analysis
• Identifytrends, risks, and anomalies in client data
• Help turn numbers into clear, understandable outputs for clients

Client Service & Communication

• Act as a reliable, professional point of contact for day-to-day client queries
• Deliver consistentlyhigh levelsofcustomer service
• Communicate clearly, calmly, and proactively with clients
• Support Loom explanations and written financial commentary
• Flag and elevate issues early to ensure excellent client outcomes

Systems & Process

• Work confidently across Xero, Dext, and WhiteCloud’s wider app stack
• Follow internal processes and quality standards
• Contribute to improving workflows, templates, and efficiencies
• Ensure data accuracy and consistency across systems

WhatWe’reLooking For

• Experience in an accountancy practice or similar client-facing finance role
• Strong grounding in bookkeeping, VAT, management accounts, and year-end preparation
• Comfortable drafting cashflows and forecasts (advisory support provided)
• Strong attention to detail and pride in high-quality work
• Clear communicator with a genuine client-first mindset
• Ambition to grow into a Client Manager / advisory role

You donotneed to be fully qualified, part-qualified, QBE, or studying is welcome.

Progression & Development

This role is designed to grow.

As your experience and confidence develop, you’ll be supported to:

• Take greater ownership of client relationships
• Lead sections of monthly client reviews
• Contribute to advisory discussions and recommendations
• Progress into a Client Manager role with responsibility for client leadership and insight
• Training, exposure, and progression are built into the role.

What You’ll Bring

ACA / ACCA qualified, part-qualified, or QBE with strong practice experience

A commercial mindset and confidence advising business owners

Strong communicationskills, you can explain numbers without jargon

Proven experience producing and reviewing management accounts and forecasts

Strong knowledge of Xero and Dext (cloud-first is essential)

A genuine interest in technology and better ways of working

A relationship-led approach, clients trust you and value your input

What You Get

Competitive Salary, depending on experience

Full-time, permanent

Company events

Company pension

Referral & bonusprogramme

Study support (ACCA/ACA – funding + time off)

Ongoing training and development

If you want to lead clients, drive insight, and help redefine what modern accounting lookslikelet’stalk.