---
title: 'Head of Corporate Reporting & Financial Operations at Moneybox'
canonical: 'https://feeny.ai/job/head-of-corporate-reporting-financial-operations-moneybox-london-27fw7pnbsp45'
type: 'job'
last_seen: '2026-11-07'
---

# Head of Corporate Reporting & Financial Operations at Moneybox

- **Company:** Moneybox
- **Location:** London, United Kingdom
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-11-04
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.lever.co/moneyboxapp/b434ac99-aa31-4d58-8965-b5c9ac13cb51

## Job description

## About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

Job Brief

Accurate financial information is paramount in ensuring Moneybox operates efficiently and profitably. Our Head of Corporate Reporting & Financial Operations will be a leader in their field, possessing exceptional technical knowledge. In addition to being a financial reporting expert they will have a deep understanding of financial operations, with a demonstrable background of delivering and assisting with large transformation projects. Working closely with other functions, they will embed best in class financial controls governance as well as developing financial literacy across the business.

## What you'll do

Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. A Head of at Moneybox is a senior leadership grade, equivalent to a Director-level role in most other businesses, with the accountability, visibility and expectations that implies.

Scope and scale

You will lead a team of five, including three qualified accountants, across financial reporting, financial control, financial operations and tax. The role is accountable for all group legal entities and the group consolidation, the statutory audit relationship with PwC, and the finance systems estate, which is evolving towards an AI-native stack that you will help shape. You will be a member of the Finance Senior Leadership Team, present to the Audit Committee, attend management committees, and deputise for the VP Finance where appropriate.

As a key member of the Finance Senior Leadership team and a trusted advisor to the VP Finance, this role will be responsible for, but not limited to, the following:

Corporate Reporting

- Lead the development and execution of the corporate reporting strategy, ensuring alignment with the overall business objectives

- Oversee the preparation and timely submission of all statutory financial reports, including annual accounts, consolidated financial statements, tax filings, and regulatory returns

- Own the relationship with our external auditors, leading the annual audit and resolving technical judgements

- Prepare and present accounting judgement papers and control-environment reporting to the Audit Committee, and represent Finance at relevant governance forums

- Own the group's legal entity structure from a reporting and tax perspective, ensuring it remains efficient, compliant and fit for the strategy, and advising on structuring for new ventures

- Drive continuous improvement in financial reporting processes, leveraging technology and best practices to enhance accuracy, efficiency, and transparency

- Ensure compliance with IFRS and other relevant accounting standards and regulatory requirements, reviewing changes in accounting standards, regulations and best practice and assessing their impact on the organisation

- Alongside the finance senior leadership team, drive forward our IPO readiness programme, with a focus on reporting and financial controls

- Deputise for the VP Finance as required

Finance Transformation, Automation & AI

- Own the finance transformation roadmap, with a clear mandate to automate the close, reconciliations and reporting production

- Lead the adoption of AI and automation tooling across the ledger and financial operations, moving the function from manual production towards exception-based review and continuous controls monitoring

- Set the data and systems architecture for finance, ensuring that reporting, control and regulatory outputs are built on a single, well-governed source of truth

- Champion a culture where the team builds and improves its own tooling rather than waiting for it

Financial Operations

- Provide strategic leadership and oversight of all day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax

- Optimise financial operations to drive efficiency, reduce costs, and improve working capital management

- Oversee the selection, implementation, and management of financial systems and technologies

- Develop and implement financial policies, procedures, and controls to ensure the integrity of financial data

- Oversee the implementation and maintenance of a robust internal control framework to mitigate financial risks and ensure compliance with regulatory requirements

## Who you are

- Focus on team; providing strong leadership and fostering a culture of excellence, collaboration, and continuous improvement

- Excellent communication, presentation, and interpersonal skills, with the ability to effectively interact with senior management and external stakeholders

- Considered an expert in your field and a leader amongst your team and peers

- Exceptional analytical, problem-solving, and decision-making skills

## Experience and skills

- Chartered accountant (ACA preferred), with a track record of leading a financial reporting and control function in a regulated financial services business; experience across both practice and industry is preferred

- Has personally owned statutory accounts, the external audit and an internal control framework at a scale comparable to Moneybox

- Experience of an IPO, IPO-readiness programme or a listed environment is strongly preferred

- In-depth knowledge of IFRS and UK GAAP and a demonstrated ability to form and defend accounting judgements with auditors and committees

- Evidence of having delivered material automation or systems change in finance, and genuine fluency with how AI changes the operating model of a finance team

- Exceptional project leadership across internal and external stakeholders, and the gravitas to influence at ExCo and Board level

Our Commitment to DE&I: At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential

Working Policy: We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

Visa Sponsorship: At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

Please read before you apply! Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.

If you would like to reach us then please email: talent@moneyboxapp.com

If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com

## About Moneybox

## Company Overview
- **One-liner**: Moneybox is an award-winning UK wealth management platform that combines saving, investing, home-buying, and retirement services into one simple app.
- **Entity Type**: Private (profitable since 2023, no public funding round disclosed in recent reports)
- **Headquarters**: London, UK
- **Founded**: 2015 (company founded in May 2015; app launched in 2016)
- **Founders**: Charlie Mortimer and Ben Stanway

## Core Business
- **Industry**: Fintech – Wealth management, digital savings and investments, mortgage advice, pension consolidation.
- **Target Customers**: B2C – UK-based individuals ranging from first-time home buyers to retirement savers; includes savers, investors, and those consolidating pensions.
- **Mission / Purpose**: “To empower customers to build wealth so they can create the life they want.”

## Products & Services
- **[Moneybox App](https://www.moneyboxapp.com/)**: All-in-one mobile platform offering Cash ISA, Stocks & Shares ISA, Lifetime ISA (LISA), Junior ISA, general investment accounts, pension consolidation, and mortgage advice. Includes features like round‑ups, regular investing, and in‑app personalisation.
- **[Simple Saver Reward](https://support.moneyboxapp.com/about-us)**: High‑interest savings account exclusive to existing customers, launched in 2024.
- **Pension Finder**: Free tool that helps customers locate lost pension pots – over £600m reunited as of 2024.
- **Mortgage Advice**: Provided through Moneybox Mortgages Limited, an appointed representative of Mortgage Advice Bureau Limited.

## Market Standing
- **Valuation / Market Cap**: Not publicly disclosed.
- **Key Metric**: Annual Revenue £93.8m (FY2024, +68% YoY); Assets Under Administration (AUA) £11.7bn (+117% YoY); Customer base 1.3m (+41% YoY).
- **Notable Investors / Partners**: Not publicly listed in provided materials; regulated by the Financial Conduct Authority (FCA) as an enhanced firm under the Senior Managers & Certification Regime.
- **Growth Signals**: Profitable since 2023, with Profit Before Tax of £19.7m in 2024 (+23% YoY). Headcount grew from 333 to 412 in 2024 (+24%). Completed migration to next‑generation cloud infrastructure in September 2024. Named a Which? Best Buy in Savings (2024) and maintains an ‘Excellent’ Trustpilot score of 4.4 and app store rating of 4.8.

## Competitive Advantages
- **Vertically integrated proprietary tech platform** (in‑house “Sycamore” platform migrated from third‑party in 2020) enabling rapid product expansion and cost efficiencies.
- **Market‑leading Lifetime ISA** – over 120,000 first homes purchased through Moneybox LISA.
- **High customer retention** (exceeds 94%) and deep customer relationships (AUA per customer up 53% to £9,002 in 2024).
- **First investment platform** in the UK to offer a pension via a mobile app (2019).
- **Carbon‑neutral business** for 5 consecutive years and first fintech signatory of the UN Climate Neutral Now Initiative; 40% of fund range is ESG‑focused.

## Strategic Focus
- **Personalisation**: Rolled out initial stages of in‑app personalisation and a high‑interest savings product (Simple Saver Reward) to deepen engagement.
- **Product expansion**: Continuing to broaden the product suite to cover the full wealth‑building lifecycle, with strong investment in development, operations, and central teams.
- **Regulatory leadership**: Collaborating with HM Treasury, FCA, and the wider industry to improve financial guidance and access.
- **Efficiency & scale**: Leveraging the proprietary platform to drive cost efficiencies while maintaining strong revenue growth and profitability.

## Why Work Here
- **Culture & growth**: Consistently one of the fastest‑growing UK tech companies, with a mission‑driven focus on financial inclusion and customer outcomes.
- **Work environment**: Hybrid model with a central London office (Suite 1.07, 1‑2 Hatfields). The 2024 annual report highlights continued hiring across development, operations, and central services.
- **Tech & innovation**: Engineers work on a modern cloud‑native infrastructure (migrated 2024) and a proprietary wealth platform. Use of AI in the hiring process to reduce bias, though final decisions remain human.
- **Impact**: Directly helping customers save, buy homes, and plan retirement – tangible societal impact. Carbon‑neutral and ESG‑conscious operations.
- **Benefits**: Not fully detailed in published materials, but “award‑winning customer support” and high Trustpilot/app store ratings reflect a customer‑centric culture that likely translates to employee experience.

## Sources
1. [moneyboxapp.com](https://www.moneyboxapp.com/)
2. [support.moneyboxapp.com – About Us](https://support.moneyboxapp.com/about-us)
3. [jobs.lever.co/moneyboxapp – Careers](https://jobs.lever.co/moneyboxapp)
4. [support.moneyboxapp.com – Annual Report 2024 (PDF)](https://support.moneyboxapp.com/docs/Moneybox-Annual-Report-2024.pdf)

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