Wealthify: Head of Finance (Maternity Cover), FTC 15 Months
Who We Are
Wealthify is a fast-growing fintech scale-up with a mission to transform wealth management. Subsidiary of Aviva, and based in Cardiff, we are looking for an outstanding Head of Finance (maternity cover) to manage and develop our Finance function to support our profitable growth.
The Role
We are looking for a Head of Finance (maternity cover) to lead our Finance function. This role is pivotal in ensuring strong financial governance, forecasting, reporting, analysis and regulatory compliance, with a focus on enabling profitable growth.
The ideal candidate will bring extensive experience in the financial services sector and a proven ability to manage complex financial operations.
Key Responsibilities
* Oversee and own all aspects of financial reporting, payroll, budgeting, forecasting, and performance monitoring.
* Build, lead, and mentor a high-performing finance team, promoting a culture of integrity and accountability.
* Partner with the CEO and senior leadership team on commercial and strategic decision-making
* Present regular financial performance updates to the senior leadership team, Aviva team and Wealthify Board
* Ensure robust treasury, cashflow, and capital management practices.
* Work closely with the Data team to develop financial models to support cost management, unit economics analysis and pricing strategy
* Drive process automation and implementation of financial systems and controls.
* Ensure full compliance with regulatory requirements, especially those of the FCA
* Manage audit processes with external partners
* Oversee risk management policies and internal controls.
Required experience & Qualifications
* ACA/ACCA/CIMA qualified or equivalent.
* Commercially sharp, with strong modelling, forecasting, and analytical skills.
* Strong knowledge of financial services regulations and compliance requirements (ideally including ICARA)
* Experience with regulatory reporting (e.g. MIFIDPRU).
* Excellent financial modelling, analytical, and strategic planning skills.
* Proficiency in financial systems (e.g. Sage, Xero, Anaplan).
* Excellent stakeholder communication skills
What We’re Looking For
* Attention to detail and a high level of accuracy, ability to work in a fast-paced environment, prioritise tasks, and meet deadlines.
* Strong commercial acumen with the ability to challenge and support business decisions.
* Forward-thinking, dynamic, and adaptable, with a passion for developing new ideas
* Personable and proactive with excellent communication experience, with the ability to explain complex financial data clearly
* Experience working with the FCA or other relevant regulatory bodies.
What We Offer
* Salary: £70,000 - £80,000 (depending on experience)
* 24 days' holiday plus bank holidays
* Hybrid and flexible working options
* Annual target bonus of 20% of salary, based on company and individual performance
* Private medical insurance
* Death in service cover (three times salary)
* Income protection insurance
* Company pension plan (up to 6% matching)
* Social events and activities
* Free onsite gym
* Free parking nearby