Financial Controller

Trostan-Dene; England; Hybrid; GBP 75,000 - 80,000; Full time

Benefits offered by this job

Hybrid work

Free onsite parking

Progression opportunities

Job summary

Trostan Dene Ltd in Birchwood, Warrington, is seeking an experienced Financial Controller to lead the finance function on a permanent basis. Reporting to the CEO and Group Finance Director, you will own month-end close, statutory accounts, client money controls, budgeting and forecasting, and ensure regulatory compliance within a FCA authorised environment.

This role requires strong cash flow planning, stakeholder management with the Board, external auditors, banks and tax advisers, and the

Qualifications

• Qualified or working towards a recognized accounting qualification.
• Experience running a finance function end to end.
• Practical client money, trust accounts or segregated funds knowledge.
• Experience in a regulated FCA-authorised business.
• Strong cash flow forecasting and budgeting skills.
• Ability to explain numbers clearly to non-finance colleagues and the Board.

Responsibilities

• Own day-to-day financial accounting, including general ledger, sales and purchase ledgers, payroll interface, VAT, month-end close, management accounts, statutory accounts and external audit.
• Oversee client money and CASS 13 compliance, including segregation, reconciliations, accurate customer compensation payments, unclaimed balances, breach reporting and annual client money audits.
• Lead annual budgeting, business planning, revenue forecasting and cash flow management, including rolling 13-week forecasts and working capital oversight.
• Manage credit control, debtor and creditor management, fee collection, settlement tracking, bad debt provisions and fair customer payment practices in line with Consumer Duty.
• Maintain robust financial controls, including payment approvals, bank detail verification, delegated authorities and accurate revenue recognition for contingent and success-based fees.
• Monitor FCA prudential requirements, prepare financial regulatory returns and work closely with Compliance and Risk on financial crime controls, regulatory changes and customer outcomes.
• Deliver monthly group reporting packs, forecasts and consolidation schedules, ensuring alignment with parent company accounting policies, systems and reporting deadlines.
• Manage external relationships with banks, auditors, tax advisers, HMRC, insurers and investors, supporting due diligence, fundraising, refinancing and M&A activity where required.
• Business partner with the MD, Board and Heads of Department, providing financial insight, performance dashboards, claim-level profitability analysis and ROI assessments to support strategic decisions.
• Lead and develop the finance team, improve financial systems and processes, automate reporting and reconciliations, and ensure the finance function can scale with business growth.

Skills

Budgeting & Forecasting

Cash Flow Management

Regulatory Compliance

Financial Reporting

Stakeholder Management

Communication

Education

ACA/ACCA/CIMA or QBE

Job description

Trostan Dene is supporting a Birchwood, Warrington based financial services business specialising in claims management in finding a Financial Controller to join their team on a permanent basis. Reporting into the CEO and the Group Finance Director, this is a fantastic opportunity for an experienced finance leader to join a growing business that are on a steep upward trajectory.

Job duties

• Own day-to-day financial accounting, including general ledger, sales and purchase ledgers, payroll interface, VAT, month-end close, management accounts, statutory accounts and external audit.
• Oversee client money and CASS 13 compliance, including segregation, reconciliations, accurate customer compensation payments, unclaimed balances, breach reporting and annual client money audits.
• Lead annual budgeting, business planning, revenue forecasting and cash flow management, including rolling 13-week forecasts and working capital oversight.
• Manage credit control, debtor and creditor management, fee collection, settlement tracking, bad debt provisions and fair customer payment practices in line with Consumer Duty.
• Maintain robust financial controls, including payment approvals, bank detail verification, delegated authorities and accurate revenue recognition for contingent and success-based fees.
• Monitor FCA prudential requirements, prepare financial regulatory returns and work closely with Compliance and Risk on financial crime controls, regulatory changes and customer outcomes.
• Deliver monthly group reporting packs, forecasts and consolidation schedules, ensuring alignment with parent company accounting policies, systems and reporting deadlines.
• Manage external relationships with banks, auditors, tax advisers, HMRC, insurers and investors, supporting due diligence, fundraising, refinancing and M&A activity where required.
• Business partner with the MD, Board and Heads of Department, providing financial insight, performance dashboards, claim-level profitability analysis and ROI assessments to support strategic decisions.
• Lead and develop the finance team, improve financial systems and processes, automate reporting and reconciliations, and ensure the finance function can scale with business growth.

Looking for

• QBE or ACA, ACCA or CIMA qualified.
• Experience running a finance function end to end, from month end close to statutory accounts and audit.
• Practical experience of client money, trust accounts or segregated funds, and a clear grasp of why they matter.
• Experience in a regulated business, ideally FCA authorised.
• Strong cash flow forecasting and budgeting skills.
• Able to explain numbers clearly to colleagues outside finance and the Board.

Offer

• Salary: £75,000 – £80,000 (experience dependant, possible increase for the right candidate)
• Hybrid (1-2 days from home)
• Free onsite parking
• Progression opportunities

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