Commercial Finance Director
7 days ago
Title: Commercial Finance Director
Compensation: £120-150k (dependent on experience level), plus bonus and equity
Location: London
MT61936
Position Overview:
Finatal is supporting a highly acquisitive, PE backed wealth manager seeking a Commercial Finance Director to lead their finance operations and partner strategically with the executive team, board, and private equity stakeholders. This critical role will drive financial insight and oversight, support M&A and integration activities, and improve EBITDA as they pursue their aggressive buy-and-build strategy.
Key Responsibilities:
- Partner closely with the executive team to shape and execute the company’s financial strategy, aligning it with broader business objectives and growth targets.
- Oversee forecasting, budgeting, and financial analysis to drive profitability, optimise resource allocation, and identify growth opportunities within existing and newly acquired entities.
- Lead financial due diligence, valuation assessments, and integration planning to support acquisition activity; work closely with private equity partners to ensure alignment with investment strategy.
- Develop KPIs and reporting tools to provide actionable insights and accountability across the business; manage and improve the financial performance of individual business units within the group.
- 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 the company’s growth objectives and ensuring rigorous financial discipline.
Qualifications & Experience:
- 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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