Chief Financial Officer - Cheltenham, United Kingdom - Harper May

Harper May
Harper May
Verified Company
Cheltenham, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Contract Type:

  • Permanent
  • Location:
  • Cheltenham
  • Industry:
  • Financial Services
  • Salary:


  • £ £140000 per annum

  • Contact Name:


  • Harper May

  • Job Published:
  • February
    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 planning to 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 costeffectively 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 interpersonal 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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