Leading Value Creation in a Private Equity Backed Services Platform
Our client is a UK‑based, market leading outsourced services business with a long-established operating history and a strong blue chip customer base. The business has recently secured Private Equity investment to support its transition into a more scalable, growth focused platform.
As part of this next phase of development, the organisation is now seeking to appoint a Chief Financial Officer to provide strategic financial leadership, strengthen governance, and support long term value creation and exit planning.
The Role
This is a highly strategic CFO appointment within a first-time private equity backed environment. The role demands deep experience of scaling businesses and a strong understanding of the financial strategies required to support and sustain growth.
The Chief Financial Officer will:
1. Act as a trusted strategic advisor to the CEO and Board, shaping value creation strategy and long‑term exit readiness
2. Lead board level financial reporting, management packs, and investor communications with clarity and credibility
3. Oversee Financial Planning & Analysis, developing robust financial plans aligned to strategic objectives and execution
4. Strengthen financial governance, audit, risk management, and regulatory compliance frameworks
5. Drive improvements in financial systems, controls, and automation to support a scaling business
6. Support the development of more software enabled and recurring revenue business models, with strong understanding of relevant metrics
7. Partner closely with the CEO and commercial leadership on scenario planning, customer expansion, pricing strategy, and new revenue initiatives
8. Work collaboratively with the existing Finance Director and a small finance team to build capability and resilience
The Person
We are seeking a commercially astute finance leader with the credibility to operate at Board level and act as a trusted partner to both management and investors.
You will bring:
9. Significant experience as a Chief Financial Officer, or as a senior Finance Director within a business undergoing significant scale‑up
10. Full professional accountancy qualification (ACA, ACCA, CIMA or equivalent)
11. A proven track record of working with investors, managing reporting obligations, and meeting approval requirements
12. Strong familiarity with private equity backed environments, ideally across multiple transactions or investment cycles
13. Board level credibility, with the ability to offer strategic guidance and influence top level decisions
14. Deep expertise in financial planning and analysis, alongside strong audit, risk management, and governance capability
15. A solid understanding of B2B and recurring revenue business models, including key metrics and performance drivers
16. Experience across financial strategy, tax planning, acquisitions, rationalisation initiatives, and PE‑backed deals
17. A blend of commercial judgement and technical accounting expertise, enabling rounded and pragmatic financial leadership
18. Experience within managed services, outsourced services, SaaS or technology‑enabled businesses would be particularly relevant
The Opportunity
19. Base salary £140,000 – £160,000, depending on experience, with flexibility for exceptional candidates
20. Annual bonus component
21. Meaningful equity participation
22. Direct influence at Board level with management and private equity stakeholders
23. Exposure to value creation initiatives and long‑term exit planning
24. A rare opportunity to shape the financial strategy and governance of a business at a defining stage of its evolution
All enquiries will be handled in the strictest confidence.
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