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Finance Officer - Accountant

Guernsey

Permanent

Full-time

Job ID:

68516

Published date:

04/12/2025

Summary

JOB TITLE	Finance Officer	JOB LEVEL C2
DEPARTMENT	Trust & Corporate, Funds, Group
REPORTING TO	Finance Manager
JURISDICTION	Guernsey

OAK SUMMARY

Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $24 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.

Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. Opera has welcomed Accuro (pending regulatory approval), Amber (now Oak Bahamas), HFL, Meritus (pending regulatory approval) and Oak into the fold, each one powered by Opera, each one contributing to our shared ambition.

For more information, please visit: https://www.operalimited.com/

JOB SUMMARY

The Finance Officer is responsible for assisting the Finance Manager with the preparation of the financial information of Oak Trust (Guernsey) Limited (‘OTGL’), Oak Fund Services (Guernsey) Limited (‘OFS’) and Opera Group Limited (‘OGL’) (together, ‘Oak Gsy’). Responsibilities cover internal accounting, client billing, debtor management, assisting with monthly management accounts, inputting supplier payments, and assisting with other ad hoc projects as required.

KEY RESPONSIBILITES

Perform daily bookkeeping and transaction processing across multiple entities
Maintain up-to-date and accurate accounting records, with a focus on bank statements, agreements, invoices, contracts, resolutions, and supporting documentation
Reconcile all ledger items to supporting documents, ensuring schedules and workings are properly maintained
Maintain fixed asset registers, debtors’ ledgers, accruals, and prepayment schedules
Assist in timely and accurate preparation of annual financial statements, monthly management accounts, and ad-hoc reports in line with IFRS / UK GAAP
Assisting with budget process – compiling information for inclusion in budget
Double entry bookkeeping, including accrual accounting
General administrative tasks
Completing any other duties as may be required from time to time in accordance with the requirements of the role, team and evolving nature of the function
In all aspects of your role, display and adhere to the ‘Oak 8’, Oak Group’s core values:
Support Each Other to Thrive
Think and Act Like an Owner
Innovate and Lead Fearlessly
Focus on the Client
Earn Trust with Integrity
Fuel Growth with Passion and Learning
Think Globally
Empower Community

KEY COMPETENCIES & SKILLS

Holds or is working towards an Accountancy Qualification e.g. ACCA
Have a proven track record of working in an accounts department
Demonstrate experience of successfully working within a team
Have a high level of motivation
Have an analytical mind set with strong problem-solving skills
Have excellent computer skills, particularly Microsoft Excel
Have excellent communication, interpersonal, influencing and negotiation skills.
Can foster collaboration and teamwork
Have a pro-active and responsible attitude and the ability to work within strict financial guidelines whilst still utilising their own initiative

KEY BUSINESS PARTNERS

Group CFO
Financial Controller
Finance Manager
External suppliers
Internal colleagues / departments i.e. client administration teams

Employee Signature:_____________________________________ Date:_____________________

Employee Name: ________________________________________

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Human Capital Manager (Systems, Reward, Policy Lead) - 18-month FTC

Jersey OR Guernsey

Contract

Full-time

Job ID:

61596

Published date:

01/09/2025

Summary

Role: Human Capital Manager (Systems, Reward, Policy Lead) Location: Guernsey / Jersey Line of Service: Business Enablement Pillar: People Grade: Manager Contracted Hours per Week: 37.5 hours Length of Contract: 18 months (October 2025 to April 2027) PwC Channel Islands Overview PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms employing over 364,000 staff. Job Summary: This is a Manager position and operates as a Human Capital (HC) Manager within the People Operations area of the wider People Pillar. As part of the People Operations team, this role will lead on People Systems, Reward and Policy, and will have oversight of other key areas within the employee lifecycle. This role interacts and collaborates with all other HC teams, such as HC Business Partners, Digital, Learning and Development, Talent Acquisition, HC Risk & Quality, and may lead on ad hoc strategic initiatives. Working and collaborating with other internal functions across our Business Enablement teams is expected. Responsibilities: The key focus is on delivering high quality people solutions, in support of the People Strategy, aligned to the business areas and firm business strategy.

● Delivering on an annual cycle of key initiatives, as well as driving efficiencies by bringing together a strong HC knowledge base, and an innovative mindset.

● Working with the wider People Operations team to gain broad understanding of the function and leading the team to deliver great results.

Responsibilities include:

● Manage Compensation & Benefits ○ Chair the Remuneration Sub Committee ○ Support in agreeing and driving forward the reward strategy

○ Lead on Compensation including Annual Salary Review and implementation, and ad hoc compensation changes

● Manage Reporting and Analysis ○ Run in scope Employee Engagement surveys, analytics, and action plans ○ Provide employee analytics ○ Manage Internal and External Reporting

● Manage Lifecycle Strategy/Policies

○ Manage People Policies ○ Take ownership of the Employment Manual, and lead on regular review

● Manage HC Systems

○ Maintain and ensuring the integrity of HC data

● Data protection ○ Ensure alignment with the DPO and team.

Direct Reports: This role reports to:

● People Operations Lead Reporting into this role

● Senior Associate - (Reward, ER, Policy & Process) ● Senior Associate - (Data Steward, Analysis & Engagement)

Qualifications & Certifications:

● CIPD Level 5 or above (or equivalent) Skills & Experience Required: Essential skills:

● Experience of data analysis, visualisation & reporting ● Experience in the managing and continuous development of HR technologies (e.g.,

Workday) ● Experience in development and implementation of HR policy & programmes ● Experience of managing Reward (comp & benefits) ● Ability to handle pressure and manage conflicting demands ● A professional and resourceful approach and an ability to build rapport at all levels

Desirable skills:

● Understanding of employment laws and regulations in BCI ● Experience in competitor reward analysis & benchmarking ● Experience in budgeting and forecasting ● Experience of project management ● Experience of system implementation and management ● Experience in data protection and strong data literacy ● Experience of managing investigations relating to employment issues ● Experience of managing employee relations and case management

Travel Requirements: Managing a cross island team, this role may require travel between the islands and may occasionally require further travel. The skills we look for in our people: All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, The PwC Professional. The PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and Evolve, and Distinctive Outcomes is underpinned by behaviours that Champion, Build and Deliver Diversity: We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business. https://www.pwc.co.uk/diversity

https://www.pwc.co.uk/diversity

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