Lead Financial Strategist

4 weeks ago


Peckham, Greater London, United Kingdom WH Finance Ltd Full time

About the Role: WH Finance Ltd is a dynamic and growing international not-for-profit organization seeking to appoint a Lead Financial Strategist. This pivotal role will serve as the financial authority for the UK & Ireland, reporting directly to the Group CFO while collaborating closely with the UK & Ireland Managing Director and the Senior Leadership Team.

Key Responsibilities:

  • Oversee the Finance team, fostering development and ensuring optimal performance.
  • Collaborative Financial Partnership: Engage with operational and commercial divisions, including:
    • Collaborate with the Head of Wholesale and their team to establish comprehensive P&L Reporting by client, while maintaining precise commercial data for significant clients.
    • Drive enhancements to financial processes throughout the organization.
    • Establish robust financial controls and uphold stringent financial governance.
    • Conduct regular audits and checks on the balance sheet to guarantee accuracy and completeness.
    • Prepare monthly reconciliations for retail and wholesale sales, including rebate calculations, and review all other monthly reconciliations.
    • Evaluate draft monthly management accounts prepared by the Management Accountant and present findings to the leadership team.
    • Collaborate with budget holders to formulate the annual budget and assess the quarterly forecasts prepared by the Management Accountant.
    • Manage daily and weekly cash positions, including both short-term and long-term cash forecasting.
    • Work alongside the Finance Manager and Management Accountant to compile payroll data and execute monthly site payrolls.
    • Coordinate with external accountants to ensure timely and accurate filing of annual financial statements.
    • Act as the primary liaison for regulatory bodies.
    • Support the Management Accountant in assisting with the US and Australian accounting functions.

Essential Skills:

  • Advanced proficiency in Excel and familiarity with the Microsoft Office Suite.
  • Ability to convey complex financial information clearly to diverse stakeholders.


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