London, United Kingdom
Reporting directly to the Finance Director the Group Financial Controller is a critical leadership position at the heart of our finance function. You will own the end-to-end financial control environment across our UK and US entities from the month-end close and group consolidation through to statutory accounts tax compliance treasury management and system optimisation. You will also act as a key commercial partner to the FP&A Manager and senior leadership team providing insight-driven reporting and proactive challenge on variances risk and process improvement. This is a hands-on role that combines technical accounting depth with a continuous improvement mindset. The Right Candidate Will Bring A strong command of UK GAAP / IFRS with experience in a multi-entity multi-currency environment Comfort operating in a marketplace SaaS or fintech context where complex fund flows merchant payouts and consumer refunds are the norm A desire to build and optimise from internal controls to systems infrastructure to support a ~£30m revenue business scaling to the next level Key Responsibilities Financial Control & Reporting Month-End Close Own the full month-end close process for both UK and US entities delivering a hard close within 4-5 working days Prepare a detailed monthly commentary pack with key observations MoM variance analysis and comparisons against budget for the Finance Director C-Suite and Board Accounts Payable (AP) Oversight of all AP matters managing payment authorisations and overseeing the full PO-to-expense workflow and liaise across departments to ensure recoverability Manage a weekly PO-to-expense report showing outstanding commitments accruals remaining PO headroom and variances against budget lines Accounts Receivable (AR) Oversee the AR ledger for both entities produce bi-weekly US revenue calculations and ensure bad debt provisions are adequate and regularly reviewed Act as the primary decision-maker on AR matters managing debtor balances debtor days and recovery of significant outstanding balances escalating where appropriate Payroll Accounting Manage payroll reconciliations and reporting pensions and benefits journals prepare full payroll reconciliations from HR system compensation through to net pay in bank for both UK and US Allocate payroll costs to the correct expense lines and departments and report actuals against budget by staff member and category Group Consolidation Prepare monthly consolidated group accounts managing all intercompany eliminations cross-charges and foreign currency (GBP/USD) translations Maintain consolidated balance sheet reconciliations ensuring every line item is verified monthly and movements are clearly explained Marketplace & Funds Flow Accounting Oversee the complex B2B2C fund flow lifecycle ensuring merchant payouts customer refunds and subscription fees reconcile perfectly with the internal ledger and Looker Investigate and challenge discrepancies manage the refund process and proactively suggest process improvements to reduce error and financial risk Statutory Accounts & External Audit Lead year-end statutory accounts preparation for the Group reconcile the full ETB from Xero and management accounts TB through to statutory format Manage the relationship with external auditors acting as primary contact and ensuring all deliverables are met on time Budgeting and Forecasting Strong ability to turn Month-end financials into actuals vs budget across function departments and layer these actuals into rolling forecasts Tax & Compliance Prepare reconcile and file the Group VAT return with HMRC Prepare reconcile and file the tax return across multiple US states Oversee annual Corporation Tax calculations and disclosures manage R&D tax credit claims in coordination with specialist advisors Track US Sales Tax nexus obligations and coordinate with US-based tax advisors on Federal and State filings Maintain and update the Transfer Pricing agreement between the UK and US entities ensure journals are posted correctly and internal staff allocation aligns with expectations Process Systems & Internal Controls Design and implement robust financial controls to minimise errors in a high-volume marketplace environment — including review and amendment of the refund authorisation policy Act as finance systems super-user (currently Xero) review the GL structure and chart of accounts to ensure alignment with the P&L and budgeting requirements Assess the capability of existing finance systems given company growth projections recommend system changes/improvements and own the migration projects to ensure a 3-5+ year vision for the companies growth Identify and automate manual workflows to improve efficiency and scalability ahead of continued revenue growth Banking Treasury & FX Manage multi-currency bank accounts (GBP and USD) overseeing group cash management and the deployment of surplus funds into appropriate savings or short-term investment vehicles review of existing banking and treasury relationships and recommend changes as required to support growth plans Manage FX risk through RBS or equivalent broker relationships recommend and execute hedging strategies where appropriate Prepare covenant reporting and ensure the Group maintains compliance with any banking or financing obligations Team Management & Cross-Functional Leadership Directly manage and mentor the Financial Controller Finance Assistant & Credit Controller overseeing AP/AR and general ledger entries and continuously upskilling the team to take on greater responsibility Partner with the FP&A Manager to provide clear variance commentary (budget vs. actuals) that supports business decision-making Manage the Credit Controller and debt/dunning team to monitor bad debt provisions and problem-solve recoverability on larger outstanding balances Liaise confidently with external advisors (auditors tax consultants legal) and present financial information clearly to senior stakeholders and the Board Success After 6 Months Looks Like Month-end close is consistently hitting 5-day mark (including consolidation inter-co eliminations cross-charges etc) with zero restatements and complementary MI for SLT and Board A formal recommendation of the finance systems stack (Xero RBS CS Admin Looker etc) has been delivered with business case – implementation is either finish or materially underway At least 2-3 manual workflows have been automated and/or significantly streamlined The chart of accounts & GL have been fully restructured to reflect the P&L and budget requirements Year-end statutory accounts and audit have been filed on time with no material adjustments About You Essential Qualifications & Experience Fully qualified accountant (ACA ACCA or CIMA) Minimum 5 years post-qualification experience ideally with at least 2–3 years in a Financial Controller or Senior Finance Manager role Demonstrable experience managing multi-entity multi-currency consolidations (UK & US preferred) Hands-on experience in a marketplace fintech SaaS or other technology-enabled business with complex revenue and funds-flow accounting Strong technical knowledge of UK GAAP / FRS 102 and a working understanding of US GAAP Experience managing AP AR payroll accounting and month-end close to a hard-close timetable Proven track record owning statutory accounts preparation and audit management Working knowledge of UK VAT Corporation Tax and at least a foundational understanding of US Sales Tax / Federal filing obligations Previous experience in systesm change recommendation implementation and delivery Essential Skills & Competencies Exceptional attention to detail and a first-time-right approach to financial reporting Strong systems instinct comfortable reviewing GL structures interrogating data and driving system improvement projects Commercially minded with the ability to translate numbers into clear narrative for non-finance stakeholders Confident communicator and collaborative team player with the gravitas to influence at FD SLT and Board level Highly organised with the ability to manage multiple concurrent workstreams and meet strict deadlines A continuous improvement mindset always asking how processes can be made faster more accurate and more scalable Prior ownership over a finance system implementation or migration project Desirable Experience with Xero (advanced user or super-user level) familiarity with other finance solutions NetSuite Sage or equivalent mid-market ERP Knowledge of Transfer Pricing mechanics in an SME context Experience working in a regulated financial services environment (FCA-authorised firm or equivalent) Understanding of US GAAP Our Shared Values At Unbiased we have set of values that underpin the work that we do we hope you’ll share these too! Be relentless about progress - working at pace to solve problems navigate around blockers and prioritising company OKR’s. Own it and get it done – taking ownership of your projects involving the right people at the right time and making meaningful contributions. Share and seek input – proactive in seeking and acting upon feedback. Being open sharing knowledge and proactively communicating. Enjoy the journey – Ensuring cross-team collaboration and proactively celebrating achievements of your peers How We’ll Take Care Of You Investment in your Development Alongside in-house training you’ll be allocated a generous yearly allowance to invest in your career development. Investment in your Wellbeing Your wellbeing is a top priority for us and you’ll be able to benefit an annual wellbeing allowance. On top of this we have arranged for Private Medical Insurance for extra peace of mind for you and your family Social Events We’re a social bunch so you can expect plenty of activities based in and around our vibrant office in the heart of Farringdon. The Usual Benefits Holiday you’ll be allocated plenty of holiday to ensure that you have enough time to recharge work-life balance is super important to us here (you’ll also have your birthday off as paid annual leave) Flexible working we’ll work with you to find the balance of office-based work and remote working Pension you’ll be able to save via salary sacrifice scheme with Unbiased contributing above the minimum required amount subject to banded earnings. Private Medical Insurance you can add your dependents and spouse Life insurance Cycle to work scheme About Unbiased Unbiased is an AI-enabled financial advice platform empowering people to make confident financial decisions and delivering unrivalled growth for advice firms. With the greatest wealth transfer in history now underway Unbiased connects people to trusted advice across pensions and retirement inheritance planning mortgages accountancy and more. The Unbiased platform applies advanced models trained on a rich dataset of user activity to intelligently match individuals with qualified advisers providing the easiest and most reliable way to access financial expertise. Since 2010 Unbiased has generated over $100 billion in AUM opportunities for financial advisers with 65% of prospects new to advice. Reaching more than 10 million consumers annually it is the leading source of client demand in the industry. We have big ambitions to improve how people tackle the biggest decisions and working at Unbiased means working with smart motivated people who believe in this. We have a fun but in an ambitious environment where we are simply trusted to get stuff done. We actively encourage women to apply and bring their diverse perspectives to our team as we believe in fostering an inclusive and empowering workplace where everyone can thrive. We are a female founded company with a culture focused on diversity and inclusion amongst our entire team. Equal Opportunity The best ideas are often the least expected and require new ways of thinking that’s why our teams at Unbiased are made up of broad range of talented people. We are proud to be an equal opportunity employer. We do not discriminate based on race ethnicity colour ancestry national origin religion sex sexual orientation gender identity age disability veteran status genetic information marital status or any other legally protected status. Data Privacy Personal information about unsuccessful candidates will be held for 12 months after the recruitment exercise has been completed it will then be destroyed or deleted. We retain de-personalised statistical information about applicants to help inform our recruitment activities but no individuals are identifiable from that data. Once a person has taken up employment with Unbiased we will compile a file relating to their employment. The information contained in this will be kept secure and will only be used for purposes directly relevant to that person’s employment. Once their employment with Unbiased has ended we will retain the file in accordance with the requirements of our retention schedule and then delete it. Agencies As much as we appreciate the help we’re using our own direct sourcing methods or we’re working with one of our carefully selected Agency Partners on this vacancy. To find out a little more about how we partner with agencies please email talent@unbiased.co.uk FAO our Talent Manager speculative phone calls will not be taken by our team neither will CV submissions without Unbiased or the candidates expressed consent.
London, United Kingdom
Meet Unit4. With over 40 years of heritage we’re an agile fast growing Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations. With our innovative self-driving adaptive and intuitive software our customers can spend more time on meaningful high-value work. At the heart of what we do lies a simple yet profound purpose Improve how people work by focusing on what truly matters . — A powerful statement that enables different priorities for different people. We’re shaping how work should feel and we empower our people by providing them with the right tools to achieve the autonomy they need - it's what makes us unique. Job Description Job Purpose We are looking for a Global FP&A Manager to act as the senior finance partner for our Customer Success (CS) organisation. In this role you will drive strong financial governance insight and commercial discipline across our global CS project portfolio. You will own project financial performance reporting partner closely with CS leadership Delivery PMO and FP&A and ensure high‑quality compliant and decision‑ready financial insight to support sustainable margin performance and operational outcomes. You will sit within the finance team while operating as an embedded finance partner to Customer Success and working closely with FP&A colleagues and wider finance teams. Accountabilities & Responsibilities Financial Leadership of the Global CS Portfolio You will own project‑level financial governance and performance reporting across the global Customer Success portfolio. You will ensure accurate and consistent project accounting including revenue and cost matching accruals WIP unbilled revenue and aged debt. You will deliver timely month‑end close outputs with clear insight variance analysis and forward‑looking commentary. You will maintain financial integrity and compliance with applicable accounting standards internal policies and governance frameworks. Business Partnering & Commercial Insight You will act as the senior finance partner to CS leadership Delivery Directors PMO and Project Managers. You will confidently and constructively challenge delivery assumptions commercial constructs margin expectations and project plans. You will translate financial data into actionable insight to support improved margin performance and delivery outcomes. You will support decision‑making across the full project lifecycle from initiation through delivery and close. Forecasting & Planning You will coordinate global CS forecasting cycles maintaining robust forecast records and assumptions. You will support scenario modelling to inform operational resourcing and commercial decisions. You will provide insight to support longer‑term Professional Services and Customer Success planning. Commercial & Delivery Governance You will partner closely with PMO to maintain strong project governance including scope control change management and commercial terms. You will support billing accuracy and timeliness in collaboration with Billing Revenue Recognition and Delivery teams. You will proactively identify financial risks and opportunities across the project lifecycle and recommend corrective actions. Audit Compliance & Financial Controls You will support Customer Success‑related internal and external audit activities. You will maintain strong controls across project data revenue recognition and reporting processes in partnership with Group Accounting and Delivery teams. You will ensure project financial processes are consistent well‑documented and audit‑ready. Cross‑Functional Collaboration You will work closely with FP&A Group Accounting Billing & AR PMO Delivery Management Resource Management and Deal Desk teams. You will coordinate with finance support colleagues to ensure efficient and scalable CS financial operations. You will collaborate closely with the Senior Director CS Financial Strategy & Operations to align project‑level reporting with CS‑wide strategy planning and performance rhythms. Qualifications Experience Requirements Essential You demonstrate strong expertise in Professional Services project accounting ideally across global or multi‑region environments. You bring sound financial and commercial judgement across fixed‑price and time‑and‑materials delivery models. You are an effective senior finance business partner able to influence stakeholders and challenge assumptions with confidence. You have advanced financial analysis and modelling capability with strong Excel skills. You are comfortable operating in fast‑paced international and matrixed environments. Desirable Experience in consulting SaaS or global delivery organisations. Practical exposure to IFRS 15 in a services or software context. Experience partnering closely with PMO Delivery or Customer Success teams. Required Tools / Technology Advanced Excel ERP systems (Unit4 or similar) FP&A and planning tools BI / insight tools (e.g. Power BI) Required Skills (SaaS) Project accounting expertise Strong commercial and analytical judgement Financial modelling and scenario analysis Margin performance and services economics understanding Governance controls and risk‑aware mindset Education Requirements Fully qualified accountant (ACA ACCA CIMA or equivalent) Additional Information Who we are We are a people-first community that nurtures all the areas that surround your working experience. With us you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness. We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities it’s about feeling valued empowered promoted impactful seen and appreciated. We are reimagining how work makes people feel. What we offer a culture built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact balance - with our Flexible Leave Paid Time Off policy remote working opportunities Global Wellbeing Days and other great benefits growth opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so ultimately you can achieve your best work talented colleagues role models and mentors - work learn and be inspired by some of the best talent in the software industry a commitment to sustainability - with initiatives such as our Environmental Social and Governance strategy and Act4Good programme a safe and inclusive working environment – supported by our Employee Resource Groups which are open to all.
London, United Kingdom
About Wheely Wheely is redefining premium transportation across major cities in Europe the US and the Middle East. We blend cutting-edge technology with the craft of five-star chauffeuring to deliver an experience trusted by more than 100000 active riders and 1200 corporate accounts. We’re a profitable fast-growing scale-up with $43M raised and over $100M in annual revenue. Having recently launched in New York City we’re expanding rapidly across the US and EMEA. If you take pride in your craft and want to help shape the next chapter of our growth we'd love to hear from you. About The Role We are looking for a talented FP&A Associate to join our team. Reporting to the Finance Director you will play a crucial role in managing the existing budgeting forecasting and strategic planning processes. The role comes with extensive autonomy and you will be supported to iteratively improve the existing processes by adding automation and your own ideas. Success in 6 months will be command of the existing processes and a thorough understanding of the business. Success in 12 months will be the deployment of new budgeting forecasting processes featuring improved automation. Responsibilities Conduct financial analysis and provide insights to support decision-making including modelling the financial impact of new markets and operating model changes alternative pricing strategies and cost of sale optimisation initiatives. Assist in the budgeting and forecasting process working with department heads and other stakeholders to develop financial plans that align with strategic objectives. Assist with internal OPEX cost management control to ensure alignment with budgets. Support financial performance monitoring analysing variances and identifying areas for improvement or corrective action. Collaborate with cross-functional teams to drive process improvements streamline financial processes and enhance efficiency and accuracy. Requirements Working understanding of accounting principles financial analysis and budgeting/forecasting. Bachelor’s degree in Finance Accounting Economics or a related field with a preference for candidates pursuing or planning to pursue a CIMA ACCA/ACA or CFA qualification. 1-2 years of experience in corporate finance financial analysis or a related field (internships at Big 4 firms or similar environments are a plus). Strong Excel/Google Sheets/SQL skills ability to build well-structured models work with large datasets and build queries that interpret business data. Excellent communication skills with the ability to present and translate financial information clearly to non-finance stakeholders. What We Offer Office-based role in West London four days a week with flexible start and finish times plus one remote day of your choice Salary £43800 – £50000 Employee stock options plan Private medical and dental insurance Life and critical illness cover Best-in-class equipment Monthly credit towards Wheely journeys Cycle to Work scheme Professional development stipend All of your personal information will be collected stored and processed in accordance with Wheely’s Candidate Privacy Notice
New York, NY
Job Title Senior Vice President Global Subadvisory Distribution Department Global Subadvisory Distribution Reports To EVP Head of Global Subadvisory Distribution FLSA Code Exempt Estimated Salary $175000 - $250000 Job Summary The Senior Vice President of Global Subadvisory Distribution will play a critical role in developing new and expanding existing subadvisory relationships globally. This experienced distribution professional will serve as a leader representing the firm in retaining assets and growing new and existing relationships and at times serve as a proxy for investment teams at Cohen & Steers in our efforts to grow business with asset managers insurance companies and other financial intermediaries. This position requires professional sales acumen strong investment and product knowledge strong presentation and marketing skills and the ability to work across both institutional and wealth channels at Cohen & Steers. The individual will also be required to build the necessary relationships within the various internal groups at Cohen & Steers (i.e. portfolio management Marketing Product Development etc.). Cohen & Steers is committed to an inclusive culture valuing diversity in support of our people and clients. Major Responsibilities/Activities Primary responsibility will be to prospect asset managers insurance companies and other financial institutions which could partner with Cohen & Steers in a subadvisory capacity. This professional will also lead coverage with select existing subadvisory relationships to drive organic growth through relationship expansion in existing products and new product launches. Conduct campaigns and roadshows for relationship expansion and promotion of the asset classes and funds Cohen & Steers subadvises for our clients. Analyze activity consultant research and manager lineups through investor databases (e.g. eVestment Preqin) and industry trade publications (e.g. Fundfire Mandatewire Ignites). Track and maintain pipeline. Maintain fluency in capital markets Cohen & Steers’ marketable strategies’ performance and the marketplace more generally. Work with the Institutional Channel Marketing partners to prepare presentations campaigns and other collateral to assist in the sales effort. Organize meetings calls and pre-meeting prep for Portfolio Managers and internal teams. Prepare for consultant and prospective client meetings video and phone conference calls. Facilitate the execution and delivery of information for investor and consultant communication including educational materials and research. Develop responses to client prospect and consultant data requests. Create timely responses for deliverables as follow-ups to meetings. Assist in utilization and maintenance of CRM system. Assist in the development of business plans and quarterly reviews as a means to track activity and progress. Work closely with Associates and Directors across the firm as a resource for on-going projects and initiatives. Develop and refine sales acumen and process mechanics to directly support the external business development effort. Collaborate and build internal partnerships with Marketing Legal Compliance Investments Ops and others. Travel to existing and future clients located across North America Australia New Zealand and eventually European countries. Live the core values of Cohen & Steers and serve as an ambassador of the firm to external constituencies. Minimum Requirements Bachelor’s degree from an accredited college. 12+ years of related experience in a sales investor relations and/or client services role within Financial Services. Series 7 and Series 63 licenses. Advanced degree or certifications (CFA CAIA CFP CIMA) valued but not required. Knowledge of real asset investment structures and vehicles. Experience in an institutional marketing or sales group. Skilled use of Excel Word and PowerPoint. Excellent communication and writing skills. Must be able to prioritize and multi-task in deadline driven environment. Demonstrates inclusive behaviors in support of a culture that values diverse perspectives. Must be willing to travel up to 35% of the time. Agrees to comply with the firm’s hybrid work policy (“work from home policy” as aligned with the Company’s employee handbook) which currently requires reporting to the Company’s New York City office four (4) days per week with one (1) remote workday permitted. Note This job description reflects management's assignment of essential functions it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
Gibraltar Remote
Work from anywhere impact everywhere Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 160 Xapiens that work remotely from 50+ countries around the world. Our beginning A world that enjoys economic freedom and wealth protectionno matter where you live or who is running your country. To achieve that we search the world for the best people for the job. We work hard think globally and inspire each other to learn and grow. We are committed to changing the way things are done. Although we are headquartered in Gibraltar this is a full time 100% remote position Work from anywhere! Position overview As the Treasury Manager at Xapo Bank you will be a pivotal member of our Treasury team responsible for overseeing and optimising our cash and banking processes. Your expertise in liquidity management and cash management will play a crucial role in maintaining the financial health of our organisation. If you are a detail-oriented finance professional with a passion for maximising cash efficiency we invite you to join our team. Responsibilities Liquidity Management Monitor daily cash positions optimise cash balances and invest surplus funds to maximise returns while maintaining liquidity. Minimise idle cash and reduce borrowing costs. Leading the cash execution for the Treasury and Investment related flows. Risk Management Identify and mitigate cash-related risks including currency exchange rate fluctuations and interest rate risk. Develop risk management strategies to protect company finances. Manage various Financial Limits within the agreed Group Risk Appetite Bank Relationship Management Support relationships with financial institutions negotiate banking terms and fees and stay informed about banking services that can benefit the company. Supporting the delivery of various Treasury Regulatory Requirements for the Bank (e.g. ICAAP ILAAP) Treasury Reporting Owning and developing Treasury Management Information capturing the daily cash positions along with key treasury P&L. Supporting other regular MI requests for senior committees such as the Risk Management Committee and others. Cash Management Policies Develop and enforce Cash Management policies and procedures to safeguard company assets and maintain compliance with internal controls and regulations. Ad Hoc Projects Participate in special projects related to Cash Management and Treasury. Skills needed Must have at least 5-10 years experience in a fintech or equivalent environment. CFA or CIMA or similar qualification. Ability to build spreadsheets and monitoring tools and reports from scratch. Financial Expertise Strong understanding of financial principles cash management and treasury operations. Cash and Crypto Execution - Understanding of banking and crypto rails along with expertise in transaction execution on both Fiat and Crypto side is nice to have. Analytical Skills Excellent quantitative and analytical abilities to interpret financial data and make data-driven decisions. Liquidity Management Experience in optimising liquidity managing working capital and investing surplus funds. Bank Relationship Management Ability to build and maintain positive relationships with banks and financial institutions. Financial Analysis Skilled in conducting financial analysis and providing strategic insights. Risk Management Knowledge of cash-related risks and experience in developing risk mitigation strategies. Communication Strong verbal and written communication skills to report and present financial information effectively. Attention to Detail A high level of attention to detail and accuracy in financial calculations and reporting. Other requirements A dedicated workspace. A reliable internet connection with the fastest speed possible in your area. Alignment with Our Values and the Xapo Values-Driven Leadership principles. Why work for Xapo? Impact Globally Work Remotely. Shape the Future Improve lives through cutting-edge technology work 100% remotely from anywhere in the world. Great work-life balance Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge. Expect Excellence Collaborate learn and grow with a high-performance team. Learn how you learn best - from books to conferences you’ll get a yearly budget for your individual learning and development goals. At Xapo we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment transparency and ethical conduct in their interactions with customers and stakeholders.
Gibraltar Remote
Work from anywhere impact everywhere Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 160 Xapiens that work remotely from 50+ countries around the world. Our beginning A world that enjoys economic freedom and wealth protectionno matter where you live or who is running your country. To achieve that we search the world for the best people for the job. We work hard think globally and inspire each other to learn and grow. We are committed to changing the way things are done. Although we are headquartered in Gibraltar this is a full time 100% remote position Work from anywhere! Position overview As the Treasury AVP at Xapo Bank you will be a key member of our Treasury team responsible for driving the Bank's Bitcoin first strategy along with focus on traditional finance in particular across fixed income investment strategies that balance yield enhancement with prudent risk taking. Working closely with the Head of Treasury you will bring a trading mindset to Treasury structuring products across both traditional fixed income and Bitcoin while leveraging strong Bitcoin and FX experience to support the Bank's investment and hedging activities. If you are a commercially minded finance professional who thrives on designing creative risk-aware solutions at the intersection of traditional finance and Bitcoin we invite you to join our team. Responsibilities Fixed Income Investments Manage and grow the Treasury's fixed income investment portfolio including sourcing evaluating and executing investments to optimise returns within approved risk limits. Risk Reward Balance Assess and balance risk and reward across Treasury's investment and structuring activities ensuring decisions are made within the Group's Risk Appetite and Financial Limits. Product Structuring Structure investment and yield products for Treasury working with internal stakeholders and counterparties to bring new structured solutions to market. Bitcoin Structured Products Design and structure products referencing Bitcoin including yield hedging and investment structures that align with the Bank's Bitcoin-first strategy. OTC Bitcoin & FX Execution Execute and manage OTC Bitcoin trades and FX flows maintaining strong counterparty relationships and ensuring best execution. Trading Support Apply trading discipline and market experience to Treasury's day-to-day investment hedging and execution activities. Risk Management Identify and mitigate investment-related risks including credit market currency and interest rate risk in line with the Group's Risk Appetite. Treasury Reporting Contribute to Treasury Management Information including investment performance P&L and risk reporting for senior committees such as the ALCO Skills needed CFA or CIMA or similar qualification preferred. Proven experience in Fixed Income Investments including sourcing evaluating and managing a fixed income portfolio. Demonstrated experience structuring products for Treasury ideally including Bitcoin-referenced structures. Strong OTC Bitcoin and FX trading/flow experience. Prior experience in a Trading role with a strong understanding of market execution and price discovery. Strong grasp of risk-reward trade-offs with the ability to balance yield enhancement against the Group's Risk Appetite. Creative commercially minded approach to designing new investment and yield-enhancing solutions. Must have Crypto experience. Financial Expertise Strong understanding of financial principles investment management and treasury operations. Analytical Skills Excellent quantitative and analytical abilities to interpret financial data and make data-driven decisions. Risk Management Knowledge of investment and market-related risks and experience in developing risk mitigation strategies. Communication Strong verbal and written communication skills to report and present financial information effectively. Attention to Detail A high level of attention to detail and accuracy in financial calculations and reporting. Other requirements A dedicated workspace. A reliable internet connection with the fastest speed possible in your area. Alignment with Our Values and the Xapo Values-Driven Leadership principles. Why work for Xapo? Impact Globally Work Remotely. Shape the Future Improve lives through cutting-edge technology work 100% remotely from anywhere in the world. Great work-life balance Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge. Expect Excellence Collaborate learn and grow with a high-performance team. Learn how you learn best - from books to conferences you’ll get a yearly budget for your individual learning and development goals. At Xapo we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment transparency and ethical conduct in their interactions with customers and stakeholders.
Haywards Heath, United Kingdom
Group Accounting Officer 📍 Remote UK (with occasional travel to our Haywards Heath office) 💼 Permanent 💷 £31000 to £37000 per annum depending on experience About the role Working closely with the Group Accounting Manager you'll support a broad range of accounting activities including reconciliations month-end processes statutory accounts preparation and external audit support. This is an excellent opportunity for a finance professional looking to build their accounting experience within an international charity and make a meaningful impact. Responsibilities Support the preparation and maintenance of accurate financial records ensuring income and liabilities are correctly recorded and reconciled. Assist with the preparation of statutory accounts and support external audit processes. Contribute to the monthly close process including transaction analysis and journal preparation. Take ownership of monthly reconciliations for balance sheet and profit and loss accounts maintaining appropriate supporting documentation. Manage the CRM to finance system interface resolving errors and processing recoding requirements. Take ownership of Group Accounting service desk queries and tickets. Oversee accounting activities relating to the Lions Club including monthly CRM uploads and reporting. Manage the accounting requirements of the Trading Company including statutory accounts preparation and gift aid processes. This is a varied and involved role and the above is not an exhaustive list of duties or required professional skills. Please see the Job Description for full details. Jobholder Requirements Essential Experience working in a finance or accounting role. Experience preparing and reviewing balance sheet reconciliations. Experience supporting month-end and year-end financial processes. Good understanding of accounting principles and financial controls. Strong attention to detail and ability to maintain accurate financial records. Strong organisational skills with the ability to manage multiple priorities and meet deadlines. Desirable Knowledge Skills and Experience Part-qualified accountant (ACCA CIMA ACA or equivalent) or qualified by experience. Experience supporting statutory accounts preparation and external audits. Experience working with integrated finance and CRM systems. Experience of accounting for trading companies and gift aid processes. Experience working within the charity or not-for-profit sector. Closing date 13 September 2026 at 2355 🔗 Apply today and help us create a world where no one is blind from avoidable causes and people with disabilities can participate equally in society. Why join Sightsavers? At Sightsavers we work in more than 30 countries across Africa and South Asia to eliminate avoidable blindness and promote the rights of people with disabilities. We are now looking for a Group Accounting Officer to join our Finance team and help ensure the accuracy integrity and timely reporting of financial information across our organisation. As an equal opportunity employer we actively encourage applications from all sections of the community. Sightsavers is a Disability Confident Leader and qualified people living with a disability are particularly encouraged to apply. We have zero tolerance for harassment sexual exploitation abuse and safeguarding misconduct. All offers of employment are subject to satisfactory pre-employment checks.
Boston, MA
Why Great Gray? At Great Gray Group we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options innovative technology and dedicated client service. We focus on making choices clearer transitions smoother and the client experience more delightful. Complacency isn't in our vocabulary. Every day we look for opportunities to better serve our clients be an excellent business partner and earn the trust of those who rely on us. The Role Great Gray is looking to add an Institutional Relationship Manager on our Relationship Management team. This role is responsible for managing and growing a portfolio of high-value institutional relationships within Great Gray's CIT business serving as the primary point of contact for enterprise-level accounts with a focus on institutional consultants and asset managers. This role partners closely with internal teams across Sales Implementation Product and Operations to deliver a seamless client experience while identifying opportunities to deepen engagement and expand the utilization of Great Gray's CIT offerings. Location This position will work from our Boston MA office. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote. Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer. Responsibilities Serve as the primary accountable relationship owner for a portfolio of institutional consultant and/or asset management firms engaged with Great Gray's CIT offerings Develop and execute comprehensive account plans for each assigned relationship identifying opportunities to deepen engagement expand product utilization and drive measurable growth within the existing book Conduct regular strategic business reviews with senior client stakeholders to uncover evolving needs growth opportunities and emerging risks and to build alignment between Great Gray and client objectives Build and maintain multi-threaded relationships across client organizations cultivating connections with C-suite executives investment committees operations teams and other key decision-makers Strategic communications with clients ensuring timely and highly professional client interactions across touchpoints Serve as the internal advocate for enterprise clients coordinating closely with Sales Implementation Solutions Legal Compliance Product and Operations to ensure seamless service delivery and alignment of strategic priorities Provide leadership for complex strategic initiatives partnering with internal execution teams and external parties to ensure effective stakeholder alignment clear ownership structures and rigorous coordination to achieve successful outcomes Monitor account health track key relationship metrics and proactively flag risks or opportunities to leadership Maintain accurate and current records of all client activity pipeline status and relationship intelligence within the firm's CRM Stay current on market trends regulatory developments and competitive dynamics affecting CITs and the defined contribution plan landscape Other related duties as assigned Qualifications & Experience Bachelor's degree advanced degree (MBA) or professional designation (CIMA CFA CAIA) preferred 7+ years of experience in institutional account management and preferably consultant relations within financial services asset management or the retirement industry Demonstrated track record of managing and growing complex high-value client relationships at a national or institutional level Deep familiarity with defined contribution retirement plans and institutional investment vehicles strongly preferred Experience managing relationships with institutional consultants asset managers national accounts and/or aggregators with a strong understanding and familiarity of networked relationships across these entities Understanding of the consultant plan sponsor and recordkeeper landscape including how institutional clients evaluate and select investment vehicles Proven ability to engage and build credibility with senior-level stakeholders across large complex organizations Strong consultative approach — able to understand client business objectives and translate them into relevant product and service solutions Exceptional communication presentation and negotiation skills Highly collaborative with experience working cross-functionally with Implementation Legal Compliance and Product teams Proficiency with CRM platforms and ability to manage a complex pipeline with discipline and accuracy Willingness to travel nationally as required to support client relationships and attend industry events Ability to thrive in a fast-paced dynamic environment and manage multiple priorities effectively Comfortable navigating ambiguity Entrepreneurial mindset to bring best practice ideas to the team Your standards reflect our core values Growth Mindset Disciplined Curiosity Grit Results Ownership Collaboration Base Pay Range $150000-$200000 This base pay range is subject to change and may be modified in the future. The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range depends on multiple factors including but not limited to candidate’s prior education and relevant work experience and training as well as position location and local market demands. Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above. ➡ ➡ Benefits We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are · Be an integral part of a high-growth organization! · Competitive compensation package · Group medical dental and vision insurance · Employer-paid life and disability insurance · Annual well-being stipend · Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model upholding our mission to support our employees in retirement Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”) with over $370 billion in CIT assets under management across more than 1020 funds. We proudly work with more than 80 subadvisors including leading firms such as AllianceBernstein American Funds BlackRock Franklin Templeton MetLife Neuberger Berman PGIM PIMCO and Raymond James. CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt pooled investment vehicles are offered to employer-sponsored retirement plans like 401(k)s. CITs are comparable to mutual funds but because they are tailored for the institutional retirement market they can offer distinct advantages including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years but they have gained favor over the past decade driven by innovations and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market. Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result Great Gray is an independent company owned by funds affiliated with MDP. Investor Background MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992 the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals including financial services healthcare technology and government services. Equal Employment Opportunity Policy Great Gray Group LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender perception or identity national origin age marital status protected veteran status disability status or other non-merit factor. Accommodation Statement Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website need assistance completing the application process or need to request an accommodation for any part of our application or interview process please contact us at [email protected]
Greater London, United Kingdom
Assistant Finance Director – Fixed Term Contract London / Hybrid £95000 – £100000 Fixed Term Contract until 30 June 2027 Stanton House is partnering exclusively with a large complex and rapidly evolving organisation to appoint an Assistant Finance Director on a fixed-term basis. This is a senior hands-on finance role providing additional leadership capacity during a period of significant change and increased activity. Working directly with the Finance Director you will operate across financial control technical accounting payroll audit and a number of priority finance projects. This is not a traditional people-management position. There are no direct reports and we are looking for someone comfortable operating at senior leadership level while remaining close to the detail and willing to personally get involved where required. Key responsibilities Deputise for and work closely with the Finance Director providing senior-level support and judgement across the Finance function Review monthly accounts identifying accounting issues errors significant variances and areas requiring further investigation Provide senior oversight and approval across payroll and payment processes Support complex accounting tax statutory reporting and financial-control matters Oversee cashflow forecasting treasury activity and working-capital considerations Support financial reporting and requests associated with significant external and government funding Review financial aspects of supplier and customer contracts identifying relevant accounting tax and control considerations Support year-end and external audit activity Oversee elements of internal audit and ensure actions are appropriately addressed Support the implementation of a new finance system ensuring appropriate controls and processes are embedded Review and develop finance policies procedures and process documentation Act as a senior escalation point for financial and operational issues across the organisation Provide hands-on support across the Finance function as priorities and workloads change The profile We are looking for a qualified accountant (ACA ACCA CIMA or equivalent) with significant experience operating at Financial Controller Finance Director Assistant Finance Director or equivalent level. You will need to combine strong technical accounting knowledge with a pragmatic hands-on approach. Experience within a charity not-for-profit or government-funded environment would be particularly attractive especially where this has included exposure to SORP and restricted/government funding. However candidates from relevant corporate environments will also be considered. We are particularly interested in people with Strong financial accounting and financial-control experience Excellent technical accounting knowledge and the ability to apply judgement to unfamiliar issues Strong payroll knowledge including senior review and approval Tax and statutory reporting experience Experience reviewing accounts and identifying errors risks and control issues Strong Excel capability Experience working with finance systems Xero experience would be useful but is not essential Confidence communicating with senior internal and external stakeholders The ability to manage multiple competing priorities and switch quickly between strategic and detailed operational work A highly adaptable and self-sufficient working style Experience of budgeting and forecasting government funding internal audit finance transformation or system implementation would be advantageous. The opportunity This role would suit an experienced senior finance professional who enjoys variety and is comfortable entering a fast-moving environment where priorities can change quickly. You will have considerable autonomy and visibility working directly with the Finance Director while providing additional senior capacity across both business-as-usual finance and key projects. The position will predominantly be worked remotely with attendance at the Central London office approximately 1–4 times per month depending on business requirements.
London Area, United Kingdom
Financial Accountant Bluebird Care Remote with travel to London Office and Franchise Network £40000 - £50000 DOE + Discretionary Bonus We are looking for a hands-on and detail-oriented Financial Accountant to join our Finance team. This is a varied role combining core financial accounting responsibilities with operational support across Accounts Payable and Accounts Receivable. You will play an important role in maintaining accurate financial records strong financial controls and the timely completion of month-end reporting. If you enjoy working with detail improving processes and ensuring financial information is accurate and well supported this could be an excellent opportunity. This role would suit someone who enjoys a broad accounting position combining transactional finance support with core financial accounting reporting and controls responsibilities The role You will support the day-to-day finance operations while helping to deliver accurate and timely monthly management accounts. Key responsibilities Prepare monthly journals including accruals prepayments payroll and intercompany entries. Complete balance sheet reconciliations investigate variances and maintain an accurate general ledger. Support month-end close and the preparation of management accounts and reporting schedules. Support day-to-day Accounts Payable and Accounts Receivable activities including invoicing payment runs supplier queries and credit control. Monitor aged creditor and debtor balances and help resolve outstanding items promptly. Maintain accurate accounting records robust financial controls and clear audit trails. Support internal and external audit requirements. Identify opportunities to improve finance processes controls and systems. About you You will be a proactive finance professional with strong technical accounting skills and a practical hands-on approach. Essential experience and skills Qualified Part-qualified or studying towards an accounting qualification such as AAT ACCA CIMA ACA or equivalent. Previous experience in a financial accounting or management accounting role. Hands-on experience supporting both Accounts Payable and Accounts Receivable. Experience preparing journals and balance sheet reconciliations. A good understanding of accounting principles financial controls and month-end processes. Advanced Microsoft Excel skills including formulas and data analysis. Experience using finance systems NetSuite experience is desirable but not essential. Strong attention to detail and commitment to data accuracy. Excellent organisational skills with the ability to manage competing priorities and deadlines. Strong communication and stakeholder-management skills. Desirable Experience in a multi-entity or group environment. Experience supporting audits and statutory reporting. NetSuite experience. About Bluebird Care Bluebird Care provides premium home care to customers via our network of 220 franchise partners and is proud to be the largest provider of home care across the UK and Ireland. To our customers we are known for our high quality and extensive range of home care services to our colleagues we are known for our excellence in training and support and to our franchise partners we are known for the way we work in the spirit of trust and partnership to support them in their aims to be the No1 provider of home care in their local communities. “Through the supported development of our Care Experts we deliver a premium person-centred home care service of the highest quality” Bluebird Care is an Equal Opportunities employer.
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