Strategy & Direction
Chief Financial Officer (CFO)
The Visionary
Focused entirely on the future. The CFO connects your financial data to your long-term business goals. They are your partner in fundraising, exit planning, and high-stakes decision making.
Significant post qualification experienced at a high level, credentialed executive (FCA, CFA, or MBA) with specialised background in capital markets, fundraising, and M&A.
Capital structure, enterprise value, and high-stakes financial events.
Focused entirely on the external future of the business. The CFO connects the financial data to the founder’s ultimate end-goal.
- Fundraising & Investor Relations
- M&A and Exit Strategy
- Capital Structure Optimisation
- Executive Board Advisory
Finance Director
The Planner
Translates the vision into numbers. The Finance Director ensures the business has a viable financial roadmap. They own the budget, the forecast, and the commercial analysis.
Senior qualified professional (FCA, FCCA, FCMA) with significant post qualification experience and a proven track record in commercial strategy and financial modelling.
Commercial strategy, forecasting, and board-level advisory.
The FD ensures the business has a viable, profitable roadmap. They translate the numbers into actionable business decisions.
- Annual Budgeting & Forecasting
- Board Pack Presentation
- Pricing & Margin Analysis
- Commercial Business Partnering
Control & Compliance
Financial Controller
The Guardian
Ensures accuracy and compliance. The Controller closes the books, manages the audit, and ensures that the numbers reported are strictly accurate and compliant with regulations.
Fully qualified chartered accountant (ACA, ACCA, CIMA) with significant post-qualification experience in statutory compliance and audit.
Risk management, technical architecture, and statutory compliance.
The Controller is the safety net. They do not process data; they review it, ensure it complies with the law, and design the systems the rest of the team use.
- Month-End Close Review
- Statutory Accounts & Audit
- Internal Controls & Governance
- Tech Stack Implementation
Finance Manager
The Engine Room
Keeps the cash moving. The Finance Manager oversees the operational heartbeat of the finance function—payroll, tax payments, and cash flow management.
Usually qualified or qualified to at least managerial level (ACCA, CIMA, ACA) or highly experienced professional (QBE) with deep operational software expertise.
Operational liquidity, team oversight, tax filings, and system ownership
The operational heartbeat. The FM oversees the L5 and L6 team, acting as the day-to-day owner of the finance software and ensuring cash is managed safely.
- Cash Flow Management
- Payroll & HR Finance
- Tax Compliance (VAT/Corp Tax)
- Operational Team Management
Foundation & Operations
Management Accountant
The Analyst
Prepares the data. They take the raw transactional data and turn it into usable reports, calculating accruals, prepayments, and initial variance analysis.
Usually part-qualified or recently qualified in a professional accounting body (e.g., CIMA or ACCA)
Data preparation, month-end adjustments, and management reporting design.
Takes the raw data from the Ledger Clerk and applies accounting principles to ensure the Profit & Loss and Balance Sheet are a true reflection of the month's trading.
- Balance Sheet Reconciliations
- Month-End Journals
- Variance Analysis
- Fixed Asset Register
Ledger Clerk
The Foundation
The bedrock of accuracy. They ensure every invoice is processed, every bank transaction is matched, and the raw data entering the system is clean.
Typically studying towards or holds a foundational bookkeeping qualification (e.g., AAT or ICB).
High-volume, accurate data processing and basic reconciliations.
The Ledger Clerk never touches complex journals and operates strictly under the supervision of a Management Accountant or Finance Manager. Their sole focus is ensuring the raw data entering the system is perfectly accurate before it moves up the chain.
- Accounts Payable (Bill Pay)
- Accounts Receivable (Invoicing)
- Daily Bank Reconciliation
- Expense Management
Don't know what you need?
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