Overview A pivotal finance leadership role within a high‑growth, family‑owned logistics business. Our client is a long‑established and highly successful logistics and haulage business with over 50 years of heritage. Operating across Southern England, they have built a strong reputation for service excellence, reflected in consistently high customer satisfaction and market leadership within their region.
Following a sustained period of growth, with turnover projected to increase from c.£27m to £35m in the coming year and continued double‑digit growth thereafter, the business is now seeking to appoint a Chief Financial Officer / Finance Director.
This represents a key appointment at an important stage in the company’s evolution, where stronger financial infrastructure, enhanced banking relationships and more forward‑looking commercial insight will underpin the next phase of growth.
Role Working closely with the owners on a day‑to‑day basis, the CFO / FD will play a central role in strengthening the financial platform of the business while also contributing to future growth strategy.
Key responsibilities Providing overall leadership of financial accounting, reporting and controls
Developing a more robust treasury and funding strategy, including strengthening relationships with lenders and supporting future funding exercises
Partnering with the owners to shape medium and long‑term business plans, aligning financial strategy with growth ambitions
Introducing greater rigour around financial analysis, scenario planning and return on investment across operational initiatives
Ensuring appropriate financial controls, governance and risk management frameworks are in place to support a scaling business
Enhancing systems, reporting and processes, including optimisation of existing platforms such as Sage 200
Qualifications A recognised professional accounting qualification (ACA, ACCA, CIMA or equivalent), with a strong grounding in financial reporting standards
Proven experience as a Finance Director or CFO within a growing SME environment
Strong experience of banking relationships, funding structures and debt facilities, ideally including asset‑backed finance
The ability to introduce structure and insight into a business that has grown successfully but requires more formalised financial planning and analysis
Excellent interpersonal skills, with the credibility to act as a trusted advisor to owner‑managers and external stakeholders
A pragmatic, solutions‑focused approach, with the ability to balance attention to detail with commercial decision making
Experience within logistics, transport or asset‑intensive sectors would be advantageous but is not essential
Opportunity A rare opportunity to shape the financial direction of a successful and growing regional market leader. Direct access to, and influence with, the owners of the business. The chance to elevate and improve the finance function and play a key role in supporting continued expansion. Exposure to future funding strategy and lender engagement as the business outgrows its current facilities.
CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics.
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