CFO (FinTech / Wealth Management)

Caravel Search
London, United Kingdom
£120 - £150
30 Jun 2022
26 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our client is a FinTech company with a platform which caters for the wealth management sector. They recently raised substantial private equity backing and are entering a period of growth. As part of that expansion, they are hiring a CFO. In this newly created position, you will be a key member of the executive team working closely with and reporting into the CEO with a responsibility to manage the financial operations of the group and contribute to business and corporate strategy.

Job description:
  • Preparation of subsidiary and group consolidated monthly management accounts
  • Presentation of monthly financial results to CEO and the board(s)
  • Review and oversight of all regulatory reporting for FCA and GFSC-regulated subsidiaries
  • Preparation of group and subsidiary statutory accounts
  • Preparation of annual forecasts and budgets
  • Planning and co-ordinating for future audit requirements
  • Responsibility for inter-group financing, transfer pricing and accounting and tax protocols
  • Support of the M&A team and the IFA succession programme with M&A activity and analysis
  • Participation in relevant committees including the Risk Committee and Investment Committee
  • Management of relationships with key external stakeholders (Investors, Lenders, Auditors)
  • Support of CEO and management with strategic business and corporate planning and activity

The Person:
  • University Degree and other relevant accounting qualification (e.g. ACA, CIMA, ACCA)
  • Minimum of ten years' experience as a CFO or FD/FC within the financial services sector
  • Proven experience in the preparation of management, statutory and consolidated accounts
  • Commercial mindset with demonstrated ability to support M&A activity
  • Strong knowledge of Microsoft Office and accounting applications (Sage, Xero, etc)

Salary is up to £150k. Package includes bonus, stock options and a benefits package.

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