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Lorenzo Williams Executive Consultant
Job Description
Power BI Specialist (Finance Literate)
London / Hybrid
Contract (Outside IR35)
LW1017
We are currently seeking a skilled Power BI Specialist with a strong finance background to join our team. The ideal candidate will have experience working closely with CFOs and a deep understanding of financial data analysis. While finance qualifications are not mandatory, experience working in a private equity backed business is required. Sector experience is not required.
Responsibilities:
- Collaborate with the CFO to gather data requirements and develop tailored financial data solutions.
- Extract and transform financial data from various sources, utilizing SQL and Excel.
- Utilize the ETL process to ensure accurate and reliable financial data.
- Develop insightful financial dashboards and reports in Power BI for analysis and decision-making.
- Provide ongoing support and maintenance for existing financial data solutions.
- Liaise with stakeholders to understand their reporting needs and deliver solutions that meet their requirements.
Requirements:
- Minimum 5 years of experience in data analytics and visualization, with a focus on finance.
- Expertise in utilizing Power BI for financial data analysis and visualization.
- Strong understanding of financial concepts and financial reporting.
- Experience working in a private equity backed business.
- Solid skills in SQL and Excel for data extraction and transformation.
- Strong communication and stakeholder management abilities, particularly with CFOs.
- Detail-oriented with the ability to deliver high-quality work within tight deadlines.
This is an exciting opportunity for a Finance Literate Power BI Specialist to make a significant impact in a Private Equity backed business. If you possess the required experience and have a passion for leveraging data to drive financial insights, we encourage you to apply.
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Portfolio Director, Technology Growth Investor
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Ref: CL52220
Attractive compensation package including salary, bonus, and carry
The Opportunity:
· This is a fantastic opportunity to join a fast growing technology investor that is seeking a portfolio director
· This is a new role with significant scope, you’ll work closely with the investment team and portfolio businesses to drive growth and value creation
The Role:
· Working alongside management teams across the entire portfolio to help deliver strategic, operational and transaction support that will help drive value and deliver growth
· Work closely with the deal teams to assist in the management of and development of portfolio companies
· Assist with the review of new deal pre-completion documentation and the development of 100-day plans for new investments
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· Ongoing oversight of project delivery for these projects
The Requirements:
· Previous private equity experience desired, either as a portfolio director in PE, or relevant advisory role focussed on transformation
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Interim CFO
Interim CFO
Length of contract: 3-6 months
Location: Spain, Madrid and on-site 3 days per week
Pay rate: €700 - €1100 per day including expenses
Start Date: ASAPCR1004
Finatal is partnered exclusively with a leading Private Equity fund seeking an Interim CFO to support a fast-growing Healthcare business based in Madrid. Current Group revenues of €15m. The incoming Interim CFO will be tasked with partnering closely with the Group CEO and Private Equity investors to drive this ambitious growth plan in a highly dynamic sector.Core Deliverables:
- Evaluate Group financials/reporting systems per IFRS standards.
- Improve finance IT systems and processes for efficiency, transparency, and KPI tracking.
- Enhance Group-level financial information to boost performance (margins, staff efficiency).
- Develop and oversee financial strategy and control.
- Coordinate monthly closings and report to private equity and debt providers.
- Manage Group-level financial activities, optimize cash flow, and oversee banking and FX relations.
- Lead financial aspects of M&A, including due diligence, deal structure, and integration planning.
- Understanding Cash (order to cash process), structuring cost/consumables O2P lean.
- Digitalization across the board of the business- mid-transformation.
- Support for sale- marketing and commercial.
Key Requirements:
- On-site presence in Madrid.
- Proficient in spoken and written Spanish.
- Nice-to-Haves:
- Previous experience as Group CFO.
- Exposure to Private Equity or leveraged environments.
- Understanding of the Healthcare sector.
- Spanish native
If you're interested, please get in touch with Christopher.rabis@finatal.com to find out more.
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Interim Finance Director
Interim Finance Director – Technology
Location: Cumbria
Day rate: £750-£900
TC10004
Finatal are currently recruiting a hands on interim FD to support the CFO of a technology company over the next 6 months as the organization goes through a period of change. The role will include helping in the day to day finance function and to evaluate and bring in reporting controls and processes.
Role responsibilities:
- Running day to day finance function
- Improve internal and external financial reporting
- Ensuring accurate and timely monthly reports
- Helping produce the budget and forecast for next year
- Evaluating if any system changes are needed
- Supporting C-Suite on any ad hoc projects
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