Value Financials Associate - Value Financials

Line of Service

Advisory

Industry/Sector

FS X-Sector

Specialism

Advisory - Other

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

In operating model and organisation design at PwC, you will focus on helping clients optimise their finance function and organisational structure. You will analyse current finance operating models, identify gaps and inefficiencies, and design and implement solutions to enhance finance processes, roles, and responsibilities. Working in this area, you will provide guidance on finance transformation initiatives, change management, and talent development to align the finance function with strategic objectives.

Role: Associate / Senior Associate – Value Financials

Location: Guernsey

Line of Service: Advisory

Grade: Associate / Senior Associate

Contracted Hours per Week: 37.5 hoursa

PwC Channel Islands Overview

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops moving. With our tech-forward and people-empowered network, we provide expert assurance, tax and advisory services to turn challenges into opportunities. Leveraging deep expertise and advanced capabilities, we ensure you’re ready for any future, helping you act boldly and achieve real results.

Job Summary:

Value Financials is an electronic template service built on the Workiva platform, designed to streamline the creation of financial statements for corporate service providers and managed service providers.

We’re seeking a Senior Associate / Experienced Associate to join the Value Financials team. You will have experience supporting projects, programmes, Project Management Office activity, technology-enabled delivery, business change and/or consulting engagements. We are looking for an individual with accounts preparation technology experience, with the desire to also learn about how this technology performs from a software developer perspective. You should be interested and capable of understanding how the technology, data, automation and digital tools can improve project delivery. This would include supporting with client training of our application and client support queries, maintenance and annual testing of technical updates.

Responsibilities:

• Template Management: Collaborate with Financial Reporting specialists to develop and update electronic templates, ensuring consistency and compliance.

• Operations: Value Financials is a DevOps team. The Senior Associate / Associate will have responsibilities relating to customer success through onboarding and support.

• User experience: Ensure a high-quality user experience through considered process design.

• Documentation: Produce clear technical documentation, policies & procedures, and best practice guides for both internal teams and clients.

• Mentorship: Provide leadership and coaching to junior employees; foster knowledge sharing and code reviews.

• Client Management: Monitoring of client mailboxes/ticketing systems, responding to queries/issues identified which may include software / accounts preparation queries.

• Client Experience: Lead and support with client onboarding, including producing training materials, conducting training sessions on Value Financials / Workiva platform and building trusted relationships with clients.

Direct Reports:

This role reports to:

• Value Financials Lead Developer

• Value Financials Clients & Markets Lead

Reporting to this role:

• Associates

Qualifications & Certifications:

• A strong academic background, such as a Bachelor’s degree in Business, Information Technology, Computer Science or another relevant discipline, or equivalent practical experience.

• Accountancy Qualifications (e.g., ACCA / ACA) are desirable.

Skills & Experience Required:

Essential skills:

• Project Management: Experience supporting projects, programmes, PMO activity, technology delivery, business change or consulting engagements.

• Bookkeeping / Accountancy Software: Experience in preparing client accounts on FS preparation software.

• Reporting: Experience preparing structured documents, reports, dashboards, presentations, meeting materials or governance information. Strong presentation, facilitation and report-writing capability.

• Project Delivery: Working knowledge of Agile, waterfall or hybrid project delivery approaches.

• Technology Delivery: Sufficient technical understanding to engage with technology teams, understand delivery implications and identify potential risks or dependencies.

• Financial Reporting: Understanding of IFRS and relevant GAAPs. Appreciation of our customers’ pain points.

• Deliverables: Ability to work collaboratively and take ownership of defined deliverables, while seeking guidance when required.

• Risk Management: Ability to identify and escalate risks, issues, dependencies and decisions in a timely manner.

• Development: Willingness to learn and develop in a client-facing Execution Managed Services environment.

• Governance: Experience of following formal methodologies and applying appropriate risk, quality, security and governance standards.

• AI: Understanding of how AI tools and technologies can be responsibly applied to professional and project delivery activities.

• Organisational Skills: Strong organisation and attention to detail, with the ability to manage multiple priorities and meet deadlines.

• Communication: Strong verbal / written communication skills, with confidence to coordinate stakeholders; be able to translate technical concepts for non technical stakeholders.

Desirable skills:

• Workiva Platform: Prior exposure to Workiva’s Wdesk/Wdata APIs, data model, or scriptable features.

• Agile Methodology: Comfortable working in Scrum/Kanban environments; adept at breaking down complex features into user stories.

• Technology Skills: Familiarity with Microsoft 365, Excel, SharePoint, Power BI, Confluence or similar project and reporting tools.

• Project Management Qualification: Project management, Agile, Scrum, business analysis or equivalent certification, such as PRINCE2, CAPM or an equivalent.

• Financial Services: Knowledge of the Financial Services sector and familiarity with the local Channel Islands regulation and legislation (ACCA/ACA qualifications are desirable).

• Professional Services: Experience working in a professional services, consulting, managed services or regulated environment.

• Technology Projects: Exposure to technology-enabled projects involving cloud platforms, data, automation, systems integration or AI.

• Governance: Familiarity with security, privacy and governance considerations associated with technology, data and AI.

• Technical Experience: Some hands-on technical experience, such as scripting, systems configuration or data/reporting tools, gained alongside a PMO, project or business support career.

Travel Requirements:

This role may require travel from time to time meet business needs. Value Financials clients are global, meaning global travel may be required. Regular travel between the Channel Islands and the UK is expected (6-12 times per year).

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, AI Fluency, AI-Human Collaboration, Analytical Thinking, Business Administration, Business Performance Management, Business Process Analysis, Business Transformation, Change Management, Communication, Creativity, Data Modeling, Data Visualization, Digital Tooling, Embracing Change, Emotional Regulation, Empathy, Finance Process Improvements, Finance Target Operating Model, Finance Transformation, Financial Accounting, Financial Budgeting, Financial Forecasting {+ 20 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Up to 60%

Available for Work Visa Sponsorship?

No

Government Clearance Required?

Yes

Job Posting End Date