Company Description

Be it asset managers, distributors or ecosystem providers, Delio is the partner of choice for financial firms that are looking for the building blocks to deliver their digital private markets strategy. Today, Delio works with more than 50 organisations in 18 countries, including market-leading organisations such as Barclays, Coutts and The Earthshot Prize.

Our white-label, AI-powered operating system (Delio Core OS) leverages configurable, low-code tools and modules to commoditise the technologies and workflows needed to deliver a market-leading digital client experience. Our solutions can be utilised end-to-end or embedded via API, covering the aggregation, structuring, distribution, administration and reporting of private assets.

Job Description

As we continue our expansion, we are seeking a technically proficient yet commercially minded Finance Business Partner to join our team. This role reports directly to the Chief Financial Officer (CFO) and will play a key part in the group’s financial reporting, strengthening financial controls, enhancing commercial insight and supporting strategic decision-making across the business.

Key Responsibilities

Finance Business Partnering & Commercial Support

• Partner with the CFO and department heads to support the annual budgeting, forecasting and strategic planning process

• Provide robust financial analysis to support commercial decision-making

• Deliver product profitability analysis and margin reporting to inform pricing and investment decisions

• Enhance KPI dashboards and performance metrics aligned to company strategy

Financial Reporting & Control

• Prepare accurate and timely monthly management accounts including variance analysis

• Prepare all group statutory reporting and tax filings

• Ownership of all key tasks including posting journals, ledgers, bank reconciliations, payment runs and expenses processing.

• Maintain and develop a strong financial controls framework

• Lead cash flow forecasting and analysis

• Support international group reporting requirements

• Manage relationships with external stakeholders such as accountants, tax advisors, auditors and banks

Operational Finance

• Continuously improve and automate financial processes, systems and reporting

• Support the CFO with board reporting and investor reporting requirements

Qualifications

We are looking for a commercially focused finance professional with strong technical foundations and the ability to operate in a high-growth, international environment.

Essential

• Significant experience in management accounting and finance business partnering

• Strong experience in budgeting, forecasting, planning and financial modelling

• Experience in product profitability analysis and commercial performance reporting

• Experience working within or supporting an international group structure

• Strong technical accounting knowledge, including balance sheet and P&L ownership

• Excellent Excel and financial modelling skills

• Strong analytical thinking and attention to detail

• Ability to communicate financial insights clearly to non-finance stakeholders

Highly Desirable

• Experience within, and/or knowledge of, the private markets industry

• Experience of Fund Accounting

• Experience supporting a high-growth technology business

• Exposure to US accounting standards and reporting requirements

• Familiarity with AI tools and automation technologies to improve financial reporting and workflow efficiency

Qualifications

• Fully qualified accountant (ACA, ACCA or CIMA)

Additional Information

What We Offer

• Competitive salary based on experience.
• Hybrid working – based in or around Cardiff. We operate a hybrid working model with a minimum 3 days per week in the office - with Wednesday and Thursday being obligatory office days.
• A friendly, supportive and innovative team culture.
• Opportunities for professional growth and training.

By joining Delio, you can expect:

• 25 days holiday (plus bank holidays), increasing with length of service.

• Access to our employee share incentive scheme.

• Extra day off for your birthday.

• Hybrid working policy.

• Private medical insurance and Death-in-service benefit.

• Defined contribution pension scheme.