Finance Operations Associate

The Company

A fast-growing technology company that provides an end-to-end financial planning platform for financial advisers (our clients), including modules for risk profiling, cashflow modelling, investment analytics and Model Portfolio Service with over £12bn in assets under management.

Our technology cuts out unnecessary costs, inefficiencies and anxiety for advisers, while improving the long-term investment returns for their clients.

As a scaling company, the only thing that is guaranteed is unpredictability.  Curve balls, adapting and developing are the norm.  If you’re looking for a company where everything is mapped out for you, then we may not be the right fit for you. 

However, if you’re after a dynamic company where you will make a real difference then read on!

Your responsibilities

The role of Finance Operations Associate is part of our Finance team. The core focus of the role is to maintain the accuracy of our financial ledgers and provide essential support during the management accounts cycle.

Main duties include:

Full ownership of inputting sales and purchase invoices with high attention to detail.

Ensuring that all counterparty balances are reconciled and substantiated on a regular basis and that aged balances are managed.

Active credit control for all sales invoices.

Identifying and recording prepayments to ensure accurate monthly reporting.

Reviewing and processing staff expense claims and ensuring they align with company policy.

Setting up payments to suppliers and staff as required.

Assisting with the preparation of monthly management accounts.

Assisting with the preparation of VAT returns by ensuring all invoices have the correct tax treatment.

Who we’re looking for

An individual who is looking to take the next step in their Finance career and is excited by an opportunity to work for a high-growth, scaling Fintech company.

Absolute must haves:

Previous experience in accounts payable / receivable ledger management.

Strong understanding of double-entry bookkeeping, the month-end process and VAT accounting.

Proficiency in accounting software and Excel (e.g., lookups, pivot tables).

Comfortable working in a fast-paced, collaborative environment.

Nice to haves:

Experience of system integration and migration.

Working towards an AAT/ACCA/CIMA qualification.

The package

Competitive salary, dependent on experience

Non-contributory pension scheme

28 days holiday plus bank holidays

Non-contractual bonus scheme

Potential to join company option scheme

Insurance plans

Cost of relevant professional qualifications and memberships

Hybrid working

Flexible hours (depending on team requirements)

Wellbeing support