Trace | Expert Accountancy & Finance Recruitment
Finance Director
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Role Overview
Our client is a rapidly scaling finance technology and payments platform that has recently secured Series A funding and we are keen to hire their first permanent Finance Director, which has a clear route to CFO in time.
As the business enters its next phase of growth, we are seeking an exceptional talent to lead financial strategy, governance and commercial performance across a multi-entity group.
Responsibilities
- Reporting to the Founder & CEO and working closely with the Board, this is a highly influential role with responsibility for financial planning, reporting, treasury, safeguarding oversight, regulatory compliance, and commercial decision support.
- You will be a key point of contact between the business, the board, and the VC investors.
- The successful candidate will play a key role in scaling an FCA-regulated business, supporting fundraising activities, and strengthening the financial foundations of a market-leading platform.
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Key Responsibilities
- Lead budgeting, forecasting, financial planning, and Board reporting.
- Build scalable governance, financial control, and reporting frameworks.
- Oversee safeguarding arrangements and regulatory compliance within an FCA-regulated environment.
- Manage treasury, liquidity, and cash flow across complex payment flows.
- Provide commercial analysis and insight to support growth and profitability.
- Support capital raising, strategic initiatives, and Board-level decision-making.
- Lead and develop the finance function while managing key external stakeholder relationships.
Candidate Profile
- Qualified accountant (ACA, ACCA, CIMA, or equivalent).
- Must have experience in regulated payments, fintech banking, neo-banking, or e-money.
- Must have CASS experience.
- Proven senior finance leadership experience.
- Strong expertise in financial controls, treasury, forecasting, and multi-entity structures.
- Experience with safeguarding, client money, or FCA-regulated environments is essential.
- Commercially astute, hands-on, and capable of operating as a trusted adviser to the CEO and Board.
- Must have energy and drive to make decisions and get things done.
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This is an opportunity to help shape a category-defining business in a rapidly evolving market. The successful candidate will combine strategic leadership with operational excellence, helping drive sustainable growth while ensuring robust governance and regulatory compliance.
For a confidential discussion, please contact the retained search team.
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