Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support product teams in enhancing B2B financial software tools through real-world finance insights.
- Company: Join a dynamic team focused on innovative financial solutions in London.
- Benefits: Enjoy a hybrid work model and competitive daily rates.
- Why this job: Be part of a collaborative environment that values your expertise in finance and technology.
- Qualifications: Experience in UK accounting, bookkeeping, and familiarity with financial software is essential.
- Other info: Opportunity to influence product development and engage with cutting-edge AI tools.
The predicted salary is between 5000 - 15500 £ per month.
Duration: 3 months
Location: London, Hybrid
Rate: up to £519.75 p/d Umbrella inside IR35
Role purpose / summary
We’re looking for a hands-on Accounting & Financial Domain Expert to support the client’s product team in improving and expanding their suite of B2B financial software tools. You'll work closely with a Technical Product Manager to help define and validate real-world use cases around cashflow forecasting, balance sheet and P&L analysis, and intelligent reporting powered by AI. This is a highly collaborative role focused on translating everyday finance team challenges into product opportunities. You won’t be building the product – we have engineers and product managers for that – but your expertise will ensure we build the right things.
Key Skills/ requirements
- Act as the subject matter expert (SME) in UK accounting, bookkeeping, and financial reporting practices
- Partner with a Technical PM to:
- Identify pain points and inefficiencies in existing accounting/reporting processes
- Define and prioritise product use cases with high practical value
- Validate early concepts, mockups, and features for accuracy and relevance
- Provide input on:
- Common workflows for mainly small but also mid-sized businesses (e.g. cashflow, month-end close)
- Data needed for forecasting, reporting, or anomaly detection
- Edge cases, limitations, and realistic expectations around automation
What We’re Looking For:
- Hands-on experience in bookkeeping, accounting, or financial control (UK context preferred)
- Familiarity with accounting software
- Solid understanding of:
- Cashflow planning
- P&L and balance sheet structure and usage
- Common reporting requirements for SMEs or finance teams
Nice to Have
- Exposure to AI tools in finance (e.g. anomaly detection, categorisation, forecasting models)
- Experience working in or with software companies or digital tools
- Understanding of APIs, data integrations, or how financial systems connect
All profiles will be reviewed against the required skills and experience. Due to the high number of applications we will only be able to respond to successful applicants in the first instance. We thank you for your interest and the time taken to apply!
Financial Professional employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Professional
✨Tip Number 1
Familiarise yourself with the latest trends in B2B financial software tools. Understanding how these tools can improve cashflow forecasting and reporting will help you speak confidently about their practical applications during interviews.
✨Tip Number 2
Network with professionals in the accounting and finance sector, especially those who have experience with product management. Engaging in conversations about common pain points can provide you with valuable insights to share during your discussions with us.
✨Tip Number 3
Brush up on your communication skills, particularly in explaining complex financial concepts to non-experts. Being able to convey your expertise clearly will set you apart as a strong candidate for this collaborative role.
✨Tip Number 4
Consider gaining some familiarity with AI tools used in finance. Even if you don't have direct experience, showing an understanding of how these technologies can enhance financial processes will demonstrate your forward-thinking approach.
We think you need these skills to ace Financial Professional
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your hands-on experience in bookkeeping, accounting, and financial control, especially within the UK context. Emphasise any familiarity with accounting software and your understanding of cashflow planning, P&L, and balance sheet structures.
Craft a Compelling Cover Letter: In your cover letter, explain how your expertise aligns with the role's requirements. Discuss specific examples of how you've identified pain points in accounting processes and contributed to product improvements or efficiencies.
Showcase Communication Skills: Since the role requires strong communication skills, include examples in your application that demonstrate your ability to explain complex financial concepts to non-experts. This could be through previous roles or projects where you collaborated with cross-functional teams.
Highlight Relevant Projects: If you've worked on projects involving AI tools in finance or have experience with software companies, make sure to mention these. Detail your contributions and how they relate to the responsibilities outlined in the job description.
How to prepare for a job interview at Undisclosed
✨Showcase Your Expertise
Make sure to highlight your hands-on experience in bookkeeping and accounting, especially within the UK context. Be prepared to discuss specific examples of how you've tackled challenges in financial reporting or cashflow management.
✨Understand the Product Team's Needs
Familiarise yourself with the company's B2B financial software tools. During the interview, demonstrate your understanding of how your expertise can help identify pain points and improve existing processes for small to mid-sized businesses.
✨Communicate Clearly
As a Financial Professional, you'll need to explain complex financial concepts to non-experts. Practice articulating your thoughts clearly and concisely, ensuring that you can convey your ideas effectively to product managers and engineers.
✨Be Open to Collaboration
This role is highly collaborative, so express your willingness to work closely with various team members. Share examples of past experiences where you successfully collaborated with others to achieve a common goal, particularly in a tech or product environment.
