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Citadel Source is delighted to be partnering with a growing organisation to recruit their new Head of FP&A.

A bit about our client...

Our client is an SME with a clear focus on sustainable growth and long-term performance. As the organisation continues to evolve, the finance team is placing greater emphasis on commercial insight, planning and helping the wider business make better decisions. You will play an important role in helping the business understand key performance indicators, improvement opportunities and what the future may look like.

The role

This is a broad FP&A role with strong visibility across the business. You’ll own the core planning and forecasting cycle, while providing the analysis and insight senior stakeholders need to make informed decisions. Working closely with a vast stakeholder network, you’ll bring together financial, operational and market data to understand overall performance. You’ll also use analysis and modelling to highlight risks and opportunities, support resource decisions and help the business plan with greater confidence and accuracy.

About you

We’re looking for a qualified finance professional with a strong background in FP&A or commercial finance. You’ll be confident working with senior stakeholders, challenging assumptions and using your judgement to provide a different perspective where needed. You’ll be curious, comfortable with ambiguity and motivated to look beyond the numbers to understand what’s really driving the business. Most importantly, you’ll want to make a meaningful contribution to how FP&A supports both finance and the wider organisation.

As the Head of FP&A, your responsibilities will include but not be limited to:

• Own and coordinate key annual planning, budgeting, forecasting and longer-term financial planning cycles
• Build and maintain financial models that connect operational activity with expected financial outcomes
• Evaluate different potential outcomes through scenario modelling, sensitivity analysis and changes in key business assumptions
• Monitor underlying performance and identify trends that could affect future results
• Produce meaningful analysis that helps senior stakeholders understand what is driving performance and where intervention may be required
• Provide financial input into strategic projects, investment proposals and commercial business cases
• Highlight potential financial and operational exposures, whilst helping stakeholders develop appropriate responses
• Work closely with leaders across the organisation to improve financial understanding, accountability and decision-making
• Act as a constructive challenger, testing assumptions and encouraging decisions to be supported by robust evidence
• Develop concise management information, presentations and commentary for senior audiences
• Translate complex analysis into clear conclusions, commercial implications and recommended actions
• Incorporate relevant external data, comparative information and market trends where this adds value to business planning
• Help enhance the consistency and effectiveness of FP&A processes, reporting and governance
• Identify opportunities to streamline, automate and improve existing finance processes
• Contribute to the continued development of the finance function's analytical and planning capabilities

What the client has to offer

• £70,000 - £80,000 base salary DOE
• Car allowance
• Bonus scheme
• Company pension scheme
• 25 days annual leave + bank holidays
• Opportunities for career progression
• Hybrid working in Bath – generally 2-3 days on-site

Sound like a good fit?

If you are interested in discussing this role, please reach out to Grant Chalmers-Stevens - Grant@citadelsource.com at Citadel Source.

Citadel Source are delighted to be supporting a successful business in the Bristol area to recruit a commercially minded Tax Manager. This is a newly created role offering broad exposure across local and global tax, with the chance to influence strategy, drive best practice, and support growth.

The role

Reporting directly to senior Finance leadership, you'll take ownership of the tax function and act as a trusted advisor to senior stakeholders across the business. This is far more than a compliance role, offering exposure to international expansion, process improvement, and strategic decision-making.

As a Tax Manager, your responsibilities will include, but are not limited to:

• Lead UK corporation tax compliance and tax reporting
• Manage VAT, withholding tax and transfer pricing requirements
• Support international growth, market entry, and tax risk management
• Manage relationships with external tax advisors
• Embed efficient tax processes within finance systems and reporting
• Provide practical tax guidance across finance and operational teams
• Drive continuous improvement through technology and automation

What the client is looking for:

• CTA, ACA or ACCA qualified
• Strong UK corporate tax knowledge
• Commercially aware with excellent stakeholder management skills
• Interested in developing expertise across international tax, VAT, transfer pricing and customs
• Comfortable turning technical advice into practical business solutions
• Enthusiastic about technology and process improvement

What the client has to offer

• Newly created role with genuine autonomy
• Direct exposure to senior leadership and Board-level discussions
• Broad, commercially focused tax position
• Opportunity to build and shape the tax function
• Supportive and collaborative culture
• Exciting international growth journey ahead

We would be happy to consider candidates from practice or industry, with salary dependent on background and experience that you can bring to the role. 

Sound like a good fit?
If you are interested in this exciting opportunity, please reach out to Rory Kirkman -  rory@citadelsource.com at Citadel Source.

Citadel Source are pleased to be working exclusively with an established and growing organisation in Bristol to recruit a Purchase Ledger Manager into their finance team. This is a fantastic opportunity for an experienced Purchase Ledger professional to take ownership of the end-to-end purchase ledger function while leading and developing a small team. The role offers a strong balance of hands-on purchase ledger responsibility, team leadership, stakeholder management, and process improvement. You'll play a key role in ensuring invoices are processed accurately and efficiently, supplier accounts are well managed, and the wider finance function continues to operate effectively.

About you

You are an experienced Purchase Ledger professional with previous experience managing or supervising a team. You have a strong understanding of the end-to-end purchase ledger process, including invoice processing, coding, VAT, supplier statement reconciliations, and payment processes.

You're highly organised, detail-oriented, and comfortable managing competing priorities and deadlines. You'll also have a continuous improvement mindset, looking for ways to improve processes, introduce efficiencies and use data to improve performance. Strong communication skills are essential, as you'll work closely with suppliers, internal stakeholders, and colleagues across the wider finance function.

As a Purchase Ledger Manager, your responsibilities will include, but not be limited to:

• Managing and overseeing the end-to-end purchase ledger function
• Leading, developing and supporting a team of three Senior Accounts Assistants
• Maintaining your own allocation of key purchase ledger accounts
• Ensuring supplier invoices are accurately processed, authorised, coded and VAT is correctly treated
• Ensuring invoices and supplier payments are processed accurately and within agreed deadlines
• Monitoring purchase ledger KPIs and producing regular performance reports
• Preparing weekly Purchase Ledger Aged Creditor reports
• Completing and overseeing supplier statement reconciliations
• Investigating and resolving supplier account queries and discrepancies
• Managing supplier and bank detail set-up processes in line with financial controls
• Overseeing the purchase ledger inbox and ensuring queries are managed within agreed SLAs
• Reviewing and optimising supplier payment processes, with consideration for cash flow and resource requirements
• Managing and developing employee expenses and credit card payment processes
• Supporting the month-end management accounts process, including prepayments, creditor balances, and accruals
• Assisting with transactional data input where required
• Preparing and distributing relevant purchase ledger reports
• Supporting internal and external audit requirements
• Providing support to senior members of the finance team when required
• Identifying opportunities for process improvements and driving greater efficiency across the function
• Supporting the wider finance team with ad-hoc projects and tasks

What the client is looking for

• AAT qualification or equivalent professional accounting qualification
• Previous Purchase Ledger experience
• Experience managing or supervising a Purchase Ledger team
• Experience working within a Purchase-to-Pay / Purchase Ordering environment
• Strong understanding of supplier invoice processing, coding, and VAT
• Experience completing control account and supplier statement reconciliations
• Strong Excel and Microsoft Office skills
• Experience working with financial systems and databases
• Excellent attention to detail and accuracy
• Strong organisational skills with the ability to prioritise workloads and manage deadlines
• Excellent communication skills, both written and verbal
• Confident dealing with suppliers and internal stakeholders
• A proactive approach to problem-solving and process improvement
• Ability to analyse data and use reporting to identify trends and improve performance
• Experience managing and developing team members
• Ability to work independently while also contributing effectively as part of a wider finance team

What the client has to offer

• Annual salary of up to £43,000
• Hybrid working – 1 day a week in office

• Management-level position with responsibility for a key finance function
• Leadership responsibility for a team of three Senior Accounts Assistants
• Opportunity to influence and improve purchase ledger processes
• Broad exposure across the wider finance function
• Supportive and collaborative working environment
• Genuine opportunity for professional development and progression
• Opportunity to work closely with senior finance stakeholders
• A role where you can make a tangible impact on the efficiency and performance of the finance function

Sound like a good fit?

If you are interested in this position, please reach out to Harry Harvey at Citadel Source at harry@citadelsource.com.

Citadel Source are delighted to be partnering with a leading South-West organisation to recruit a high-calibre Fin Ops Transformation Lead - PTP & OTC. This is a unique opportunity to join an ambitious and forward-thinking business undergoing significant finance evolution, with a clear focus on transformation, digital innovation, and operational excellence.

Working closely with the Finance Director and senior leadership team, you will play a pivotal role in shaping the future of the finance function, leading the design and delivery of a transformational finance agenda that enhances processes, systems, controls, and ways of working. This role offers the opportunity to drive meaningful change across a complex organisation, leaving a lasting impact on both finance and the wider business. Our client is a highly respected organisation with an excellent reputation in their field, offering an exciting platform for an experienced transformation leader to combine strategic influence with hands-on delivery in a business that truly values innovation and continuous improvement.

About you

You will possess a blend of strategic thinking and hands-on delivery capability, with experience of designing and implementing finance operating models, improving finance processes, and delivering systems and digital transformation initiatives. You will be an engaging leader who can build strong relationships across Finance, IT, Operations and Commercial teams, influencing stakeholders at all levels. The successful candidate will be passionate about continuous improvement, innovation, and leveraging technology to create more efficient, scalable finance operations.

The role

Reporting into the Finance Director and working closely with the wider finance leadership team, this is a critical role responsible for shaping and delivering the organisation’s finance transformation strategy while ensuring operational excellence across core finance services. You will lead the development and implementation of a finance transformation roadmap, oversee key systems and digital initiatives, and drive improvements across finance processes, controls, governance, and reporting. The role combines strategic leadership with practical execution, requiring someone who can translate long-term vision into measurable outcomes.

As the Fin Ops Transformation Lead, your responsibilities will include:

• Lead the optimisation and performance of global PTP and OTC processes, designing and delivering initiatives that enhance service quality, standardisation, and efficiency
• Conduct needs assessments across policy, technology, data, and process requirements, developing solutions and initiating change requests where needed
• Identify and drive simplification, standardisation, and automation opportunities, bringing external best practices and market insights into the operating model
• Partner with functional leaders and regional markets to strengthen collaboration, review service performance, manage SLAs, and identify improvement opportunities
• Build strong relationships with finance leadership and global teams to evolve services, develop consistent global policies, and enhance the enabling technology landscape
• Work closely with BPO Process Leads to review performance, challenge existing practices, and embed continuous improvement
• Provide consulting expertise, lead change initiatives, and conduct stakeholder assessments to anticipate needs and align priorities with enterprise objectives
• Develop deep subject matter expertise to support high‑priority stakeholder needs, promote informed risk‑taking, and act as a catalyst for innovation and practical problem‑solving
• Maintain up‑to‑date technical knowledge to support global consistency and exceptional performance, co‑developing implementation plans that consider cultural nuances

What the client is looking for

• Relevant experience working in a similar PTP or O2C process role within a large organisation or GBS (Global Business Services) organisation
• Previous experience participating in the development of business strategy
• Knowledge of PTP and OTC processes and experience of associated technologies, and data quality applications
• Demonstrated history of recognition as a PTP or OTC expert in previous organisation
• Ability to apply expertise to the most complex problems; coordinating work outside own area of expertise
• Clear, concise, confident, and thorough understanding of the fundamental principles in accounting and financial statements
• A collaborative leadership style and passion for developing high-performing teams

What the client has to offer

• Salary - Circa £100kp/a 
• Car allowance
• Performance-related bonus
• Matched pension scheme
• Flexible hybrid working with approximately two days per week in the office
• Opportunity to lead a high-profile finance transformation programme
• Career-defining role with significant exposure to senior leadership and strategic initiatives

Sound like a good fit?

For more information on this exciting opportunity, please apply directly or contact Jesse Howes at jesse@citadelsource.com.

Citadel Source is delighted to partner with a Cardiff-based organisation to support the recruitment of their new Commercial Finance Analyst.

About the client

Our client is a well-established, forward-thinking organisation headquartered in Cardiff, operating a multi-channel, customer-focused business model across the UK. The business has a great culture and values its people, whilst being commercially driven, fast-paced and committed to continuous improvement. This is a truly dynamic environment in which to build and develop your finance career.

The role

Forming part of the FP&A team, the Commercial Finance Analyst will play a key role in analysing and reporting on business performance across multiple revenue streams. This is a highly visible position within the finance function, supporting operational stakeholders and contributing to informed commercial decision-making across the organisation. Reporting to the Head of FP&A, this position will support the delivery of valuable MI across the wider business, regularly partnering across operations/marketing on a month-to-month basis.

About you

You are naturally curious, with a genuine desire to understand the story behind the numbers. You will likely be studying towards or planning to begin a professional qualification such as CIMA or ACCA and are keen to apply your learning within a practical, fast-paced environment. You are confident working with large volumes of data and enjoy transforming complex information into clear, meaningful information that supports decision-making. Comfortable building relationships across the business, you communicate with clarity and credibility, adapting your approach to both financial and non-financial stakeholders. Above all, you are proactive, detail-oriented and motivated to make a tangible impact.

As the Commercial Finance Analyst, your role will include but not be limited to:

• Reporting on daily revenue and margin performance
• Assisting in the preparation and production of weekly trading and performance presentations
• Producing budgets, forecasts and latest outlooks, ensuring a high degree of accuracy due to cash flow implications
• Producing and analysing divisional P&Ls and associated KPIs
• Preparing monthly performance packs for Senior Management
• Supporting the production of quarterly business review packs
• Interpreting financial and management information in a clear and concise manner
• Reviewing, analysing and assisting with the sign-off of month-end costs
• Supporting operational managers with P&L queries
• Delivering ad-hoc performance and commercial analysis, including promotional or strategic initiative reviews

What the client has to offer

• Base salary of up to £30,000
• Study support (CIMA, ACCA)
• Employer pension contribution
• Discounted products

Sound like a good fit? 

If you are interested in this position, please reach out to Harry Harvey - harry@citadelsource.com at Citadel Source.

Citadel Source is delighted to be partnering exclusively with a highly successful retail/FMCG business to appoint a Finance Director. As the organisation continues through an exciting period of growth and transformation, this role will play a key part in shaping its future development and long-term success.

About the client

Our client is a highly successful, consumer-focused organisation with a strong presence across the UK and international markets. Backed by a clear growth strategy and significant investment, the business is focused on enhancing operational excellence, scaling capability, and delivering sustainable long-term growth. As part of this journey, the business is seeking an experienced Finance Director to partner closely with the CFO and executive leadership team. This individual will play a key role in modernising the finance function, improving planning and reporting processes, and embedding a high-performance culture across the wider organisation.

About you

The successful candidate will be a qualified accountant (ACA, ACCA or CIMA) with extensive experience operating in a senior finance leadership position previously. You will be comfortable influencing executive stakeholders, leading sizeable teams, and balancing strategic thinking with hands-on execution. Experience within international businesses, private equity-backed organisations, or periods of significant business change would be highly advantageous.

The role

This is a pivotal leadership role with the opportunity to shape the future of a global finance function. Reporting directly to the CFO, the Finance Director will lead Financial Planning & Analysis, Financial Control, and Finance Transformation, ensuring the business has the insight, governance, and financial discipline to deliver its ambitious growth plans. The successful candidate will combine strategic vision with operational excellence, acting as a trusted advisor to senior stakeholders while driving improvements across processes, systems, reporting, and team capability.

As the Finance Director, your responsibilities will include, but not be limited to:

• Lead group budgeting, forecasting, long-range planning, and performance management across P&L, balance sheet, and cash flow
• Provide commercial insight and strategic financial advice to the CFO, executive team, and Board
• Strengthen financial control, governance, reporting standards, audit readiness, and internal controls across the group
• Analyse pricing, margins, customer profitability, operating costs, investment decisions, and ROI performance
• Drive finance transformation, improving systems, automation, reporting capability, data quality, and process efficiency
• Partner with operational leaders to identify risks, opportunities, and actions that support EBITDA, cash flow, and growth targets
• Lead, develop, and mentor a high-performing finance team, building capability, accountability, and future leadership strength

What the client offers

• £120,000 - £140,000 basic salary depending on experience
• Annual bonus
• Car allowance
• Hybrid working (c. 3 days office-based per week)
• Private healthcare
• Excellent benefits: including Enhanced pension contribution, Life assurance and income protection, enhanced parental leave policies, generous holiday allowance, staff discounts and wellbeing benefits

Sound like a good fit?

If you are interested in this opportunity, please reach out to Dan Morris - dan@citadelsource.com at Citadel Source.

Citadel Source is working exclusively with a well-established organisation based in North Bristol to recruit a Payroll Assistant.

The role

This role will provide day-to-day payroll and benefits administration across a wide range of countries, supporting monthly payroll processes, employee changes, benefits administration, compliance activities and payroll-related projects. You will manage payroll queries, maintain accurate employee records and work closely with the Finance team to support payroll payments.

About you

We are looking for an organised and detail-oriented payroll professional with previous payroll experience and a good understanding of payroll processes, as well as pension schemes. Strong Excel skills and the ability to work accurately to deadlines are essential.

As a  Payroll Assistant, your responsibilities will include, but not be limited to: 

• Support monthly payroll processes, including starters, leavers and benefit changes
• Prepare, review and validate payroll data
• Maintain employee records, benefits data and payroll portals
• Support annual benefits renewals and year-end payroll activities
• Monitor and respond to payroll-related queries
• Assist with payroll compliance and GDPR requirements
• Work closely with Finance to support payroll payments
• Support wider payroll projects and process improvements as required

What the client has to offer

• Salary up to £36,000
• 25 days' annual leave, increasing with length of service
• Hybrid working
• Free on-site parking

Sound like a good fit?

For more information on this exciting opportunity, please contact Anna Wozniak - anna@citadelsource.com at Citadel Source.

Citadel Source are pleased to be working exclusively with an established and growing services organisation based in Bristol to recruit a Management Accountant into their finance team. Reporting directly to the CFO, this is a broad and varied position that combines core accounting responsibilities with forecasting, analytics, and process improvement. Offering a hybrid working pattern of three days in the office and two from home, this opportunity would suit an ambitious part-qualified accountant looking to develop their career within a supportive and forward-thinking finance function. 

About you

You are a part-qualified accountant who enjoys balancing detailed financial control work with commercial analysis and business improvement initiatives. You have strong reconciliation skills, excellent attention to detail and enjoy working with data to provide meaningful insight. You are comfortable taking ownership of key financial processes, managing competing deadlines and working with stakeholders across the business. You are naturally curious, eager to learn and interested in how technology, automation and AI can improve finance processes. 

As a Management Accountant, your responsibilities will include, but not be limited to:

• Owning client money accounting processes and ensuring compliance with relevant regulations and internal controls 
• Managing monthly balance sheet reconciliations across a range of control accounts 
• Investigating and resolving reconciliation discrepancies and aged balances 
• Processing and controlling client and office account payments in line with authorisation procedures 
• Reviewing payment requests and supporting documentation prior to release
• Managing transfers between accounts and maintaining full audit trails 
• Calculating and reconciling commission payments and associated reporting
• Monitoring aged debt, disbursements and recovery performance
• Supporting bad debt provisioning and write-off recommendations
• Producing and maintaining rolling cash collection forecasts 
• Analysing forecast accuracy and investigating collection variances 
• Supporting wider cash flow planning and working capital management activities 
• Building and maintaining reporting across debt, cash collections, commissions and financial controls
• Using data and analytical tools to identify trends, risks and improvement opportunities 
• Developing predictive reporting and early warning indicators around debt recovery and cash collection performance 
• Supporting automation and efficiency initiatives across the finance function

What the client is looking for

• Part-qualified ACCA, CIMA, ACA or AAT qualified and actively studying towards a professional qualification
• Strong experience with balance sheet reconciliations and financial controls 
• Excellent Excel skills including Lookups, Pivot Tables and working with large datasets
• Experience working with transactional financial data and reporting 
• Exceptional attention to detail and accuracy 
• Ability to build and maintain forecasts or financial models 
• Strong organisational skills and ability to manage deadlines effectively 
• Excellent communication skills and confidence working with stakeholders across the business
• A proactive attitude and desire to improve processes and ways of working
• Experience handling client money, payments, bank reconciliations or working within a regulated environment would be advantageous 

What the client has to offer

• Salary up to £45,000
• Study support package
• Hybrid working model with 3 days in the office and 2 days from home
• Direct exposure to senior leadership and decision-makers
• Broad role covering accounting, forecasting, controls and analytics
• Opportunity to develop technical and commercial finance skills
• Supportive and collaborative working environment
• Genuine opportunities for progression and professional development
• The chance to contribute to finance transformation and process improvement initiatives

Sound like a good fit?

If you are interested in this position, please reach out to Harry Harvey - harry@citadelsource.com at Citadel Source.

Citadel Source is partnering with a successful, growing South West business to recruit a Head of Finance. This pivotal leadership role is ideal for an ambitious qualified accountant who wants to make a meaningful impact in a high-performing organisation, combining strong financial stewardship with commercial insight and continuous improvement.

Reporting directly to the CFO, you will take ownership of the day-to-day finance function, lead a team of finance professionals while supporting strategic decision-making across the business. Operating within a complex, high-volume environment, you will ensure the integrity of financial reporting, strengthen financial controls, and help drive operational and commercial performance. This role offers significant exposure to senior leadership and the board, making it an excellent opportunity for someone looking to make a visible impact within a dynamic and entrepreneurial business.

The role

You will oversee the smooth running of the finance function, ensuring robust financial governance, accurate reporting, and effective business partnering across the organisation.

As a Head of Finance, your responsibilities will include, but not be limited to:

• Leading, mentoring and developing the finance team, promoting a high-performance culture
• Owning the month-end and year-end close processes, delivering timely and accurate financial reporting
• Ensuring the accurate calculation and reporting of revenue, cost of goods sold and inventory
• Delivering strong financial controls, data integrity and governance across the business
• Managing stock accounting and overseeing the annual stock take process
• Supporting the CFO in delivering best-in-class Board reporting and financial insight
• Driving budgeting, forecasting and long-range planning processes
• Enhancing management information and reporting to support commercial decision-making
• Partnering with operational leaders to improve business performance and profitability
• Supporting cash management, working capital optimisation and return on investment initiatives
• Working closely with Finance Business Partners to provide meaningful performance analysis
• Identifying opportunities for continuous improvement across finance processes, systems and reporting

About you

You will be a technically strong and commercially minded finance leader who enjoys operating within a fast-paced environment. Comfortable working both strategically and operationally, you will have a proven track record of delivering excellent financial control while supporting business growth and performance improvement.

The successful candidate will possess:

• ACA, ACCA or CIMA qualification
• Post-qualified experience within a complex commercial business
• Previous financial management experience within a high-performing finance function
• Strong technical accounting knowledge and understanding of financial controls
• Experience managing general ledger, AP and AR functions
• Proven experience of budgeting, forecasting and financial planning processes
• Strong stakeholder management and business partnering skills
• The ability to lead, coach and develop high-performing teams
• Excellent analytical, reporting and problem-solving capabilities
• A proactive mindset with a passion for continuous improvement

Desirable experience

• Manufacturing or other high-volume operational environment experience
• Experience managing inventory and stock accounting processes
• FP&A exposure
• Strong systems and data skills, including Power BI and advanced Excel
• Experience working with ERP systems, particularly Microsoft Dynamics 365
• Knowledge of SQL, VBA, AI-enabled tools or advanced reporting solutions

What's on offer

• Competitive salary of £75,000 - £85,000 (depending on experience)
• Car allowance of £5,000
• Performance-related bonus (up to 20%)
• Comprehensive benefits package
• Hybrid working arrangement
• Significant exposure to the CFO, Board and senior leadership team
• Opportunity to shape and improve a growing finance function
• Excellent career progression prospects within a successful organisation

Interested?

For more information on this exciting opportunity, please apply directly or contact Dan Morris - dan@citadelsource.com at Citadel Source.