• About Katie Beck

    Katie Beck


    Katie is an experienced and commercial board director and business advisor with over 18 years’ experience working with and investing in mid-market businesses. Katie's executive career was in private equity, most recently as a Partner and Head of Portfolio at August Equity LLP. Katie has experience accross a range of sectors, with a focus on service-oriented businesses in regulated markets. She has a track record of delivering shareholder returns and helps entrepreneurs and investors maximise long-term value.

    Browse Katie Beck Latest Jobs

    Ref: KE1074

    Group Financial Controller

    £ 150,000 - £ 150,000 per year

    Group Financial Controller| B2B Technology  

    Renumeration | £150k + bonus + equity

    Location | London OR Remote working


    The Opportunity

    Finatal are partnering with a rapidly growing B2B Technology business, backed by a reputable small cap UK Private Equity investor. With a thriving turnover of £120 million and an impressive EBITA of £15 million, they are at the forefront of innovation in their industry. As they continue their growth trajectory, we are seeking a talented Group Financial Controller to join their team. This is a unique opportunity to make a significant impact on their financial operations, drive efficiencies, and contribute to their successful journey towards a potential exit to a larger mid cap private equity investor within the next 18 months.

    As the Group Financial Controller, you will play a pivotal role in leading their finance function and driving financial excellence across the organization. Reporting directly to the CFO, you will oversee the financial controls team, manage financial reporting, and implement efficient processes to support their ambitious growth plans. This role requires strong leadership skills, attention to detail, and the ability to collaborate effectively with stakeholders across the business.

    The Role:

    • Lead and manage the finance function, including financial controls, reporting, and compliance.
    • Oversee the preparation of accurate and timely financial statements, including monthly, quarterly, and annual reports.
    • Drive the implementation and continuous improvement of financial processes, policies, and systems.
    • Ensure compliance with accounting standards and regulatory requirements.
    • Develop and maintain strong relationships with internal stakeholders, including the executive team, operational leaders, and investors.
    • Collaborate with business leaders to provide financial analysis and insights to support decision-making and strategic planning.
    • Manage cash flow, treasury, and working capital to optimize liquidity and mitigate financial risks.
    • Drive operational and financial efficiencies within the controls team, identifying opportunities for process improvements and automation.
    • Lead, mentor, and develop a team of 10 finance professionals, fostering a culture of high performance and continuous improvement.

    The Requirements:

    • Qualified accountant (ACA, ACCA, or CIMA) with a minimum of 5 years of post-qualification experience.
    • Proven experience in a senior finance leadership role, preferably within a private equity-backed B2B Technology business.
    • Strong technical knowledge of accounting principles and financial reporting standards.
    • Demonstrated experience in driving process improvements and operational efficiencies.
    • Solid understanding of financial controls, compliance, and risk management.
    • Excellent leadership and people management skills, with the ability to inspire and develop a high-performing team.
    • Strong analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.
    • Exceptional communication and interpersonal skills, with the ability to build relationships and collaborate effectively at all levels of the organization.
    • Previous experience in preparing the business for exit or private equity transactions would be advantageous.

    Benefits and Culture:

    • We offer a competitive salary package commensurate with experience, including performance-based bonuses.
    • Joining our team means being part of an innovative and fast-paced environment, where your contributions are valued and recognized.
    • As a growing business, we prioritize the well-being and professional development of our employees. We provide a comprehensive benefits package, including healthcare, pension, and opportunities for growth and advancement.
    Ref: WW8108

    Fundraising Associate/Vice President, Leading Global Placement Agent, London

    Attractive Salary

    Fundraising Associate/Vice President, Leading Global Placement Agent, London

    Attractive Salary

    Central London


    The Opportunity:

    Finatal is working with a leading global placement agent that is looking for an enthusiastic and experienced individual to join the fund placement team. This is an incredible opportunity to join one of the most sought-after firms in the private capital advisory space.

    The ideal candidate will have had valuable experience within investor relations or fund placement.

    The Role:

    Execution role for global private equity, private credit and infrastructure fundraisings, including:

    • Developing of marketing strategy
    • Preparation of fundraising & due diligence materials
    • Working with distribution team to identify potential investors
    • Responding to investor requests
    • Internal/external reporting
    • Working with colleagues to screen opportunities and complete due diligence on selected opportunities
    • Knowledge management: responsibility for ensuring market information that is gathered for clients or otherwise is captured in the firm’s proprietary CRM


    • Strong academic background
    • FCA regulated / passed relevant regulatory exams - If not already held then the candidate would be expected to complete these qualifications shortly after arrival
    • 4-6 years + of fund placement or investor relations experience desirable. Other similar experience may be considered
    • Well-developed Excel, Word and PowerPoint skills
    • Excellent written and verbal English
    • Strong relationship management, communication and interpersonal skills
    • Highly organised and efficient, able to multitask and prioritise own workload
    • Team player with a high level of integrity, a positive “can-do” attitude and an eagerness to learn
    Ref: TS1010

    Chief Financial Officer

    £ 150,000 - £ 180,000 per year

    Chief Financial Officer

    c.£150,000 - £180,000 + Bonus + Equity| London (Hybrid)

    The Opportunity

    Finatal is currently retained with an ambitious private equity-backed company specializing in business services buy & build. Through a strong emphasis on strategic acquisitions and rapid growth, the business has identified a large pipeline of businesses operating across various sub-sectors.

    The company is currently operating at c.£10m+ turnover & c.£2m EBITDA with plans to continue its exponential scaling through acquisitive growth in preparation for an exit in the mid-term future.

    This is a fast-moving and lucrative opportunity for an experienced CFO to join a dynamic and ambitious executive team in an extremely collaborative environment, working directly alongside the CEO and investors. Due to the early stages of this business’ growth journey this is a hands-on role also requiring operational oversight across the broader business, overseeing both the financial operations and supply chain management.

    Role Requirements

    This role requires an enthusiastic candidate that has experience within a private equity backed business operating in a buy & build model as well as a track record of growing businesses. Exposure to both acquisitions and integration is crucial. Additional knowledge of system implementation, divestments, capital raising, debt refinance and system implementation is highly preferable.

    Ref: HT1036

    Interim Financial Accountant

    Competitive Base

    Job Title: Interim Financial Accountant

    Location: Central London – 2/3 days a week in office


    I am working VC-backed SaaS company looking for an Interim Financial Accountant to join them for an exciting opportunity. The suitable candidate must be a newly qualified financial accountant from a top 10 accounting firm.

    The successful candidate will be expected to work collaboratively with our finance and accounting team. The role will involve supporting the month-end closing activities, preparing financial statements and reports, and ensuring compliance with accounting standards and internal policies.

    The ideal candidate should be highly analytical, with excellent communication skills, and be able to work in a dynamic, fast-paced environment. This is an interim position, with the possibility of extension based on performance.


    • Newly qualified financial accountant from a top 10 accounting firm
    • Strong knowledge of accounting standards and principles
    • Familiarity with accounting systems and tools
    • Excellent communication and collaboration skills
    Ref: TD48338

    Chief Technology Officer (CTO)

    £ 120,000 - £ 120,000 per year

    Job Title: Chief Technology Officer (CTO)

    Location: Manchester, UK

    Type: Full-time, On-site (4 days a week)

    Salary: £120,000 p.a.


    Company Overview: Our client is a series A funded cleantech/greentech start-up in Manchester. Our B2B online marketplace connects businesses with clean energy providers, enabling sustainable choices and reducing carbon footprint. Join us to drive the clean energy transition!

    Job Description: As CTO at our client, shape our tech vision, drive innovation, and lead development of our online marketplace. Collaborate with talented engineers, designers, and product managers to deliver cutting-edge solutions and grow our presence in clean energy.


    • Develop and execute the company's tech strategy aligned with business goals.
    • Lead end-to-end development and maintenance of our scalable, secure, and reliable online marketplace platform.
    • Manage a team of engineers, fostering collaboration and technical excellence.
    • Oversee product roadmap in collaboration with product management.
    • Drive best practices in software development, QA, and deployment.
    • Stay updated on industry trends and tech, recommending actions to leverage opportunities.
    • Collaborate with cross-functional teams to ensure seamless integration.
    • Manage relationships with external tech partners and vendors.


    • Bachelor's/Master's degree in Computer Science, Engineering, or related field.
    • Proven experience as CTO or similar leadership role in a tech-driven organization.
    • Strong technical background in web-based platforms and marketplaces.
    • Deep understanding of modern software development methodologies, architectures, and technologies.
    • Experience scaling and optimizing online platforms for performance, security, and user experience.
    • Excellent leadership skills to manage high-performing teams and drive innovation.
    • Strong business acumen aligning tech strategies with business objectives.
    • Excellent communication and interpersonal skills.

    Desirable Skills:

    • IoT: Experience in Internet of Things (IoT) technologies and their applications in clean energy systems.
    • Blockchain: Understanding of blockchain technology and its potential in enhancing transparency and trust in clean energy transactions.
    • ML: Knowledge of machine learning (ML) techniques and their application in clean energy data analysis and optimization.


    • Competitive salary of £120,000 p.a.
    • Equity options for company ownership.
    • Collaborative and inclusive work environment fostering creativity and innovation.
    • Opportunity to contribute to a sustainable future.
    • Commutable to Manchester four days a week, with remote work flexibility.
    • Professional development and access to cutting-edge clean energy technologies.

    Join our client and help build a greener, more sustainable future through technology. Apply now with your resume and a cover letter explaining why you're the perfect fit. We look forward to hearing from you!

    Ref: KE1071

    Group Finance Director - Technology

    £ 150,000 - £ 150,000 per year

    Group Finance Director - Technology

    Renumeration | £150k + bonus + equity

    Location | London, hybrid working, full time position.


    The Opportunity

    Are you a highly skilled financial professional with a passion for the technology sector? Are you motivated by driving commercial success and contributing to the growth of a dynamic organization? If so, we have an exciting opportunity for you as the Group Finance Director of a Private Equity-backed technology business.

    The business is a leading player in the technology industry, with a strong focus on innovation and cutting-edge solutions. With a robust recurring revenue model and an impressive annual turnover of £200 million, they have established themselves as a key player in the market. As they continue to expand their operations, we are seeking a talented finance professional to join the team and contribute to our ongoing success, working closely with a seasoned Group CFO looking to exit the business post exit.

    The Role:

    As the Group Finance Director, you will play a pivotal role in driving financial growth and maximizing profitability. You will work closely with the executive team, including the CEO and CFO, to develop and execute financial strategies that align with our business objectives. Your expertise in the technology sector and experience with recurring revenue models will be crucial in shaping the financial operations.


    • Provide strategic financial guidance to the executive team and the board of directors, ensuring alignment with our overall business strategy.
    • Oversee financial planning, budgeting, and forecasting processes to optimize financial performance and support long-term growth.
    • Lead the preparation of accurate and timely financial reports, including monthly management accounts, annual reports, and board presentations.
    • Drive financial analysis and evaluation of investment opportunities, ensuring sound financial decision-making across the organization.
    • Collaborate with key stakeholders to develop and implement financial policies, procedures, and internal controls.
    • Manage relationships with external partners, such as auditors, tax advisors, and financial institutions, to ensure compliance with regulatory requirements.
    • Identify and implement opportunities for process improvement and efficiency enhancements within the finance function.

    The Requirements:

    • Proven experience as a Finance Director or similar role, preferably within the technology sector and with exposure to recurring revenue models.
    • Strong commercial acumen and a track record of driving financial growth and profitability in a fast-paced, private equity-backed environment.
    • In-depth knowledge of financial management principles, accounting standards, and financial regulations.
    • Excellent analytical skills, with the ability to translate complex financial data into meaningful insights and recommendations.
    • Outstanding leadership abilities, with a proven track record of building and managing high-performing finance teams.
    • Strong communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
    • Qualified accountant (ACA, ACCA, or CIMA) with a minimum of 10 years of relevant experience.
    • Experience in a Private Equity backed business essential; with hands on exit exposure needed
    Ref: CA47760

    Interim CFO – PE Backed Multi-site Carve Out

    £ 1,500 - £ 1,500 per day

    Interim CFO – PE Backed Multi-site Carve Out

    Immediate start, £1500 per day, London based


    Finatal is working with a mid-market PE fund to immediately recruit a CFO to lead on a carve-out of a multi-site business. You will partner with the new CEO, who is an industry veteran, to set up the business as a stand-alone entity post carve-out. You will implement new systems, processes, and controls to professionalise the finance function as a solid foundation for future inorganic growth plans.


    • Implementing processes and controls to establish the finance function as a standalone entity post carve-out
    • Professionalising the finance function for a PE backed environment
    • Manage relationships with key stakeholders including the board and the PE fund
    • Partner with the CEO to create future strategy and growth plans for the business
    • Further ad hoc requests from the fund
    Ref: DW1021

    Group Financial Controller

    € 160,000 - € 200,000 per year

    The Role: Group Financial Controller

    Location: Paris

    Salary: €160,000 - €200,000

    The Reference: DW1021

    Finatal are currently retained on a search for a Group Financial Controller to support the SaaS portfolio of a leading, tech-oriented Private Equity house. The c. €200m turnover company employs over 600 people across Europe, the Americas and Asia. 

    It is highly profitable, cash generative, and strategically well placed, with topline growth rates of over 50%, high barriers to entry, and strong product innovation.

    Core Mandate

    Reporting to the CFO, this position is responsible for developing the finance organisation to support the growth of the company into a €500m revenue business by 2027. This will include developing the finance team, the systems environment, and processes.  

    • Develop and enhance the skills of the finance team, to be an effective international finance team capable of operating a €500m turnover business. 
    • Develop and enhance the Group’s finance systems (including automation and connectivity with non-finance systems). The systems should be capable of supporting a €500m turnover business. 
    • Maintain high standards of Accounting (French GAAP, but with a possible move to IFRS), ensure compliance with on time and accurate filings in an international environment. Be proactive to understand the benefits of IFRS over French GAAP and support a change if required. 
    • Maintain a high-quality taxation service, using external professionals in an efficient and effective way to ensure we achieve an optimal mix of low taxation cost and low risk. 
    • Maintain an effective control environment that balances the need for rapid growth with safeguarding the company’s assets and efficient use of funds. 
    • Lead on all aspects of financial integration of acquisitions. 
    • Maintain the Group structure closing down and opening new entities in an efficient way as required by the business. 
    • Review current outsourcing arrangements and bring in-house any activity that can be done more effectively or cost efficiently. 
    • Transactions processing, focus on process and automation, setting up processes and tools as needed (for example the expense process and invoicing process can be standardized and enhance. 

    Key requirements

    • 5+ years of experience of working in a fast-moving international finance environment 
    • Experiences to include developing finance systems, setting up and improving finance processes / controls and team building in an international environment 
    • Need to be able to communicate in English and French (verbal and written) 
    • Self-driven and resourceful with a roll-up-your sleeves attitude towards getting things done in an SME company environment, but with the vision to think big 
    • Robust and business focused 
    • High ethical standards 
    • Bachelor's degree and a suitable accounting qualification 
    • The successful candidate will have a blend of people, technical and commercial skills 
    • Prior Private Equity experience not mandatory, but must evidence willingness for the journey 

    If you or anyone in your network could be a good fit, please contact darius.wyett@finatal.com

    Ref: NH47829

    M&A Director

    £ 130,000 - £ 130,000 per year

    M&A Director

    £130,000 Plus Bonus & Benefits

    Location: Flexible.               

    Ref:  NH47829

    A PE backed IT Services and Consulting business is seeking to hire their first M&A Director.

    As well as leading the buy and build strategy you will also support the CEO and wider C-Suite with a number of key initiatives/organic growth agendas.

    Duties to include:

    • Developing and driving the groups new M&A strategy.
    • Assisting with origination duties.
    • All aspects of pricing, valuations, and vendor management.
    • Act as the “face” of the business in relation to M&A activities. 
    • Working with advisors to structure deals and agree the SPA.
    • Oversee all DD workstreams – FDD, Tax, and Legal DD to be outsourced.
    • Be responsible for executing all deals.
    • Post completion accounting duties.
    • 100 day planning and working with internal department heads to ensure the efficient integration of acquired businesses.
    • Working with the CEO, CFO, and PE sponsor on a range of organic growth initiatives.

    Candidate requirements:

    • Proven deal execution experience.
    • Prior experience from Transaction Services, Deal Advisory, or Banking.
    • In-house corporate development experience preferred.
    • Prior experience executing deals in the lower mid / mid-market essential.
    • A willingness and ability to help drive origination activities.
    • The ability to bring rigour to M&A and initially work in an unstructured environment
    • First class communication and presentation skills.

    Ref: MO47716

    Hybrid Project Manager/Business Analyst

    £ 80,000 - £ 80,000 per year

    Hybrid Project Manager/Business Analyst – Financial Services

    £80k FTC



    Finatal is supporting a Transformation Project for our fast growing Financial Services client and need a hybrid Project Manager/Business Analyst to help execute the delivery.
    This hands-on project role will lead the day-to-day activities of a cross functional project delivery team, manage and co-ordinate our third-party providers and build plans. This role will be responsible for the successful implementation of specific project requirements and objectives, ensuring the outcome is in line with the agreed scope, timeframe, budget, quality and resources. The role is for an initial 12-month fixed term contract and will also be involved in additional projects as required by the business.

     Key Responsibilities

    •    Take full ownership of the project deliverables and ensure at each phase the project is delivered as agreed
    •    Ensure the project team deliver the agreed day to day, short and long term objectives
    •    Work autonomously and take ownership of decision making and progress
    •    Utilise strong governance, attention to detail and planning skills
    •    Coordinate and perform User Acceptance Testing and Ticket Management processes/systems
    •    Proactively update and inform all stakeholders on progress and upcoming releases and/or key updates
    •    Initiate project forums and co-ordinate any actions
    •    Collate input from the wider team to ensure stage progression sign-off

    Knowledge and Skills

    •    Strong organisational skills 
    •    Project Management experience - Experience in managing business change
    •    Experience of influencing at a senior level by building and maintaining strong relationships
    •    Excellent written and verbal communication skills
    •    Resilient, collaborative, approachable and diplomatic
    •    Familiarity of how change is delivered when implementing software or solutions (e.g. holding a supplier to account, ticket management processes)

    Ref: KE1068

    Finance Controller

    £ 90,000 - £ 90,000 per year

    Finance Controller |SaaS/Technology

    Renumeration | £90k total package

    Location | Peterborough, 3 days per week


    The Opportunity

    We are looking for an experienced Finance Controller to join a fast-growing Private Equity-backed SaaS/Technology business based in Peterborough. As a Finance Controller, you will play a key role in driving the financial performance of the group, providing financial leadership and guidance to the business to support its continued growth. You will have the opportunity to work with a highly motivated and professional team, with a strong focus on innovation and creativity.

    Reporting directly to the Group CFO, this unique role is split across both commercial and controls in finance – with a heavy focus on partnering with MD’s, operational teams and wider finance. You will also manage 1 finance administrator, to support you in your operations.


    • Oversee the month-end, quarter-end and year-end close processes
    • Prepare and review financial statements and reports, including management accounts and statutory accounts
    • Manage and develop a team of finance professionals
    • Analyse financial performance, identify trends, and provide insightful recommendations to the management team
    • Monitor and manage cash flow, working capital, and budgeting processes
    • Develop and maintain robust internal controls and compliance processes
    • Assist with fundraising activities, including due diligence, financial modelling, and presentation preparation
    • Work with the management team to provide financial analysis and support for decision-making
    • Partnering with MD’s, operational teams and finance professionals
    • Drive process improvement and automation initiatives


    • Qualified Accountant (ACA/ACCA/CIMA)
    • Strong technical accounting skills and experience in financial reporting, budgeting, forecasting, and cash management
    • Experience in SaaS/Technology/Software/IT Services industry is a must
    • Proven track record in delivering process improvements and automation
    • Excellent communication and interpersonal skills
    • Self-motivated and able to work independently
    Ref: KE46419

    Financial Controller

    £ 90,000 - £ 90,000 per year

    Finance Controller | Software

    Renumeration | £90k package

    Location | Cambridgeshire, UK, Office 3 days per week/hybrid

    JOB REF | 46419


    The Opportunity:

    Finatal are partnering with a leading Private Equity backed Software business based in Cambridgeshire, UK. Their innovative solutions are used by businesses across the globe to protect their critical systems and data – part of a wider group in Tech, IT & Data solutions.

    We are seeking a dynamic Finance Controller to join our team, who can provide both commercial and technical expertise to support our growth.


    The Role:

    As the Finance Controller, you will work closely with the Managing Director, Group CFO, and Group Head of FP&A to drive the financial performance of the business. You will lead a team of finance professionals and be responsible for the preparation and delivery of all financial reporting, forecasting, and budgeting.


    · Leading the finance function, ensuring that all financial reporting is delivered to a high standard and in line with agreed timescales.

    · Developing and maintaining a strong financial control environment, ensuring that all financial transactions are accurately recorded and that robust controls are in place.

    · Managing the annual budgeting and forecasting process, providing insightful analysis and recommendations to support the business in achieving its strategic goals.

    · Working closely with the sales and marketing teams to provide commercial support, including pricing and margin analysis, and identifying opportunities for growth.

    · Providing technical accounting support to the business, including the preparation of statutory accounts, and ensuring compliance with all relevant financial reporting standards.

    · Supporting the Managing Director in the delivery of strategic initiatives, including M&A activity and business integration.

    · Managing and developing a high-performing finance team, ensuring that all team members have clear goals and development plans in place.


    The Requirements:

    · Qualified Accountant (ACA, ACCA, or CIMA) with experience in a senior finance role.

    · Strong technical accounting skills, with experience in the preparation of statutory accounts and financial reporting

    · Excellent commercial acumen, with a track record of providing insight and analysis to support business growth.

    · Proven leadership skills, with experience in managing and developing high-performing finance teams.

    · Strong communication and interpersonal skills, with the ability to build effective relationships with stakeholders at all levels.

    · Experience within the software or technology sector is a must.



    · Competitive salary and package.

    · Hybrid working arrangement.

    · Opportunities for personal and professional development.

    · The chance to work for a market-leading business at the forefront of the software industry