Who We Are
Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales. We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy.
Over the years we have moved closer to our clients, opening local offices in Swansea, Pembrokeshire, Hereford, Newport and London in addition to our headquarters in Caerphilly, near Cardiff.
Our people and the relationships we build with our clients are our differentiating strengths. In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available.
In December 2023, Thomas Carroll Group turned all 181 of our employees into co-owners of the company, made possible through the establishment of an Employee Ownership Trust (EOT). This move cemented our commitment to maintain our independence, increase employee engagement, and continuously invent and innovate to remain an industry leader.
The communities in which we operate and the environment that surrounds us are at the heart of what we do, from the formation of our ‘green team’ tasked with reducing our carbon footprint to the launch of the Thomas Carroll Charitable Trust in 2019, that was set up to support individuals, smaller charities and other community initiatives in our local areas.
Position:
Objective
Oversee and manage all financial activities for the Group during the interim period. To manage the finance team and coordinate operational needs, ensuring compliance with FCA regulations, timely financial reporting, and effective business support.
Key responsibilities and activities
1. Financial Management & Reporting
o Manage all financial transactions for the Group.
o Prepare monthly Profit & Loss statements and provide financial insights.
o Manage the month-end process for Group and subsidiaries.
o Oversee VAT returns and assist with FCA returns.
o Provide regular cash balance summaries and monitor cash flow.
o Prepare year-end audit packs and assist in statutory accounts preparation.
2. Business Support & Analysis
o Conduct ad-hoc financial analysis to support management decisions.
o Provide financial assessments for business initiatives, including tendering and acquisitions.
o Assist in annual budget preparation.
o Support preparation of financial elements of tenders and business plans.
3. Payments & Reconciliation
o Authorise payments to insurers, suppliers, and service providers.
o Oversee credit control and manage introducer payments.
o Reconcile client and company bank accounts, ensuring compliance with FCA regulations.
o Ensure accurate settlement in line with insurer agreements.
4. Audit & Compliance
o Liaise with auditors, accountants, and bankers.
o Ensure financial processes align with FCA guidelines.
o Maintain confidentiality of sensitive financial data.
5. People Management
o Supervise and mentor Finance Assistants and Finance Clerks.
o Ensure team productivity and adherence to financial protocols.
Requirements:
Skills & Experience:
* Part-qualified ACCA, CIMA, or ACA.
* Proven experience in financial management, ideally within an FCA-regulated firm.
* Strong understanding of financial reporting, audit processes, and FCA regulations.
* Experience managing month-end and year-end accounts.
* Payroll knowledge is desirable.
* Use of Sage products, (Sage Intacct desirable not essential).
* Excellent analytical and business support skills.
* Ability to work under pressure, adhering to strict deadlines.
Job Type & Working Hours:
* Full Time
* 35 Hours per week
* 9am to 5pm Monday to Friday
* Salary £50,000
Other information:
Thomas Carroll Group PLC
a. Pendragon House, Crescent Road, Caerphilly CF83 1XX
e. contact@thomas-carroll.co.uk
t. 02920 887733
Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.
Information from this application may be processed for purposes permitted under the General Data Protection Regulation. Individuals have, on written request, the right of access to personal data held about them.
The organisation treats personal data collected during the recruitment process in accordance with its data protection policy. Information about how your data is used and the basis for processing your data is provided in the organisation's job applicant privacy notice.
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