At a Glance
- Tasks: Lead financial strategy and create a data-driven finance organisation for impactful decision-making.
- Company: Join a forward-thinking company focused on growth and innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional development.
- Other info: Dynamic role with significant influence on company direction and investor relations.
- Why this job: Be a key player in transforming financial operations and driving strategic growth.
- Qualifications: 10+ years in finance leadership with strong SaaS experience and analytical skills.
The predicted salary is between 150000 - 200000 £ per year.
We are seeking an experienced and strategic Chief Financial Officer (CFO). The ideal candidate will be a strategic leader who can transform fragmented financial and operational information into a scalable investor data cube — enabling real-time visibility into company performance, growth drivers, KPIs, forecasts, unit economics, capital efficiency, and valuation metrics. This CFO will partner closely with the CEO and executive team to create a data-driven finance organization that supports fundraising, strategic decisions, operational excellence, and long-term value creation. This is not a traditional CFO position focused primarily on stewardship and reporting. While you will maintain responsibility for core financial operations, the defining priority of this role is accelerating and de-risking potential transactions. You will work hand-in-hand with firm leadership to identify, evaluate, structure and negotiate strategic options.
Key Responsibilities
- Design and build an investor-grade financial data cube integrating:
- Revenue performance
- Customer metrics
- Unit economics
- Gross margin analysis
- Cohort performance
- Sales pipeline
- Cash flow forecasting
- Capital allocation
- Operational KPIs
- Valuation drivers
- Create a single source of truth for investor reporting and executive decision-making
- Develop dashboards and reporting frameworks that provide transparent visibility into business performance
- Establish data governance, reporting standards, and financial analytics processes
- Serve as a strategic partner to the CEO and leadership team by identifying deal risks—revenue concentration, client conflicts, liability exposure—and develop mitigation strategies
- Translate business strategy into financial models, forecasts, and measurable operating plans
- Lead annual budgeting, long-range planning, scenario modeling, and forecasting
- Identify growth opportunities, risks, and efficiency improvements
- Provide insights that improve profitability, scalability, and enterprise value
- Build investor reporting packages and board-level materials
- Develop metrics frameworks aligned with venture capital/private equity expectations
- Support fundraising processes through:
- Financial modelling
- Market analysis
- Investor diligence preparation
- Data room management
- Valuation analysis
- Create confidence and transparency with current and prospective investors
- Build scalable finance systems, processes, and controls
- Oversee accounting, reporting, tax, treasury, and compliance functions
- Implement automation across finance workflows
- Ensure accurate and timely financial reporting
- Partner with data, engineering, and operations teams to develop financial analytics infrastructure
- Define key business metrics and performance indicators
- Improve data quality, accessibility, and reporting speed
- Evaluate and implement finance technology tools, ERP systems, BI platforms, and analytics solutions
Required Experience & Qualifications
- 10+ years of progressive finance leadership experience
- Transaction experience, preferably in a SaaS context
- Previous CFO, VP Finance, Head of Finance, or senior strategic finance experience
- Experience building financial models and analytics systems from the ground up
- Strong understanding of:
- SaaS / technology / high-growth business models (if applicable)
- Investor reporting
- Valuation methodologies
- Unit economics
- Financial forecasting
- Business intelligence
- Demonstrated ability to create data-driven decision systems
- Experience working with CEOs, boards, and institutional investors
- Strong technical fluency with financial systems, BI tools, and data platforms
- Ability to translate complex data into clear strategic insights
The successful CFO will:
- Build a trusted investor data cube within the first 6 months
- Reduce manual reporting and improve financial visibility
- Create investor-grade dashboards and board reporting systems
- Improve forecasting accuracy
- Establish scalable finance infrastructure
- Provide leadership with actionable insights on growth, profitability, and capital efficiency
- Become a key strategic advisor to the CEO and investors.
Chief Financial Officer in Banbury employer: Passle
As a Chief Financial Officer at our innovative firm, you will thrive in a dynamic work culture that prioritises strategic growth and operational excellence. We offer competitive benefits, a collaborative environment, and ample opportunities for professional development, ensuring you can make a meaningful impact while advancing your career. Join us in a location that fosters creativity and innovation, where your expertise will be valued and your contributions will drive long-term success.
StudySmarter Expert Advice🤫
We think this is how you could land Chief Financial Officer in Banbury
✨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 Passle. 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 Chief Financial Officer in Banbury
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 Passle.
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 Passle'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 Passle
✨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 Passle.
✨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 Passle 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 Passle 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.
