FD / Chief Financial Officer
£Competitive Package including salary, performance-based bonuses, and comprehensive benefits
City of London

THE COMPANY
They are a well-known specialist insurance broker who have a record of success and growth over the last 25 years since its foundation. With over 200 employees and offices in London, USA, Far East and Europe, they have a highly stable, collegiate workforce, with strong employee engagement, a strong collegiate and entrepreneurial culture. It is a good place to work; its employees have a sense of fairness and the company takes its corporate social responsibility seriously. With continued growth and expansion of the Company, they are now seeking an experienced finance professional to join their senior team to help drive financial excellence for the company. Reporting directly to the CEO & Founder, you will be responsible for all financial ingredients that makes up the company and will play a crucial role in helping drive the financial success of the company. The CFO will provide financial leadership, optimise financial processes and management, and ensure the long-term financial health of the company as well as incorporate its values..

SKILLS AND EXPERIENCE REQUIRED
To be considered for this role, you should meet the following criteria:

  • Professional accountancy qualifications (CFA, ACCA, FCCA, CIMA), Bachelor's degree in Finance, Accounting, or related field (Master's/MBA preferred).
  • Proven experience as an FD / CFO or in a senior financial leadership role, within the insurance or the professional services sector in a company which nurtures its beginnings from a small business. (Someone from a bank , private equity investment firm or an investment management company will not be considered)
  • Is authentic, curious and leads with a growth mindset and is approachable and empathetic.
  • Understanding of insurance broking operations and financial dynamics.
  • Able to advise the Board in a sympathetic, honest and understanding manner without being a Yes person, able to present balanced and well considered advise.
  • Demonstrated expertise in financial planning, analysis, and reporting.
  • Excellent leadership and team management skills.
  • Strategic thinker with the ability to translate financial data into actionable and understandable insights.
  • Exceptional communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
  • Proficiency in financial management software and tools.
  • Sound knowledge of relevant financial regulations and compliance requirements.
  • Strong analytical and problem-solving abilities.

THE ROLE
You will be a significant figurehead at the company, supporting the CEO, which will lead to a future role on the board. You will make a significant impact in the company's financial success and be a key driver towards the growth and strategic objectives. Oversee all financial operations, including budgeting, forecasting, financial analysis, and reporting.

  • Understands treasury and foreign exchange and able to make decisions on hedging.
  • Collaborate with the senior management to formulate business strategies and initiatives that drive growth and profitability.
  • Provide financial insights and recommendations to support effective decision-making by the board.
  • Monitor and analyse financial performance, identifying areas for improvement and implementing corrective actions as needed.
  • Lead the annual budgeting and planning process, ensuring alignment with strategic objectives.
  • Able to produce business modelling, valuation, market analysis to help plan business development.
  • Oversee financial reporting, regulatory compliance, business planning and tax planning, ensuring accuracy and adherence to relevant laws and regulations.
  • Establish and maintain relationships with external stakeholders, auditors, and regulatory bodies.
  • Evaluate and implement financial systems, tools, and technologies that enhance operational efficiency and accuracy.
  • Manage cash flow, working capital, and investment strategies to optimise financial resources.
  • Identify and assess potential risks and opportunities, developing strategies to mitigate risks and capitalize on opportunities.
  • Stay current with industry trends, financial best practices, and regulatory changes to inform decision-making.
  • Manage and mentor the finance team, ensuring their professional development and fostering a culture of continuous improvement.
  • Is commercially minded and curious to learn what is happening in the business.