Finance Manager

Aimee Willow Connex Ltd; South Carolina; On-site; USD 90,000 - 140,000; Full time

Job summary

Aimee Willow Connex Ltd is seeking a Finance Manager to lead day-to-day operational finance, support reporting visibility, and strengthen financial controls as the business scales. The role collaborates with the technology team on reporting structure, BI visibility, and automation.

The ideal candidate will manage investor operations, reconciliations, forecasting, and audit activities while driving efficiency in finance processes with a hands-on, self-starting approach.

Qualifications

• Relevant degree or professional accounting/finance qualification (ACA, ACCA, CIMA, or CFA).
• Strong financial modelling/ FP&A experience within financial services preferred.
• Proven ability to translate data into strategic recommendations for CFO and exec team.
• Proficiency in Excel (macros, pivot tables, advanced lookups).
• Experience with SQL, Python, or BI tools is a plus.

Responsibilities

• Loan Book, Portfolio & Financial Analysis including performance tracking.
• Liquidity, Investment & Treasury management and oversight.
• Financial Forecasting & Corporate Planning.
• Management Accounts & overheads reporting and cost control.
• Investor Portal & Management reporting coordination.
• Data Management and data quality improvement.
• Manage the Annual Audit and coordinate with auditors.

Skills

Commercial awareness

Financial analysis

FP&A experience

Forecasting

Advanced Excel

Data interpretation

Organization

Attention to detail

Independent problem solving

Communication with leadership

Education

Degree or professional accounting/finance qualification (ACA/ACCA/CIMA/CFA)

Tools

SQL

Python

PowerBI

Tableau

Job description

Working for a growing B2B lending business working with brokers and introducers to provide funding solutions to UK businesses.

The business operates in a fast-paced operational finance environment where reporting accuracy, investor management, cash flow visibility, operational control, and financial accountability are critical to long-term growth.

The Role

Seeking a highly organised, commercially aware, technically capable, and hands-on Finance Manager to perform the day-to-day operational finance function of the business.

The role is responsible for supporting the operational finance layer across the business while helping improve reporting visibility, financial controls, investor operations, reconciliations, BI reporting, AI-assisted reporting, reporting automation, and finance process structure as the business continues to scale.

Will also work closely with the wider technology team regarding reporting structure, operational workflows, finance data accuracy, BI visibility, reporting automation, and operational reporting consistency across Emerald and associated reporting environments.

Core Responsibilities

• 1. Loan Book, Portfolio & Financial Analysis
• 2. Liquidity, Investment & Treasury Management
• 3. Financial Forecasting & Corporate Planning
• 4. Management Accounts & Overheads
• 5. Investor Portal & Management
• 6. Data Management
• 7. Manage the Annual Audit

Skills & Experience

• Commercial awareness and operational mindset
• Strong ability to translate complex data sets into actionable, strategic recommendations for the CFO and executive team.
• Proven experience in a financial modelling or FP&A role within the UK financial services sector (ideally broker-led SME lending, challenger banks, or asset finance).
• Advanced Excel proficiency is essential (ability to build robust, scalable, and error-free models using macros, pivot tables, and complex lookups). Experience with SQL, Python, or BI tools (e.g., PowerBI, Tableau) is a major plus.
• Familiarity with loan accounting, credit risk modelling techniques, and liquidity metrics.
• Strong organisational and workload management skills
• High attention to detail and reporting accuracy
• Ability to prioritise workload effectively within a fast-paced environment
• Comfortable identifying, investigating, and resolving reporting inconsistencies, finance data issues, reconciliation gaps, and operational reporting problems independently
• Strong technical and operational curiosity with the ability to improve reporting visibility, automation, and finance workflows without requiring constant direction
• Experience managing invoicing, AP/AR, payment processes, and operational reporting
• Comfortable working hands-on within a scaling business environment
• Self-starter with minimal oversight

Qualifications:

Relevant degree or professional accounting/finance qualification (ACA, ACCA, CIMA, or CFA)

Personal Attributes

• Operationally focused
• Organised and process-driven
• Self-sufficient and proactive
• Commercially aware
• Calm under pressure
• High attention to detail
• Accountable and dependable
• Strong communication skills
• Comfortable building structure and improving processes
• Hands‑on approach
• Positive and collaborative mindset
• Technically self‑sufficient
• Naturally curious and operationally analytical
• Comfortable solving problems independently
• Comfortable working closely with senior leadership and technology teams