Teams at Mattioli Woods

Leads FP&A, financial modelling, strategic decision support, executive reporting, dashboards, budgeting, forecasting and performance management across the Group. Partners with senior leaders on commercial initiatives, transformation, automation and value realization, while developing analytical capability and managing one direct report.

Prepare monthly management accounts, P&L and balance sheet reports; lead month-end close, reconciliations, variance analysis and revenue reporting. Maintain financial controls, support statutory reporting and audits, and improve reporting processes across multiple entities and revenue streams.

Own the target enterprise architecture for a growing, acquisition-led wealth management group. Define technology strategy, rationalize platforms, establish integration and AI architecture standards, guide engineering teams and vendors through delivery, and advise senior leadership on major technology decisions and acquisition due diligence.