Account Ownership Lead

Job Description:

Are you a qualified accountant, available on short notice and with experience working within financial services?

We are working on an exciting opportunity for an Account Ownership Lead to join the team at a leading investment firm on a 6-month day rate contract

The successful candidate will lead the monthly Account Ownership cycle, ensuring timely and accurate reconciliation and substantiation of all balance sheet accounts. You’ll also be involved in quality assurance, stakeholder engagement, and continuous improvement.

Skills/Experience: Strong understanding of financial control, balance sheet substantiation, and reconciliation processes. Experience in governance, risk management, and audit engagement. Familiarity with Oracle ARCS or similar reconciliation tools. Excellent stakeholder management and communication skills. Analytical mindset with the ability to interpret data and drive insights. Proven track record of leading process improvement and transformation initiatives. Qualified accountant (ACA, ACCA, CIMA) or equivalent experience. Experience in financial services or a regulated industry preferred.

Core Responsibilities: Lead the monthly Account Ownership cycle, ensuring timely and accurate reconciliation and substantiation of all balance sheet accounts. Coordinate with preparers, reviewers, and approvers across FinOps, Legal Entity Control, and Group Finance. Ensure compliance with internal policies and external regulatory expectations. Own and manage the AO governance framework, including escalation protocols, ownership disputes, and exception handling. Chair or support governance forums, presenting MI and risk insights to senior stakeholders. Ensure alignment with audit requirements and support external/internal audit engagements. Design and deliver high-quality Management Information (MI) on AO performance, P&L at risk, substantiation status, and control metrics. Track and report on recurring issues, remediation plans, and process adherence. Act as the business lead for the Oracle ARCS rollout, partnering with Finance Transformation and Technology teams. Define and refine workflows, user roles, evidence standards, and reconciliation templates within ARCS. Drive user adoption, training, and change management across global teams. Identify and implement process enhancements, automation opportunities, and control improvements. Maintain and evolve the AO process guide, training materials, and best practice documentation. Foster a culture of ownership, accountability, and proactive issue resolution.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16172

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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