Responsibilities
- Be responsible for the preparation of monthly management accounts, including P&L, balance sheet and cash flow reporting.
- Manage month-end close, reconciliations (bank, expenses, accruals/prepayments), and financial controls.
- Monitor and track expenses and departmental budgets, flagging variances and supporting cost control.
- Work closely with external accountants, auditors and vendors to ensure compliance and smooth reporting cycles.
- Help optimise and improve financial systems, processes and reporting tools as we scale (including automation where possible).
- Conduct ad-hoc financial analysis to support commercial decisions and operational planning.
- Own finance-related aspects of employee onboarding and offboarding (payroll, systems access, documentation).
Requirements
- Degree in Finance, Accounting, Economics, or similar. Working towards (or planning to pursue) a professional accounting qualification.
- 3-5+ years’ experience in finance, accounting, or a management accounting role.
- Strong grounding in accounting fundamentals - comfortable reconciling ledgers, reviewing balance sheets, and preparing management accounts.
- Highly detail-oriented, with the discipline to manage high-volume transactional work accurately.
- Confident working across multiple entities and reconciling complex accounts.
- Strong Excel or Google Sheets capability, with hands-on experience using Xero in a multi-entity environment.
- Comfortable in a fast-paced, scaling environment where processes are evolving.
- High ownership mindset - you don’t just process numbers, you ensure they’re right.
Nice to Have
- Experience with regulated environments (e.g., SRA/solicitor account rules)
Benefits
- Octopus share incentive scheme.
- 27 days holiday + 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.
Work Arrangement
Hybrid
Additional Information
- 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.