Leading Value Creation in a Private Equity Backed Services Platform

Our client is a UK‑based, market leading outsourced services business with a long-established operating history and a strong blue chip customer base. The business has recently secured Private Equity investment to support its transition into a more scalable, growth focused platform.

As part of this next phase of development, the organisation is now seeking to appoint a Chief Financial Officer to provide strategic financial leadership, strengthen governance, and support long‑term value creation and exit planning.

The Role

This is a highly strategic CFO appointment within a first‑time private equity backed environment. The role demands deep experience of scaling businesses and a strong understanding of the financial strategies required to support and sustain growth.

Responsibilities

• Act as a trusted strategic advisor to the CEO and Board, shaping value creation strategy and long‑term exit readiness
• Lead board level financial reporting, management packs, and investor communications with clarity and credibility
• Oversee Financial Planning & Analysis, developing robust financial plans aligned to strategic objectives and execution
• Strengthen financial governance, audit, risk management, and regulatory compliance frameworks
• Drive improvements in financial systems, controls, and automation to support a scaling business
• Support the development of more software enabled and recurring revenue business models, with strong understanding of relevant metrics
• Partner closely with the CEO and commercial leadership on scenario planning, customer expansion, pricing strategy, and new revenue initiatives
• Work collaboratively with the existing Finance Director and a small finance team to build capability and resilience

The Person

We are seeking a commercially astute finance leader with the credibility to operate at Board level and act as a trusted partner to both management and investors.

Qualifications

• Significant experience as a Chief Financial Officer, or as a senior Finance Director within a business undergoing significant scale‑up
• Full professional accountancy qualification (ACA, ACCA, CIMA or equivalent)
• A proven track record of working with investors, managing reporting obligations, and meeting approval requirements
• Strong familiarity with private equity backed environments, ideally across multiple transactions or investment cycles
• Board level credibility, with the ability to offer strategic guidance and influence top level decisions
• Deep expertise in financial planning and analysis, alongside strong audit, risk management, and governance capability
• A solid understanding of B2B and recurring revenue business models, including key metrics and performance drivers
• Experience across financial strategy, tax planning, acquisitions, rationalisation initiatives, and PE‑backed deals
• A blend of commercial judgement and technical accounting expertise, enabling rounded and pragmatic financial leadership
• Experience within managed services, outsourced services, SaaS or technology‑enabled businesses would be particularly relevant

The Opportunity

• Base salary £140,000 - £160,000, depending on experience, with flexibility for exceptional candidates
• Annual bonus component
• Meaningful equity participation
• Direct influence at Board level with management and private equity stakeholders
• Exposure to value creation initiatives and long‑term exit planning
• A rare opportunity to shape the financial strategy and governance of a business at a defining stage of its evolution

CMA complies with all relevant UK legislation and doesn't discriminate on any protected characteristics.