Full-Time
Head of Technical Accounting
Posted on 11/1/2025
FNZ
5,001-10,000 employees
Global wealth management platform for institutions
No salary listed
London, UK + 1 more
More locations: Edinburgh, UK
Hybrid
 Accounting (3) |
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- Full professional qualification (e.g. ACA, ICAS, ACCA or equivalent
- Significant technical accounting experience with in-depth IFRS knowledge (5+ years)
- In-depth technical knowledge of key standards including IFRS 15, IFRS 2, IFRS 9, IAS 36
- Exceptional technical writing, communication, and presentation skills, with the ability to distil complex accounting guidance to stakeholders at all levels.
- Ability to work with and advise both finance and non-finance teams.
- Experience drafting and reviewing statutory accounts for complex organisations
- Strong report writing skills and attention to detail
- Previous audit or large corporate accounting background preferred
- Experience working with auditors, Audit Committees, and other specialists. Ability to manage external auditor relationships and contribute to clean audits
- Be the key contact to assess the accounting treatment of proposed transactions under IFRS, working closely with both Group and Regional finance teams.
- Prepare technical papers on complex transactions such as revenue recognition, leases, business combinations and equity transactions, ensuring documentation is complete and audit ready.
- Lead the research and implementation of new accounting policies and / or new regulations. Review and amend existing accounting policies.
- Ensure the Group complies with relevant accounting standards and prepares accurate financial statements and disclosures
- Support the preparation and presentation of quarterly finance updates to the Audit Committee. Attendance at Audit Committee meetings to brief members of any findings.
- Liaise with external auditors, addressing technical questions and presenting new treatments
- Design and deliver training on technical accounting for finance colleagues across the Group
- Continuously improve reporting templates, disclosures and internal processes
- Previous audit or large corporate accounting background preferred
- Experience working with auditors, Audit Committees, and other specialists. Ability to manage external auditor relationships and contribute to clean audits
FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.
Company Size
5,001-10,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$4.8B
Headquarters
London, United Kingdom
Founded
2003
Simplify's Take
What believers are saying
- David Moss can accelerate modular product strategy and US growth.[1]
- FNZ Select can lift monetization through premium service tiers and roadmap access.[1]
- The $650 million equity raise funds technology investment and strengthens balance-sheet resilience.[1][3]
What critics are saying
- FNZ Select creates two-tier perceptions that can push core clients to rivals.[1]
- Only four of five projects are delivered on time, exposing rollout credibility risk.[1]
- Rising regulation, cybersecurity, and inflation costs compress margins and force pricing pressure.[1]
What makes FNZ unique
- End-to-end wealth platform spans technology, operations, and investment workflows globally.[2]
- Supports over US$2.4 trillion in assets across nearly 30 million people.[2]
- Modular, AI-enabled solutions target institutional clients in North America and the UK.[1][2]
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↑ 0%FNZ appoints former BNY executive as chief product officer. FNZ has appointed former BNY executive David Moss as its new group chief product officer as the firm pushes ahead with its global expansion and North American growth plans. Based in New York, Moss will lead FNZ's global product strategy and oversee the development of modular wealth management solutions across the firm's platform. He will also play a key role in supporting FNZ's expansion in the US and Canada, where demand for AI-enabled wealth technology solutions is increasing. Moss joins FNZ from BNY, where he held senior leadership roles across corporate strategy, client management and wealth. He has also previously held leadership positions at Citi and McKinsey & Co. FNZ group president Roman Regelman said the appointment reflected the company's ambitions in the US market and its broader technology strategy. "David brings deep financial services experience, proven product and strategy leadership, and a strong understanding of the challenges facing complex financial institutions," he said. "His leadership will be critical as we continue to build our global presence and deliver the next generation of modular, technology-led solutions for our clients." Moss will report directly to Regelman and join FNZ's executive committee. Commenting on his appointment, Moss said he looked forward to helping scale FNZ's platform and deepen its North American presence. "I look forward to working with our clients and FNZ's product, technology and operations teams to continue delivering innovative, modular solutions that help financial institutions modernise, grow and better serve advisers and end clients," he said. FNZ currently supports more than $2.4tn in assets on its platform on behalf of financial institutions.
FNZ appoints ex-rathbones COO to head up UK business. FNZ has appointed Andy Brodie as group head of its UK business, as the firm looks to strengthen leadership in its largest market. Brodie joined FNZ two months ago and brings more than 15 years' experience in financial services. He previously served as chief operating officer at Rathbones Group and has held senior roles at Aberdeen and Barclays. His appointment comes as FNZ continues to scale its UK operations, with assets on platform in the market growing by 88% over the past five years. Brodie replaces Alastair Conway, who will move into a new role as vice chairman of client coverage, focusing on strengthening relationships with clients globally. FNZ group president Roman Regelman said Brodie's appointment reinforces the firm's leadership position in the UK and supports its next phase of growth. He added that Conway's new role will enable the firm to make greater use of his experience across its global client base. Brodie said he had been "hugely impressed" by FNZ's client relationships and platform capabilities since joining the business, and will focus on building on recent progress in the UK. The appointment forms part of FNZ's broader effort to strengthen execution and delivery as it continues to expand its platform offering to wealth managers and advisers.
FNZ launches Select premium service with priority access. FNZ has launched a new premium service proposition offering clients priority access to innovation, enhanced service levels and greater influence over its product roadmap. The global wealth platform said FNZ Select forms part of a broader tiered approach to partnering with clients, with features including built-in AI capabilities, faster speed to market and additional platform support. However, the move raises questions about whether FNZ is creating a two-tier platform model, with some clients receiving preferential access and influence. FNZ group president Roman Regelman rejected that characterisation, describing the model as a "business choice" rather than a divide between clients. He told Money Marketing: "I would not call that two-tier in the sense of have and have-nots. All clients will receive excellent service, stability and support. But clients that opt for the premium service will get additional benefits." Regelman likened the approach to airline seating, where all passengers reach the same destination but premium customers receive additional services such as priority boarding and faster access. Under FNZ Select, clients will benefit from earlier access to new products and platform enhancements, alongside greater input into FNZ's innovation roadmap. The firm said the new structure gives clients more choice over product mix and pricing, while aligning its commercial model more closely with the value it delivers. Regelman said: "We create outsized returns for our clients in terms of growth, efficiency and innovation. We want to align that value creation with our commercial model." For clients that do not adopt Select, FNZ Core will continue to provide its existing platform service, which the firm said remains "strong and reliable". The launch comes amid rising industry costs, with Regelman saying FNZ's costs have increased by around 55% over the past five years due to regulation, cybersecurity and inflation. He added that FNZ has invested more than $2bn into its platform over the past two years to support technology, service delivery and operational resilience. The firm said the introduction of Select reflects both increasing client expectations and the need to ensure long-term financial sustainability. While positioned as an institutional proposition, FNZ Select is expected to have downstream effects for advisers using FNZ-powered platforms. Select clients will receive earlier access to new tools and features, including AI-driven capabilities, potentially giving advisers on those platforms a competitive edge. "It is an institutional proposition, but that flows through to advisers and end clients," Regelman said. Industry clients have welcomed the move. Steven Levin, chief executive of Quilter, said the approach would provide "greater client clarity and flexibility". Clive van Horen, chief executive of Colonial First State, added that it would support premium service for strategically important clients. The launch follows a period of operational change at FNZ, with Regelman saying delivery performance has improved. He noted that four out of five projects are now delivered on time, with further improvements targeted. FNZ, which supports around $2.4tn in client assets globally, said the new model will help it continue investing in innovation and platform capabilities while strengthening long-term client partnerships.
FNZ strengthens executive leadership team with key appointments. 10 March, New York, London and Sydney: FNZ, the leading global wealth management platform, today announced a series of leadership appointments to support its continued global growth. Anthony Habis has been appointed Group Head of North America, in addition to his ongoing role as Group Chief Commercial Officer. Anthony's appointment reflects FNZ's strong commitment to North America, an important growth region where the firm is seeing increasing demand for its AI-enabled, end-to-end wealth management platform, demonstrated through partnerships with clients including BMO and Raymond James. His leadership will support FNZ's next phase of expansion across the United States and Canada, driving the new business pipeline, strengthening client partnerships and delivery execution, while contributing to FNZ's continued global growth. Anthony brings more than 25 years of global leadership experience across wealth and asset management, including senior roles at Citi and BNY Mellon, where he oversaw the client franchise across all investor segments and approximately US$50 trillion in assets under administration. He previously led FNZ's Asia Pacific region. Ryan Beach, former lead for North America at FNZ, will leave the firm following a planned transition. FNZ Group thank him for his contribution and look forward to future collaboration. Peter Hiom has been appointed Group Head of Asia Pacific, in addition to his ongoing role as Group Head of Markets. He will lead strategic direction, client delivery and growth across Asia Pacific, while continuing to lead FNZ's strategy to provide technology and dealing services across the global capital markets value chain. Peter brings extensive experience in global capital markets and market infrastructure. Before joining FNZ in 2025, he spent four years as an Industry Partner at Motive Partners, and prior to that he served as Deputy CEO at ASX, leading primary and secondary markets, clearing and settlement, data and technical services. Earlier in his career, he held business development and technology roles at the London International Financial Futures Exchange and the Sydney Futures Exchange. Alasdair Munro has been appointed Chief Communications Officer, responsible for leading FNZ's global marketing and corporate communications. He brings over 20 years of experience across PR, communications and marketing, and has been with FNZ since 2010, giving him deep knowledge of the business and the wealth management technology sector.
Ex-NatWest CEO appointed chair of FNZ UK to strengthen global business. FNZ has appointed Dame Alison Rose as chair of its UK board and member of the FNZ Group board to accelerate the company's strategy. Rose currently serves as chair of Mishcon de Reya and senior partner at Charterhouse Capital Partners. She was CEO of NatWest Group until 2023, following a 30-year career at the UK high-street bank, and chaired the government-commissioned Rose Review of Female Entrepreneurship. In her new FNZ role, Rose will work closely with FNZ's boards and support its commitment to making investing accessible to more people worldwide. "As chair of the UK board and a member of the FNZ Group Board, I look forward to working with the team to support the company's growth," she said. "FNZ's mission to open up wealth and enable more people to invest in their future on their own terms is one I strongly believe in." Blythe Masters, CEO of FNZ Group, added: "Her insight and experience will be highly valuable as Money Marketing strengthen its business globally. "Alison is an outstanding leader, and I'm delighted to welcome her to FNZ. She brings deep knowledge of financial services and the UK regulatory landscape."