About Dynamic Planner
At Dynamic Planner, we have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors.
As the UK’s market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart.
We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work
We’re looking for an ambitious and hands-on Senior Finance Manager / Financial Controller to join our forward-looking finance team. This is a key role in our business, responsible for managing finance operations that form the foundation for data-driven decision-making. You’ll be leading a small team (2-3 direct reports) while rolling up your sleeves to solve problems and optimize processes. Our rapid growth has created a significant opportunity for someone who’s ready to make a difference by building strong finance foundations and driving operational improvements.
Work closely with cross-functional teams, offering expertise on a wide range of finance operations, from budgeting to forecasting and everything in between.
Location: Reading, hybrid with 3 days a week in the office (full time, permanent role)
This role is perfect for someone who’s excited about joining a fast-paced, technology-driven finance team. You’re not afraid of a challenge and are passionate about using your experience to solve problems and build sustainable processes. You’re detail-oriented and love diving into the financial nuts and bolts but also enjoy thinking strategically and working across the breadth of finance operations. If you’ve worked in an SME, particularly a SaaS business, that’s a big plus!
Key Skills & Experience
*Qualified accountant (ACA, ACCA, CIMA, or equivalent) with a strong technical background.
*Previous experience in an SME environment, ideally in a SaaS or tech-driven business.
*Proficient with Xero, Calxa, ApprovalMax, Dext, and Salesforce.
*Strong problem-solving abilities and a passion for leveraging technology to streamline operations.
*A collaborative and team-oriented leader who cares about their team’s growth and success.
*Proven ability to work hands-on across all areas of finance operations, with a focus on delivering business insights.
*Excited about automating finance processes and minimizing the use of Excel.
*Oversee and optimize finance operations, ensuring accurate reporting, compliance, and control.
*Lead and mentor a team of 2-3 finance professionals, fostering a collaborative and growth-oriented environment.
*Champion the use of technology to automate processes—eliminating reliance on spreadsheets and manual tasks.
*Solve complex financial challenges as they arise, ensuring the back office catches up with the pace of business growth.
*Provide actionable insights and support business decision-making with timely financial data.
*Be part of an award-winning, fast-growing company with a clear vision for the future.
*Work in an inclusive and dynamic culture that values diversity and cares about your growth.
*Have the opportunity to drive real change by building scalable finance operations in a fast-paced environment.
*Collaborate with a passionate team that embraces technology and innovation.
*Enjoy a challenging yet rewarding role where your contributions will directly impact the business.
If you’re ready to take on the challenge of leading finance operations in a forward-looking team, we want to hear from you! Apply today and help shape the future of Dynamic Planner.