Are you a strategic finance leader with fund management expertise, looking to make a lasting impact in growing organisation?
An accomplished Chief Financial Officer (CFO) to lead the Finance & Management Information team and play a pivotal role in shaping the organisation’s financial strategy. Reporting directly to the CEO, this is a critical appointment at a time of growth and innovation, with responsibility for both Group and Fund financial performance.
Chief Financial Officer Benefits
- LTIP management performance scheme
- Hybrid working – 2 days in the office per week
- 25 days annual leave plus Christmas shutdown leave
- Pensions scheme
- Life Assurance
Chief Financial Officer – About the role
This role would suit a qualified ACCA or ACA CFO, ideally with a background in fund management or investment environments, who thrives in complex, high-performance settings. You will assume executive responsibility for financial & management reporting to both internal and external stakeholders including Governance, group fund management budgeting & contract adherence. Key Responsibilities
- Shape long-term financial strategy in alignment with business objectives and growth ambitions.
- Lead and develop the Finance & Management Information team, fostering a culture of excellence, accountability, and continuous improvement.
- Own financial reporting, budgeting, and forecasting for both the Group and the Funds it manages, ensuring timely, accurate, and insightful outputs.
- Deliver management information for both internal stakeholders and fund investors, supporting strategic decision-making.
- Lead fund contract modelling, including profitability, liability, and commitments, as well as bid pricing and financial structuring for new services.
- Negotiate and oversee financial and contractual terms, ensuring compliance, adherence, and sound risk management.
- Drive robust financial controls, cash flow management, and risk assessment processes to safeguard financial health.
- Produce high-quality Board and investor reporting, manage annual audits, statutory accounts, and tax compliance.
- Enhance financial systems and processes, ensuring scalability and efficiency as the organisation grows.
- Act as a strategic partner to the CEO and Executive Team, translating complex financial insights into clear, actionable recommendations.
The successful Chief Financial Officer will have:
- ACCA or ACA qualified, with a proven track record in senior finance leadership.
- Background in fund management, investment management, or similar financial services environment is strongly preferred.
- Demonstrated success in leading high-performing finance teams.
- Strong expertise in financial planning, analysis, reporting, and compliance within complex organisations.
- Exceptional communication skills, with the ability to influence senior stakeholders and convey financial information with clarity.
- Strategic mindset combined with a hands-on, detail-oriented approach.
- Proactive, adaptable, and innovative in driving operational and financial improvements.