Financial Controller

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

• 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

• 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
• 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
• 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

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