Virtual Financial Advisor at Thrivent, providing purpose - based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well - being while working in a hybrid role.
About the role
- Finance Leader leading core finance functions and supporting strategic planning for Octopus Energy Services. Driving performance and financial strategies for low carbon energy transition.
Responsibilities
- Lead our core finance functions - Financial Management & Accounting, Financial Operations, Financial Risk, and Pricing.
- Support our Strategic Finance team in financial planning.
- Sit on the leadership team and report into our OES CEO, partnering with other senior leaders across our low carbon tech teams, flexibility and manufacturing.
- Balance margin, cash, whilst gaining scaling volume fast and protecting unit economics as we grow is critical.
- Responsible for performance, planning and development across each area in finance including leading a team of exceptional people to unlock their full potential.
- Ensure strong financial controls, compliance, and reporting; oversee cashflow, capital planning, and risk management.
- Act as a key interface with auditors, regulators, and the wider Octopus Energy Group.
- Build, develop and inspire a high-performing finance team embedded across the business; drive collaboration between finance, operations and technology to drive data-led decision-making.
- Shape strategy, culture and long-term growth as a key member of the OES executive team.
Requirements
- You’ll be a qualified accountant (ACA, ACCA or CIMA) with senior leadership experience in a complex, high-growth or operationally intensive business.
- Highly commercially savvy with a track record of delivering results and influencing at executive level
- Hands-on, pro-active and analytical, able to move seamlessly between boardroom strategy and operational detail
- Passionate about renewable energy, sustainability and building organisations that do good while doing well
- Thrive in a fast-paced, mission-driven, tech-enabled culture
- Have experience in high growth multifaceted organisations, driving change, innovation and disruption of status quo
- Able to guide the operational leaders on which activities are most impactful
- Be on the pitch - this isn’t a role of analysis from the sidelines
Job title
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Experience level
Salary
Not specified
Degree requirement
Location requirements
Virtual Financial Advisor at Thrivent delivering meaningful financial guidance to clients. Engaging with existing clients and accessing tools to provide tailored recommendations.
Virtual Financial Advisor providing financial guidance to clients aligned with Thrivent’s mission. Engaging existing clients and utilizing a robust advice framework in a hybrid work environment.
Virtual Financial Advisor at Thrivent guiding clients in their financial plans and well - being. Engaging with clients virtually to provide tailored financial advice and support their financial goals.
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