About Us

We are an established, Employee-Owned Trust specialising in HVAC and construction services based in Waterlooville. We are looking for a commercial and hands-on Finance Manager to lead our financial operations while also overseeing company insurances and human resources administration.

The Role

As our Finance Manager, you will manage the day-to-day financial health of the business. This is a brilliant opportunity for a versatile finance professional who enjoys a varied role in a small business environment.

Key Responsibilities

Financial Management & Reporting

• Manage all day-to-day accounting functions including AP/AR, payroll, and CIS compliance.
• Prepare monthly management accounts, cash flow forecasts, and annual budgets.
• Monitor construction project costs, variations, and profit margins, working closely with our project managers.
• Prepare and submit VAT returns and coordinate year-end statutory accounts with external accountants.
• Manage the financial administration and distributions related to the Employee Ownership Trust.

HR Administration

• Oversee the end-to-end employee lifecycle, including issuing contracts, onboarding, and tracking leave.
• Manage the company pension scheme.
• Act as the internal point of contact for HR queries, supported by our external legal advisors.
• Maintain compliance with UK employment law and update company handbooks as needed.

Insurances & Compliance

• Manage the annual renewal and administration of all commercial policies (Contractors' All Risks, Public/Employers' Liability, Fleet, and Professional Indemnity).
• Act as the main point of contact for insurance brokers and coordinate any claims processes.
• Ensure company compliance with relevant financial regulations, corporate governance and business accreditations (e.g. ISO & Safecontractor).

About You

• Qualified or Qualified by Experience: Hold an ACA, ACCA, CIMA, or AAT qualification, or possess equivalent proven experience in a similar small enterprise role.
• Industry Experience: Background in construction, HVAC, or engineering sectors is highly desirable, with a solid understanding of CIS (Construction Industry Scheme).
• Versatile Skillset: Comfortable balancing core financial duties with HR processes and insurance management.
• Systems Literate: Proficient with cloud accounting software (e.g., Xero, Sage) and excellent Excel skills.

What We Offer

• A competitive salary tailored to your experience.
• Tax-free EOT bonuses (subject to economic performance and statutory limits).
• Holiday allowance of 20 days plus Bank Holidays, increasing with years served.
• Company pension scheme.

To Apply

• Please submit your CV and a brief cover letter outlining your experience and your interest in joining an employee-owned business.