Financial Reporting & Tax Manager

Financial Reporting & Tax Manager

About Cleo

At Cleo, we're not just building another fintech app. We're embarking on a mission to fundamentally change humanity's relationship with money. Imagine a world where everyone, regardless of background or income, has access to a hyper-intelligent financial advisor in their pocket. That's the future we're creating.

Cleo is a rare success story: a profitable, fast-growing unicorn with over $200 million in ARR and growing over 2x year-over-year. This isn't just a job; it's a chance to join a team of brilliant, driven individuals who are passionate about making a real difference. We have an exceptionally high bar for talent, seeking individuals who are not only at the top of their field but also embody our culture of collaboration and positive impact.

If you’re driven by complex challenges that push your expertise, the chance to shape something truly transformative, and the potential to share in Cleo’s success as we scale, while growing alongside a company that’s scaling fast, this might be your perfect fit.

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About the Role  

Cleo AI is seeking a highly skilled and detail-oriented Financial Reporting and Tax Manager to join our growing finance team. 

This is an opportunity to manage, shape and improve the accuracy, compliance and effectiveness of Cleo’s financial reporting and tax processes. You’d work collaboratively with a wide range of internal teams, as well as external stakeholders including advisors, auditors and investors. 

Key Responsibilities 

Financial Reporting

• Lead the preparation of internal and external investor financial reports, including monthly, quarterly, and annual reporting packages for management and investors.


• Prepare Cleo’s audited group financial statements under International Financial Reporting Standards (IFRS).


• Lead on our US entity financial statements preparation and audit under US GAAP.


• Collaborate and own the annual audit process, as well as developing and implementing internal controls


• Partner with other teams (e.g., Strategic Finance, Operations) to support strategic decision-making and provide insight into Cleo’s financial performance.

Tax Compliance and Strategy

• Manage Cleo’s tax compliance processes across the UK, US, and other jurisdictions, ensuring timely filing of all tax returns and payments.


• Liaise with external tax advisors to ensure compliance with UK corporate tax, US Federal and State tax


• Monitor changes in tax legislation across all relevant jurisdictions, assessing their impact on Cleo’s operations and advising the business accordingly.


• Support transfer pricing compliance and documentation across the group
  
  

Team Leadership and Process Improvement

• Develop and maintain robust processes for financial reporting and tax compliance to support Cleo’s scaling operations.


• Train and mentor junior finance team members in areas of reporting and tax compliance.


• Drive continuous improvement initiatives in reporting, systems, and processes.

Cross-Functional Collaboration

• Work closely with the Strategic Finance team to align financial reporting with forecasts.


• Collaborate with Legal, People, and Operations teams to address tax and accounting implications of business decisions and global expansion plans.


• Act as a key point of contact for investors and external stakeholders regarding financial and tax reporting matters.

What We’re Looking For

• Professional accounting qualification (e.g., ACA, ACCA) with strong post-qualification experience (+3 years)


• In-depth knowledge of IFRS and experience preparing financial statements in compliance with these standards. US GAAP knowledge is a plus, but not essential


• Demonstrated experience in managing UK, US, and global tax compliance


• Excellent project management and organizational skills, with the ability to manage multiple priorities and meet tight deadlines

• Strong analytical and problem-solving skills


• Effective communication skills, with the ability to convey complex financial information to non-finance stakeholders


• Proactive and resourceful, with a drive to improve processes and systems


• Previous experience in a fast-paced technology, SaaS, or start-up environment is highly desirable

What do you get for all your hard work?

• A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles. You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/ This role aligns with the F4 band. 


• Work at one of the fastest-growing tech startups, backed by top VC firms, Balderton & EQT Ventures


• A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your impact. Always with our complete support. 


• Flexibility. We can’t fight for the world’s financial health if we’re not healthy ourselves. We work with everyone to make sure they have the balance they need to do their best work


• Hybrid-first: Join our hybrid-first team, where we blend the best of both remote and in-office work. We expect our team members to be in our London office 1-3 times a week. On Wednesdays, we buy you lunch but you can come to the office on whichever days work best for you


• Other benefits;




• Company-wide performance reviews every 6 months 


• Generous pay increases for high-performing team members


• Equity top-ups for team members getting promoted


• 25 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo, up to 30 days)


• 6% employer-matched pension in the UK


• Private Medical Insurance via Vitality, dental cover, and life assurance


• Enhanced parental leave


• 1 month paid sabbatical after 4 years at Cleo


• Regular socials and activities, online and in-person


• We'll pay for your OpenAI subscription


• Online mental health support via Spill


• Workplace Nursery Scheme 


• And many more!

We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.

If there’s anything we can do to accommodate your specific situation, please let us know.

UK App access: The Cleo app is no longer downloadable in the UK (but only until next year). If you’re an existing user, you’ll still have access to the app. But some features won’t be available (just for a little while). Why? 99% of our users are based 

in the US – where financial health is often overlooked. We’ve decided to shift our focus to where we can provide the most value and make the greatest impact for users who need it most. Then we’ll be able to apply what we learn to better support our UK users in the future.