Finance Strategist

2 days ago


London, Greater London, United Kingdom Finatal Full time
Job Summary

We are seeking a Finance Strategist to join our team and drive our financial strategy forward.

This is a challenging and exciting opportunity to join a highly acquisitive, PE-backed wealth manager and make a significant impact on our business.

Key Responsibilities
  • Develop and implement effective financial planning, budgeting, and analysis processes to drive profitability and identify growth opportunities.
  • Lead financial due diligence, valuation assessments, and integration planning to support M&A activity; work closely with private equity partners to ensure alignment with investment strategy.
  • Serve as a trusted advisor to the CFO, CEO, board, and private equity stakeholders; communicate financial performance, strategy, and risk in clear, actionable terms.
  • Drive continuous improvement in financial processes, systems, and reporting to enhance efficiency, transparency, and scalability.
  • Build, lead, and mentor a high-performing finance team capable of supporting our growth objectives and ensuring rigorous financial discipline.

Salary: £120-150k (dependent on experience level), plus bonus and equity.

Requirements
  • ACA/ACCA/CIMA qualification, or equivalent.
  • 5+ years in a similar role within a wealth management or financial services business, ideally in a private equity-backed environment.
  • Proven track record of supporting buy-and-build strategies, including M&A transactions, financial integration, and managing post-acquisition performance.
  • Strong analytical and financial modelling capabilities, with the ability to translate data into meaningful insights that drive action.
  • Exceptional interpersonal and communication skills with a track record of building relationships with private equity investors, board members, and cross-functional leaders.
  • Demonstrated experience in building and leading high-performing teams, with a hands-on approach to mentoring and talent development.


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