Finance Manager

Deerfoot Technology Recruitment; Basildon; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Finance Manager to oversee financial operations in a dynamic environment. This role involves managing bookkeeping, ensuring regulatory compliance, and improving financial processes. Ideal candidates will have a strong background in finance, with a focus on accuracy and attention to detail. Join a boutique wealth management company that values initiative and strategic impact, offering a hands-on opportunity to enhance your finance management skills. If you're ready to take on new challenges and drive financial excellence, this is the perfect role for you.

Qualifications

• 3-5 years' experience in finance or bookkeeping, ideally in financial services.
• Strong understanding of double-entry accounting and month-end processes.

Responsibilities

• Manage day-to-day bookkeeping and ensure accurate financial records.
• Prepare monthly management accounts and support month-end close processes.
• Assist with regulatory compliance and improve financial controls.

Skills

Double-entry accounting

Month-end processes

UK GAAP

VAT regulations

Accounting software (Sage preferred)

Advanced Excel skills

Attention to detail

Communication skills

Proactive approach

Collaboration

Education

AAT qualification

Part-qualified ACCA/CIMA/ACA

Tools

Sage

Excel

Job description

Finance Manager

Location: Basildon, Essex (Free Onsite Parking)
Role: Full-Time, Permanent |
Salary: £45,000-£75,000 neg

Are you a skilled finance professional ready to take ownership of financial operations in a dynamic, fast-paced environment? We are a small boutique wealth management company seeking a Finance Manager who thrives on taking initiative and driving strategic impact.

The Finance Manager will play a key role in the day-to-day financial operations of the Group, overseeing the bookkeeping function, managing month-end close processes, and supporting statutory reporting requirements.

The Finance Manager will ensure accurate financial records, manage cash flow processes, assist in regulatory compliance, and improve financial controls and processes across the organisation.

This is a hands-on role, ideal for a detail-oriented individual looking to step up into a broader finance management position within a fast-paced, regulated environment.

Duties / Areas of Responsibility:

• Manage the day-to-day bookkeeping function, ensuring accurate recording of financial transactions across Group companies.
• Prepare and review monthly management accounts, working with the Financial Controller to meet deadlines.
• Support month-end and year-end close processes, including reconciliations and journal postings.
• Maintain the purchase and sales ledgers, ensuring timely invoice processing and payment.
• Prepare and submit VAT returns and assist with FCA regulatory reporting.
• Oversee staff expense management and company credit card reconciliations.
• Manage cash flow reporting and assist with forecasting.
• Support external audit processes by preparing schedules and responding to auditor queries.
• Identify opportunities to automate and improve financial processes and controls.
• Assist with the implementation and management of new finance systems and ERP projects.
• Ensure compliance with all financial regulations and internal policies.
• Act in accordance with Consumer Duty rules and FCA Conduct rules.
• Assist the Financial Controller with ad hoc financial projects and initiatives.

Skills, Experience & Qualifications:

Essential:

• AAT qualified, or part-qualified ACCA/CIMA/ACA (or equivalent).
• 3-5 years' experience in a finance or bookkeeping role, ideally within financial services.
• Strong understanding of double-entry accounting and month-end processes.
• Solid knowledge of UK GAAP and VAT regulations.
• Proficient in accounting software (Sage preferred) and advanced Excel skills.
• High level of accuracy and attention to detail.
• Ability to work independently and prioritise multiple tasks and deadlines.
• Proactive, collaborative, and adaptable approach.
• Strong communication skills, both written and verbal.
• Commitment to delivering good customer outcomes and adhering to Consumer Duty standards.

Desirable:

• Experience supporting FCA regulatory returns.
• Experience with financial system migrations or ERP projects.
• Familiarity with financial services sector compliance requirements.