Finance Manager

Posted 19 Days Ago
Be an Early Applicant
Harbor Side, CA, USA
In-Office
Mid level
Financial Services
The Role
The Finance Manager will oversee regulatory reporting, financial statements preparation, and ensure compliance with FCA requirements, while leading process improvement efforts using Workday.
Summary Generated by Built In
Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

We are seeking a Finance Manager (Reporting) to join the team on a 12-month FTC. In this role, you will be responsible for the preparation of regulatory reports and financial statements, while also supporting the ongoing development of the ICARA. You will work closely with internal stakeholders, external auditors, and senior management to ensure our financial and regulatory reporting remains accurate, timely, and compliant.

What you’ll be doing

  • Lead the preparation and submission of regulatory reporting within RegData.
  • Review financial statements, working collaboratively with auditors and internal stakeholders to ensure accuracy and compliance.
  • Oversee the annual Public Disclosure document for Hargreaves Lansdown Asset Management Ltd.
  • Prepare monthly performance reporting with a focus on capital and liquidity metrics.
  • Update and maintain all finance‑owned sections of the ICARA, ensuring they remain complete, accurate, and aligned with current regulatory requirements.
  • Complete and validate FSCS workings, ensuring timely and accurate submission of all required returns.
  • Stay current on regulatory developments, maintaining strong knowledge of FCA regulatory reporting requirements.
  • Strengthen financial and regulatory controls, ensuring data integrity between financial accounting and regulatory outputs; design and implement new controls as needed.
  • Drive automation and process improvement, leveraging Workday and related technologies to streamline reporting and controls.
  • Operate financial models to support scenario assessments arising from risk workshops.

About you

  • Experience gained within the financial services industry.
  • Strong working knowledge of FCA regulatory requirements and ability to interpret technical rules.
  • Solid understanding of financial reporting requirements relevant to financial services.
  • Familiarity with internal control frameworks and the ability to identify and remediate control weaknesses.
  • Demonstrable experience writing and presenting board‑level papers.
  • Advanced Microsoft Excel skills, with the ability to develop and interpret complex models.
  • Analytical, curious, and confident in challenging assumptions constructively.
  • Clear and engaging communicator able to simplify complex concepts and adapt your style to diverse audiences.
  • Skilled relationship‑builder, effective at influencing, negotiating, and managing challenging conversations.
  • Experience with Workday and Adaptive Insights.
  • CIMA/ACCA (or equivalent) qualification, supported by strong post‑qualification experience.

Interview process

This will be a one stage interview process, consisting of competency-based questions.

Working Schedule

We are based in Bristol, BS1 5HL. This role is a fixed term contract maternity cover (12 months). We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office, with office expectations of twice a week.

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

  • Discretionary annual bonus* and annual pay review 
  • 25 days* holiday plus bank holidays and 1-day additional Christmas closure 
  • Option to purchase an additional 5 days holiday**  
  • Flexible working options available, including hybrid working  
  • Enhanced parental leave 
  • Pension scheme up to 11% employer contribution 
  • Income Protection and Life insurance (4 x salary core level of cover)  
  • Private medical insurance* 
  • Health care cash plans - including optical, dental, and outpatient care 
  • Health screening programme
  • Help@hand - confidential support including mental health counselling and remote GP 
  • Wellhub - unlimited access to fitness providers and wellness coach sessions 
  • Variety of travel to work schemes with bike storage and shower facilities 
  • Inhouse barista and deli serving subsidised coffee and sandwiches 
  • Two paid volunteering days per year 

* dependant on role level 

** only available to select during our annual benefits window, in November each year 

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

Top Skills

Adaptive Insights
Excel
Workday
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The Company
HQ: Bristol
2,038 Employees
Year Founded: 1981

What We Do

We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.

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