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 a seasoned CFO to join their senior team to help drive financial excellence for the company. Reporting directly to the CEO & Founder the CFO will be responsible for all financial ingredients that makes up the company and will play a crucial role in shaping the financial strategy and overall 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.

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 a CFO or in a senior financial leadership role, preferably within the insurance or the professional services sector.

  • Is authentic, curious and leads with a growth mindset and is approachable and empathetic.

  • Understanding of insurance broking operations and financial dynamics.

  • 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 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, leading 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.