Finance Manager (3 month FTC)

Caribou; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading tax platform provider in the UK is seeking a Senior Finance Manager to help streamline customer onboarding processes. The ideal candidate will possess an ACA or comparable accounting qualification, excel in project management, and have excellent communication skills. Responsibilities include liaising with customers, maintaining data quality, and training clients on product usage. This role offers an opportunity to work closely with cross-functional teams in a dynamic environment.

Qualifications

• ACA or comparable accounting qualification is required.
• Excellent communication skills, both written and verbal.
• Proficient in Excel and experienced in analyzing large datasets.
• Strong project management skills to handle multiple on-boardings.
• Familiarity with tax accounting is essential.

Responsibilities

• Liaise with customers to understand objectives and business.
• Build strong customer relationships, ensuring timely onboarding.
• Migrate and maintain quality of client data in Excel.
• Coordinate inputs from clients and their accounting firms.
• Train clients on using Caribou and develop training content.
• Seek improvements in the onboarding process efficiency.

Skills

Excellent written and verbal communication

Excel proficiency

Project management skills

Empathy and people skills

Ability to work cross-functionally

Education

ACA or comparable accounting qualification

Job description

About Caribou

International tax is a rigged system. Tax rules get ever-more complicated, compliance gets more expensive, and the Big Four controls the expertise. They charge fees that only giant companies can afford, while smaller businesses are left flying blind.

Caribou is a tax platform designed to make international tax accessible to every global business. We’re fixing Transfer Pricing first, where one million businesses are in need, but only ten thousand experts exist.

Our backers include Y Combinator, Accel, Lakestar and angel investors who were founders or executives of leading companies in London and San Francisco.

About the Role

We’re looking for a Senior Finance Manager with a passion for taking complex processes and making them delightful. As a Finance Manager, you will become a tax expert and use that knowledge to implement our clients onto Caribou, setting them up for long-term success.

You’re a clear communicator who thinks from first principles and enjoys working in new and creative ways. You value speed, accuracy, and meaningful impact, and you’ve made significant contributions in your previous roles. You’re confident working independently but know when to collaborate to keep projects moving.

You’ve worked directly with clients and care deeply about delivering a great customer experience. In this role, you’ll work closely with our Head of Tax and Senior Finance Manager to serve our customers but also automate the way you work.

In this role, you will

• Liaise directly with customers to understand their commercial objectives and their business.

• Establish strong customer relationships and inspire long-term loyalty by providing a high quality and timely on-boarding process as the first service provider post-sale.

• Migrate and maintain the quality of clients Data to Caribou's Onboarding Spreadsheet in Excel.

• Coordinate and manage inputs needed from both the clients and their accounting firms.

• Train clients on how to use Caribou: You feel comfortable working with data, business systems, and developing training content for our customers.

• Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.

• Work closely with product and engineering to improve the experience for our customers.

Requirements for the role

• You have an ACA / comparable accounting qualification

• Excellent written and verbal communication skills

• You are proficient in Excel and have experience with analysing large datasets

• You have strong project management and organization skills - must be able to manage multiple on-boardings (40+) at a time

• You are familiar or will become familiar with tax accounting

• You have great people skills and a high degree of empathy

• You have the ability to work cross-functionally with teams

• You embrace change and constantly seek ways to better your process and your team

• You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues

Bonus points

• Knowledge of international tax or Transfer Pricing

• Experience working at a high-growth software company