Role: Finance Manager & Business Partner
Sector: B2B Marketing Agency
Location: Reading
Part-Time: 20 hrs per week over 4 or 5 days
Hybrid: 2 days in office
Salary: £60,000 – £65,000 FTE
Reports to: Operations Director
Ref: VFR 3287
VisionFR is working with a B2B Marketing Agency, with an approx 15 perm headcount, to find them their first Finance Manager. This is an exciting new role with a great opportunity to grow and make it your own. The ideal candidate for this role will have proven experience in managing a finance function, financial reporting, KPIs and establishing great business partnerships and collaboration with the rest of the agency, so having sufficient face-to-face time is crucial.
You will act in a sole-role capacity, having full responsibility for the day-to-day transactional data entry, through to management reporting and analysis, reporting to the Director of Operations & Finance and, importantly, working with the client-facing teams to help them with the financial elements of their project management and improve their commercial acumen.
Role Responsibilities of the Finance Manager
1. Financial Reporting & Processing
- Produce management accounts and maintain regular reporting rhythms for the wider business and board reporting.
- Ensure revenue, cost and margin data is captured consistently and accurately.
- Maintain clear and reliable financial information to support business planning and performance review
- Own month-end processes and support timely, accurate financial close.
- Manage invoicing, payroll, expenses and reconciliations across the agency.
- Ensure financial records are accurate, compliant and kept up to date.
2. Forecasting, Analysis & Commercial Insight
- Produce forecasts, budget tracking and financial analysis across revenue, margin and cashflow.
- Provide clear visibility of performance at project, account and business level.
- Analyse profitability and margin performance, identifying risks, trends and opportunities.
- Support leadership with practical financial insight to inform decision-making.
- Translate data into actionable recommendations that support stronger planning and better commercial performance.
- Work closely with the Director of Operations & Finance to ensure financial insight supports wider business priorities and governance objectives.
3. Controls, Governance & Compliance
- Own financial controls, compliance processes and reporting standards across the agency.
- Lead improvements to financial processes, clarity and consistency across the business in line with industry system advances.
- Maintain adherence to statutory requirements, internal policies and financial procedures.
- Support tax requirements and external reporting obligations in partnership with external accountants.
- Support the Director of Operations & Finance in upholding the agency’s overall financial governance framework.
4. Cashflow, Working Capital & Revenue Recognition
- Maintain clear visibility of cash position, cashflow forecasting and working capital performance.
- Monitor WIP, billing schedules and debtor positions to support healthy cash conversion.
- Help ensure invoicing happens accurately and at the right time against agreed scopes and delivery milestones.
- Support teams in understanding revenue recognition, delivery recognition and the financial impact of project timing.
- Flag risks relating to aged debt, unbilled work, overservicing or margin erosion and work with teams to resolve them.
5. Business Partnering, Collaboration & Capability Building
- Act as a trusted finance partner, helping teams understand financial performance and improve commercial outcomes.
- Upskill non-finance colleagues in invoice timing, delivery recognition, scoping and project profitability.
- Collaborate with the Delivery & Performance Director so that financial priorities, reporting expectations and operational delivery remain joined up and practical.
- Align and connect with external accountants for statutory and business reporting requirements.
6. Culture, Process & Agency Contribution
- Lead by example in bringing diligence, accountability and commercial awareness into day-to-day ways of working.
- Encourage teams to see the connection between delivery quality, commercial performance and agency success.
- Follow company ways of working guidelines and encourage strong cross-functional collaboration.
- Take an active role in supporting a culture of commercial ownership, curiosity and continuous improvement.
Key Experience and Qualifications of the Finance Manager
- XERO – main finance software
- Team leader Orbit – agency project management and financial software (full commercial lifecycle of the project)
- Management reporting
- Highly proficient use of Excel – data analysis and dashboard reporting
- Ideally ACA or ACCA or CIMA qualified, finalist or exceptional QBE
- Previous marketing or creative agency experience or professional service based experience – time & materials revenue models
VisionFR is committed to encouraging equality, diversity, inclusion and eliminating unlawful discrimination within our workforce and whilst fulfilling our Clients’ recruitment needs.
Due to the high level of applications being received if you do not hear from us within 5 working days, please assume your application has not been successful on this occasion, usually due to other candidates having more relevant sector exposure, qualifications or required skills. We thank you for your interest.
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