Client Finance Director, ASAP Start, London Area (Liverpool Street) with strong remote working, Up to £90,000 + 10% Bonus + Benefits, Amazing Scale Up Tech Company
About the Company:
This rapidly growing fintech company combine technology, process, and domain expertise to deliver a world-class finance function that supports companies from funding to growth to exit. They eliminate the burden of tactical, short term approaches to finance and accounting, and deliver lower operating costs and shorter monthly close cycles for our clients.
Overview of the Client Finance Director role:
The team and client base of this highly respected Fintech company are growing and they are now looking for an ambitious senior finance professional to work with a portfolio of clients, operating as their trusted advisor. With day-to-day responsibility for your clients, you will work with the accounting team and utilise the company's own SaaS platform to provide a positive service offering. This will include transaction support, such as fund raising and exits, as well as the provision of monthly management information and financial planning.
You are likely to be currently working within a Corporate Finance Team, looking to broaden your involvement with your clients and take a more active role in assisting with their development. You will have the skills to support clients through all stages of their development.
Responsible for the day-to-day relationship across your portfolio of clients and provision of our clients services to them. Services include:
Financial Planning & Analysis, including Financial Modelling
Operational Finance, including management reporting and maintenance of accounting records
In respect of Operational Finance, you will be the clients key finance resource and have responsibility for:
Review of the month end accounts' and other deliverables produced by our clients Accounting Operations team and ensure that they meet the quality requirements - accuracy, insights & timeliness. This will involve, for example, a high-level review of the close process undertaken, KPIs, significant / unusual transactions in the month and all client facing outputs
Production of appropriate commentary with clear presentation of all client-facing outputs to the CFO and in turn the client
Agreeing and implementing appropriate policies and delegations with your clients
All other monthly finance-team activities, such as agreement of proposed payment lists, monitoring of cash collection, responding to ad-hoc queries etc.
Management of all statutory reporting requirements (other than corporate / income tax) including the production of annual financial statements and supporting audit requirements
Primary contact point for the provision of all other services to the client. This will involve taking instructions from the client, engagement of internal resources to meet the client's requirements, input into and review of the deliverables and management of the project to its completion.
For Transaction Support Services this will include production of appropriate investor materials, including presentations, population of data rooms, advice on documentation etc.
For Financial Modelling activities, agreement and review of model inputs, working with the FP&A team in the production of the model, review of model outputs and presentation to the client. This activity is often performed as part of Transaction Support Services
For FP&A projects, defining with the client the scope of the project, deliverables and timetable, working with our FP&A team in their fulfilment
Co-ordination with the Client Engagement CFO on all aspects of the service provided to your portfolio of clients, which includes the escalation of matters as appropriate
Working with our CFO team on new client proposals, including the preparation of materials, performing client compliance procedures and co-ordination of on-boarding
Ideal Skills and Experiences Needed:
Qualified accountant with at least 7 years post qualification experience, ideally within or serving technology or technology related businesses
Ideally, previous experience of working with a portfolio of clients in a Corporate Finance environment
Intellectually strong, with a problem solving, curious approach
Strong, robust personality, capable of responding thoughtfully when challenged
Agility and pace together with an ability to work and make decisions in an ambiguous, changing environment
Adept at presenting complex ideas and solutions simply to non-financial audiences
Attention to detail with strong analytical skills
Strong Microsoft Office skills
Desire to work in a fast-paced, start up environment