Location: Hybrid / Reading (3 days a week)
Finance Operations Manager
Role purpose
To manage the day-to-day activities of the Finance function, instilling a culture of continuous improvement, customer service & ownership.
Key responsibilities
Ownership of Finance Operations including:
- Management of 3 direct reports who are responsible for accounts receivable, accounts payable and management accounts
- Oversight and ultimate accountability for correct processing of all transactions, ensuring the team follow correct procedure
- Willingness to do some of the transactional work when the team need support and / or are on leave
- Continuously look for ways to improve the processes within the Finance function especially with regards to sales invoicing, procure to pay and general automation
- Ownership of the revenue number including associated processes and generation of insightful reporting
- Production of a suite of SaaS metrics and KPI’s for the business, Finance Team and our Private Equity investors which is updated monthly and provides genuine insight into our performance
- Management of the month end process, ensuring this is completed within 5 working days and analysis is comprehensive and easy to understand
- Business partnering with budget holders on a monthly basis to ensure they fully understand their results, know what they can do to influence their numbers in a positive way and gather any information which could be useful to Finance
- Assist with the preparation of the annual budget and quarterly re-forecasts in collaboration with budget holders
- Assist with the preparation of reporting for our Private Equity investors on a monthly and ad-hoc basis
- Design, build and maintain a weekly cashflow forecast
Full responsibility for ad-hoc projects, for example:
- Implementation of new software (e.g. for expenses)
- Managing the cleansing of historic data sets
- Ownership of the resolution of any queries or issues directed towards Finance in a friendly and timely manner, including phone calls
- Review and sign-off of fortnightly payment runs
Key attributes & skills
- ACA or ACCA qualified with at least 5 years PQE
- Experience in an SME environment is essential
- Broad finance experience with the ability to think through and solve complex problems independently
- Having worked in a SaaS or software business previously would be an advantage
- Proven experience of improving inefficient processes
- A focus on providing great customer service to internal & external stakeholders and possessing the drive to make finance an integral part of everything the business does.
- Comfortable discussing queries on the phone with customers and suppliers
- A proven track record of effectively managing and developing finance teams
- A desire to take ownership of tasks, be hands-on and see them through to completion
- A deadline driven mentality
Systems experience (desired but not essential)
- Xero
- ApprovalMax
- SalesForce
- Calxa
- ScaleXP
- Dext
- Integration of ERP’s with other software
I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
Glenn Bryant
Content and Communications Executive
I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.
Claire Bull
Product Owner