Finance Business Partner

Role: Finance Business Partner

Sector: B2B Marketing Agency

Location: Reading

Part–Time: 20 hrs per week

Hybrid: 2 days in office

Salary: GBP60,000 – GBP65,000 FTE

Reports to: Operations Director

Ref: VFR 3287

VisionFR is working with a B2B Marketing Agency to find them their first Finance Business Partner . This is an exciting new role, with a great opportunity to grow and make it your own.The ideal candidate for this role will have proven experience in establishing great business partnerships and collaboration with the rest of the agency, so having sufficient face to face time is crucial.

Role Responsibilities of the Finance Business Partner

1. Financial Reporting & Processing

• Produce management accounts
• Ensure revenue, cost and margin data is captured consistently and accurately.
• Maintain clear and reliable financial information to support business planning and performance review utilising
• Own month–end processes and support timely, accurate financial close.
• Manage invoicing, payroll, expenses and reconciliations across the agency.
• Ensure financial records are accurate, compliant and kept up to date.

2. Forecasting, Analysis & Commercial Insight

• Produce forecasts, budget tracking and financial analysis across revenue, margin and cashflow.
• Provide clear visibility of performance at project, account and business level.
• Analyse profitability and margin performance, identifying risks, trends and opportunities.
• Support leadership with practical financial insight to inform decision–making.
• Enable teams to understand the drivers of financial performance and how their delivery decisions impact commercial outcomes.
• Translate data into actionable recommendations that support stronger planning and better commercial performance.
• Work closely with the Director of Operations & Finance to ensure financial insight supports wider business priorities and governance objectives.

3. Controls, Governance & Compliance

• Own financial controls, compliance processes and reporting standards across the agency.
• Lead improvements to financial processes, clarity and consistency across the business in line with industry system advances.
• Main owner and expert of the finance module of the agency software Team leader Orbit.
• Ensure consistency between operational and financial data and challenge discrepancies where needed.
• Maintain adherence to statutory requirements, internal policies and financial procedures.
• Support tax requirements and external reporting obligations in partnership with external accountants.
• Maintain robust financial documentation, approval processes and audit trails.
• Continuously improve the reliability, consistency and control of financial processes across the business.
• Support the Director of Operations & Finance in upholding the agency's overall financial governance framework.

4. Cashflow, Working Capital & Revenue Recognition

• Maintain clear visibility of cash position, cashflow forecasting and working capital performance.
• Monitor WIP, billing schedules and debtor positions to support healthy cash conversion.
• Help ensure invoicing happens accurately and at the right time against agreed scopes and delivery milestones.
• Support teams in understanding revenue recognition, delivery recognition and the financial impact of project timing.
• Flag risks relating to aged debt, unbilled work, overservicing or margin erosion and work with teams to resolve them.
• Improve predictability and discipline around cash collection, revenue timing and commercial recovery.

5. Business Partnering, Collaboration & Capability Building

• Act as a trusted finance partner, helping teams understand financial performance and improve commercial outcomes.
• Upskill non–finance colleagues in invoice timing, delivery recognition, scoping and project profitability.
• Work closely with the Director of Operations & Finance to provide insight and support business decision–making.
• Collaborate with the Delivery & Performance Director so that financial priorities, reporting expectations and operational delivery remain joined up and practical.
• Align and connect with external accountants for statutory and business reporting requirements.
• Provide guidance to the Operations Executive on financial data quality and reporting standards.

6. Culture, Process & Agency Contribution

• Lead by example in bringing diligence, accountability and commercial awareness into day–to–day ways of working.
• Encourage teams to see the connection between delivery quality, commercial performance and agency success.
• Follow company ways of working guidelines and encourage strong cross–functional collaboration.
• Help individuals understand how their work contributes to the wider performance and sustainability of the agency.
• Take an active role in supporting a culture of commercial ownership, curiosity and continuous improvement.

Key Experience and Qualifications of the Finance Business Partner

• XERO
• Team leader Orbit (TLO) – (full commercial lifecycle of the project)
• Majority of project related commercial reporting will be done in TLO
• Highly proficient use of Excel – data analysis and dashboard reporting
• ACA or ACCA or CIMA qualified with minimum 2 years post qualified experience
• Previous marketing or creative agency experience or service based (timesheets)

VisionFR is committed to encouraging equality, diversity, inclusion and eliminating unlawful discrimination within our workforce and whilst fulfilling our Clients' recruitment needs.

Due to the high level of applications being received if you do not hear from us within 5 working days, please assume your application has not been successful on this occasion, usually due to other candidates having more relevant sector exposure, qualifications or required skills. We thank you for your interest.