Job Description: Financial Controller / Finance Director (First FD Role)
Location: Richmond, London
Salary: Competitive, dependent on experience
Business Type: Investment Club / Alternative Investments
Company Size: ~£16m revenue (and growing)
About the Company
We are a fast-growing investment club business based in Richmond, offering members curated investment opportunities, proprietary deal analysis, and a structured platform for collaborative investing. As we scale, we are appointing our first senior finance leader to build and lead the finance function, strengthen governance, and support strategic decision-making.
Role Overview
This is a pivotal hire for the business: a hands-on Financial Controller / Finance Director who will own all financial operations, build robust systems, and provide strategic insight to support continued growth. The ideal candidate will thrive in an entrepreneurial environment and bring strong technical finance expertise, commercial acumen, and—ideally—experience with investment clubs, SPVs, member-based investment structures, or alternative investment vehicles.
The role will evolve with the business, starting with ownership of core finance processes and maturing into a full Finance Director capacity as the team and complexity grow.
Key Responsibilities
Financial Management & Reporting
- Own monthly, quarterly, and annual financial reporting, ensuring accuracy, timeliness, and compliance.
- Lead budgeting, forecasting, cashflow management, and scenario planning for the business.
- Develop KPIs and financial dashboards for the CEO and senior leadership team.
- Uphold strong financial control, including balance sheet integrity and reconciliation processes.
Strategic Finance & Business Partnering
- Partner with the CEO and leadership team to support strategic decisions, investment planning, pricing models, and growth initiatives.
- Provide financial insight on member activity, investment product performance, and long-term club economics.
- Conduct financial modelling for new product launches, investment club structures, and expansion opportunities.
Investment Club / SPV Financial Oversight (Highly Desirable Experience)
- Manage financial structuring, accounting, and reporting for investment club entities, member contributions, returns, and fees.
- Oversee the financial elements of SPVs or similar vehicles (setup, capital flows, reconciliations, compliance).
- Ensure transparency and accurate reporting to members in line with best practices.
- Support regulatory compliance (FCA-related where relevant) and coordinate with legal/administrative partners.
Operational Finance & Process Development
- Build the finance function from the ground up—including processes, policies, and tools.
- Implement and optimise financial systems (e.g., Xero, reporting tools, CRM integrations).
- Oversee payroll, AP/AR, tax compliance, and day-to-day transactional finance.
- Manage banking relationships and external advisers (accountants, auditors, tax specialists).
Risk, Controls & Governance
- Develop internal controls and financial governance frameworks appropriate for an investment-club environment.
- Evaluate and implement risk management processes, including investment risk reporting where relevant.
- Ensure compliance with statutory requirements and evolving regulatory obligations
Experience & Skills Required
Essential
- Qualified Accountant (ACA, ACCA, CIMA or equivalent).
- Experience as a Financial Controller, Head of Finance, or similar senior finance role.
- Proven ability to build and own a finance function in a small or scaling business.
- Strong financial modelling, forecasting, and analytical skills.
- Ability to operate strategically while remaining hands-on with execution.
- Excellent communication skills and stakeholder management.
Desirable
- Experience within investment clubs, private investment vehicles, wealth management, alternative assets, or SPV structures.
- Understanding of member-based investment models, capital flows, and fee structures.
- Familiarity with FCA considerations for investment-related businesses.
- Experience supporting subscription or membership-driven business models.
- Prior experience in a high-growth SME environment.
Personal Attributes
- Entrepreneurial mindset with the ability to work in a fast-paced, evolving company.
- Highly organised, detail-oriented, and proactive.
- Commercial thinker with a passion for driving business performance.
- Collaborative, transparent, and aligned with the culture of member-focused investing.
Why Join Us?
- Opportunity to shape the entire finance function from the ground up.
- Direct influence on strategic direction and growth alongside the CEO.
- Exposure to exciting investment opportunities and a vibrant member community.
- A dynamic role with scope for progression to full Finance Director as the business expands.
Competitive package
Great Career Progression
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