Finance Operations Manager

Location: Hybrid / Reading (3 days a week)

Role purpose

To manage the day-to-day activities of the Finance function, instilling a culture of continuous improvement, customer service & ownership.

Apply Here

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

Life at Dynamic Planner