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) Designate 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.
Job Title CFO Designate
Term Permanent
Location Fleet
Salary £100,000 - £120,000
Ref 15834
CFO Designate 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
CFO Designate – 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 CFO Designate 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.
Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.
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