Interim CFO – PE Backed Multi-site Carve Out

Finatal
The opportunity CA47760

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.

Responsibilities:

• 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

London, Flexible Hybrid

Permanent – Unfortunately, this client cannot support sponsorship at this stage

BR47304

Finatal is currently working with one of the fastest growing Private Equity backed SaaS/Digital Transformation businesses, which has recently received circa £50 million in funding. You will be joining an extremely fast-paced and collaborative environment, with the opportunity to work in their new state of the art offices in London. The role will require a candidate to provide highly insightful financial/business analytics and recommendations, working cross-functionally with stakeholders in Finance, Operations and Marketing to provide data-driven reports. In the short term, you will report directly into the CFO and liaise with the internal finance function, with the longer-term scope to scale-up an inhouse Data & Analytics practice.

Role:

• Building reports and dashboards to provide insights into key performance metrics across finance, and operations, including financial forecasts and P&L/Cash Flow models.
• Developing and implementing data quality standards to ensure accuracy and consistency of data across.
• Identify trends, patterns, and anomalies in the data and provide insights and recommendations to stakeholders, keeping up to date with the latest analytic tools/methodologies.
• Work with cross-functional teams to identify opportunities for cost savings and revenue growth.

Requirements:

• Experience building reports and dashboards with Power BI or Tableau, as well as technical competence using SQL.
• Minimum Bachelor’s degree, preferably Economics or Finance/Accounting based.
• Experience working on financial reports, including forecasting and modelling.
• Beneficial experience working for a high-growth PE/VC backed business.

If this opportunity is of interest to you, or you know anyone who would be interested in this role, please email your CV to:

The Opportunity

Finatal are currently retained with a mid-size, fast-growing multi-site residential care company. The business is currently in the early stages of a second private equity cycle, backed by an established private equity fund that specialises in healthcare services.

The rapid growth has been achieved through an aggressive buy and build model and has led to a turnover of c.£40m and 20% EBITDA. This is a brilliant opportunity for an experienced PE CFO to join a specialist executive team at an exciting stage of the business while also generating a positive and life-changing impact on people in need of assistance.

The Role

The role requires an experienced and accomplished candidate with previous CFO and private equity experience. Significant knowledge and application of M&A, buy & build, PE exit and multi-site processes is crucial to the alignment of this position. Additional understanding of debt/leverage & governance is preferable.

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

£ 70,000 – £ 90,000 per year M&A and Corporate Development London M&A Associate

Location: London, flexible working

MT48553

Role:

• Finatal is mandated by a global insurance business, backed by one of the best renowned PE houses in the world. They are seeking an M&A Associate to support the wider M&A team with the origination and execution of all M&A transactions.

Responsibilities:

• Collaborate with the M&A team to identify potential acquisition targets in alignment with business objectives.
• Conduct thorough financial analysis and due diligence on potential targets, including assessing the target’s financial performance, competitive position, and growth prospects.
• Prepare detailed financial models, valuation analyses, and investment recommendations.
• Assist in the negotiation and structuring of M&A transactions.
• Coordinate and manage cross-functional teams involved in the M&A process, including legal, finance, and operational departments.
• Support and communicate with the integration team throughout the deal process, to ensure a smooth transition which captures synergies.
• Stay updated on industry trends, regulatory changes, and competitive landscape to identify new opportunities and assess potential risks.

Qualifications:

• ACA/ACCA qualification or equivalent
• Proven experience in investment banking, corporate development, private equity, or a similar role with a focus on mergers and acquisitions.
• Insurance deals experience and a thorough understanding of the sector is essential.
• Strong financial modelling and valuation skills, with proficiency in Excel and financial analysis tools.
• Effective communication and presentation skills, with the ability to convey complex information clearly and concisely.
• Ability to work independently and collaborate effectively within a team environment.
• Strong project management skills with the ability to prioritize tasks and meet deadlines.

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

Requirements:

• 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
• 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

Business Analyst (Salesforce CRM)

£600pd outside ir35

MO48584

Our PE backed client requires a strong, experienced Senior Business Analyst to help successfully deliver a programme of work to separate our clients CRM workstream from a departing Parent Company (Delinian).

The Senior CRM Business Analyst (Salesforce) will work within CRM team and separation programme team.

Responsibilities:

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