Ocho
Head of Operations and Finance
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Head of Operations & Finance
At a Glance
Full Time, Permanent
Reports to the Partner Group
A predominantly Operations, People and Technology-led leadership role, with a supporting Finance remit
About the Company
A fast-growing professional services firm, expanding its footprint across the UK and Ireland to support ambitious businesses, entrepreneurs and investors. Having built a strong reputation on trusted relationships, commercial insight and technical excellence, the firm is now scaling quickly, opening new locations, growing headcount and investing heavily in the infrastructure needed to support that growth. This is a business in genuine expansion mode, and this role sits right at the centre of making that growth sustainable, building the operational, people and technology foundations a scaling firm needs.
The Role
This is a senior operational leadership role responsible for the firm's Operations, People, Technology and business support functions, with a supporting hand across financial reporting. Working closely with the Partners, you will provide commercial and operational leadership across the business, driving infrastructure, systems, controls and continuous improvement, while ensuring the firm's people, processes and technology remain aligned to business needs. This is a role for someone who leads from the operational and people side of the business first, with financial literacy as a strong supporting skill rather than the primary focus.
Key Responsibilities
Operations & Business Support
- Lead the firm's operational infrastructure, systems and support services, driving efficiency, scalability and continuous improvement
- Oversee office operations, facilities, suppliers and key service contracts
- Support resource planning and operational effectiveness across the business
- Lead strategic operational projects, including office expansion and the integration of new locations
- Reduce administrative burden through process improvement and automation
- Drive the development of KPIs across the business
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People, HR & Payroll
- Oversee workforce planning, recruitment, onboarding, performance management and employee development
- Ensure HR policies, procedures and employment practices remain compliant and aligned with business objectives
- Support employee engagement, organisational development and employee relations matters
- Oversee the outsourced payroll function, ensuring accurate, timely and compliant processing
Technology & Systems
- Provide strategic oversight of the firm's technology infrastructure, systems and digital tools
- Manage relationships with outsourced IT providers and software vendors
- Ensure effective cyber security, data protection and business continuity arrangements
- Lead the adoption of AI, automation and digital technologies to improve productivity and client service
- Maximise use of HubSpot and other business systems to improve client relationship management, reporting and operational efficiency
- Identify opportunities to improve business performance through better use of systems, technology, automation and AI
Governance & Risk
- Maintain appropriate governance, compliance and risk management frameworks, in conjunction with the lead Partner
- Ensure compliance with professional, regulatory and statutory requirements
- Maintain policies, controls and procedures that support organisational resilience and effective risk management
Business Performance & Strategic Support
- Support the Partners in delivering the firm's strategic objectives
- Develop management information and performance reporting frameworks to improve visibility of job profitability, utilisation and operational performance
- Contribute to discussions on resource planning, capacity, profitability and operational effectiveness
- Provide constructive challenge and alternative perspectives, supported by evidence and analysis
Financial Management (supporting)
- Review financial information prepared by the Office Manager, completing month-end adjustments and producing management accounts using Xero
- Monitor cash flow, profitability and financial performance, identifying trends and opportunities for improvement
- Develop budgets, forecasts and financial models to support business planning
- Maintain appropriate financial controls and manage relationships with external auditors, banking partners, insurers and professional advisers
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What You'll Need
Essential:
- Experience of working in a professional environment, ideally within legal, accountancy or financial services
- Demonstrable experience leading and developing business support functions
- Experience supporting organisational growth and change
- Experience overseeing technology infrastructure, outsourced IT providers and driving digital/AI adoption
- Experience across workforce planning, recruitment, performance management and employee development
- Experience producing or reviewing monthly management accounts and management information, using accounting software such as Xero
- Experience developing meaningful management information and performance reporting frameworks
Desirable:
- ACA, ACCA, CIMA or equivalent professional qualification (full or part qualified)
Knowledge and Skills:
- Strong financial, commercial and business acumen
- Excellent analytical, problem-solving and project management capability
- Ability to influence, challenge and build credibility with senior stakeholders
- Strong understanding of governance, risk and control frameworks
- Strong IT skills
Why Apply
- A genuinely broad, senior leadership role with real influence over operations, people and technology strategy
- Opportunity to lead AI and automation adoption across a growing advisory business
- Direct access to and support from the Partner Group
For more information on this role, please contact Gemma Murphy.
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