Job Description: Finance Director About Forward Group Forward Group is an owner-managed fiduciary business providing bespoke relationship-led solutions to private and institutional clients. The Company aspires to work with global law firms, accountancy firms, multinational corporations, financial institutions, high net worth individuals and family offices. We pride ourselves on putting the needs of our clients first by working with them and their advisers to meet their long-term aspirations and objectives. We believe that communication is key to every client relationship. To achieve this, Forward Group operates a director-led business model ensuring the highest level of client service through experience, commitment and attention to detail. Overall Job Purpose • Full Board member appointment, with an expectation that the incumbent will contribute fully to

Board deliberations and in determining the direction of the business. • Member of the business risk committee, including development and implementation of the Risk

Management strategy and policy & procedures for the Forward business. • Drive the development and implementation and evaluation of the company’s strategy. • Ensure that risk management policies and procedures are implemented within agreed strategy

and standards. Key Responsibilities • Proactively work with other members of the Board of Directors to ensure that services are

effectively delivered, and the development of new business is enhanced. • Prepare or oversee development of appropriate KPI’s to allow the business to make appropriate

business decisions as part of a finance and operations presentation at the quarterly board meetings.

• Ensure that ANLA and other financial regulatory requirements are met and adhered to and develop finance plans to ensure regulatory compliance.

• Develop, innovative and implement operating efficiencies across the business. • Ensure timely collection and raising of fees working with the administration teams as part of the

oversight of the performance of the business. • Lead the client accounting team particularly in technical aspects, including FATCA/CRS obligations

or other local tax reporting. • Lead the operations team and monitor operation metrics for presentation to the board. • Prepare annual accounts for the group and liaise with auditors. • Agree and prepare business plans and budgets. • Work with the client accounting team to monitor and improve the quality and turnaround of any

output.

• Demonstrate effective leadership and management in accordance with Forward Group values and with agreed policies and procedures which are compliant with current laws and regulations.

• Leading and building the operations, client accounting and finance teams to develop robust business plans which enable delivery of expected performance outcomes.

• Drive personal development using all the resources available at Forward Group to achieve success.

• Evaluate and implement any improvements to financial and other systems to increase operational efficiencies.

People & Team • Manage, lead and grow as required the Finance, Client Accounting and Operations teams. • Ensure adherence to Forward Group values and operating terms of reference. Financials • Drive the achievement of business development goals through proactive management and

development of internal systems and controls, and through the development of specific marketing and sales activities.

• Support the development of a coherent business plan and budget which reflects and anticipates the delivery of the Company’s overall strategic goals, budgets and business plans

• Prepare the annual accounts of the group and liaise with auditors. Skills & Expertise • Fellow of the ACCA or ICAEW or similar authority. • Hold or have no regulatory disbarring to holding a PQ and being a regulator approved person. • Broad understanding of the wide range of fiduciary products offered by Forward. • Detailed, in depth understanding of the specific offerings of Forward Group. • Relevant industry experience including within the Corporate Services sectors. • Excellent accounting skills. • Understanding of local tax reporting requirements to include FATCA/CRS • High level of leadership skills • Good interpersonal skills • Ability to understand, inspire and develop others • Effective communicator • Good computing technical skills including the use of Microsoft Office. • Ability to formulate, consider and select the most appropriate solutions. • Ability to work effectively in a team. • Experience with NavOne an advantage. Summary The Finance Director role at Forward covers more than just the internal financial reporting requirements of the business but includes heading up the client accounting and operations teams. The ideal candidate will be suitably qualified but also someone that can think outside of the box, has not only new ideas and is open to developing new and improved ways of working, but has the ability to then implement those ideas. We never do something one way because that’s how it has always been done, and the correct candidate will be continuously contributing to that process of evolving and improving the business operations and model. The successful candidate will be Forward thinking, understand and truly believe in our core values. We are a growing business and need people that are ready to grow with it, ready and willing to embrace and drive change where needed. It is anticipated that after a demonstrated period on the board that an equity participation in the business will be made available depending on their personal contribution to driving the success of the business.