Interim CFO - M&A Situation

Russam; Greater London; Hybrid; GBP 120,000 - 200,000; Full time

Job summary

Russam is seeking an experienced Interim CFO/FD to lead the financial preparation for a potential sale. The role involves rebuilding historical financials, analyzing revenue drivers, and coordinating due diligence with shareholders, management and advisers.

The candidate should be a qualified accountant with hands-on experience in transactions, forecasting, and financial modelling, preferably with Private Equity exposure. PE-backed experience is highly valued.

Qualifications

• Qualified accountant with CFO/FD experience in sale preparation.
• Private Equity experience is highly desirable, PE-backed deals preferred.
• Hands-on with rebuilding and interrogating financial information.

Responsibilities

• Rebuild and validate historical financial information.
• Understand revenue, margins, cash and key drivers.
• Identify gaps ahead of due diligence.
• Review forecasts, plans and future revenue streams.
• Prepare robust financial information for due diligence.
• Respond to questions from buyers and advisers.
• Manage stakeholders and maintain momentum in a fast-paced process.
• Operate with commercial, pragmatic rigor.

Skills

Interim CFO

Due diligence

Financial modelling

Stakeholder management

M&A experience

PE experience

Forecasting

Education

Qualified accountant

Job description

Our client is an established and privately owned removal, storage and logistics business with a strong B2B proposition and turnover sub £50m.

The shareholders are considering a potential sale of the business. With no permanent CFO/FD in place, they require an experienced Interim CFO to prepare the business and its financial information for the sales and due diligence process.

The assignment would likely start in mid/late October and run for at least 3 months full-time.

The Interim CFO will take ownership of the financial preparation for the transaction, working closely with the shareholders, management team and advisers.

Key responsibilities will include:

• Rebuilding and validating historical financial information.
• Understanding revenue, margins, profitability, cash and the key drivers of the business.
• Identifying gaps or potential issues ahead of due diligence.
• Reviewing growth plans, forecasts and future revenue streams.
• Preparing robust financial information and analysis for the due diligence process.
• Anticipating and responding to questions from potential buyers and their advisers.
• Managing key stakeholders and maintaining momentum through a fast-paced transaction process.

The Desired Candidate

A qualified and highly commercial CFO/FD with previous experience of preparing a business for sale and supporting a due diligence process.

Private Equity experience is particularly important,

ideally gained within a PE-backed business or through previous PE transactions, with a strong understanding of the quality and depth of financial information investors will expect.

The successful candidate will be:

• Hands-on and comfortable rebuilding and interrogating financial information.
• Experienced in transactions, due diligence, forecasting and financial modelling.
• Able to quickly understand the financial story and key value drivers of a business.
• Commercial, pragmatic and comfortable challenging assumptions.
• An excellent communicator with strong stakeholder management skills.
• Able to operate at pace
• Qualified accountant

Previous logistics, storage, insurance services or related sector experience would be helpful but is not essential.