34 Opportunities for

Portfolio Associate

UK Mid-Market Private Equity Fund,London
Attractive comp
UK

Ref: CL45520

The Opportunity:

• Finatal is working with a growth oriented lower mid-market PE investor with a focus on portfolio value creation.
• The fund has grown significantly over the past few years and is looking to further strengthen its portfolio support capabilities
• You’ll work closely with the deal team and management teams of portfolio companies to deliver top and bottom line value creation

The Role:

• Financial modelling to support portfolio companies, including modelling of financial impact of new commercial opportunities and operational initiatives
• Execution support for bolt-on acquisitions including deal structuring and synergy modelling
• Market and sector research for portfolio companies, including market mapping for bolt-on opportunities
• Ad-hoc FP&A analysis for portfolio
• Work collaboratively with key stakeholders across the team and portfolio

The Requirements:

• 1-2 years PQE with experience financial modelling & analysis
• Demonstrable experience of building operational and financial models
• Exposure to, or understanding of, the private equity industry
• Highly numerate with strong analytical abilities
• Highly driven self-motivated individual with strong attention to detail
• Desire and ability to work with multiple stakeholders

We are working with a leading provider of cybersecurity solutions, with a focus on helping organizations protect their sensitive information and assets.

They are seeking an experienced Interim FP&A Consultant to join our team and support us in our buy-and-build journey. You will play a critical role in ensuring the success of our acquisition integration and due diligence process, working closely with the finance, legal and operational teams. This is a fast-paced, high-impact role that requires a strategic thinker and hands-on approach.

I am currently partnering with a lower mid-market PE fund who immediately require an Interim CFO to enhance the core finance function for one of their SaaS businesses post investment. The business has strong growth plans though inorganic means thus, need a hands on CFO to streamline reporting processes and maintain tight control over cashflow forecasting.

Operating in a lean finance team, you'll be responsible for streamlining reporting, improving MI, and integrating acquisitions.

The role needs someone who proves both strategic and technical. Previous Private Equity experience is essential.

We are currently partnered with a mid-market PE fund who are looking to invest in a market-leading organisation. The business requires a first-class CFO; to drive on the next phase of growth – looking to broadly treble the business to c. £50m EBITDA over the investment lifecycle through a buy and build strategy. With an outstanding presence in the ESG space, they are looking for a strategic and commercial CFO to lead on integration, setting the vision and strategy for finance, bringing a data-led approach to the board and helping prepare for exit in 2-3 years.

I am working with a luxury multisite consumer business that has disrupted an already rapidly growing leisure market. Established by a founder with an excellent reputation in the industry and owner of multiple household names in the hospitality industry, the business has just been led through a successful fundraise and are now embarking on a buy and build model. They need an excellent number one in finance to work closely with the CEO, investors and lead the roll out of new sites whilst creating a best-in-class finance function that can support the expected rapid growth.

Finatal are searching for a commercial CFO to join a leading international, sustainable and innovative manufacturer of mechanical parts. The right CFO will have experience in Private Equity owned businesses and will have led through a successful exit.

Backed by a reputable Private Equity house who have been invested for 2 years and are looking to exit by 2025.

Currently with revenues of £20m with locations in Europe and US. They are looking to grow organically whilst expanding more into the US market to reach £8m EBITDA before sale.

The role will be hands on requiring a CFO who can improve the management information reporting whilst maintaining strong stakeholder relationships.

It will allow for commercial aspects with involvement in contractual negotiations and partnering with an experienced management team to deliver the exit plan.

A Private Equity firm have retained Finatal on their CFO search for a portfolio company that operates in the retail space. With £40m t/o and £5m EBITDA, the firm are seeking a dynamic and experienced CFO to join their team. Further, looking to exit next year, the firm are looking for a candidate with a strong background in finance and a proven track record in managing financial operations for a fast-paced environment.

Finatal are currently working with a high growth private equity backed E-commerce business. They are looking for a highly proactive and diligent individual to take lead with onboarding new acquisitions and deep dive into the newly acquired business’ reporting to provide clarity to the parent. This is a unique opportunity to support an ambitious growth agenda which involves further expansion within the UK.

I am currently working with a high growth private equity backed retail business focusing on professionalising their finance function. Due to new recent investment the company is experiencing significant growth and are looking to expand their finance team. This newly created role will provide you with the opportunity to get hands on and learn from an experienced FD.

A leading private equity backed wealth management consolidator requires an M&A Manager to bolster the existing teams capabilities.

With an exceptionally strong pipeline and ambitious plans for 2023, the teams new addition will assist on full cycle deal activity, and is likely to be given responsibility to run their own deals from day one.

Finatal are working with a large cap private equity fund that has a large global professional services outfit with a number of projects in the pipeline. They are looking to divest into two entities and require an interim group controller to oversee TSA’s and the sale process. You’ll work closely with the fund, being very process driven, working from initial transaction to the eventual winding down of the retained company, shutting down all complex legal entities and supporting the divestment process end to end. Prior to this you’ll control the group accounts, liaising closely with several c-suite members in order to maintain reports. You’ll be based in London with a mixture of on-site and remote work.

Finatal are partnering exclusively with a leading mid-market Private Equity fund seeking a Head of Finance for their rapidly growing eCommerce portfolio. 

They are seeking a hands-on and strategic individual to support on the growth strategy, as they continue to grow globally. Business partnering with Group CEO's and wider C-Suite, you will be tasked with the below.