Chief Financial Officer
Core
Strategic financial leadership, operational excellence, governance, and long-term business performance for a private client advisory firm.
Role type
Senior IC Chief Financial Officer (CFO)
Builds
Financial strategy, M&A frameworks, scalable reporting systems, and employee-ownership governance.
Domain
Financial services / Private client advisory / Professional services
Required skills
Strategic planning, financial modelling, commercial analysis, M&A due diligence, governance, risk management, cashflow management, team leadership, regulatory compliance
Preferred skills
Employee-ownership model experience, professional services environment background, growth mindset
Technologies
None stated
Responsibilities
Provide data-driven insights for strategic planning and investment decisions; oversee budgeting, financial modelling, and capital management; support M&A processes including due diligence and post-acquisition integration; strengthen financial systems and reporting; lead the finance team and develop capability; ensure compliance with statutory and audit requirements.
Seniority
Senior, hands-on IC
