Finance Manager

Finance Manager About Us 3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds. The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UKs largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.

Background to the Role The 3173 Group is an ambitious and fast growth software and professional services business operating right across the UK in the specialist defined benefit pensions industry. The business has been in operation for almost 20 years and has grown to be one of the leading players in its principal markets being the provision of Trustee, Administration, Actuarial, Investment and technology services to Pension Schemes.

3173 has developed its own unique technology platform, Mantle , which gives our company a significant advantage in our market. We have office locations throughout the United Kingdom but we are very proud to be headquartered in Belfast. The Group received a significant investment from Synova, a leading growth investor in September 2022. This partnership will enable our business to consolidate its market leading positions and will facilitate the investment required to enable 3173 to achieve even greater potential in the rapidly developing pensions and technology markets.

Due to our continued success and expansion, 3173 is eager to appoint a Finance Manager to join the business. This role will take full ownership of financial management for the Dalriada Trustees division, including responsibility for the P&L and balance sheet integrity, while leading the delivery of complex client billing arrangements. Reporting to the Group Financial Controller, the successful candidate will play a key role in driving financial performance, improving processes, and providing valuable insight to support decision-making.

You will also lead and develop a small finance team. About You You will be a qualified accountant with demonstrable experience post qualification working within a busy commercial finance environment. You will have worked as a Finance Manager (or in a similar role) in a busy commercial environment and are looking for the opportunity to develop your career within 3173, a high growth provider of financial services to the pensions industry.

You will be a confident and articulate communicator with the ability to work with senior leaders and use your influencing skills to achieve the best outcomes for the business. You will be highly competent in the use of Microsoft Excel and PowerPoint. You will thrive in a collaborative, fast moving team-based environment and be able to support and contribute to the development of the wider Finance team.

You will be a diligent and driven individual with a high level of attention to detail. Someone who is enthusiastic, confident, thorough, and conscientious will do well in this role. The ability and confidence to highlight and escalate where relevant any challenges or risks to the senior leadership team is a must. You will be able to easily build effective working relationships at all levels.

Responsibilities & Criteria Management responsibility for a small finance team including coaching, mentoring and development of more junior staff. Lead the preparation of monthly management accounts including practice revenue, expense, and variance analysis. Lead the preparation of the monthly Financial Performance Report and Finance Board Reports. Assist in the preparation of audited financial statements and provide audit evidence to external auditors.

Be a business-partner to the wider commercial team by providing financial insight and analysis, monitor performance against budget and drive improvements in profitability. Ensure compliance with relevant accounting standards and regulatory requirements. Lead and support complex billing processes, including time-based, fixed-fee and milestone billing structures. Ensure accurate and timely invoicing and revenue recognition. Manage work-in-progress (WIP) and recoverability including detailed WIP and revenue reconciliations on a monthly basis.

Oversee credit control and debtor management. Supporting the wider Finance Team as required in the provision of routine financial reporting across the Group. Supporting the Group Financial Controller and CFO as required. Minimum (essential) requirements:
Strong academic record at A level. ACA/ACCA/CIMA Qualified accountant with demonstrable post qualification gained in a commercial finance environment. Previous experience within a Commercial business in a Finance Manager (or similar) role. Background in Professional Services…