Finance Manager (Investments)

Join our team as a Finance Manager (Investments) and play a key role in supporting strategic projects and enhancing our control environment. You will be the deputy to the Finance Director, manage the month-end close process, prepare management accounts, and oversee UK corporation tax compliance. Additionally, you will manage the treasury function, support FCA regulatory reporting, and champion AI and automation within Finance. This is a hybrid role with opportunities for development and training support, private health insurance, and performance-based bonuses.

• Assurer la gestion complète du processus de clôture mensuelle, y compris la révision des écritures comptables et la préparation des états financiers.
• Préparer les états financiers annuels conformément aux normes IFRS et agir en tant que principal contact financier pour l'auditeur externe.
• Concevoir et documenter le cadre de contrôle financier de l'entreprise, y compris les matrices de contrôle et la documentation des risques.
• Self-starter with the judgement and communication skills to represent Finance at Board, ExCo, and regulatory forums when required
• Treasury experience in a multi-bank, multi-currency environment; familiarity with a treasury management system (Kyriba or equivalent) and with PSP/EMI counterparty management is a strong advantage
• Qualified accountant (ACA, ACCA, CIMA or equivalent) with post-qualification experience at an FCA-authorised firm — investment management, stockbroking, spread betting, banking, or fintech
• Hands-on FP&A capability: financial modelling, annual budget and rolling reforecast management, variance analysis, and the ability to produce clear management narrative for Board-level audiences
• Proficiency in NetSuite (or a comparable ERP), Google Sheets or Excel at an advanced level, and at least one BI or reporting tool (Tableau, Power BI, or similar)
• UK tax experience covering corporation tax, VAT (including partial exemption), and transfer pricing — with a track record of coordinating with external advisers and owning the compliance calendar
• Practical FCA regulatory reporting experience: ICARA, RegData submissions, and a working knowledge of the UK Investment Firms Prudential Regime (UK IFR / MIFIDPRU), including capital adequacy and liquidity monitoring
• Strong IFRS technical knowledge and the ability to prepare statutory financial statements, develop accounting policies, work through complex accounting treatments, and document conclusions clearly for audit purposes
• Working knowledge of CASS 7 (client money segregation) and the obligations it places on an FCA (MIFIDPRU) investment firm
• Direct experience with ICARA preparation and FCA RegData filings, including K-factor calculations under the UK IFR
• Hands-on use of workflow automation tools (n8n, Python, or similar) to build finance processes or reduce manual reporting
• Exposure to stockbroking, custody, or investment product launches from a finance or regulatory perspective
• Experience managing or mentoring finance team members
• Familiarity with AI-assisted financial analysis, automated report generation, or similar tooling