CFO Support Specialist

3 weeks ago


Aylesbury, Buckinghamshire, United Kingdom BT6 Resourcing Full time
Job Title: Financial Planning Lead

We are seeking an experienced Financial Planning Lead to join our Finance Department in Aylesbury. As a key member of the team, you will support the CFO in managing financial functions across all entities.

  • Key Responsibilities:
  • Support the CFO in managing financial functions across all entities.
  • Provide proactive management accounting information and support strategic decision-making and risk management processes.
  • Advise the Executive Board on potential risks and opportunities.
  • Produce timely month-end management accounts and review reports with stakeholders, adhering to agreed timelines.
  • Assist the management team in preparing financial and business plans.
  • Regularly update the financial plan, annual budget, and internal weekly planning and reporting.
  • Oversee working capital management, credit control, and treasury functions.
  • Collaborate with the Data Analyst to ensure accurate daily, weekly, and monthly analysis, and recommend improvements to PowerBI reporting.
  • Assist with the preparation of statutory year-end accounts and notes for audit purposes.
  • Manage annual tax compliance and returns; liaise with auditors and assist with tax computations.
  • Participate in cross-functional and group project work, ensuring accounting and tax compliance.
  • Prepare deliverables to support internal and external financial reporting, including analytical commentary and supplementary financial analysis.
  • Streamline and automate processes to meet evolving business needs, identifying inefficiencies and implementing improvements.
  • Stay current with changes in financial regulations and legislation.
  • Establish and maintain company financial policies and procedures.
  • Utilize technology effectively to enhance business and financial functions.
  • Line-manage two team members (credit control and bookkeeping), including process improvement, team development, and management of absence and annual leave.
  • Contribute to the broader development of the Finance Department alongside the CFO.
Candidate Profile

You will be a qualified accountant (ACA/ACCA/CIMA) with at least five years of experience in both management and financial accounting. Experience in a multi-entity, international business and in a growth-focused SaaS/Technology-based SME within the Insurance sector would be advantageous.

  • Possess international exposure.
  • Be analytically strong, with the ability to challenge assumptions, identify anomalies, and resolve issues.
  • Demonstrate excellent communication and interpersonal skills across all levels of the business.
  • Quickly establish credibility and earn the respect of colleagues.
  • Have high integrity, with the ability to sell ideas and implement change.
  • Be inquisitive, with a desire to improve processes and identify opportunities for enhancement.
  • Focus on quality improvement and automation, with a drive for continual improvement.
  • Be comfortable working independently without constant oversight.
  • Thrive under pressure and tight deadlines.
  • Have experience with forecasting, budgeting, variance analysis, and data interpretation.
  • Demonstrate proven operational accounting experience, ideally in a scaling organization.
  • Have a thorough understanding of best-in-class systems, processes, and controls.

Estimated Salary: £55,000 - £65,000 per annum + hybrid working options.



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