Finance Manager

The Company

We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.

We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.

But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

We’re looking for a Finance Manager with solid grounding and proven hands-on experience across transactional finance, who’s ready to take real ownership in a fast-scaling business.

You’ll sit at the heart of our finance function, ensuring our books are accurately  reconciled, and commercially useful as we expand across multiple entities. This is a hands-on role where you’ll own core accounting processes end-to-end - from ledger integrity and reconciliations to management reporting and compliance.

You’ll own the integrity of our financial data - improving systems and controls to ensure senior leadership can operate with confidence and clarity.

We’re committed to your development and will support you with funding towards professional qualifications and exams.

Key Responsibilities:

• Be responsible for the preparation of monthly management accounts, including P&L, balance sheet and cash flow reporting.
• Manage month-end close, reconciliations (bank, expenses, accruals/prepayments), and financial controls.
• Monitor and track expenses and departmental budgets, flagging variances and supporting cost control.
• Work closely with external accountants, auditors and vendors to ensure compliance and smooth reporting cycles.
• Help optimise and improve financial systems, processes and reporting tools as we scale (including automation where possible).
• Conduct ad-hoc financial analysis to support commercial decisions and operational planning.
• Own finance-related aspects of employee onboarding and offboarding (payroll, systems access, documentation).

Who You Are

• Degree in Finance, Accounting, Economics, or similar. Working towards (or planning to pursue) a professional accounting qualification.
• 3-5+ years’ experience in finance, accounting, or a management accounting role.
• Strong grounding in accounting fundamentals - comfortable reconciling ledgers, reviewing balance sheets, and preparing management accounts.
• Highly detail-oriented, with the discipline to manage high-volume transactional work accurately.
• Confident working across multiple entities and reconciling complex accounts.
• Strong Excel or Google Sheets capability, with hands-on experience using Xero in a multi-entity environment.
• Comfortable in a fast-paced, scaling environment where processes are evolving.
• High ownership mindset - you don’t just process numbers, you ensure they’re right.
• Experience with regulated environments (e.g., SRA/solicitor account rules) is a bonus but not essential.

Our Mission

Death is tough enough without everything else that comes with it. 

Octopus Legacy exists to rebuild the way the world deals with death, with more humanity, simplicity, and hope. So when someone dies, the people left behind can focus on what truly matters.

We do this by helping people to plan for death and find support after loss.. When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. We challenge customers to share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone.

Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.

Death can come between us, leaving mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen. 

Benefits:

• Octopus share incentive scheme.
• 27 days holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance. 
• Pension scheme.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500. 
• Octopus Springboard: where we help our employees become fully-fledged entrepreneurs .
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.