Financial Director (Greater Bristol Area)

Our client is a fast growing, VC backed fintech business with exciting expansion plans. They are now seeking a Finance Director who can operate as a key strategic partner, whilst also being hands-on and customer focused.

Key responsibilities

• Strategic partner and leader
• A trusted partner to the CEO and senior leadership team, providing financial insights and guidance.
• Lead on the OKR process, ensuring goals are grounded in reality and aligned to what drives value.
• Stakeholder management and Board communication.
• Mentor and develop a high-performing finance team
• Turn complex models into usable tools, tailoring messages for new joiners, execs, or Board members alike.

Financial strategy

• Set financial strategies in partnership with Product, People, Marketing, Support, Ops, and Data, anchored in customer value.
• Lead finance transformation initiatives that increase efficiency, accuracy, and scalability of financial operations.
• Maintain customer economic models (CAC, LTV, payback, retention by segment/cohort) that inform budgeting, forecasting, and growth decisions.

Planning, forecasting, and performance

• Own quarterly and annual budgeting, reforecasting, and scenario planning, adapting in real time with others as they scale and innovate.
• Work with functional leads to understand performance drivers and improve outcomes.
• Define and monitor key metrics across efficiency, retention, growth, and profitability.

Finance operations, controls, and risk

• Oversee all core finance operations, treasury, payroll, AP/AR, financial reporting, and compliance.
• Build and maintain robust financial controls and risk management practices that support smart, sustainable growth
• Ensure financial systems are efficient, automated, and built to scale.
• Stay ahead of regulatory requirements, including FCA-related compliance, audit readiness, and best practices.

Profile

• Proven experience as a Finance Director or in a senior finance leadership role in a fast-growing business (ideally recurring revenue tech, subscription, or fintech).
• Experience working as part of a senior leadership team.
• Strong strategic thinking and commercial acumen.
• Confident with customer metrics - CAC, LTV, payback, retention, cohorts.
• Skilled in financial modelling, scenario planning, and building dynamic budgets.
• Strong communicator, including with investors and Boards, able to tell a clear story with numbers.
• Proven ability to lead and deliver finance transformation and scaling initiatives.
• Strong grasp of financial regulations (ideally including FCA).
• Experienced in systems, automation, and scaling finance operations.
• Effective team leader with strong analytical and problem-solving skills.