Head of Corporate Reporting & Financial Operations

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more – more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

We are FCA-regulated, look after more than £23 billion of customer assets, and have grown from under £5 billion in three years, with annualised revenue in excess of £150 million. We have done this while growing profitably year on year and building a fortress balance sheet, so our ambitions are funded from a position of strength rather than dependence on the next round. The next phase includes the launch of a financial advice service and expansion into B2B, which means the finance function is scaling in complexity as well as size.

Job Brief

What You’ll Do

Being a Head of at Moneybox doesn’t just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. A Head of at Moneybox is a senior leadership grade, equivalent to a Director-level role in most other businesses, with the accountability, visibility and expectations that implies.

Scope and scale

You will lead a team of five, including three qualified accountants, across financial reporting, financial control, financial operations and tax. The role is accountable for all group legal entities and the group consolidation, the statutory audit relationship with PwC, and the finance systems estate, which is evolving towards an AI-native stack that you will help shape. You will be a member of the Finance Senior Leadership Team, present to the Audit Committee, attend management committees, and deputise for the VP Finance where appropriate.

As a key member of the Finance Senior Leadership team and a trusted advisor to the VP Finance, this role will be responsible for, but not limited to, the following:

Corporate Reporting

• Lead the development and execution of the corporate reporting strategy, ensuring alignment with the overall business objectives
• Oversee the preparation and timely submission of all statutory financial reports, including annual accounts, consolidated financial statements, tax filings, and regulatory returns
• Own the relationship with our external auditors, leading the annual audit and resolving technical judgements
• Prepare and present accounting judgement papers and control-environment reporting to the Audit Committee, and represent Finance at relevant governance forums
• Own the group’s legal entity structure from a reporting and tax perspective, ensuring it remains efficient, compliant and fit for the strategy, and advising on structuring for new ventures
• Drive continuous improvement in financial reporting processes, leveraging technology and best practices to enhance accuracy, efficiency, and transparency
• Ensure compliance with IFRS and other relevant accounting standards and regulatory requirements, reviewing changes in accounting standards, regulations and best practice and assessing their impact on the organisation
• Alongside the finance senior leadership team, drive forward our IPO readiness programme, with a focus on reporting and financial controls
• Deputise for the VP Finance as required

Finance Transformation, Automation & AI

• Own the finance transformation roadmap, with a clear mandate to automate the close, reconciliations and reporting production
• Lead the adoption of AI and automation tooling across the ledger and financial operations, moving the function from manual production towards exception-based review and continuous controls monitoring
• Set the data and systems architecture for finance, ensuring that reporting, control and regulatory outputs are built on a single, well-governed source of truth
• Champion a culture where the team builds and improves its own tooling rather than waiting for it

Financial Operations

• Provide strategic leadership and oversight of all day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax
• Optimise financial operations to drive efficiency, reduce costs, and improve working capital management
• Oversee the selection, implementation, and management of financial systems and technologies
• Develop and implement financial policies, procedures, and controls to ensure the integrity of financial data
• Oversee the implementation and maintenance of a robust internal control framework to mitigate financial risks and ensure compliance with regulatory requirements

Who you are

• Focus on team; providing strong leadership and fostering a culture of excellence, collaboration, and continuous improvement
• Excellent communication, presentation, and interpersonal skills, with the ability to effectively interact with senior management and external stakeholders
• Considered an expert in your field and a leader amongst your team and peers
• Exceptional analytical, problem-solving, and decision-making skills

Experience and Skills

• Chartered accountant (ACA preferred), with a track record of leading a financial reporting and control function in a regulated financial services business; experience across both practice and industry is preferred
• Has personally owned statutory accounts, the external audit and an internal control framework at a scale comparable to Moneybox
• Experience of an IPO, IPO-readiness programme or a listed environment is strongly preferred
• In-depth knowledge of IFRS and UK GAAP and a demonstrated ability to form and defend accounting judgements with auditors and committees
• Evidence of having delivered material automation or systems change in finance, and genuine fluency with how AI changes the operating model of a finance team
• Exceptional project leadership across internal and external stakeholders, and the gravitas to influence at ExCo and Board level

What’s in it for you?

• Opportunity to join a fast-growing, award-winning and super ambitious company
• Work with a friendly team of highly motivated individuals
• Be in an environment where you are listened to and can actually have an impact
• Thriving collaborative and inclusive company culture
• Competitive remuneration package
• Company pension scheme
• Company bonus scheme
• Hybrid working environment – by the Oxo Tower
• Home office furniture allowance
• Personal Annual Learning and Development budget
• Private Medical Insurance
• Health Cash Plan – cashback on everyday healthcare like dental and opticians
• Cycle to work scheme – spread the cost of a new bike and accessories
• CycleSaver – save on bike-share subscriptions and have a more sustainable commute
• Wellhub subscription to a variety of gyms and wellbeing apps
• Enhanced parental pay & leave
• 25 days holiday + bank holidays with additional days added with length of service.

This is a hybrid role. Our office is in London, by the Oxo Tower

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