Portfolio Director, Finance (3 years Renewable Contract/Heavy Traveling)
Finance is responsible for overseeing and strengthening the financial operations of portfolio companies within the Private Equity ecosystem. This role ensures the implementation of financing terms, robust financial planning, effective monitoring, and accurate reporting to key stakeholders.
The role will work closely with CEOs and senior leadership teams to drive financial transformation projects, strengthen governance, and oversee finance leadership within selected portfolio companies.
Key Responsibilities / Accountabilities
- Lead the hiring of Financial Controllers / CFOs, including:
- Job scope design
- Screening
- Interviewing and selection
- Contract negotiation and onboarding
- Lead the selection of external auditors (Top Tier firms preferred), including:
- RFP preparation
- Evaluation & presentations
- Commercial negotiations
- Drive the selection and implementation of accounting / ERP systems, including:
- Vendor evaluation
- System rollout governance
- Commercial negotiation
- Chair and lead monthly Project Control Group (PCG) meetings with CEOs, CFOs and auditors (when required) to ensure financial system implementation and improvement projects remain on track.
- Establish and enhance internal control frameworks, including:
- Bank, cash flow and transaction reconciliations
- Financial policies and governance
- Clear roles and responsibilities across finance, operations and compliance
- Segregation of Duties (SoD) structures to prevent fraud and conflicts
- Develop and manage:
- Annual budgets
- Quarterly forecasts
- Long-term financial models driven by performance KPIs
- Design and enforce:
- Monthly, quarterly, and annual management reporting
- Operating KPI dashboards
- Accurate and timely covenant reporting
- Provide ongoing support in:
- Treasury and cash flow management
- Banking relationships
- Cost control and profitability improvement
- Operational efficiency and financial discipline
- Act as a hands‑on finance transformation leader across the portfolio, supporting both strategic and execution-level initiatives.
Requirements
Minimum Qualifications & Experience
- Bachelor’s or Master’s Degree in Accounting, Finance, Economics, or related fields
- Professional certifications highly preferred: ACCA, CPA, CFA, CMA
Experience
- Minimum 15+ years of total relevant experience
- At least 8+ years in a senior finance leadership role (e.g. CFO, Finance Director, VP Finance, Controller)
- Experience within:
- Private Equity / Private Credit environments, or
- SME businesses with turnover below USD 100 million
- Strong background in:
- Corporate finance, FP&A, Risk management, Compliance
- Background from Big 4 or top-tier accounting firms strongly preferred
- Experience across manufacturing and services sectors is an added advantage