Senior Value Creation Director, Financial Services (PE)

Finatal; Greater London; On-site; GBP 180,000 - 320,000; Full time

Benefits offered by this job

Carried interest

Bonus

Competitive pay

Job summary

Finatal in London is seeking a Director to join the Value Creation team, focusing on Financial Services. You will partner with Partners, portfolio CEOs, CFOs and boards to drive value creation across investments.

The role blends strategic, commercial and operational improvement with deep industry knowledge, supporting deals from diligence to exit and serving as a senior sector specialist across the portfolio.

Qualifications

• 12+ years' experience across private equity value creation, operating partner teams, financial services, strategy consulting, private credit or related investment environments.
• Significant experience working with financial services businesses across lending, asset management, insurance, payments or other platforms.
• Demonstrable track record of delivering value creation within PE-backed, investor-owned or high-growth businesses.
• Strong understanding of the key levers that drive value in financial services companies.
• Experience working directly with CEOs, CFOs, boards, investors and senior management teams.
• Strong knowledge of financing and capital structures; exposure to structured finance advantageous.

Responsibilities

• Lead value creation initiatives across the firm's financial services portfolio, working with investment teams and Partners.
• Partner with CEOs, CFOs and leadership teams to develop and execute value creation plans.
• Drive strategic, commercial and operational improvements for sustainable growth and enterprise value.
• Support portfolio businesses with capital strategy, financing, refinancing and balance sheet optimisation.
• Identify and support buy-and-build strategies, including acquisition assessment and post-deal execution.
• Establish KPIs, governance and reporting across portfolio companies.

Skills

Value creation

Financial services expertise

PE/VC experience

Strategic leadership

Education

ACCA/ACA/CFA/MBA qualifications welcomed

Tools

Financial modelling

Capital structure analysis

Job description

Finatal in London is seeking a Director to join the Value Creation team, focusing on Financial Services. You will partner with Partners, portfolio CEOs, CFOs and boards to drive value creation across investments.

The role blends strategic, commercial and operational improvement with deep industry knowledge, supporting deals from diligence to exit and serving as a senior sector specialist across the portfolio.