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- Tasks: Lead corporate finance initiatives and support M&A activities in a dynamic environment.
- Company: Evelyn Partners, a UK leader in wealth management with a focus on client success.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Join a passionate team and make impactful decisions in a supportive and inclusive culture.
- Qualifications: Qualified Chartered Accountant with project management experience and strong analytical skills.
- Other info: Diverse workplace with active employee resource groups and commitment to inclusion.
The predicted salary is between 43200 - 72000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing? We’re seeking a talented individual to join our team in London, which is responsible for supporting the planning and delivery of business change initiatives that are happening both in Finance and across the organisation, including work to ensure the company is ready to maximise and realise value, potentially through an IPO. As Head of Corporate Finance & Treasury, you will have significant involvement in the M&A portfolio, supporting company valuations, due diligence, and business as usual performance tracking. You will analyse, enhance, design, collect and track management information, automate MI so that the organisation understands its value creation and can influence the drivers.
Your responsibilities will include among others:
- Key support on ad hoc project work, including M&A due diligence, integrations and business process improvements including Corporate M&A, RIFA and Hiring Talent
- Liaise with M&A team in calculation of earn outs for M&A, RIFA and Hiring Talent deals
- Group-wide legal entity rationalisation project, supporting the simplification of our through liquidation/strike off of unnecessary companies
- Delivery of requirements to lenders, rating agencies and similar in relation to SFA
- Ongoing monitoring of Group's debt and cash flow requirements
- Support the development and control of project authorisation, reporting and tracking
Qualifications Skills and Experience
To be successful in this role, you should:
- Qualified Chartered Accountant (ACA/ACCA)
- Methodical with the ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high quality output
- Project and change management experience from a finance perspective
- Excellent interpersonal skills with the ability to deal with internal and external contacts at all levels
- Comfortable working with unstructured problems, concepts and ideas that are very new to the business with an ability to get to grips with new concepts quickly
- Strategic analysis & planning and execution, performance metrics, project evaluation, and commercial acumen
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Head of Corporate Finance & Treasury - 12 Month FTC employer: S&W
Contact Detail:
S&W Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Corporate Finance & Treasury - 12 Month FTC
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might have insights into Evelyn Partners. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by diving deep into the company’s recent projects and initiatives. Show us you’re not just interested in the role but also in how you can contribute to their goals, especially around M&A and value creation.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience with project management and financial analysis. We want to hear how you’ve tackled challenges and delivered results in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Evelyn Partners.
We think you need these skills to ace Head of Corporate Finance & Treasury - 12 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Corporate Finance & Treasury role. Highlight relevant experience in M&A, project management, and financial analysis. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your understanding of our mission at Evelyn Partners.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your impact in previous roles. Numbers and results speak volumes, so let us know how you’ve contributed to value creation in past positions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re serious about joining our team at Evelyn Partners!
How to prepare for a job interview at S&W
✨Know Your Numbers
As a candidate for the Head of Corporate Finance & Treasury role, it's crucial to brush up on your financial metrics and valuation techniques. Be prepared to discuss how you would approach M&A valuations and due diligence, as well as any relevant experience you've had in these areas.
✨Showcase Your Project Management Skills
This role involves significant project and change management responsibilities. Come armed with examples of past projects where you successfully managed change, particularly in finance. Highlight your methodical approach and ability to work under pressure while maintaining accuracy.
✨Understand the Company’s Vision
Evelyn Partners places a strong emphasis on understanding client needs and delivering good advice. Familiarise yourself with their mission and values, and be ready to discuss how your personal values align with theirs. This will show that you're not just looking for a job, but are genuinely interested in contributing to their purpose.
✨Prepare for Unstructured Problems
The job description mentions dealing with unstructured problems and new concepts. Think of examples from your past where you tackled ambiguous situations or developed innovative solutions. This will demonstrate your strategic analysis skills and adaptability, which are key for this role.