Financial Controller
£85000 - £100000 + Bonus + Benefits + Options
Hybrid and remote working model


The group are a well-funded, wealth management and investment platform fintech company that delivers smart-designed portfolios expertly managed to put their clients' money to work. They are an industry disrupter. The company is headed by a management team with the knowledge and experience to maintain a sustainable and successful business. They have big plans for innovative new services and growth. You must be someone who can fit into a diverse and growing team that shares the desire to disrupt and succeed. The company likes transparency and communication, especially given that they are often working flexibly (not just in lockdown) and being open-minded and flexible are key at this company. They are no looking to appoint a dynamic qualified accountant to be a key member of the team and the first full time hire within the finance team, building out and managing all day-to-day aspects of the finance function and working closely with the founders.


  • Qualified accountant with experience in financial management, preferably within the UK Financial Services sector.
  • Knowledge of Xero essential and Excel essential.
  • Minimum 3 years' relevant experience as a Financial Controller or similar type position in a small finance function.
  • Strong experience in a leadership/senior management role within Finance.
  • Extensive knowledge and experience within financial control and all aspects related to accounting.
  • To be able to produce, deliver and convey financial information for use in decision making
  • Knowledge and experience of other systems required to carry out the role, including Bloomberg, VBA useful but not essential.

The role will include the following:

  • Ownership of, leading and managing the Accounts function.
  • Work with outsourced consultants to prepare company forecasts and annual budgets, and closely supporting the management in providing key data to investors.
  • Prepare monthly and annual accounts accurately to deadlines.
  • Assisting with the Firm's regulatory capital calculations, production of FCA returns data (monthly/quarterly/annually) and submission in cooperation with the Compliance department.
  • Effectively manage all business bank accounts, ensuring that cash flow is carefully monitored and controlled as well as preparation of cashflow forecasts, monitoring monthly budget control and analysing variance between budget and actuals.
  • Perform the month end close.
  • Oversee the management of all accounting transactions and purchase ledger payments. including invoices, bills, accruals and prepayments, and accounts payable and receivable (both UK and international) and coordinate with the outsourced bookkeeper ensuring that all inputs and outputs are accurately recorded by them.
  • Preparation of internal and external reports for senior management and stakeholders
  • Preparation of VAT returns and submission of VAT payments, VAT returns and government grant claims.
  • Ensure continuous improvement in processes and controls within the Finance function
  • Working with the Firm's auditors in completion of the Firm's statutory Audit.
  • Ad hoc projects