Finance Manager

Join an innovative and dynamic private equity. They specialize in investing in, and providing comprehensive support services to, a diverse portfolio of start-up companies and smaller businesses looking to scale, primarily within the Recruitment Sector. Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape. As they continue to expand, they are seeking a dedicated and proactive Finance Manager to join their growing team.

Role Overview:

As the Portfolio Finance Manager, you will play a crucial role in ensuring smooth financial operations for clients within our portfolio as well as for their company. You will collaborate closely with their clients and internal teams to deliver exceptional financial support and reporting. This role will be the first hire into a growing Finance department, providing an excellent opportunity for an enthusiastic and talented finance individual to take ownership of, lead, and eventually grow the critical finance function with support from the Directors.

Key Responsibilities:

Financial Administration:

• Manage finance functions for both their company and their diverse client portfolio, including:

• Raising invoices & credits

• Sending client statements

• Managing credit control

• Completing supplier payment runs

• Bank reconciliations

• Cashflow management

• Processing expenses for both their company founders and clients

• Managing & processing client payrolls

• Liaising with accountants on quarterly VAT returns, Management Accounts, Statutory Accounts, and dividend calculations

Financial Reporting:

• Oversee the month-end close process for their portfolio clients and their company, including:

• Sales reconciliation

• Bank reconciliation

• Month-end journals (Accruals/Prepayment, salary, commission, corp tax)

• P&L collation

• Balance sheet reconciliations

• Sales metrics collation

• Creation of Board Packs

• Prepare weekly reports for clients, including Aged Debt and AP reports

Budgets & Forecasts:

• Assist in creating annual budgets, liaising directly with clients
• Help develop financial plans for new prospects
• Provide ad hoc reporting to support strategic decision-making

Client and Portfolio Support:

• Serve as a point of contact for their start-up clients, addressing their financial needs and queries
• Participate in client meetings where appropriate

Qualifications and Requirements:

• Minimum of 2 years experience in a finance role, preferably managing multiple clients
• Understanding of accounting principles and experience with month-end processing, management accounts, and financial reporting
• Proficiency in financial software and tools (e.g., Xero, Microsoft Excel, Float)
• Strong attention to detail and accuracy in financial data management and record-keeping
• Excellent organizational, multitasking, and time management skills
• Effective communication skills, both written and verbal, with a customer-focused approach
• Demonstrated ability to work collaboratively within a team

Preferred:

• Familiarity with start-up and investment sector practices

Benefits:

• Competitive salary
• Pension
• Parking
• Access to employee perks
• Hybrid working model (work one day from home)
• Opportunities for professional growth and development
• Engaging and dynamic start-up environment