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About Our Client
Our client is a UK-based sustainability consultancy that empowers businesses to reduce their carbon footprint through science-led strategies and actionable data. They combine in-depth carbon analysis with practical solutions to help organisations decarbonise operations and drive long-term environmental impact.
Their mission is to make sustainability accessible, transparent, and business-aligned, ensuring companies not only meet regulatory and ethical expectations but also gain a competitive edge in the transition to a low-carbon economy.
About The Role
Our client is seeking a Financial Controller with a strong foundation in UK accounting practices to take ownership of the day-to-day financial operations, bookkeeping, reporting, and forecasting, while also uplifting and improving existing systems and processes.
This role will be working closely with the Directors, primarily reporting to the Operations & Strategy Director, and will play a key role in improving financial hygiene and cash flow visibility.
Demonstrate strong ownership and initiative rather than requiring step-by-step guidance for standard finance tasks.
Provide strategic financial insights and recommendations to help improve business operations and cash flow management.
Create, refine, and implement financial processes and structures that improve efficiency, visibility, and reporting accuracy.
Deliver work that is execution-ready, accurate, and requires minimal correction or follow-up from directors.
Contribute value at a senior level by identifying operational gaps, improving workflows, and supporting better financial decision-making.
Act as a trusted finance partner to leadership by maintaining strong financial hygiene, accountability, and process discipline.
Identify gaps and inefficiencies in existing systems and implement improvements.
Attend weekly pipeline meetings to stay aware of deal flow and work directly with individual Sales and Consulting leads to extract specific billing details.
Ensure insertion into relevant client email threads to capture PO numbers and billing contacts.
Maintain accurate data across HubSpot (Sales), QuickBooks (Finance), and cash flow models to prevent revenue double-counting or forecasting errors.
Monitor payment deadlines, issue reminders, and escalate to the Finance Director only when necessary.
Set up new client accounts and maintain up-to-date contact details.
Prepare and present weekly reports on pipeline status, invoicing, and pending POs to directors.
Work with admins to ensure all expenditures are accounted for, chasing missing receipts, and uploading them correctly to AutoEntry.
Reconcile supplier invoices, batch payments, grade them by urgency, and present clean payment runs for the Finance Directors approval.
Collaborate with the Finance Director to maintain cash flow documents, budgets, and forecasts.
Monitor ledgers to spot erroneous spending, unused subscriptions, or overspending, and flag these for action.
Daily reconciliation of bank feeds to ensure real-time accuracy.
Contribute to modelling and projections, ensuring directors receive timely and actionable insights.
Handle journals, accruals, and prepayments to prepare accounts for accountants review.
Generate standard financial reports, including Aged Debtors and P&L snapshots.
Maintain a pristine digital filing system for audit trails.
Requirements
At least 5 years of experience in financial administration, bookkeeping, or related finance roles.
Strong understanding of UK/British accounting practices is required.
Experience in a consulting firm/consultancy environment is preferred.
Proven experience in financial modelling, forecasting, and budgeting.
Proficiency with Excel and accounting software such as QuickBooks and AutoEntry.
Proficiency with HubSpot or similar CRM systems is highly preferred.
Proven ability to manage multiple stakeholders, including directors, consultants, and clients.
Excellent written and verbal communication skills.
Highly organised, detail-oriented, and able to work independently.
Confident, proactive, and able to take initiative in an evolving, senior role.
Demonstrated ability to identify and implement process improvements in financial operations.
With "Finisher Mindset", delivers work that is accurate, graded, and ready for immediate execution, allowing directors to focus on strategy.
Comfortable working across multiple platforms and understanding how they integrate.
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