Finance Director

Are you ready to take the reins of financial leadership in a dynamic financial institution? Our client a respected financial services organisation in the Southwest, recognised for its strong client relationships and collaborative culture is seeking a passionate and strategic Finance Director. You will be instrumental in shaping the organisation's financial future within a business that has grown consistently year on year. This is your chance to join a vibrant team and make a significant impact!

Job Title: Finance Director
Location: Taunton

Salary: Dependent on experience and to be discussed at application
Hours: Full time (Monday-Friday)

Why Our Client?

• Comprehensive Induction: Kickstart your journey with an extensive induction programme and continuous development opportunities.
• Generous Bonus Scheme: Enjoy a rewarding annual bonus scheme.
• Referral Commission: Earn for introducing friends and family to our client.
• Work-Life Balance: Benefit from 30 days of holiday plus bank holidays and a Christmas close down.
• Special Days: Get an extra day off for your birthday!
• Health Support: Access to the BUPA Employee Assistance Programme.

The Role:
As the Finance Director, you will lead the financial strategy, ensuring long-term sustainability, robust governance, and strategic commercial decision-making. Partnering closely with the executive team, you will drive growth, manage risk, and optimise performance.

Key Responsibilities:

Strategic Leadership:

• Develop and execute the organisation's financial strategy aligned with business objectives.
• Serve as a key advisor to the CEO and Board on financial planning, performance, and risk management.
• Support acquisitions and commercial decision-making.

Financial Management & Control:

• Oversee budgeting, forecasting, and long-term financial planning.
• Ensure accurate and timely financial reporting and statutory compliance.
• Maintain robust financial controls, policies, and procedures.
• Manage cash flow, working capital, and funding requirements.

Governance, Risk & Compliance:

• Ensure compliance with all regulatory, tax, and reporting requirements.
• Lead audit processes and cultivate relationships with external auditors.
• Identify and mitigate financial and operational risks.

Commercial & Performance Insight:

• Provide clear financial insights to support operational and strategic decisions.
• Analyse profitability, cost efficiency, and return on investment.
• Develop KPIs and performance dashboards for senior leadership.

Team Leadership:

• Lead, develop, and mentor the finance team as it grows.
• Foster a high-performance culture with strong accountability and collaboration.
• Ensure succession planning and capability development within finance.

About You:
We are looking for candidates who possess:

• Commercial Acumen: You are financially savvy and have a proven track record of driving performance.
• Strategic Mindset: You excel at translating complex financial data into clear, actionable insights.
• Collaborative Leadership: You thrive in fast-paced environments, demonstrating sound judgement and integrity while working alongside executives.

Skills & Experience:

• Strong commercial acumen with strategic thinking capabilities.
• Experience working within a regulated professional services company
• Deep knowledge of financial reporting, budgeting, forecasting, and cash management.
• Experience working with senior stakeholders and boards.
• Professional accounting qualification (e.g., ACA, ACCA, CIMA, or equivalent).

Personal Attributes:

• Strategic, analytical, and commercially minded.
• Confident decision-maker with strong integrity.
• Clear communicator able to translate financial data into business insights.
• Resilient, adaptable, and comfortable with ambiguity.

For an informal chat and to find out more about this exciting role please call Vicky on (phone number removed), apply online or email (url removed)

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