Job Description

Location:

Newcastle

Reports to:

Chief Financial Officer (CFO)

Type:

Full-time

Join Oak Engage - Where Communication Meets Connection

We're Oak Engage -- an award-winning tech scale-up on a mission to increase productivity through culture. Our employee app already powers global brands including NatWest Group, Aldi, Burger King UK, Five Guys and Halfords, helping tens of thousands of employees connect, collaborate and thrive. Backed by a new multimillion-pound investment from growth investor NorthEdge, we're accelerating product innovation and expansion -- the perfect moment for ambitious talent to make a real impact.



Join a culture that lives its values every day: flexible hybrid working from our Newcastle HQ, private healthcare, regular socials, and clear development pathways that let you grow as fast as we do.



Ready to redefine employee engagement for the world's biggest brands? Come and grow with Oak Engage.

About the Role

We're looking for a proactive and detail-driven

Management Accountant

to join our growing finance team. Reporting directly to the CFO, you'll play a key role in delivering accurate financial reporting, managing the month-end process, and providing insights that help drive better commercial decisions. This is an excellent opportunity for a qualified accountant with around 3 years' experience who is ready to step into a broad and impactful role within a high-growth SaaS business.


You'll be working in a supportive, fast-moving environment where your input is valued and your development is a priority.

What You'll Do

Manage month-end close activities, including journals, accruals, and reconciliations Prepare monthly management accounts, financial reports, and variance analysis Support budgeting, forecasting, and rolling financial models Monitor and analyse key performance indicators and SaaS metrics Assist with cash flow reporting and scenario planning Partner with internal stakeholders to manage cost centres and budget tracking Support audit preparation, tax filings, and other statutory requirements Help improve and maintain financial processes, controls, and reporting tools Readiness for our next Investment round Involvement in M&A

What We're Looking For

Qualified accountant (ACA, ACCA, or CIMA) Strong financial reporting and management accounting skills Excellent Excel experience A strong attention to detail and commitment to accuracy Good communication skills and a collaborative working style Proactive, detail-oriented, and eager to make a meaningful impact

Desirable

Experience in SaaS, subscription-based, or high-growth tech businesses Proficiency in tools such as Xero Google Sheets

Why Join Oak?

Be part of a mission-led SaaS company with the backing to grow fast Work directly with an experienced CFO and senior leadership team Hybrid and flexible working options Private healthcare, generous holiday allowance, and wellbeing support A collaborative and ambitious team culture where finance is a true partner to the business

Our Recruitment Process

CV Review

We'll begin by reviewing your CV to understand your experience, skills, and suitability for the role. If it looks like a potential match, we'll be in touch to arrange next steps.

First Stage: In-Person Interview

You'll meet with our CFO and CPO at our Newcastle office. This conversation will focus on your background, motivation, and alignment with our business, values, and growth plans.

Second Stage: Task & Discussion

Shortlisted candidates will be invited to complete a task designed to reflect real aspects of the Finance Manager role. You'll then meet again with the CFO and CPO to talk through your approach and discuss how you'd tackle key challenges in the role.


We aim to move quickly and keep candidates updated at each stage. If you require any adjustments to the process, please let us know -- we're happy to accommodate.

Equality & Diversity at Oak

At Oak, we're committed to building a diverse and inclusive workplace where everyone feels welcome, supported, and able to thrive.


We believe that different perspectives make us stronger, and we actively encourage applications from people of all backgrounds, experiences, and identities -- including, but not limited to, race, ethnicity, gender, age, disability, sexual orientation, and socio-economic status.


We are an equal opportunities employer. All hiring decisions are based on business needs, role requirements, and individual qualifications -- without bias or discrimination.


If you require any adjustments to the interview process or the role itself to support accessibility, please let us know -- we're happy to help.