Lead the finance function across the operating company and holding company, overseeing both balance sheets
Build and own cash-flow models, rolling forecasts and budgets that support the firm’s growth plans
Produce clear, board-ready reports and KPI packs for the owner-directors and the leadership team
Assess revenue quality and recurring income, and interrogate the cost base to improve margin and efficiency
Oversee financial resources and capital adequacy requirements under the FCA’s prudential rules, and make sure regulatory financial reporting is accurate and on time
Advise on adviser remuneration structures and their commercial and regulatory implications
Work with the risk and governance team as a trusted senior colleague, bringing financial rigour to governance and Consumer Duty reporting
Act as a confidential sounding board for the CEO on strategy, investment and operational decisions
Keep data-room-ready financial information and prepare materials for potential future approaches
Manage the part-time financial controller and external accountancy support, and improve processes, systems and controls