Interim Exit Support

Finatal; Reading; Hybrid; GBP 111,000 - 166,000; Full time

Job summary

Finatal is seeking an Interim Exit Support to back a private equity‑backed insurance business preparing for a forthcoming exit. Working closely with the CFO and leadership, you’ll oversee data room governance, information requests, and diligence readiness in a fast paced PE environment.

The role focuses on enhancing financial models, coordinating advisers and investors, and shaping the investment narrative.

Qualifications

• Experience with transaction data rooms and vendor due diligence.
• Strong financial modelling and scenario analysis.
• Exposure to private equity exits in insurance sector is a plus.

Responsibilities

• Lead preparation, organisation, and ongoing management of the transaction data room.
• Coordinate information requests from advisers, lenders, and investors.
• Support vendor due diligence and ensure transaction-ready financial information.
• Partner with corporate finance advisers, due diligence providers, and legal advisers.
• Develop and enhance financial models, forecasts, and scenario analysis.
• Support management presentations and investor materials.
• Work with CFO/leadership to address diligence issues.
• Coordinate internal workstreams across finance, operations, commercial, compliance and risk.
• Support value creation initiatives and articulate the investment story to buyers.
• Assist transaction execution through to completion.

Skills

Transaction experience

Insurance knowledge

Financial modelling

Stakeholder management

PE-backed environment

Data room management

Education

Bachelor's degree in finance or accounting

Tools

Excel

PowerPoint

Job description

Working Model: Hybrid (2 days p/week in office)

Contract: 6-9 month contract

About the Opportunity

We are partnering with a private equity-backed insurance business (c.200m revenue) to appoint an Interim Exit Support to support preparations for a forthcoming exit process.

Working closely with the CFO, executive leadership team, private equity investors, and external advisers, you will play a pivotal role in ensuring the business is fully prepared for a successful transaction. This is a highly commercial and visible position, sitting at the centre of the exit workstream and acting as a key bridge between internal stakeholders and external advisers.

The successful candidate will combine strong transaction experience with a deep understanding of the insurance sector and will be comfortable operating within a fast-paced, PE-backed environment.

The Role

Key responsibilities will include:

• Leading the preparation, organisation, and ongoing management of the transaction data room.
• Coordinating information requests from advisers, lenders, and prospective investors throughout the exit process.
• Supporting vendor due diligence workstreams and ensuring financial information is transaction-ready.
• Partnering with corporate finance advisers, financial due diligence providers, legal advisers, and other external stakeholders.
• Developing and enhancing financial models, forecasts, and scenario analysis to support transaction decision-making.
• Supporting management presentations, investor materials, and bidder information requests.
• Working closely with the CFO and leadership team to identify and address potential diligence issues ahead of process launch.
• Coordinating internal workstreams across finance, operations, commercial, compliance, and risk functions.
• Supporting value creation initiatives and helping articulate the investment story to prospective buyers.
• Assisting with transaction execution activities through to completion.