Head of commercial finance in investing

InvestEngine is everything the modern investor should need: unbeatable value, market-leading automation, and a platform built for easy, long-term investing. We’ve built a strong foundation, with over £3.5 billion invested, award-winning service, and a passionate team. We’re product first, with several product lines, a steady flow of new features and multiple marketing channels — and our Finance function needs to scale with us. We’re looking for a Head of Commercial Finance to join our Finance team. This is a senior, very hands-on individual contributor role with no direct reports: you’ll build the model and the P&Ls yourself.

• Build and own one driver-based model of the business, linking clients, AUA, flows, revenue margin and cost per client to P&L, balance sheet, cash and regulatory capital
• Create a P&L and budget for every department, each with a named budget holder, and review performance and variances with them monthly
• Build product P&Ls (pensions, business, individual investors, trading and more) on a clear cost allocation method, with unit economics for each product line and marketing channel: revenue per client, cost to serve, CAC, LTV, payback and contribution margin
• Write business cases for new features and launches, and track them against actuals after release
• Make sure every company and team goal has a clear cost or revenue impact, and build the annual budget from those goals
• Give leaders self-serve access to their P&L, KPIs and scenarios through the model and dashboards
• Make our model, P&Ls and KPIs ready for investor due diligence, and produce the KPI dashboard for every Board meeting
• Own the 13-week cash forecast, runway view and inputs to ICARA and going-concern assessments

• Ideally 7+ years in FP&A or commercial finance
• Experience in a product-led digital company — essential
• You have personally designed and run department and product P&Ls, including allocating shared costs
• You build assumptions from how the business works, not last year plus a percentage
• Strong driver-based modelling: clear, auditable models others can use
• Experience building business cases and working with Marketing on channel economics
• Confidence challenging senior leaders on assumptions and spend without line authority — a partner, not a policeman
• The ability to turn analysis into concise recommendations for non-finance leaders and the Board
• Comfortable with modern tools: dashboards, automation and AI to speed up analysis
• English fluency at C1 level or above — we are a UK-based company and the role involves regular communication across the business
• Будет плюсом: Financial services, fintech or investment platform experience (strongly preferred); Experience preparing models and KPIs for investors or due diligence; Xero (or strong experience with comparable systems); ACA, ACCA or CIMA (qualified or part-qualified)

• Impact from day one
• Your model and P&Ls will shape how leadership, the Board and investors see the business.
• Room to grow
• As InvestEngine scales, you’ll help shape how commercial finance works across the company.
• Transparent and open culture
• We share information openly, keep communication clear and encourage collaboration across the business.
• Supportive, high-calibre team
• You’ll work alongside talented people who care about both the quality of their work and the success of the wider team.