Finance Manager

The Company

Octopus Legacy is the place to plan for death and find support after loss.

Having been on our own startup journey, Octopus Group recently bought a stake in our company to supercharge our growth, and now we’re one of the fastest growing companies within the UK’s most exciting group (you may have heard of some of our sister companies…)

With our new brand, the Octopus platform at our disposal and a Top Secret plan to achieve radical scale we’re already transforming the way that people experience the process of planning for and dealing with death. 

We’ve assembled a crack team to prepare us for that scale, and you could be the missing piece we’re looking for!

The Role

As the first hire into this role, you will report directly to the CEO and take full ownership of the finance function. You're a finance all-rounder who thrives in a fast-paced startup environment, overseeing everything from financial operations and reporting to control and commercial finance. 

This is a unique opportunity for someone who is ready to make a significant impact and help shape the future of our company!

Key Responsibilities:

Area: Financial Operations

Oversee day-to-day financial operations and ensure accurate and timely processing of financial data:

• Customer / supplier onboarding and ongoing relationships, customer billing, 
• supplier invoices and accounts receivable / payable
• Payroll, bank reconciliation, month end journals and general ledger activities
• Banking, cashflow forecast and group funding management
• Company secretarial filing and shares register management

Area: Financial reporting and control

Ensure the accurate and timely financial reporting and implement robust financial controls:

• Monthly management accounts
• VAT returns (partial exemption)
• FCA returns, regulatory capital adequacy management, support ICARA
• Statutory audit and corporation tax
• Ad hoc regulatory / compliance reporting
• Continuously improve finance processes and controls to ensure a robust framework

Area: Commercial Finance

Own business partnering and provide analysis and insight to inform and drive business decisions:

• Develop and maintain financial models to support business planning and decision-making
• Lead the budgeting and latest expected outcome forecasting processes, ensuring alignment with strategic objectives and input across the business
• Provide insightful commercial analysis (regular MI / ad hoc projects) to support business growth and cost management indicatives

Who Are You?

We believe the following skills, knowledge and experience will be beneficial in you excelling at the role:

• ACA / ACCA / CIMA or equivalent with 3-5 years post qualification experience
• Experience in the legal or financial services industry is preferred
• Experience of financial and strategic reporting within a wider Group structure
• Knowledge of UKGAAP and HMRC rules and regulations (VAT, PAYE and corporation tax)
• Growth mindset, take 100% ownership and a complete finisher
• Resilient, bold and have the drive to lead initiatives and embrace change
• Exceptional communication and people skills, able to build trusting relationships at all levels
• Fast paced, with excellent time-management and prioritisation skills
• Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights. Great attention to detail

Our Mission

When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone.

Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.

Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen. 

Benefits:

• Octopus share incentive scheme.
• Flexible working: 3 days in the office (Holborn), remote 2 days a week. 
• Flexible holiday policy + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance. 
• Pension scheme.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500. 
• Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.