fin-house

Financial Planning and Analysis

• 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.

Finance Assistant

Controller

• Oversee the transformation of our clients’ finance functions into value adding machines, ensuring scalable systems and processes are built and developed.
• Become a strategic and commercial partner to our clients, immersing yourself in their organisations and ultimately become an extension of their leadership team.
• Be the ultimate point of contact for your clients and effectively communicate to external stakeholders
• Work across a portfolio of companies, ranging from startup’s to established SMEs
• Play a pivotal role in building and growing fin-house and help us continue on our exciting growth journey!
• Leading on creating an agile and flexible finance team across your portfolio and navigating the challenges to ensure each organisation can operate both efficiently and effectively.
• Dissecting, evaluating and articulating levels of risk that exist around commercial opportunities as well as providing strategic support to bring opportunities to life with a focus on building long-term value.
• Leading the end-to-end budgeting and forecasting process ensuring alignment to strategic objectives and allowing organisations to remain agile and keep on track to long-term goals.
• Leading the finance function teams across your portfolio to play a key role in messaging and driving impact.
• Building strong relationships both internally and externally across your portfolio so you are a true member of the leadership team and trusted advisor to each organisation.
• Networking and building external relationships to help support the growth of fin-house. Supporting fin-house with new business leads and opportunities.
• Mentoring and coaching fin-managers across your portfolio and wider fin-house team.
• Leading on change management projects – whether that be in the form of new software, processes, people, expansion to new territories or new commercial opportunities. You’ll be helping clients to navigate the challenges from scoping to implementation and continued evaluation after. Truly bringing strategic and growth plans to life!

Finance Assistant

Financial Controller