About Us
We are an established, Employee-Owned Trust specialising in HVAC and construction services based in Waterlooville. We are looking for a commercial and hands-on Finance Manager to lead our financial operations while also overseeing company insurances and human resources administration.
The Role
As our Finance Manager, you will manage the day-to-day financial health of the business. This is a brilliant opportunity for a versatile finance professional who enjoys a varied role in a small business environment.
Key Responsibilities
Financial Management & Reporting
- Manage all day-to-day accounting functions including AP/AR, payroll, and CIS compliance.
- Prepare monthly management accounts, cash flow forecasts, and annual budgets.
- Monitor construction project costs, variations, and profit margins, working closely with our project managers.
- Prepare and submit VAT returns and coordinate year-end statutory accounts with external accountants.
- Manage the financial administration and distributions related to the Employee Ownership Trust.
HR Administration
- Oversee the end-to-end employee lifecycle, including issuing contracts, onboarding, and tracking leave.
- Manage the company pension scheme.
- Act as the internal point of contact for HR queries, supported by our external legal advisors.
- Maintain compliance with UK employment law and update company handbooks as needed.
Insurances & Compliance
- Manage the annual renewal and administration of all commercial policies (Contractors’ All Risks, Public/Employers’ Liability, Fleet, and Professional Indemnity).
- Act as the main point of contact for insurance brokers and coordinate any claims processes.
- Ensure company compliance with relevant financial regulations, corporate governance and business accreditations (e.g. ISO & Safecontractor).
About You
- Qualified or Qualified by Experience: Hold an ACA, ACCA, CIMA, or AAT qualification, or possess equivalent proven experience in a similar small enterprise role.
- Industry Experience: Background in construction, HVAC, or engineering sectors is highly desirable, with a solid understanding of CIS (Construction Industry Scheme).
- Versatile Skillset: Comfortable balancing core financial duties with HR processes and insurance management.
- Systems Literate: Proficient with cloud accounting software (e.g., Xero, Sage) and excellent Excel skills.
What We Offer
- A competitive salary tailored to your experience.
- Tax-free EOT bonuses (subject to economic performance and statutory limits).
- Holiday allowance of 20 days plus Bank Holidays, increasing with years served.
- Company pension scheme.
To Apply
- Please submit your CV and a brief cover letter outlining your experience and your interest in joining an employee-owned business.