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An AI assistant for your money.

Finance Director

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What’s the role all about?

Cleo's an AI assistant that helps over 1,000,000 people in the UK, US and Canada feel better about their money. She is a fun and engaging personality that talks to you like a real person to help; track spending, set budgeting goals, auto saving money, helping avoid overdraft charges and a whole lot more. We are a fast-growing start-up, backed by Balderton Capital and the founders of Skype, Transferwise and Zoopla.


Watch this to dive a little deeper (workable.com/nr?l=https://www.youtube.com/watch?v=axbJUzqySUw)


As Cleo grows internationally, and offers customers increased access to financial products through our platform, we need to build a finance function that can provide clear insight and strategic challenge. We are looking for a Finance Director to lead this function, who is a key partner to our executive team, maintaining the forecasts and presenting relevant data to assess and recommend on business decisions.


In the past year we’ve scaled the team from 6 to 35, launched in North America, closed a $10m Series A led by Balderton Capital, and scaled to over 1,000,000 users. We’re building a world-leading team as we grow, driving us toward 10 million users over the coming 12 months.


We’re looking for someone that has the ability to dive into a variety of different problems in many markets and situations and come up with tactical recommendations that will have short and long term visible impact. You can identify and focus on the most important problems, while keeping the machine running and not getting lost in detail. You’re about action and getting things done now, with a view on the longer term.


Some of the things you’ll be responsible for:

* Full Board level reporting including review of Profit & Loss, Balance Sheet and Cashflow with variance analysis against forecast
* Liaise with external accountants, bankers and investors on statutory accounting, audit information and operational company requirements and treasury management
* Ownership of cap table including suitable recommendations for Series B investment round
* Optimisation of global financial forecasting - for the UK, North America and any future regions with full tax assessment with specific reference to Federal and state tax liabilities including full risk assessment and analysis
* Develop existing finance processes and controls to support the business as it scales
* Negotiate with and lead our international suppliers to optimise costs
* Lead and develop the Finance team

Requirements

What are we looking for?

* At least 6 years PQE - ACCA, ACA
* 3 years exec team and business leadership role
* Experience of high-growth environment and solid working knowledge of employment law
* Xero, Excel (Advanced level)
* FCA compliance knowledge preferable
* Team orientated; enjoys working with colleagues at all levels of the organisation
* Results oriented and tenacious in resolving issues and achieving objectives

How long will all this take?

We aim to move as fast as possible, usually 2 weeks is enough time for us all to get to know each other.

1. Quick phone call with a member of our team to find out more about your experience and why you want to work at Cleo
2. A short take home forecasting exercise
3. Onsite interview to discuss your take-home work, do a short paired exercise and meet the leadership team.

Benefits

What do get for all your hard work?

Cleo is an excellent place to work:

* An above market compensation package (Base + Equity). We're prepared to pay for the very best
* Work at one of the fastest growing tech startups anywhere in the world. We recently closed a really successful Series A with Balderton who join a formidable investor base including the people behind Skype, Transferwise, Zoopla, Lovefilm, Climate corporation, SongKick and others
* The team is exceptional. You'll get to work with brilliantly forward-thinking and dedicated individuals every day
* Our mission is standout. We want to radically improve everyone’s relationship with money. We're not maximising the time consumers spend in a feed, getting fast food delivered, or building an incrementally better bank. We're changing an industry in a visceral way, which you get to see every day in our customer feedback
* We're an equal opportunity employer and work to ensure that Cleo is an open environment for everyone