Head of Corporate Finance & Treasury

evelyn Partners; City Of London; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading finance firm in London is seeking a talented Chartered Accountant to support business change initiatives and manage M&A due diligence and project work across the organization. This role involves liaising with the M&A team, monitoring debt and cash flow, and ensuring project authorization and reporting. Ideal candidates will have strong project and change management experience, excellent interpersonal skills, and the ability to handle complex problems. Benefits include a competitive salary and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Qualified Chartered Accountant (ACA/ACCA).
• Methodical and able to work under pressure.
• Experience in project and change management from a finance perspective.
• Excellent interpersonal skills for dealing with various contacts.
• Comfortable with unstructured problems and new concepts.
• Strong skills in strategic analysis and planning.

Responsibilities

• Support ad hoc project work like M&A due diligence and integrations.
• Liaise with M&A team for calculations related to earn outs.
• Assist in legal entity rationalisation projects.
• Deliver requirements to lenders and rating agencies.
• Monitor Group's debt and cash flow.
• Help develop project authorisation, reporting, and tracking.

Skills

Project management

Change management

Interpersonal skills

Strategic analysis

Performance metrics

Commercial acumen

Education

Qualified Chartered Accountant (ACA/ACCA)

Job description

Overview

We're seeking a talented individual to join our team in London, responsible for supporting the planning and delivery of business change initiatives across Finance and the organisation, including work to ensure the company is ready to maximise and realise value, potentially through an IPO.

Responsibilities

• 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

• 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

Benefits

• 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

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.

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.