Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers
Are you a professional statistician with strong people leadership skills? Are you excited by the opportunity to drive innovation and impact in a high-profile statistics and data services portfolio? If so, we would love to hear
Our client is a great Lancashire business who operate across multiple sites and are now looking for a technically strong and operationally focused Financial Controller . The business has gone through an exciting period of growth
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and
Pay or shift range: $130,000 USD to $150,000 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers
Management Accountant - CIMA/ ACCA / ACA - Fully qualified- Software - Central London -Hybrid About the Role Our client, a rapidly expanding and market leading software platform is looking for an experienced Management Accountant to play a central role in driving their financial planning, reporting, and operational efficiency as they enter their next stage of growth. This is a hybrid role based three days per week in their Central London office and two days per week working from home. The successful candidate will combine strong technical accounting expertise with commercial acumen, delivering accurate financial insights that empower strategic decision-making across the business. Reporting directly to the senior finance leadership team, you will take ownership of the month end management accounts, rolling forecasts, annual budgeting, and business partnering across commercial and operational departments. Main responsibilities Management Reporting & Month-End Close: Owning the end-to end month end process, preparing detailed monthly management accounts (P&L, Balance Sheet, and Cash Flow), accompanied by high-quality variance analysis and commentary. Budgeting & Rolling Forecasts: Leading the annual budgeting cycle and updating quarterly rolling financial forecasts, collaborating with business heads to align financial targets with strategic objectives. Cash Flow & Treasury Management: Monitoring daily cash flow, managing short- and long-term liquidity projections, and overseeing working capital requirements. KPI & Financial Intelligence Tracking: Developing, monitoring, and reporting key SaaS/platform metrics (e.g., Gross Sales Value, Net Revenue, Customer Acquisition Cost, Churn) to provide actionable insight for leadership. Systems & Process Improvement: Continuously refining financial controls, driving process automation, and optimising accounting software and reporting tools to support business scale. Compliance & Audit: Managing annual audit preparation, statutory reporting, tax/VAT compliance, and assisting with regulatory filings. Must-haves Experience: Minimum 5 years of experience in management accounting, financial reporting, or FP&A roles. Qualification: CIMA fully qualified preferred (or ACCA / ACA / equivalent professional qualification). Technical Skills:
The Investor Solutions team at Addepar is growing! Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar’s multi-product ecosystem. Brought into the Addepar family as part of an acquisition
Location: Edinburgh Other locations: Primary Location Only At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you
Sr. Software Engineer, Investor Solutions Edinburgh, UK Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and