Financial Accountant (OITS)

Job Locations UK-London
Job ID
# of Openings
Business Entity
Octopus Investments
Permanent Full-Time


About Octopus


At Octopus we’re transforming the industries we operate in and improving the lives of millions of people. We’ve built market-leading positions in a number of specialist sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ over 500 people and manage more than £6 billion on behalf of more than 50,000 investors. Our products don’t just help real people solve real life problems, they also make a positive impact on the world around us.


The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.



About the Role


The OITS finance team are responsible for managing the finance function for the companies in the Octopus Inheritance Tax Service, with over £1.5bn AUM. A number of internal and external teams report information into the OITS finance team and therefore there is a large element of group management to the role. The successful candidate will be responsible for preparing the group budget and co-ordinating individual budgets for the annual budget cycle and managing the group audit process. It will give the individual exposure to a wide range of activities within the group and may also provide opportunities to work on ad hoc projects within the group.

This role reports into the Financial Controller of OITS & VCT Finance and requires an individual with a strong team focus but ability to work and lead tasks independently.
The role is ideal for someone with an audit background who is keen to work with a complex group of companies and across various internal and external teams. The successful individual will be well organised, able to co-ordinate projects involving various teams and meet deadlines.


Essential Job Functions

Outline of responsibilities

  • Co-ordination of the group budget process
  • Preparation of budget for the top company (Fern Trading Limited)
  • Review assumptions and challenge budgets submitted by other finance teams
  • Present budget to key management for approval
  • Co-ordination of annual audit process
  • Preparation of group accounts, including liaising with marketing and copywriter
  • Responsible for all statutory reporting requirements, including co-ordinating tax submissions with the tax manager, payment practices reporting, and any other reporting requirements
  • Adhoc projects


Job Specific Experience/Technical Skills/Abilities

Outline of skills/experience required

  • ACA, ACCA qualified, audit background is essential
  • FRS102 and consolidation experience
  • Project management experience
  • Experience of working with SUN systems would be advantageous
  • Good communication skills to build and maintain relationships across departments and within the team

Our Values 


Be helpful

Random acts of kindness make the workplace a better place. So, go out of your way to be helpful, and give people reasons to smile.


Be straightforward
Life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.


Be bold
Every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself.


At Octopus, we recognise the importance of embracing diversity in order to create a high performance culture.








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