Attivo

Financial Planning and Analysis

• Maintain and strengthen financial control measures across the group, ensuring all policies, procedures, and reconciliations are consistently followed and regularly reviewed.
• Work closely with the Management Accountant team to produce the monthly consolidated Balance Sheet, ensuring accuracy and completeness, supported by well-prepared and timely reconciliations.
• Lead the preparation of annual statutory financial statements for all group entities, including the consolidated set, ensuring full compliance with FRS 102 and incorporating any updates to accounting standards.
• Act as the primary contact for external auditors, managing the statutory audit process end-to-end.
• Support the Trainee Financial Accountant in producing audit packs, gathering audit samples, and resolving audit queries promptly.
• Provide technical accounting expertise.
• Take responsibility for the accounting of the Guernsey entities, acting as a key liaison with external Guernsey accountants.
• Act as the main point of contact for group tax advisors, supporting corporation tax compliance activities and ensuring accurate and timely submission of all required information.
• Support the Financial Controller in the preparation and review of quarterly covenant reporting, ensuring data accuracy and compliance with lender requirements.
• Contribute to effective cashflow management by preparing timely and accurate cashflow statements and supporting liquidity forecasting and planning.
• Any ad hoc duties or reporting as required by Financial Controller or CFO.

Financial Accountant

• Creating complex financial models and forecasts.
• Providing financial insights and modelling to support strategic planning, budgeting, and forecasting that align with Attivo’s strategy, including scenario analysis.
• Working with key stakeholders, alongside analysing data trends to derive well-evidenced financial modelling assumptions.
• Ongoing benefits tracking of strategic programmes.
• Production of analysis to support investor and debt provider information requests.
• Cost management: review and identify efficiencies and opportunities for cost reductions across the business.
• Supporting cashflow management and reporting.
• Supporting acquisition due diligence and reporting.
• Analyse financial data and market trends for the sector.
• Support continuous improvement initiatives.

FP&A Analyst

• The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
• Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
• Processing fund switches and claims for clients.
• General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
• Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees
• Support with Financial Planning Associates with MIFID statements as required.
• Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
• In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

Attivo

Financial Accountant

FP&A Analyst

Financial Planning Administrator

Financial Planning Administrator

Financial Planning Administrator

Financial Planning Administrator

Financial Planning Administrator