Financial Controller

2 months ago

Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time
{"title": "Management Accountant Role", "description": "

Wealthify – Management Accountant

Welcome to Wealthify, a dynamic online saving and investing service. Based in Wales, we aim to empower individuals to build their financial future by making it easy to manage their money.

Our team is collaborative, inquisitive, and inclusive, reflecting diverse backgrounds and beliefs. We're growing rapidly, which is why we're seeking a talented, purpose-driven Management Accountant to support our Finance Team.

The Role

As a key member of our Finance Team, you'll play a pivotal role in providing support to manage daily operations and month-end activities. Your primary responsibility will be to manage key areas of our financial systems and processes to ensure timely, accurate, and compliant financial reports are delivered to our Senior Management team.

Key Responsibilities:

  • Monthly Reporting
  • End-to-end ownership and accountability for the month-end process, including balance sheet reconciliations and P&L reporting.
  • Ability to present Month End performance to Senior Leadership Team.
  • Initiate and support the development of new processes to ensure financial performance is relayed efficiently and succinctly to the wider business.
  • Timely submission of statements to Group Reporting Team.
  • Accounts Management
  • Lead Accounts Assistant and review transactional entries.
  • Reconcile and analyze financial data to ensure accuracy and compliance.
  • Ensure appropriate accounting treatment of journal entries and summaries each month end, including Accruals, Intercompany, Tax, and Payroll journals.
  • Preparation of accounting data for timely FCA regulatory submissions.
  • VAT & Payroll
  • Quarterly preparation of VAT returns.
  • Work closely with Employee Experience team throughout each month to prepare and execute payroll each month.
  • Complete monthly payroll reconciliation and post journals, maintaining HMRC compliance and advising on P11d impact/rules.
  • Reconcile and populate total headcount per department and report to Head of Finance to highlight variances to forecast. Report variances to Finance Business partner to ensure planned recruitment is captured in forecast.
  • Payments
  • Review of payments to both Suppliers and Customers and regular liaison with the Customer Care Team to resolve queries from clients on a timely basis.
  • External Audit reporting
  • Facilitating the external audit process by addressing auditor queries and providing necessary information.
  • Ad hoc
  • Finance projects, including expense reporting, tax matters (including R&D tax submissions), and other ad-hoc reporting requirements.

What We're Looking For

We value simplicity, communication, teamwork, trust, and confidence. These core values are what make us tick and keep us all on the same page; not just with how we work individually, but how we engage with each other and the service we offer.

  • Financial or Management Accountant with experience in managing the month-end process, including balance sheet reconciliations, and P&L reporting.
  • Fully qualified (ACCA/ICAEW/CIMA/ACA)
  • Ability to manage multiple tasks and prioritize deliverables.
  • Proactive stakeholder management skills
  • Highly numerate and good commercial knowledge/awareness
  • Excellent communication skills, both written and verbal
  • Prioritization capabilities against concurrent deadlines

What Else We're Looking For:

  • Comfortable with change and working in a growth and fast-paced environment.
  • Hunger to learn, apply skills, and grow within the organization.
  • Excellent systems skills, Wealthify systems; (PowerBi, Excel, Anaplan, Sage)
  • Payroll experience, ideally within Xero.

What We Give You in Return

  • Competitive salary of between £38,000 - £42,000.
  • 24 days' holiday a year, plus bank holidays (you'll earn an extra day holiday for each full year you're with us, up to 28 days).
  • Hybrid/remote working options.
  • Flexible working hours, in line with business needs.
  • Buy and sell up to 5 days of holiday per year.

And We Have Plenty of Perks, Too

  • Annual bonus between 0-20% of your annual salary, which is linked to both company and individual performance.
  • Private medical insurance.
  • Death in service cover (x3 your annual salary).
  • Income protection insurance.
  • Company pension plan.
  • Healthify: a team to support the health and wellbeing of all staff at Wealthify.
  • Ministry of Fun: providing plenty of social activities and events throughout the year.
  • Offices in the picturesque Penarth Marina.
  • Free office gym.
  • Free parking nearby.
  • A collaboration space and games room.

We're a responsible company, and are constantly working to improve our culture, ethics, impact on the environment, and contribution to charitable causes.

This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company. If this job sounds perfect for you and you'd like to apply, please send your CV to

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