M&A Director

Real Estate Power BI Data Analyst 

EM1036 

Finatal is working with a dynamic real estate tech firm with substantial backing from PE investors. Their mission is to revolutionise the real estate industry through data-driven solutions, and are committed to enhancing KPIs and optimising real estate operations. The business is expanding rapidly  

They are seeking a Real Estate Power BI Data Analyst to join their team and play a pivotal role in elevating their KPIs by translating real estate data into actionable insights. You will collaborate closely with cross-functional teams, analyse real estate data, and craft insightful reports and dashboards to guide our business strategies. 

Key Responsibilities: 

• Collaborate with real estate stakeholders to understand their unique data needs and requirements, such as property performance, market trends, and occupancy rates. 

• Acquire, cleanse, and transform real estate data from various sources to ensure data integrity, including property management software, financial reports, and market data. 

• Design visually compelling and interactive dashboards and reports using Power BI, focusing on key real estate metrics such as: 

• Occupancy rates and trends 

• Lease expiration and renewal data 

• Rental income and expense analysis 

• Property valuation and appreciation. 

• Market comparable and competition analysis. 

• Analyse real estate data to uncover trends, patterns, and insights that drive sound business decisions, such as optimising rental pricing strategies and identifying opportunities for property expansion or divestment. 

• Work closely with teams to pinpoint areas for enhancement and devise strategies to optimise real estate KPIs, including improving property ROI and maximising rental income. 

• Regularly monitor and maintain existing reports and dashboards, implementing updates as needed to reflect changing real estate market conditions. 

• Provide training and support to team members on effective Power BI utilisation and real estate data analysis. 

Interim Financial Controller

3 month initial contract

(Scope for extension & permanent position)

Remote (adhoc travel across the East Coast)

Flexible hourly rate depending on experience.

JH1007
We are currently assisting a Private Equity-backed SaaS business that has recently undergone a secondary transaction. They require an experienced interim controller to spearhead the revitalization of their accounting team and processes, enhancing the overall professionalism of the function for their new investors. In this role, you will oversee projects involving revenue recognition, systems implementation, and compliance with US GAAP standards. This represents a fantastic opportunity to collaborate with a renowned private equity firm and provide support to an accomplished CFO.

Requirements:

- Must have experience with SaaS/It Managed services

- Must have strong exposure to US GAAP

- Preferably have experience working for a Private Equity backed business

- Preferably CPA qualification

Interim Integration Director/PMO

London with travel across the UK

6 months

£1000

JS54316

Finatal are working an international private equity house that needs an Interim Integration Director to assist with a scaling portco c£50m t/o that has recently completed a number of acquisitions across the UK and Europe. The business is predominantly people-based and key talent retention will be of upmost importance as ultimately this is where a lot of the value in the acquisitions is held. Your first task will be to design the PMI strategy as this is the first time they have had the need for this position. You will then work closely with all the workstream leads and C-suite to implement this strategy across the business. The long term strategy of the business is to continue the M&A strategy so a strong integration plan is crucial. 

Ideally, you’ll have a track record in:

• Designing and implementing integration strategy
• Experience in people-based services businesses
• Key talent retention
• Identifying synergies across acquired businesses
• Private equity or leveraged experience

Integration Director

Location: London

Salary: £130-160k, plus bonus

MT01822

Position Overview:

Finatal are partnered with an extremely high growth, PE backed business, seeking an Integration Director to devise and implement their integration strategy for all newly acquired businesses. You will work closely with cross-functional teams to ensure seamless transitions, capture synergies, and maximise value creation 

Key Responsibilities:

• Develop a comprehensive integration playbook for acquired businesses, aligning integration strategies with overall growth objectives.
• Lead and manage cross-functional integration teams, providing clear direction, motivation, and support to ensure successful execution.
• Collaborate with the M&A Director to conduct thorough due diligence on potential acquisitions, identifying integration risks and opportunities.
• Foster strong relationships with acquired company leaders, key stakeholders, and external partners to facilitate effective communication and collaboration.
• Implement change management strategies to ensure a smooth transition for employees and stakeholders, minimising disruption and resistance.
• Monitor and report on integration progress, including financial performance, cost synergies, and ROI analysis.
• Identify and mitigate integration-related risks, proactively addressing issues that may impact the success of the integration process.

Qualifications:

• Proven track record of successfully leading integration and transformation efforts in a highly acquisitive business.
• Strong financial acumen with the ability to analyse complex financial data and make data-driven decisions.
• Exceptional leadership and communication skills, with the ability to influence and collaborate at all levels of the organization.
• Change management expertise, with the ability to navigate and drive change in a fast-paced environment.
• Project management skills, including the ability to prioritize and manage multiple projects simultaneously.
• Demonstrated ability to work independently, take initiative, and drive results.

Interim Financial Controller

£600-650 day rate

Manchester Based / Hybrid

GA1059

The Opportunity:

Finatal are currently partnering with a Large-Cap private equity fund supporting a Software Development company seeking an Interim Financial Controller. This an exciting period to join an aspirational business within the services sector set to double its growth by the end of this year. This requires a hands-on individual with the ability to produce and generate high-level financial budgets, forecasts, and reports. In addition to business reconciliation.

The Role:

• Working closely with the CEO/CFO of a high-growth business
• Hands on candidate to develop & professionalise  the day-to-day finance function
• Supporting the month end reporting
• Delivering the budgeting and forecasting
• Ownership of cashflow management
• Improving the processes and controls for the business whist automating the reporting

• Ability and willing to take on any additional ad-hoc projects
• Ability to manage month-end and audit processes

• Experience of generating financial budget
• Experience of working in a high pressure and delivery focused environment
•  

The Requirements:

• ACA, ACCA, CIMA (or equivalent) qualified
• Professional Services experience is desired
• Large Cap private equity experience is desired

Interim FP&A Manager

£500-550 PD

Central London / Hybird

GA1058

The Opportunity:

Finatal are currently partnering with a Large Cap private equity fund supporting a Ed-Tech business within their portfolio. Due to their continued growth, they seek a strong commercially focused individual to create to financial plans and budgets forecasting for investors and senior stakeholders. Modelling experience is desired in addition to strong business partnering abilities. An exciting opportunity to lead the professionalization of the commercial arm of the business.

The role:

• Aid the creation and preparation of 5-year business forecasting
• Experience of working closely alongside a CFO
• Ability to prepare vital business plans
• Involvement in creation of high-quality budgets and forecast models
• Additionally, any ongoing adhoc projects surrounding processes & controls due to company growth
• Forward thinking and dynamic candidate

The Requirements:

• ACA or CIMA or ACCA Qualified
• Experience of private equity backed business environment is desired
• Sector experience is desired