Senior Financial Investigator
Exciting opportunity within the public sector
Brand new team and opportunity to shape the role.
About Our Client
Reputable legal firm based in central birmingham
- Holds a complex case-holding comprising both inhouse and agent held statutory trusts with an ability to manage multiple workstreams in line with KPIs and SLAs.
- Attends at an intervention and/or an agent's office to acquire detailed knowledge of the statutory trust position and to offer advice. Liaises closely with the agent, reviewing activity to obtain relevant information.
- Works in collaboration with the Team Manager and the Intervention Officer to decide whether work should be done in house or outsourced. Makes recommendations based on sound judgement and expert knowledge. Influences direction of travel at a senior level.
- Works alongside the Intervention Officer to
- Supervise and monitor agent-held statutory trust work end-to-end:
- Provide prompt and constructive technical support, guidance and oversight to ensure effective progression; and
- Provide feedback on an agent's performance to manage the quality of their work leading to timely and cost-efficient distribution of funds.
- Analyses financial records to identify relevant information and evidential material to conduct an investigation, along with an ability to understand and interpret the analysis in order to ask the right questions and present the findings.
- Prepares and reviews distribution reports to be submitted for adjudication in accordance with the SRA's decision making criteria.
- Actively participates in case direction meetings, engaging with Technical Specialists and other stakeholders to ensure effective progression and technical oversight of the statutory trust work.
- Works with and develops other team members, offering coaching and support where needed working towards a united goal of distributing statutory trust funds.
- Assists in the development and regular review of statutory trust processes.
The Successful Applicant
- Educated to degree level with an accountancy qualification or equivalent.
- Demonstrable practical experience of legal accounting rules and systems.
- Strong financial analysis and investigative skills - ability to critically examine and interpret financial statements and other evidence, which is often disordered or inaccurate.
- A willingness to travel and work from other locations throughout England and Wales. Travel will be required at short notice and may involve overnight stays.
- Proven experience in building and managing stakeholder relationships.
- Exceptional interpersonal skills with an ability to influence and constructively challenge internal and external stakeholders at all levels of seniority.
- Must be a team player and able to work collaboratively with and through others.
- Proven experience of coaching and developing others.
- Self-motivated and willing to adopt a flexible and pragmatic approach to work.
- Strong problem solving and decision-making skills with an exceptional attention to detail.
- Resilient and tenacious with a desire for continuous learning.
Experience of working in an environment going through business transformation including the introduction of new IT systems and the change this entails.
What's on Offer
Competitive salary and benefits