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For Companies At a Glance
- Tasks: Lead financial strategies and drive growth in a dynamic financial services environment.
- Company: Join a leading Financial Services organisation in Bristol with a strong focus on innovation.
- Benefits: Competitive daily rate, flexible working, and opportunities for professional development.
- Why this job: Shape the future of finance while influencing senior leadership decisions.
- Qualifications: Must be a qualified accountant with senior commercial finance experience.
- Other info: Fast-paced role with significant impact on business performance and client outcomes.
The predicted salary is between 72000 - 108000 £ per year.
Overview
Investigo are partnered with a leading Financial Services organisation in Bristol looking for a commercially minded Head of Finance to support leadership. This is a highly visible leadership role, responsible for shaping and delivering ambitious commercial, product and channel strategies that drive high-quality growth, strong client outcomes and sustainable profitability. You’ll bring deep commercial insight, forward-looking financial leadership and the confidence to challenge and influence at the most senior level.
Key Responsibilities
- Act as Finance Business Partner to C-suite Commercial leadership, influencing strategic and operational decision-making
- Sit as a member of senior leadership teams across Commercial and entity leadership forums
- Lead and develop a high-performing team of qualified finance and treasury professionals
- Co-author three-year plans and annual budgets across products, channels, sales routes and multiple entities
- Own Income Statement and Balance Sheet performance, including underlying performance and strategic investment
- Oversee treasury strategy, balancing client outcomes and commercial returns, including optimal placement of significant client cash balances
- Deliver robust budget execution, proactively managing risks and opportunities arising from internal and external change
- Champion profitable growth, operating leverage and efficiency, ensuring capital and people are deployed for maximum return
- Continuously evolve management information, with a strong forward-looking bias and clear “so what” insight
- Review, challenge and recommend high-quality forecasts and plans to executive leadership
- Drive investment cases across pricing, proposition, incentives, operating model and transformation initiatives
- Sponsor value-add analysis across the business, ensuring alignment with Consumer Duty and Assessment of Value obligations
- Own finance risk and controls maturity for Commercial and Product functions
- Identify market share opportunities through competitor analysis and benchmarking
- Develop a deep understanding of products, clients and end-to-end client journeys
- Lead continuous improvement of finance processes, insight and ways of working
Qualifications
- Qualified accountant (ACA / ACCA / CIMA / CIPFA) with significant post-qualification experience
- MUST HAVE senior commercial finance leadership experience within a financial services environment (ideally digitally led)
- Proven ability to influence and partner at Executive and Board level
- Strong strategic mindset with the ability to look beyond the numbers and understand wider business drivers
- Exceptional analytical capability, translating complex data into clear, actionable insight
- Demonstrated success in driving performance, profitability and investment decisions
- Experience leading, developing and scaling high-performing finance teams
- Strong financial modelling skills and advanced Excel capability
- Deep understanding of financial regulation and governance within financial services
- Outstanding communication and presentation skills, with gravitas and clarity
- Proactive, commercially minded and resilient, thriving in a fast-paced, growth-oriented environment
Head of Commercial Finance - Financial Services employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Commercial Finance - Financial Services
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their products, clients, and market position. This will help you tailor your responses and show that you're genuinely interested in contributing to their success.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it aligns with the role of Head of Commercial Finance. Highlight your leadership skills and ability to drive performance, as these are key in this position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can give you an edge over other candidates. Let’s get you that job!
We think you need these skills to ace Head of Commercial Finance - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in commercial finance and leadership roles, especially within financial services. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Head of Finance role. Share specific examples of how you've influenced strategic decisions and driven performance in previous positions.
Showcase Your Analytical Skills: Since this role requires exceptional analytical capability, make sure to include examples of how you've translated complex data into actionable insights. We love seeing how you can turn numbers into stories that drive business decisions!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Investigo
✨Know Your Numbers
As a Head of Commercial Finance, you’ll need to demonstrate your deep understanding of financial metrics. Brush up on key financial statements and be ready to discuss how you've influenced performance in previous roles. Prepare specific examples where your insights led to strategic decisions.
✨Showcase Your Leadership Style
This role requires leading a high-performing team, so be prepared to talk about your leadership approach. Share stories that highlight how you've developed teams and fostered collaboration. Think about how you can convey your ability to influence at the C-suite level.
✨Understand the Business Landscape
Familiarise yourself with the company’s products, clients, and market position. Be ready to discuss how you would identify growth opportunities and manage risks. Showing that you’ve done your homework will impress the interviewers and demonstrate your commitment.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think through potential challenges in commercial finance and how you would address them. Practising these scenarios can help you articulate your thought process clearly during the interview.
