Ref: TS1030
Chief Financial Officer
€ 200,000 - € 225,000 per year United Kingdom
The opportunity
Chief Financial Officer: Financial Services (PE Backed)
£200,000 – c. £225,000 + Bonus + Equity
Location: London (Hybrid)
TS1030
The Opportunity
Finatal is partnered with an established and reputable financial services company, backed by a prominent private equity firm in the mid-market sector. As an FCA-regulated business, it is on a mission to transform the financial advisory landscape by executing a roll-up strategy. The current primary revenue streams of the business are derived from its core activities in underwriting and the issuance of insurance policies. The company is currently seeking a highly skilled and experienced CFO, who has extensive knowledge of the sector, to join the team and lead the financial operations.
Role Overview:
The CFO will play a pivotal role in driving the financial strategy and ensuring its alignment with business objectives whilst also outlining and facilitating a period of continued expansion and growth. The ideal candidate will possess extensive experience in the financial services / insurance sector, particularly in managing and optimizing the financial performance of FCA-regulated entities. The individual will also be familiar with private equity reporting standards, having scaled and maintained growth of a similar PE backed business within the sector.
Key Responsibilities:
- Leading the financial planning, budgeting, and forecasting processes, ensuring accuracy and compliance with industry regulations.
- Developing and maintaining financial models and key performance indicators (KPIs) to guide strategic decision-making.
- Overseeing treasury and cash management functions to optimize liquidity and capital efficiency.
- Driving financial reporting and analysis, presenting insights to the executive team and private equity partners.
- Establishing and maintaining strong relationships with financial institutions, auditors, and regulatory bodies.
- Ensuring compliance with FCA regulations and contributing to regulatory reporting.
- Managing and mentoring a high-performing finance team.
- Collaborating with other departments to support the IFA roll-up strategy.
Requirements:
- ACA, ACCA, CIMA qualification or equivalent
- Proven track record of success as a CFO or senior financial executive in the financial services industry.
- Previous experience in a private equity backed business, preferably in a similar sector
- In-depth knowledge of FCA regulations and experience working within the regulatory framework.
- Strong financial modelling and analysis skills.
- Significant knowledge of regulatory compliance, ensuring the company complies with insurance laws, regulations, and reporting requirements.
- Exceptional problem-solving abilities and a strategic mindset.
- M&A and integration experience is a significant plus.
This company is dedicated to creating an inclusive and engaging workplace and offers job opportunities without discrimination based on gender, age, race, religion, or sexual orientation
The role
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