Portfolio Management Accountant

Every business needs financial clarity on which to base strategic and operational decisions. This means having financial plans in place that reflect the business goals and accurate reporting to present actual performance against these forecasts. Essential though these responsibilities are, in most SME businesses this is not a full-time role. This is where a Secantor Management Accountant, comes in, providing your senior leadership team with crucial financial analysis and reporting so you can make informed decisions.

Management Accounting vs Financial Accounting

Every business has a financial accountant to produce its annual statutory accounts and provide tax advice. But it’s what happens in between times that really matters to your business. This is where management accounting comes in. Whilst in many SMEs the accountant works externally, a Secantor Management Accountant becomes part of your team, getting to know you and your business from the inside. This means we gain an in-depth understanding of the everyday commercial, operational and people aspects of your business. Using this insight combined with our financial expertise, your Secantor Management Accountant will develop bespoke, practical financial reporting designed around your business. This is essential Management Information (MI) for running your business successfully so Secantor won’t just deliver it to you, we’ll also provide interpretation and guidance to help you understand it and we’ll help you use it to make good commercial decisions.

What Does A Management Accountant Do?

A Secantor Management Accountant will translate your business plan into clear financial projections, giving you a roadmap for future success. By analysing past performance, identifying trends and modelling different scenarios, they’ll help you plan strategically and make confident decisions about the direction of your business.

If you’re seeking funding, your Secantor Management Accountant can prepare a full financial forecast model — complete with commentary and supporting information — to strengthen your lending application and help you present it to your bank. Depending on your business complexity, the model typically takes around a week to complete.

Your Secantor Management Accountant will produce clear, accurate management accounts each month — providing the vital insight you need to understand your business’s financial performance. These reports compare your actual results against your budgeted figures, helping you and your senior team identify variances, track progress and make informed decisions.

Unlike statutory year-end accounts, management accounts are designed for commercial insight — enabling your Secantor FD or NED to guide you in improving profitability, strengthening performance and maintaining control of your business throughout the year.

Secantor Management Accountants combine deep knowledge of accounting systems and processes with hands-on experience in SME finance teams. They can train your staff in all aspects of bookkeeping and management accounting — from foundational principles to advanced techniques — ensuring data is entered accurately and efficiently each month.

Depending on your team’s capability and ambition, your Secantor Management Accountant can even coach them to prepare full management accounts independently, building internal confidence, competence, and long-term value for your business.

Every SME board should have a financial forecast in place and monthly management accounts to show actual performance against the financial plan. A Secantor Management Accountant is a very cost-effective way to achieve this. With your existing finance team completing the finance administration using your accounting software, a Secantor Management Accountant can turn this into a full set of management accounts in approximately one day per month. With a Secantor Non-Executive Director or Finance Director facilitating your monthly board meeting and helping you develop strategy and make sound commercial decisions based on your management accounts, you’ll ensure you have best-practice corporate governance in place.

How Do I Recruit a Portfolio Management Accountant?

Organising Portfolio Management Accountant services with Secantor is easy - simply get in touch and we'll manage the rest. As well as providing expert financial services, we can improve your business with part-time Finance Director, Non-Executive Director and Operations Director services too, so why not take a look at the other pages of our website to see how we can help you in more ways than one?

What Our Customers Have To Say

Over the years we have helped hundreds of businesses take control of their finances. By working closely with owners and directors we become an integral part of the management team and as a result have long-standing relationships with our customers, many of whom have relied on our expert knowledge, advice and guidance for many years. Why not review some of our case studies or listen to what our customers have to say.

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✓ Create a budget that works for you

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✓ Master the difference between 'Mark-up' and 'Margin'

…and so much more!

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Free Business Review

No two businesses are the same. This is why we offer a free business review. We can arrange an initial chat with one of our experts to get things started. Then a couple of our team members will visit you to listen to the story of your business. From this meeting, we’ll be able to provide you with some interesting insights into your business from our independent experience. This will allow you to see how we work and help us to select the right expert for your business. Contact us to book a free consultation.

Why not read one of our short case studies to learn about Secantor's impact.

“We will never forget your huge contribution to Montezuma’s and your constant support, encouragement and all the board room laughs. Thank you for everything!” - Helen Pattinson, MD & Co-founder of Montezuma’s Chocolates

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Ways Secantor Will Help You

Develop & Implement A Successful Plan

Optimise Your Finances

Develop A Strong Accountable Team

Build Value In Your Business

Improve Operational Efficiency

Exit Your Business Successfully

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Achieving the Dream Business Exit

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The Value of an Interim Finance Director

Resolving Boardroom Conflict

What Does It Take to Build a Successful SME?

For over 20 years, Secantor has worked with hundreds of SME businesses, helping them overcome challenges and achieve growth. This guide outlines the practical strategies and essential practices that every owner should implement to drive their business forward.

Learn what works and start making meaningful progress today.

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Our Services

We help you make strategic decisions

Secantor provides expert financial and management support to SME owners and directors. Our commercially experienced team covers the following roles.

Non-Executive Director

Strategic support and experience to guide you as you make decisions and build value in your business. A NED acts as a sounding board for your ideas, improves business performance, holds you and your team to account and helps you achieve a successful exit.

✓ Strategic business planning

✓ Support strategic decision-making

✓ Set business goals and objectives

✓ Rejuvenate struggling businesses

✓ Manage growth effectively

✓ Implement best practice

✓ Sounding board for your ideas

✓ Set and communicate vision

✓ Hold you & your team to account

✓ Build an effective management team

Learn More

Finance Director

Expert financial leadership from a commercially experienced, qualified accountant. An FD will create financial plans, report your monthly performance against budget and interpret the figures to help you make sound decisions & improve profitability.

✓ Expert financial advice

✓ Interpret financial results a support decisions

✓ Develop & oversee your finance team

✓ Improve profitability & control costs

✓ Prepare management accounts

✓ Create 3-5 year financial plan

✓ Budget setting

✓ Source appropriate funding

✓ Cashflow forecasting & management

✓ Prepare reports & commentaries for your bank

Learn More

Operations Director

Strategic operational leadership to transform your people and business processes to improve efficiency and profitability. An Operations Director helps you build a strong management team, delegate operational actions and improve business performance.

✓ Develop strength in your management team

✓ Establish key performance indicators (KPIs)

✓ Hold people accountable to achieve results

✓ Process and quality improvement

✓ Help you delegate effectively

✓ Create clear job descriptions

✓ Identify and recruit talent

✓ Implement robust operational systems

✓ Establish clear goals and expectations

✓ Enable your team to achieve excellence

Learn More

Portfolio Management Accountant

Expert Financial Insight, Planning & Reporting For Your Business