Business Manager – Finance, Operations & Governance

Key Responsibilities

Financial Management & Reporting

• Own monthly and periodic financial reporting, including P&L, balance sheet, cash flow and financial projections.
• Build, maintain and analyse cash flow models, budgets and financial forecasts.
• Support the annual budgeting and financial planning cycle.
• Monitor financial performance, identify variances and provide actionable insights to the leadership team.
• Oversee finance operations including payroll and general financial administration.

Statutory, Tax & Regulatory Compliance

• Coordinate statutory and tax administration, including VAT and R&D tax credit claims.
• Work closely with external accountants, tax advisors and relevant professional advisors.
• Maintain accurate financial and regulatory records.
• Support compliance requirements and FCA-adjacent regulatory considerations, where applicable.

Investor & Board Reporting

• Maintain the cap table and investor register, including relevant investment terms and side letters.
• Prepare investor updates, board packs and financial reporting materials.
• Support capital raise processes and investor due diligence.
• Ensure financial and operational information provided to investors and the board is accurate, timely and well presented.

Commercial & Vendor Management

• Oversee vendor and third-party contracts, including:
  • Commercial terms
  • Service-level agreements
  • Renewal dates
  • Costs and commitments
• Maintain appropriate visibility of contractual obligations and upcoming renewals.
• Support commercial negotiations and ensure appropriate internal approvals are obtained.

Technology & Infrastructure Oversight

• Provide commercial and governance oversight of technology infrastructure and third-party technology vendors.
• Track infrastructure costs, vendor performance, service levels and contract renewals.
• Work with relevant internal stakeholders to ensure technology-related commercial commitments are appropriately managed.

Risk & Governance

• Maintain the operational risk book in coordination with the Head of Risk.
• Support regular review of operational and compliance risks.
• Establish clear escalation paths and ownership for operational issues.
• Develop and maintain practical business policies and procedures.

Business Operations & Process Building

• Build and improve operating processes across finance, commercial operations and governance.
• Establish a consistent reporting rhythm covering:
  • Monthly: Board and investor reporting
  • Quarterly: Risk book review
  • Annually: Budgeting and business planning
• Develop and maintain policies covering expense management, contract sign-off authority, data retention, vendor onboarding/offboarding and escalation procedures.
• Identify operational gaps proactively and implement scalable processes.

Qualifications & Experience

• Qualified Chartered Accountant (CA) preferred.
• Typically 6+ years of post-qualification experience in finance, business operations, financial control, FP&A or a related area.
• Strong experience in financial reporting, cash flow management, forecasting, budgeting and finance operations.
• Strong financial modelling skills, with the ability to build and interrogate:
  • Cash flow models
  • Financial projections
  • Budgets
  • Cap tables
• Experience with statutory and tax administration, including VAT.
• Comfortable working with regulatory, compliance and governance requirements.
• Experience managing vendors, contracts, commercial terms and SLAs.
• Experience with investor reporting, board reporting, fundraising or due diligence will be an advantage.
• Experience in FinTech, WealthTech, Financial Services, SaaS, Technology or a regulated/start-up environment will be preferred.
• Excellent written and spoken English.

Personal Attributes

• Process builder: Comfortable creating systems and processes where none currently exist.
• Commercially minded: Able to understand both financial detail and broader business implications.
• Detail-oriented: Highly accurate and diligent when handling financial and operational information.
• Trustworthy and discreet: Demonstrates strong judgement when handling confidential financial and investor information.
• Self-starter: Able to work independently, prioritise effectively and identify what needs to be done without constant supervision.
• Strong communicator: Able to translate complex financial and operational information into clear, concise updates.
• Challenger mindset: Willing to question assumptions, identify risks and raise concerns constructively.
• Calm under pressure: Able to bring structure and clarity during periods of operational or business-critical issues.
• Ownership mindset: Takes responsibility for outcomes rather than simply completing assigned tasks.
• Long-term orientation: Committed to building sustainable processes and contributing to the business over the medium to long term.

What Success Looks Like