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For Companies At a Glance
- Tasks: Lead financial reporting and analytics for a diverse investment portfolio.
- Company: Join a dynamic London-based private investment office with a broad sector focus.
- Benefits: Enjoy flexible working hours and the potential for long-term fractional engagement.
- Why this job: Shape financial strategies and make a real impact on investment performance.
- Qualifications: Must be a qualified accountant with senior finance experience.
- Other info: Ideal for those seeking part-time opportunities or already working fractionally.
The predicted salary is between 72000 - 108000 £ per year.
Equifind are working with a London-based private investment office that manages a broad portfolio across a range of sectors to recruit a Fractional CFO. Currently, the business lacks comprehensive visibility over the performance of its investments and is looking to bring in a senior finance professional to establish proper reporting and analytics.
They need someone to take a step back, look at how things are currently run, and build out a clear track record model from scratch. This means breaking down portfolio performance, setting the right metrics, and pulling together data in a way that’s clean, consistent, and easy to report on going forward.
You’d need to get under the bonnet of each investment, figure out what data’s available (and what’s missing), and create a framework that ties it all together. The initial project will require a few days a week for the first couple of months (depending on scope), with a view to moving into a longer-term fractional setup once the model is in place. That ongoing piece would include running the reporting, supporting with any new transactions, and acting as a general CFO sounding board to the Principals.
What they’re looking for:
- Qualified accountant.
- Currently a senior finance professional operating at a FD or CFO level.
- Strong project management experience with the ability to work autonomously.
- Experience working with family offices or across investment portfolios is ideal.
- Strong on modelling and commercial reporting.
- This would suit someone already working on a fractional basis, or someone specifically looking for part-time opportunities going forward.
Please note: applications will be reviewed w/c 23rd June.
Fractional CFO employer: Equifind
Contact Detail:
Equifind Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fractional CFO
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events or webinars where you can meet people who might have insights into fractional CFO roles or know about opportunities at private investment offices.
✨Tip Number 2
Showcase your project management skills by discussing past experiences where you've successfully implemented financial models or reporting frameworks. Be ready to explain how you approached these projects and the impact they had on the organisation.
✨Tip Number 3
Familiarise yourself with the specific challenges faced by family offices and investment portfolios. Understanding their unique needs will help you tailor your discussions and demonstrate your expertise during interviews.
✨Tip Number 4
Prepare to discuss how you would approach building a clear track record model from scratch. Think about the metrics you would set and how you would ensure data consistency, as this will be crucial in your role as a Fractional CFO.
We think you need these skills to ace Fractional CFO
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a senior finance professional, particularly in roles similar to a CFO or FD. Emphasise your project management skills and any relevant experience with family offices or investment portfolios.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Fractional CFO role specifically. Discuss your approach to establishing reporting and analytics, and how your background aligns with the company's needs for visibility over their investments.
Showcase Relevant Skills: Highlight your modelling and commercial reporting skills in both your CV and cover letter. Provide examples of how you've successfully built frameworks for reporting and analytics in previous roles.
Follow Application Instructions: Ensure you follow any specific application instructions provided by the company. This may include submitting documents in a particular format or addressing your application to a specific person. Attention to detail is key!
How to prepare for a job interview at Equifind
✨Showcase Your Financial Acumen
As a Fractional CFO, it's crucial to demonstrate your deep understanding of financial reporting and analytics. Be prepared to discuss specific examples of how you've improved reporting processes or created financial models in previous roles.
✨Highlight Project Management Skills
Since the role requires strong project management experience, share instances where you've successfully managed projects autonomously. Discuss your approach to prioritising tasks and ensuring timely delivery of results.
✨Understand the Investment Landscape
Familiarise yourself with the types of investments the company manages. Being able to speak knowledgeably about different sectors and how they impact financial performance will show that you can hit the ground running.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your genuine interest in the role and the company. Ask about their current reporting challenges or what success looks like for the Fractional CFO in the first few months.
