Financial Controller

Financial Controller

Reporting to:

Head of Finance

Experience:

5–8 years PQE

Sector:

Asset Management / Financial Services

Role Overview

An established investment management business is seeking a qualified accountant to join its finance team in a broad

Financial Controller

position reporting directly to the Head of Finance.

This role will play a key part in the oversight of financial reporting, revenue monitoring and financial controls across the group. The successful candidate will support senior leadership with management information, ensure robust accounting processes are maintained, and contribute to ongoing improvements across finance systems and reporting processes.

The position offers strong exposure to senior stakeholders across the business and provides the opportunity to work across a range of financial and operational activities within a growing asset management platform.

Key Responsibilities

Financial Reporting \& Controls

• Support the preparation of

monthly management accounts and financial reporting

for the group.

• Maintain oversight of the

general ledger and balance sheet reconciliations

, ensuring accuracy and completeness of financial records.

• Assist with the

preparation of statutory accounts

and coordinate deliverables for the external audit process.

• Contribute to the development and maintenance of a strong

financial control framework

across the finance function.

• Assist in preparing reporting materials and analysis for

senior management and governance committees

where required.

Revenue \& AUM Monitoring

• Oversee the

calculation and monitoring of revenue streams

, including management fees, rebates and commission income.

• Manage the

billing process for client mandates and fund-related revenue arrangements

.

• Prepare

assets under management (AUM) and revenue analysis

across strategies and funds.

• Provide periodic analysis of revenue trends and run-rate performance for senior management.

Management Reporting \& Analysis

• Produce regular

financial performance reporting and variance analysis

to support decision making.

• Assist with the

annual budgeting and forecasting process

.

• Provide financial insight to support business performance monitoring and cost management.
• Support senior finance leadership with ad-hoc financial analysis and strategic projects.

Audit, Tax \& Regulatory Support

• Act as a key contact point for

external auditors

during interim and year-end audit processes.

• Assist with audit preparation across relevant areas of the group’s financial statements.
• Support finance leadership in maintaining compliance with

regulatory and reporting requirements

.

• Work with internal and external advisers to support

tax and statutory reporting obligations

.

Operational Finance

• Assist with oversight of

payment approvals and expense management processes

.

• Support monitoring of

cash balances and treasury activities

across the group.

• Ensure finance procedures are appropriately documented and followed.

Systems, Projects \& Process Improvement

• Contribute to initiatives aimed at improving

reporting processes, documentation and efficiency within the finance function

.

• Support ongoing development and maintenance of the

finance system environment

, including system implementations or upgrades where relevant.

• Assist with the improvement and automation of internal reporting and data management processes.

Candidate Profile

Essential

• Qualified accountant (

ACA, ACCA or CIMA

)

• 5–8 years post-qualified experience
• Background in

financial services, asset management or a similar regulated environment

• Strong understanding of

financial reporting, controls and audit processes

• Advanced

Excel skills and strong analytical capability

Desirable

• Experience working with

investment management revenue models or fund structures

• Exposure to

group reporting across multiple entities

• Experience supporting

systems implementations or finance transformation projects

Key Competencies

• Strong attention to detail and technical accounting knowledge
• Ability to communicate effectively with both finance and non-finance stakeholders
• Proactive approach to improving processes and controls
• Strong organisational skills and ability to manage multiple deadlines