• Financial Accountant

    Job Locations UK-London
    Job ID
    # of Openings
    Business Entity
    Octopus Investments
    Finance (Investments)
    Permanent Full-Time
  • Overview

    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 Specialist Finance team are responsible for managing the finance function for the companies in the Octopus Inheritance Tax Service (“OITS”), Octopus Enterprise Investment Scheme (“OEIS”) and 6 Venture Capital Trusts. This role will sit across the OITS and OEIS products, responsible for managing the legacy OEIS portfolio and driving efficiencies across the portfolio, restructuring companies and preparing financial information for the OITS lending portfolio. The successful candidate will drive change in these areas, by re-building OEIS reporting and driving efficiencies, learn to restructure companies efficiently and provide a more in depth understanding of the OITS lending portfolio. This role is ideal for a driven individual who comes up with their own ideas, who is keen to make an impact and improve the way things are done.


    • Co-ordinate a program of restructuring a portfolio of legacy EIS companies.
    • Prepare management financial information for EIS companies, and ensure accurate financial records are maintained at all times.
    • Prepare quarterly valuations for EIS companies.
    • Co-ordinate audits for EIS companies, including identifying those which do not require audit and ensuring all filings are made within statutory deadlines.
    • Work with the tax manager to ensure that required VAT and corporate tax filings are made accurately and on time.
    • Maintain the OITS loan database of c.75 loans, ensuring interest accruals are booked in an accurate and timely manner, borrower invoices are raised and payment of interest is monitored.
    • Produce financial information for OITS lending
    • Review property lending management accounts and financial information.
    • Drive efficiencies in the management of EIS companies



    • ACA or ACCA qualified accountant with up to one year post qualification experience
    • Technical accounting experience
    • Strong excel skills
    • Experience of working with SUN systems would be advantageous
    • Good communication skills to develop and maintain relationships across departments, including investment professionals, and within the team
    • Experience within the financial services sector preferable
    • Exceptional organisational skills with proven ability to meet tight deadlines
    • Ability to understand the bigger picture and keep senior personnel up to date on the status of deliverables

    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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