Portfolio Finance Director

Role Overview

• Support the short and long-term strategic financial objectives of the Portfolio with financial information and operational insights, focusing on top down and Portfolio level initiatives, intervening where appropriate.
• Ensure on time and accurate delivery of financial results to ParentCo and act as the main point of contact for the financial function at the Portfolio.
• Integration of new businesses and supporting with training and onboarding of new management and finance teams.
• Lead the Financial Reporting & Analysis function at the Portfolio level, accumulating and presenting business performance in an accurate and timely manner to internal and external stakeholders.
• Help to co-ordinate both external and internal audit processes.
• Identify strong-performing businesses and gather operational insights which can be shared across the Portfolio.
• Identify systems and processes best practices and support the evaluation and implementation.
• Manage the material commercial contracting process, identifying and implementing improvements, creating a value-added and efficient workflow.
• Establish a high level of credibility with stakeholders, developing key relationships both internally and externally.
• Lead the Quarterly Strategic Review process across the Portfolio.
• Monitor acquisition performance against investment thesis ensuring key objectives are met, and formalizing reviews and accountabilities in the Portfolio (6 mth Post Acquisition Review, Full Post Acquisition Review, Investment Memo vs. actual results, IRR analysis, etc.).
• Ensure integration and Post Acquisition Review learning are integrated into the acquisition thinking through sharing, development of knowledge base, playbooks, etc.
• Provide guidance on Portfolio level topics such as management fees, bonus methodologies, team structures.
• Ad-hoc analysis and project work to support the transformation and scalability of the organization as required.

Requirements

• Proven Finance Director or equivalent senior financial leadership experience in a complex, multi-entity, acquisitive organization.
• Strong background in M&A, capital allocation and transaction execution.
• Deep technical expertise in accounting, financial reporting and internal controls (CPA, CA or equivalent strongly preferred).
• Experience in software, technology or asset-light businesses with recurring revenue models.
• Comfortable operating within a decentralized model while enforcing high standards of financial discipline.

Benefits

• Competitive compensation
• Comprehensive benefits package
• Opportunity to learn from industry experts