Finance & Operations Manager - Boutique Investment Manager

Role: Finance & Operations Manager

Salary: £80,000 - £100,000 base plus very strong bonus

Working pattern: 4 days in office, 1 from home

A well established boutique investment manager with over 20 years track record are looking to hire a Finance & Operations Manager to work with the CFO overseeing all elements of finance and operations / compliance for the business.

They are looking for a qualified accountant with around 3-6 years post qualification experience (flex either side for strong candidates). The right person will be driven and commercial - this is a key hire for the business so the person coming in needs to have the confidence and ability to build relationships with individuals across the business, including the Founder, as well as external suppliers.

Culture fit is really important for them, it’s a close knit team where people genuinely get on well with each other and they arrange team offsites abroad each year to build on that.

Key Finance responsibilities include:

• Lead all aspects of FP&A including the cash flow forecasting, budgeting and strategic planning
• Oversee and review the work of the outsourced accountants which includes the bookkeeping and management accounts they produce for UK and international entities.
• Support the CFO with strategic initiatives
• Lead and manage the year end audits and annual tax work
• Prepare and lead quarterly finance meetings with senior management
• Manage the carried interest calculations and process for the firm
• Ad hoc finance requests

Operational Responsibilities include:

• Own the relationship with the firm’s outsouced IT service provider including reviews and negotiations as well as user onboarding and offboarding, escalations etc
• Review payroll
• Lead certain HR processes such as new starters and leaver, annual goal setting, benefits renewals and maintaining employee records
• Office specific responsibilities such as liaison for landlord and facilities and negotiating vendor and service provider contracts
• Compliance monitoring, including regulatory filings and reviews, working closely with external compliance consultants
• Utilising IT systems, AI tools and Excel to complete tasks efficiently