Financial Controller

Role Summary

Trostan Dene is supporting a Birchwood, Warrington based financial services business specialising in claims management in finding a Financial Controller to join their team on a permanent basis. Reporting into the CEO and the Group Finance Director, this is a fantastic opportunity for an experienced finance leader to join a growing business that are on a steep upward trajectory.

Job duties

• Own day-to-day financial accounting, including general ledger, sales and purchase ledgers, payroll interface, VAT, month-end close, management accounts, statutory accounts and external audit.
• Oversee client money and CASS 13 compliance, including segregation, reconciliations, accurate customer compensation payments, unclaimed balances, breach reporting and annual client money audits.
• Lead annual budgeting, business planning, revenue forecasting and cash flow management, including rolling 13-week forecasts and working capital oversight.
• Manage credit control, debtor and creditor management, fee collection, settlement tracking, bad debt provisions and fair customer payment practices in line with Consumer Duty.
• Maintain robust financial controls, including payment approvals, bank detail verification, delegated authorities and accurate revenue recognition for contingent and success-based fees.
• Monitor FCA prudential requirements, prepare financial regulatory returns and work closely with Compliance and Risk on financial crime controls, regulatory changes and customer outcomes.
• Deliver monthly group reporting packs, forecasts and consolidation schedules, ensuring alignment with parent company accounting policies, systems and reporting deadlines.
• Manage external relationships with banks, auditors, tax advisers, HMRC, insurers and investors, supporting due diligence, fundraising, refinancing and M&A activity where required.
• Business partner with the MD, Board and Heads of Department, providing financial insight, performance dashboards, claim-level profitability analysis and ROI assessments to support strategic decisions.
• Lead and develop the finance team, improve financial systems and processes, automate reporting and reconciliations, and ensure the finance function can scale with business growth.

Looking for

• QBE or ACA, ACCA or CIMA qualified.
• Experience running a finance function end to end, from month end close to statutory accounts and audit.
• Practical experience of client money, trust accounts or segregated funds, and a clear grasp of why they matter.
• Experience in a regulated business, ideally FCA authorised.
• Strong cash flow forecasting and budgeting skills.
• Able to explain numbers clearly to colleagues outside finance and the Board.

Offer

• Salary: £75,000 – £80,000 (experience dependant, possible increase for the right candidate)
• Hybrid (1-2 days from home)
• 33 days holiday including bank holiday allowance
• Free onsite parking
• Pension scheme
• Progression opportunities