Company Description
At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.
We think working here is great, but we’re understandably biased. Click here to explore Life at Octopus.
Job Description
What's in it for you?
This exciting opportunity will be part of the Octopus Inheritance Tax Services (“OITS”) Finance team and reporting into the Senior Finance Manager, the role involves ownership of elements of a large group and other standalone entities. This role will be positively challenging where you will have the opportunity to get well rounded experience of the full cycle.
The team
You will be part of a team of 8 reporting into the senior finance managers. This includes owning consolidations, month end management accounts for holding companies, financial reporting and audit, and undertaking of ad-hoc projects and analysis as directed by the OITS management team (2 Senior Finance Managers & Financial Controller).
Responsibilities
- Complete understanding of the Octopus Inheritance Tax Products (“OITS”), the companies within their portfolios and the commercial operations of those entities.
- Full ownership of EIS funds and certain parts the OITS portfolio, including completing management accounts for the respective entities.
- Ownership of sub-consolidations in the Fern group as needed, covering energy, housebuilding or fibre.
- Working to with the newly implemented consolidation software.
- Work closely with internal and external finance teams, in order to prepare, review and deliver the monthly, quarterly and yearly management reporting.
- Review subsidiary budgets prepared by internal and external finance teams, and challenge assumptions to ensure consistency divisions.
- Work with Company Secretarial to ensure investments, distributions and other equity transactions are calculated and recorded correctly.
- Work closely with the auditors, accounts preparation team, tax team and other parties to deliver the audit and statutory financial statements of entities owned.
- Research new technical areas and provide recommendations on accounting policy. Draft accounting papers on new transactions or changes to accounting policy.
- Support the Financial Controller & Senior Finance Managers to improve reporting processes.
Qualifications
- Qualified accountant (ACA or ACCA)
- Ideally from an audit background or financial services background
- Group consolidation experience essential
- Responds quickly to changing work demands
- Works effectively with peers and engages in giving and receiving feedback with colleagues
- Thinks about the wider picture and ‘how this could be done better?’
Additional Information
What we offer
💰 A competitive salary, bonus, pension and share incentive plan
✈️ Untracked holiday
🏡 Hybrid working – minimum 3 days a week in the office
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more
👪 Up to 6 months paid parental leave regardless of gender
❤️ Life insurance, critical illness cover and income protection
🏥 Private medical insurance for you and your family
🚗 Electric vehicle leasing
🌍 The option to work overseas up to a month per year
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.
We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
What We Do
Octopus Investments, part of the Octopus Group, is an investment company investing in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £13.4* billion they have entrusted to us into the areas where we believe we can have the greatest impact. More than 85% of the money we manage is invested in line with one or more of our three investment themes: empowering people, revitalising healthcare and building a sustainable planet.
Our retail investors and the financial advisers that support them, have many different goals, from supporting their families to lead better lives and effectively passing down wealth to protecting their money and directing it to places that need it. We provide a range of products that help them to achieve these aims, including Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments and listed UK small and medium-sized company funds.
We support our institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare and venture capital.
Octopus Real Estate and Octopus Ventures are part of Octopus Investments.
* Octopus as at 31 June 2024
Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.
Octopus Investments Ltd is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No.03942880.
