Financial Controller

Location: Hybrid / Reading

Role purpose

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

Apply here

Key responsibilities:

  • Management of three direct reports who are responsible for Accounts Receivable, Accounts Payable and Management Accounts including oversight of the AR and AP functions
  • 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 and our Private Equity investors which is updated monthly and provides genuine insight into our performance
  • Full responsibility for ad-hoc projects, for example:
    • Implementation of new software e.g. for expenses
    • Managing the cleansing of historic data sets
  • Management of the month-end process, ensuring this is completed within five 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
  • Continuously look for ways to improve the processes within the Finance function especially with regards to sales invoicing, procure to pay and general automation
  • Design, build and maintain a weekly cash flow forecast
  • Ownership of the resolution of any queries or issues directed towards Finance in a friendly and timely manner, including phone calls
  • Assist with the preparation of reporting for our Private Equity investors on a monthly and ad-hoc basis
  • Review and sign-off on fortnightly payment runs

Key attributes and skills:

  • ACA or ACCA qualified with at least five years’ PQE
  • Having worked in a SaaS or software business previously would be an advantage
  • A focus on providing great customer service to internal and external stakeholders and possessing the drive to make Finance an integral part of everything the business does
  • A proven track record of effectively managing and developing finance teams
  • A desire to take ownership of tasks and see them through to completion
  • A deadline driven mentality

Systems experience (desired but not essential):

  • Xero
  • ApprovalMax
  • SalesForce
  • Calxa
  • ScaleXP
  • Hubdoc (or similar AP document scanning system)
  • Expenses systems
  • 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