Financial Controller

at  Dynamic Planner

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 ERP’s with other software
  I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
  Glenn Bryant
  Content and Communications Executive
  I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.
  Claire Bull
  Product Owner

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 KPI’s 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