THE SEARCH:
Altus Partners is retained on a new search for a Finance Director to join an acquisitive, Private Equity backed UK Wealth Management business. As Finance Director, you will act as a true number 2 to the CFO and play a crucial role in shaping the financial strategy, ensuring robust financial management and providing critical support to M&A growth initiatives. The opportunity will be a broad, all-encompassing senior finance role with a key focus on commercials and strategy, working with senior leaders to achieve an exit in the next three years.
THE ROLE:
Key responsibilities:
Support the CFO with data and key MI for the private equity investors, ensuring transparent and timely communication on financial updates, performance reports, and strategic initiatives.
Strategy & funding; manage relationships with the Company’s banks, debt providers and private equity shareholders, and ensure regular and open communication with senior stakeholders on key matters.
Manage cash flow, treasury, capital expenditure, and working capital to optimize financial performance.
Oversight and ownership of quality of outputs across all workflows.
Present the quarterly financial reporting to lenders, alongside the CEO and CFO.
Business Partner with business unit leaders and regional CEO’s to provide financial insights and support strategic initiatives.
Support long-term financial planning, budgeting, and forecasting processes.
THE REQUIREMENTS:
Financial Services/FCA regulated industry experience
Practical experience with debt funds (Essential)
Treasury/Banking relationships (Essential)
Private Equity exposure
Fully qualified ACA/ACCA/CIMA
Ideally from an audit/practice background
Experience in working for a high-growth/“entrepreneurial” business is highly beneficial
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