Location: Hybrid / Reading (3 days a week)
Role Purpose
To manage the day-to-day activities of the Finance function, instilling a culture of continuous improvement, customer service & ownership.
Key Responsibilities
Ownership of Finance Operations including:
* Management of 3 direct reports who are responsible for accounts receivable, accounts payable and management accounts
* Oversight and ultimate accountability for correct processing of all transactions, ensuring the team follow correct procedure
* Willingness to do some of the transactional work when the team need support and/or are on leave
* Continuously look for ways to improve the processes within the Finance function especially with regards to sales invoicing, procure to pay and general automation
* Ownership of the revenue number including associated processes and generation of insightful reporting
* Production of a suite of SaaS metrics and KPIs for the business, Finance Team and our Private Equity investors which is updated monthly and provides genuine insight into our performance
* Management of the month end process, ensuring this is completed within 5 working days and analysis is comprehensive and easy to understand
* Business partnering with budget holders on a monthly basis to ensure they fully understand their results, know what they can do to influence their numbers in a positive way and gather any information which could be useful to Finance
* Assist with the preparation of the annual budget and quarterly re-forecasts in collaboration with budget holders
* Assist with the preparation of reporting for our Private Equity investors on a monthly and ad-hoc basis
* Design, build and maintain a weekly cashflow forecast
Full responsibility for ad-hoc projects, for example:
* Implementation of new software (e.g. for expenses)
* Managing the cleansing of historic data sets
* Ownership of the resolution of any queries or issues directed towards Finance in a friendly and timely manner, including phone calls
* Review and sign-off of fortnightly payment runs
Key Attributes & Skills
* ACA or ACCA qualified with at least 5 years PQE
* Experience in an SME environment is essential
* Broad finance experience with the ability to think through and solve complex problems independently
* Having worked in a SaaS or software business previously would be an advantage
* Proven experience of improving inefficient processes
* A focus on providing great customer service to internal & external stakeholders and possessing the drive to make finance an integral part of everything the business does.
* Comfortable discussing queries on the phone with customers and suppliers
* A proven track record of effectively managing and developing finance teams
* A desire to take ownership of tasks, be hands-on and see them through to completion
* A deadline driven mentality
Systems Experience (Desired but Not Essential)
* Xero
* ApprovalMax
* SalesForce
* Calxa
* ScaleXP
* Dext
* Integration of ERPs with other software
Life at Dynamic Planner
When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.
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