Senior Finance Manager CA

Chartered Accountant (Financial Reporting & FP&A) — Job Description

Purpose

Own accurate statutory and management reporting while leading budgeting, forecasting, and commercial analysis. Tight close, clean audits, reliable forecasts, and actionable insight.

Key Responsibilities

Financial Reporting & Compliance

• Run month-end close to timetable: journals, accruals/prepayments, intercompany, FX, and balance-sheet reconciliations.
• Prepare robust management accounts with variance analysis and clear commentary.
• Produce statutory accounts under

  FRS 102/IFRS

  ; manage audit deliverables and resolve queries.
• Coordinate

  VAT

  , PAYE/CIS, PSA, and Companies House filings; support corporation tax computations and liaison with advisers.

FP&A (Planning, Analysis & Decision Support)

• Own the

  budget

  and

  forecast

  cycle (annual plan, quarterly reforecasts, rolling 12–18-month outlook).
• Build

  driver-based

  models across P&L, balance sheet, and cash flow; maintain scenarios (best/base/worst) with sensitivities.
• Deliver monthly

  KPI packs

  and Board decks: revenue/margin bridges, unit economics, cohort/retention (where relevant), and variance walkthroughs.
• Partner with Sales/Ops to forecast revenue pipeline, pricing, and capacity; translate into headcount and OPEX plans.
• Lead

  long-range planning

  and investment cases (capex, product, market entry) with NPV/IRR analysis.
• Track

  working capital

  (DSO/DPO/DIO), own short- and medium-term

  cash forecasting

  , and monitor covenants.

Controls, Systems & Process Improvement

• Strengthen internal controls (SOX-style where applicable); document policies and close checklists.
• Streamline close and reporting processes; automate reconciliations and report refreshes.
• Champion data quality and single-source-of-truth metrics; standardise KPI definitions.

Stakeholder Management & Leadership

• Translate financial insight into clear actions: pricing, cost initiatives, headcount rebalancing, process fixes.
• Present to senior leadership and non-finance teams; set expectations and hold owners to account.
• Coach and review work of juniors/analysts; raise the bar on accuracy and speed.

Qualifications & Experience

• ACA/ICAEW, ACCA, or CIMA

  qualified (or finalist with strong progress).
• Solid month-end/statutory background and experience with external audit.
• Proven FP&A exposure: budgeting, forecasting, commercial modelling, and building exec-level packs.
• Comfortable in changing environments; can prioritise and ship.

Tools

• ERP: NetSuite, SAP, Dynamics 365, Sage Intacct (or similar).

• Excel (advanced)

  , Power Query/Power Pivot;

  Power BI/Tableau

  for dashboards.
• Nice-to-have:

  SQL

  or Python for analysis; planning tools (Workday Adaptive, Anaplan, PBCS).
• For subsidiaries/smaller entities: Xero/QuickBooks.

Competencies

• Technical accuracy, commercial judgement, crisp communication, ownership, and pace.
• First-principles modelling and structured problem solving.
• Stakeholder influence and willingness to challenge.

KPIs

• Close completed

  on time

  with minimal post-close adjustments.
• Forecast accuracy (Revenue/GM/EBITDA/Cash) vs actuals.
• Audit outcomes (low/no adjustments) and compliance delivered on schedule.
• Working-capital improvement and cash forecast reliability.
• Automation wins: hours saved, errors reduced, cycle-time shortened.
• Adoption and usefulness of dashboards/Board packs.

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