Financial Accountant, Octopus Investments
+ Bonus & share incentive plan
3+ days a week in office
Ethical Investments
Be an early applicant
Ethical Investments
1001+ employees
Be an early applicant
+ Bonus & share incentive plan
3+ days a week in office
1001+ employees
Company mission
Octopus Group is a B Corp whose mission is to invest in the people, ideas and industries that will help change the world.
Role
Who you are
- Qualified accountant (ACA or ACCA)
- Ideally from an audit background or financial services background
- Group consolidation experience essential
- Responds quickly to changing work demands
- Works effectively with peers and engages in giving and receiving feedback with colleagues
- Thinks about the wider picture and ‘how this could be done better?’
What the job involves
- This exciting opportunity will be part of the Octopus Inheritance Tax Services (“OITS”) Finance team and reporting into the Senior Finance Manager, the role involves ownership of elements of a large group and other standalone entities
- This role will be positively challenging where you will have the opportunity to get well rounded experience of the full cycle
- You will be part of a team of 8 reporting into the senior finance managers. This includes owning consolidations, month end management accounts for holding companies, financial reporting and audit, and undertaking of ad-hoc projects and analysis as directed by the OITS management team (2 Senior Finance Managers & Financial Controller)
- Complete understanding of the Octopus Inheritance Tax Products (“OITS”), the companies within their portfolios and the commercial operations of those entities
- Full ownership of EIS funds and certain parts the OITS portfolio, including completing management accounts for the respective entities
- Ownership of sub-consolidations in the Fern group as needed, covering energy, housebuilding or fibre
- Working to with the newly implemented consolidation software
- Work closely with internal and external finance teams, in order to prepare, review and deliver the monthly, quarterly and yearly management reporting
- Review subsidiary budgets prepared by internal and external finance teams, and challenge assumptions to ensure consistency divisions
- Work with Company Secretarial to ensure investments, distributions and other equity transactions are calculated and recorded correctly
- Work closely with the auditors, accounts preparation team, tax team and other parties to deliver the audit and statutory financial statements of entities owned
- Research new technical areas and provide recommendations on accounting policy. Draft accounting papers on new transactions or changes to accounting policy
- Support the Financial Controller & Senior Finance Managers to improve reporting processes
Salary benchmarks
Our take
Octopus is a group of companies investing in innovative ideas from various industries. The Octopus Group incorporates Octopus Energy, Octopus Real Estate Octopus Investments, Octopus Ventures and Octopus Labs.
In their financial services business, they care as much about the impact their investments have, as they do about the returns that they generate for their investors.
Since its inception, the company has grown significantly and has more than 3 million domestic customers and now actively operates in 6 countries.
Steph
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
43% female employees
26% employee growth in 12 months
Company
Employee endorsements
Flexible working
"Your job and your life can be organised flexibly. I do school runs and finish early to get family time and catch up in evenings on missed time. "
Company benefits
- Critical Illness Cover & Death In Service
- Health Insurance
- Pension Plan
- Performance Bonus
- Share Incentive Plan
- Hybrid Working (3 days in the office, 2 days remote)
- Childcare Vouchers
- Sick pay
- 'Take what you need' Annual leave
- £3000 Bike to Work Scheme
- Employee Discount Portal
- Professional Development & Training
- Monthly 'Drink Up'
- The Greatest Christmas Party Ever
Company values
- Be Helpful: We like people who behave like it’s always day one and who remember that without our customers there is no business.
- Be Straightforward: We like people who have opinions and who express them in a way that’s respectful and easy to understand
- Be Bold: We like people who make decisions quickly and who are OK changing their mind if it turns out there’s a better way of doing things
Company HQ
Holborn, London, UK
Articles
Leadership
Simon Rogerson
(CEO)Previously worked at Octopus Investments for 20 years, first as Chief Executive and co-founder for 19 years and then as Executive Chairman for 1 year.
Chris Hulatt
(Co-Founder)Previously Investment Manager at Mercury Asset Management for 2 years and Non Executive Director at ClearlySo for 4 years.
Diversity, Equity & Inclusion at Octopus Investments
Riean Stewart (Portfolio Talent Associate)
- 50/50 gender split across all senior leadership roles (currently 43% female / 57% male)
- 15% of managerial roles and above will be held by people from an ethnic background (Currently 8%)
- We partner with Black Young Professionals network, Investment 2020, Work180, Women in Finance, 10,000 Black Interns and more to promote D&I at Octopus and in the Investments industry
- We host events aimed at women in the financial services industry and how we can attract & support people in this space
- We host internal D&I events on how to support ethnic backgrounds in the workplace, Neurodiversity and more!
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