Shaw & Co is a leading corporate finance advisory firm with a strong reputation for providing expert financial solutions and strategic guidance to entrepreneurs and owner managers of businesses across various industries. Our purpose is to assist our clients in achieving their financial objectives and maximizing value through mergers, acquisitions, and funding solutions and the ultimate realisation of their business interests. Our track record includes transacting with the likes of Unilever, Vodafone, Groupon and Michelin to name a few. As a forward-thinking firm, we are continuously expanding our offerings to meet the evolving needs of our clients.
As Business Operations Manager, you will take full ownership of Shaw & Co’s backend processes and support functions, enabling the Founder & CEO to focus on strategic growth, deal delivery, and senior recruitment. This is a hands-on, varied role covering finance, HR, property, compliance, IT, and supplier management.
The role requires a breadth of experience and a willingness to tackle new areas with a high degree of diligence and tenacity. You will proactively manage all operational issues, drive improvements, and ensure the business runs smoothly and efficiently. You will be trusted to use your initiative, judgement, and breadth of experience to solve problems, anticipate needs, and deliver high-quality outcomes with minimal supervision.
• Prepare monthly SMT reporting packs, ensuring accuracy and timely delivery.
• Organise monthly SMT agenda and ensure delivery of decision papers in a timely manner.
• Manage credit control, ensuring timely collection of receivables and proactive management of outstanding debts.
• Maintain short- and longer-term cash flow forecasts.
• Liaise with outsourced finance providers and ensure accurate, timely financial information.
• Monitor and manage and approve employee expenses and client recharges ensuring adherence to policy.
• Oversee all supplier relationships and ensure cost control and where appropriate bring about cost reductions.
• Support the CEO with financial planning and analysis to drive better business decisions.
• Coordinate and improve HR processes: recruitment administration, onboarding, payroll, holiday/sickness tracking, and compliance.
• Manage benefits packages including Health Insurance, DIS and Income Protection schemes.
• Manage and administer the company EMI scheme, including regular valuations with HMRC and issuing scheme documentation.
• Oversee the PDP process ensuring that all members of the team are maintaining a PDP and are receiving the appropriate line manage input.
• Undertake annual salary review and benchmarking exercise and provide recommendations to CEO.
• Liaise with outsourced HR providers and ensure policies are up to date.
• Liaise with outsourced HR providers to support any arising HR issues supporting and advising the CEO on appropriate and compliant courses of action.
• Support employee wellbeing and engagement initiatives.
• Manage office property matters: leases, maintenance, insurance, and supplier contracts.
• Ensure the office environment is safe, compliant, and fit for purpose.
• Drive working environment improvements.
• Mange office supplies and maintain cost control.
• Maintain company records, filings, and statutory compliance (using outsourced support where required).
• Manage the annual ICAEW and DPB compliance reports and reviews.
• Provide key point of contact for ICAEW practice assurance.
• Manage annual PII renewal process.
• Ensure adherence to regulatory requirements (GDPR, health & safety, etc).
• Oversee provision of ongoing training to meet regulatory requirements (such as manual handling, fire safety, first aid).
• Support risk management and business continuity planning.
• Coordinate IT support and outsourced providers oversee IT ticketing for team and manage priorities.
• Oversee IT procurement, including sourcing, purchasing, and replacement of equipment.
• Manage kit issued to new starters and ensure recovery from leavers.
• Manage environmentally responsible equipment disposal where required.
• Ensure systems are secure, up to date, and fit for business needs.
• Support adoption of new technology and process improvements.
• Mange annual programme of SMT meetings ensuring diary alignment and room availability.
• Organise, schedule and budget two firm away days per annum.
• Organise, schedule and budget a Partner away day each year.
• Oversee business meeting schedule to maintain agreed upon battle rhythm.
• Co-ordinate other team gatherings such as firm Christmas party.
• Proactively identify and resolve operational issues.
• Develop and improve processes and systems.
• Focus on making Shaw & Co a great place to work for all team members by making business easy.
• Ensure the CEO is kept informed of key issues, risks, and opportunities.
• Use initiative and judgement to solve problems and deliver solutions.
• Maintain confidentiality and demonstrate utter integrity in all dealings.
• Essential:
- Experience running or supporting a small business across finance, HR, payroll, operations, compliance, and IT.
- Proven ability to manage multiple priorities and deliver high-quality outcomes with minimal supervision.
- Strong organisational, problem-solving, and communication skills.
- Comfortable coordinating outsourced suppliers managing contracts, and cost control.
- Experienced in all areas of finance including credit management and cash flow forecasting.
- Experience dealing with HR issues, systems management and improvement.
- High levels of integrity, trustworthiness, and discretion.
- Adaptable, proactive, and solutions-focused approach to work.
- Able to use initiative and demonstrate sound judgement.
- Comfortable with technology and evolving business systems with experience of process improvement.
• Desirable:
- Ability to manage company bookkeeping in-house, with a view to transitioning this function from outsourced providers and reducing spend.
- Knowledge of Shaw & Co’s sectors or previous experience in a similar financial services advisory role.
- Knowledge of and familiarity with Xero accounting software.
- Knowledge of and familiarity with Microsoft Dynamics CRM.
- Financial qualification such as AAT, ACA, CIMA or equivalent.
• Basic salary – £60,000 to £65,000 pa depending on experience, potential for role to be less than 5 days per week.
• PRR1 & PRR2 bonus participation.
• Equity Incentive through company EMI scheme.
• Private Health Cover.
• Death in Service, Income Protection.
• Workplace Pension Scheme.
• Bristol (central).
• Hybrid option working from home/alternative location aslong as at least one face to face session per week with the CEO is maintained.
If you would you to apply for this position please send your CV and cover letter to careers@shawcorporatefinance.com (or use the button below).
Please use ‘Business Operations Manager Bristol' in the email subject.