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About the Role

The OITS finance team manages four groups, with the largest being the Fern group, overseeing over 300 companies across 5 countries. This role involves managing specific parts of the OITS portfolio, including preparing management accounts and supporting consolidation efforts within a fast-paced environment.

Responsibilities

• Complete understanding of Octopus Inheritance Tax Products (OITS), their portfolios, and commercial operations.
• Full ownership of certain OITS portfolio components, including completing management accounts.
• Ownership of sub-consolidations within the Fern group, covering various sectors.
• Utilize new consolidation software to prepare accurate consolidated results.
• Collaborate with internal and external finance teams for monthly, quarterly, and annual management reporting.
• Review subsidiary budgets, challenge assumptions, and analyze performance against budget for board reporting.
• Work with Company Secretarial to ensure accurate calculation and recording of equity transactions.
• Liaise with auditors, accounts preparation, tax teams, and other parties for audits and financial statements.
• Take ownership of specific areas of the group audit.
• Research new technical accounting areas and provide recommendations on accounting policy.
• Draft accounting papers for new transactions or policy changes.
• Support Financial Controller & Finance Managers in improving reporting processes.
• Provide prompt and accurate financial information to investment teams.
• Undertake ad-hoc projects as required.

Requirements

• Qualified accountant (ACA or ACCA).
• Ideally from an audit or financial services background.
• Group consolidation experience is essential.
• Ability to adapt to changing priorities and support the team in a fast-paced environment.
• Works well with others, building positive relationships across teams and welcoming feedback.
• Organized and reliable, with good time management skills and the ability to meet deadlines.
• Communicates clearly and professionally, raising questions or issues when needed.
• Takes ownership of their work and approaches tasks with openness and a positive attitude.
• Looks for ways to improve processes and contribute ideas that help the team work more effectively.

Work Type

• Flexible working

Education Level

• Qualified accountant (ACA or ACCA)

Salary/Compensations

• Competitive salary, bonus, pension and share incentive plan

Benefits

• Take what you need holiday
• Flexible working
• Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
• Enhanced family leave policies
• Life insurance, critical illness cover and income protection
• Private medical insurance for you and your family
• Electric vehicle leasing
• The option to work overseas up to a month per year

About the Company

• At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.
• We are a B Corp and consider the interests of all our stakeholders – employees, customers, communities, environment and shareholders – in every decision we make.
• We are committed to building a workplace where diversity is valued, and inclusion is a priority.
• We embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds.
• We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.
• We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process.
• Applicants are welcome to opt-in to the disability confident scheme as part of our application process.
• If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.

Equal Opportunity

• We are committed to building a workplace where diversity is valued, and inclusion is a priority.
• By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds.
• We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.
• We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process.
• Applicants are welcome to opt-in to the disability confident scheme as part of our application process.
• If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.