Head of External Reporting

Recruiter
Seven Investment Management LLP
Location
London, United Kingdom
Salary
Competitive plus benefits
Posted
09 Dec 2022
Closes
04 Jan 2023
Ref
18074902
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Reporting to the Head of Finance and leading a team of 2 direct reports, this role has responsibility for all external reporting including financial, regulatory and tax. The role will require regular communication with the Head of Finance, the CFO and CEO, the major shareholder and the debt providers.

Responsibilities
  • Financial Regulatory Reporting including preparation of FCA regulatory returns and regulatory capital guidance
  • Capital planning
  • Lead the production of the ICARA under IFPR
  • Responsible for monthly shareholder reporting
  • Responsible for monthly reporting to major debt provider
  • Technical review of Annual Financial Statements for 8 corporate entities
  • Involvement in financial DD process and then integration of future acquisitions
  • Corporation tax returns including research & development claims
  • Assist with audit process for corporate audits
  • Responsible for up-keep of banking mandates
  • Assistance in other areas of Finance as required

About The Candidate
Skills

  • IFPR reporting experience essential
  • ICARA production experience
  • Attention to detail and accuracy of work
  • Strong technical expertise
  • Strong communication ability with internal and external parties
  • Good time management and prioritisation
  • Ability to work effectively under pressure
  • Management of staff

Knowledge:
  • Strong knowledge of FCA regulatory reporting including ICARA preparation
  • Strong IFRS and accounts preparation knowledge required
  • Tax knowledge would be as asset, including both LLP and Corporate

Qualifications
Qualified accountant with at least 8 years of post-qualification experience

About The Company
The '7' in 7IM refers to the seven original founders of the business. Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they'd like to invest with themselves.

Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.

Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.

We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service - that's what sets us apart from everyone else.
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