fin-house

Financial Planning and Analysis

• Own the financial narrative across your clients - P&L, cash flow, balance sheet - translating complexity into clear guidance that founders can act on
• Own the operational backbone - AP, AR, payroll and VAT - across your portfolio, keeping clients confident that nothing slips
• Lead budgeting, forecasting and scenario planning, connecting commercial reality with long-term strategy
• Build sophisticated financial models for fundraising, M&A, and investment decisions
• Challenge assumptions, flag risks early and shape decisions, not just report on them
• Coach and develop fin-managers and fin-operators across your portfolio (typically 2-3 direct reports), building high-performing teams
• Drive systems and process improvements, setting the standard for how Xero is configured and used
• Help fin-house grow - through referrals, the relationships you build, and how you represent the brand externally

Head of Finance – Fast Track to FD

Head of Finance

Operator

• Effectively and efficiently managing multiple client accounts across your designated portfolio to meet required weekly and monthly deadlines.
• Managing between 3-5 client ‘finance’ inboxes and ongoing communications with external and internal stakeholders.
• Creating prepayment and accruals month-end schedules and corresponding journals to be posted on Xero /equivalent finance system.
• Managing the processing of invoices through Dext (expense management software) to ensure appropriate approval chains are satisfied and each cost is correctly tagged/identified before submission to Xero/ equivalent finance system.
• Understanding the basics and core components to compile a VAT return, and what transactions are to be recorded in each box.
• Preparing monthly depreciation journals and updating and maintaining a fixed asset register.
• Reconciling multiple bank accounts and being able to communicate effectively with both internal and external stakeholders to deal with queries, such as missing or additional information required to complete the task.
• Raising sales invoices and effective credit control to ensure invoices are paid on time.
• Preparing weekly/bi-weekly/monthly payment runs and communicating with relevant stakeholders required across the approval chain.