Chief Financial Officer

2 months ago


Cheltenham, United Kingdom Harper May Ltd Full time

**Chief Financial Officer - Financial Services Company**

Harper May is currently working with a visionary financial services company providing an innovative service in financial planning and wealth management. Offering both business to business and business to customer services, they simplify financial planningto assist clients with the best options. They have built and developed a successful platform and are looking for an ambitious CFO to drive growth and push the business to being an industry leader.

**Key Responsibilities**:

- To prepare a corporate strategy and annual business plan to ensure that the company attains its objectives as cost-effectively and efficiently as possible
- Liaise with Investors and be central to fundraising plans
- Manage the finance team efficiently and aid in development
- Work with the CEO on the strategic vision including forecasting and cultivating stakeholder relationships
- Participating and developing new business opportunities for the group
- Ensuring that adequate controls are installed and maintained
- Provide the board with an operating budget and working closely to ensure pragmatic success
- Oversee the management and coordination of all fiscal activities for the organisation including revenue/expense and balance sheet reports
- Monitor banking activities of the organisation
- Oversee the production of monthly reports as well as financial statements and cash flow projections
- Review and monitoring of Group tax position, calculations and filings

**Desired Skills and Experience**:

- Fully qualified ACA / ACCA / CIMA would be advantageous
- Must have extensive experience in leading and developing finance functions
- Strong technical accounting skills are highly desirable
- Excellent inter-personal and communication skills
- Previous experience of managing and developing staff
- Ability to work with a high level of accuracy and meet strict deadlines
- Ability to work in a fast paced and dynamic environment
- Excellent Excel skills

Lastly, if you are looking for a CFO role within Financial Services this is a fantastic role for you.



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