Finance & Operations Manager

Equifind has partnered with a boutique, fast-growth wealth management group to recruit a Finance & Operations Manager. This newly created role is based in their London office near Mayfair and will require office attendance 3-4 days per week.

With £450m in assets under management and an ever-increasing client base, it's an exciting time to join as the business gears up for a busy period of transactions.

This will be the first dedicated finance hire, reporting directly to the Managing Partner, who is keen to nurture and develop this individual.

It's a great role for someone with a finance background who wants greater visibility across the business and wishes to take part in more commercial and strategic operations.

Key duties include

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• Take ownership of the monthly close process for all group entities.
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• Prepare monthly and quarterly management reports including balance sheet maintenance.
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• Preparation of annual budgets for the group and individual entities.
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• Manage all compliance reporting including KYC and AML checks
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• Key point of contact for annual key elements of external financial audits across the group.
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• Contributing to the improvement and development of financial controls, processes, and reporting.
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• Supporting the delivery of accurate and timely management information.
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• Assisting with the migration of data from legacy accounting systems to the group’s accounting software.
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Key requirements

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• ACA/CA qualified accountant.
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• A minimum of 3 years experience, either within a similar business or an accounting practice.
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• Advanced-level Excel skills.
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• Good interpersonal and communication skills.
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• Solid understanding of financial reporting requirements.
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• Proven stakeholder management experience and relationship building skills.
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Package details

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• £60-70,000 base salary.
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• Discretionary annual bonus.
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• Employer pension contribution.
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• 27 days annual leave.
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• Private medical insurance coverage.
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• Group income protection.
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• Plus, a host of additional perks and benefits!
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