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Equifind
Finance & Operations ManagerEquifind • City of London, London, United Kingdom
Finance & Operations Manager

Finance & Operations Manager

Equifind • City of London, London, United Kingdom
3 days ago
Job type
  • Full-time
Job description

Equifind has partnered with a boutique, fast-growth wealth management group to recruit a Finance & Operations Manager. This newly created role is based in their London office near Mayfair and will require office attendance 3-4 days per week.


With £450m in assets under management and an ever-increasing client base, it's an exciting time to join as the business gears up for a busy period of transactions.


This will be the first dedicated finance hire, reporting directly to the Managing Partner, who is keen to nurture and develop this individual.


It's a great role for someone with a finance background who wants greater visibility across the business and wishes to take part in more commercial and strategic operations.


Key duties include

  • Take ownership of the monthly close process for all group entities.
  • Prepare monthly and quarterly management reports including balance sheet maintenance.
  • Preparation of annual budgets for the group and individual entities.
  • Manage all compliance reporting including KYC and AML checks
  • Key point of contact for annual key elements of external financial audits across the group.
  • Contributing to the improvement and development of financial controls, processes, and reporting.
  • Supporting the delivery of accurate and timely management information.
  • Assisting with the migration of data from legacy accounting systems to the group’s accounting software.


Key requirements

  • ACA/CA qualified accountant.
  • A minimum of 3 years experience, either within a similar business or an accounting practice.
  • Advanced-level Excel skills.
  • Good interpersonal and communication skills.
  • Solid understanding of financial reporting requirements.
  • Proven stakeholder management experience and relationship building skills.


Package details

  • £60-70,000 base salary.
  • Discretionary annual bonus.
  • Employer pension contribution.
  • 27 days annual leave.
  • Private medical insurance coverage.
  • Group income protection.
  • Plus, a host of additional perks and benefits!


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Finance & Operations Manager • City of London, London, United Kingdom

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