Chief Financial Officer

Our client, a leading and rapidly expanding wealth management company, is positioned for significant global growth. With a commitment to delivering exceptional value and pioneering approaches within the industry, they are establishing themselves as a benchmark in wealth management. They now seek an experienced and dynamic Deputy CFO to support the CFO in leading their finance function.

Overview of the Role
As the Deputy CFO, you will play a crucial role in shaping the financial landscape and providing strategic guidance to the company. Reporting to the CFO and working closely with the executive team, you will assist in leading the finance team to develop and execute financial strategies aimed at sustainable growth and maximising profitability.

Key Responsibilities:
• Assist in preparing the corporate strategy and annual business plan to ensure the company achieves its objectives efficiently.
• Engage with investors and play an instrumental role in acquisition strategies and fundraising initiatives.
• Support the CFO in managing and developing the finance team, fostering a culture of growth and excellence.
• Collaborate with the CFO, CEO, and Board to drive the strategic vision, including forecasting and nurturing key stakeholder relationships.
• Identify and develop new business and acquisition opportunities to enhance the company’s market position.
• Ensure adequate financial controls are installed and maintained to safeguard the organisation’s assets.
• Provide the CFO and board with operating budgets, ensuring financial targets are met.
• Oversee the management of fiscal activities, including the preparation of balance sheets, revenue/expense reports, and monthly financial statements.
• Monitor and manage the company’s banking relationships and activities.
• Oversee the production of cash flow projections to ensure financial stability.
• Review and monitor the Group’s tax position, including calculations and filings.

Desired Skills and Experience:
• Fully qualified ACA / ACCA / CIMA is advantageous.
• Proven acquisition experience is required, with a demonstrated ability to lead and execute strategic acquisition initiatives.
• Significant experience in leading and developing finance functions.
• Demonstrated technical accounting expertise.
• Exceptional interpersonal and communication skills.
• Proven experience in managing and mentoring finance teams.
• Strong attention to detail with the ability to meet strict deadlines.
• Ability to thrive in a fast-paced, dynamic environment.
• Advanced Excel skills.