At a Glance
- Tasks: Lead the finance function, manage reporting, and drive strategic financial decisions.
- Company: Innovative tech-led recycling business with a strong market position.
- Benefits: Competitive salary, equity participation, and a collaborative work environment.
- Other info: Opportunity for career progression and direct access to senior leadership.
- Why this job: Shape a new finance role in a growing company and make a real impact.
- Qualifications: Qualified accountant with experience in complex environments and strong communication skills.
The predicted salary is between 70000 - 90000 £ per year.
This is a technology-led British business operating at the forefront of the recycling sector, based in Halifax. The business has built a market-leading position through its investment in proprietary technology, including advanced capability that places it ahead of the curve in a sector where technical differentiation matters. It operates from a purpose-built facility and serves a growing base of commercial and public sector clients. Having recently completed a management buyout backed by a specialist private equity investor, the business enters its next phase with strong foundations, an ambitious management team and a backer with a clear growth thesis.
This is a newly created senior finance role - the first dedicated FD appointment in the business's history - brought about by the MBO and the scale of ambition that comes with it. Reporting directly to the CEO and with full board exposure, the Finance Director Designate will build the finance function, bring commercial rigour to the business and take ownership of everything from day-to-day financial management through to strategic planning, investor reporting and capital allocation. This is a genuine stepping-stone role. For the right person, someone currently operating at Deputy FD or Financial Controller level who is ready for the full seat - the path to FD is clear and intended. Equity participation is on the table, creating real alignment with the value you help create.
What You Will Be Responsible For:
- Building and leading the finance function - establishing the team, systems and processes the business needs as it scales under PE ownership.
- Owning the monthly management accounts, board reporting pack and all financial reporting obligations, ensuring the CEO and investor have the quality of information they need to make good decisions.
- Driving the annual budgeting and forecasting process with a focus on meaningful variance analysis and forward-looking insight rather than retrospective reporting.
- Acting as commercial finance partner to the CEO and senior leadership team - challenging assumptions, stress-testing plans and bringing financial clarity to strategic decisions.
- Managing relationships with the business's banking and debt partners, with a solid understanding of existing facilities and the discipline to manage covenant compliance and cash efficiently.
- Overseeing statutory reporting, audit, tax and compliance, working with external advisers where appropriate.
- Supporting the evaluation of capital investment decisions, including business cases, returns analysis and post-investment review.
- Serving as the primary finance interface for the PE investor - meeting the reporting and governance expectations that come with institutional backing.
What We Are Looking For:
- A qualified accountant (ACA, ACCA or CIMA) with a strong track record at Financial Controller, Deputy FD or Head of Finance level, ready to take the next step into a board-facing FD role.
- Someone who has operated in a business of genuine complexity - ideally with experience in recycling, manufacturing, logistics, environmental services or a similarly operationally intensive environment, though this is not prescriptive.
- Experience of working within or alongside a PE-backed business would be an advantage - familiarity with investor reporting, covenant management and value creation planning is genuinely valued.
- A natural communicator who can translate financial complexity into clear, confident narratives for a CEO, board and institutional investor audience.
- A builder by instinct: comfortable setting up processes, selecting systems and developing a team rather than inheriting an established function.
- The commercial instinct to look beyond the numbers and contribute meaningfully to strategic conversations, not just report on them.
- Comfortable with ambiguity and energised by a business that is actively evolving.
Why This Role:
- The first FD appointment of a PE-backed, technology-led business at a genuine inflection point - a role you shape rather than inherit.
- A genuine FD Designate position with a clear and credible progression path, not an indefinite holding pattern.
- Future equity participation, creating real alignment with the success you help deliver.
- Direct access to an ambitious CEO and an engaged institutional investor.
- A sector with serious structural tailwinds.
- A Yorkshire base with a leadership team that values presence and genuine collaboration.
- £80,000 - £90,000 depending on experience, and a competitive benefits package.
Finance Director Designate in Halifax employer: Equals One
This technology-led British business, operating at the forefront of the recycling sector in Halifax, is an exceptional employer that prioritises innovation and employee growth. With a strong focus on building a collaborative work culture, the company offers a unique opportunity for the Finance Director Designate to shape the finance function while enjoying direct access to an ambitious leadership team and potential equity participation, ensuring alignment with the company's success. The supportive environment fosters professional development, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Director Designate in Halifax
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Equals One. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Director Designate in Halifax
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equals One.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Equals One's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Equals One
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equals One.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Equals One will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Equals One employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.