Portfolio Director, Finance (3 years Renewable Contract/Heavy Travelling)
Oversee and strengthen financial operations across portfolio companies within the Private Equity ecosystem.
Ensure proper implementation of financing terms, strong financial planning, effective monitoring, and accurate reporting.
Collaborate closely with CEOs and senior leadership to drive financial transformation, enhance governance, and oversee finance leadership within assigned portfolio companies.
Role Overview – Portfolio Director, Finance
- Oversee and strengthen financial operations across portfolio companies within the Private Equity ecosystem.
- Ensure proper implementation of financing terms, strong financial planning, effective monitoring, and accurate reporting.
- Collaborate closely with CEOs and senior leadership to drive financial transformation, enhance governance, and oversee finance leadership within assigned portfolio companies.
Key Responsibilities / Accountabilities
1. Finance Leadership Hiring
- Lead recruitment of Financial Controllers / CFOs, including:
- Job scope design
- Screening and shortlisting
- Interviewing and selection
- Contract negotiation and onboarding
2. External Auditor Appointment
- Manage the selection of external auditors (preferably top-tier firms):
- Prepare RFPs
- Evaluate proposals and conduct presentations
- Negotiate commercials
3. Accounting / ERP System Implementation
- Oversee selection and implementation of accounting/ERP systems:
- Vendor evaluation
- System rollout governance
- Commercial negotiations
4. Project Control & Governance
- Chair monthly Project Control Group (PCG) meetings with CEOs, CFOs, and auditors (where needed).
- Ensure finance system implementation and improvement initiatives remain on track.
5. Internal Controls & Governance Framework
- Strengthen internal controls across portfolio companies, including:
- Bank, cash flow, and transaction reconciliations
- Financial policies and governance standards
- Clear role definitions across finance, operations, and compliance
- Segregation of Duties (SoD) to mitigate fraud and conflicts
6. Budgeting & Financial Modelling
- Develop and manage:
- Annual budgets
- Quarterly forecasts
- Long‑term financial models tied to performance KPIs
7. Reporting & KPI Governance
- Design and enforce:
- Monthly, quarterly, and annual management reports
- KPI dashboards
- Accurate and timely covenant reporting
8. Treasury, Cash Flow & Financial Discipline
- Provide ongoing support in:
- Treasury and cash flow management
- Banking and lender relationships
- Cost control and profitability improvement
- Strengthening operational and financial discipline
9. Finance Transformation Leadership
- Act as a hands‑on leader driving transformation initiatives across the portfolio.
- Support both strategic direction and execution‑level activities.
Requirements
Minimum Qualifications & Experience
Education
- Bachelor’s or Master’s Degree in Accounting, Finance, Economics, or related fields.
- Professional certifications highly preferred, such as:
Experience
- 15+ years of relevant professional experience.
- 8+ years in senior finance leadership roles (e.g., CFO, Finance Director, VP Finance, Financial Controller).
- Experience working in:
- Private Equity or Private Credit environments, or
- SME businesses with revenue below USD 100 million.
- Strong expertise in:
- Corporate Finance
- FP&A
- Risk Management
- Compliance
- Prior background with Big 4 or top‑tier international accounting firms is strongly preferred.
- Exposure to both manufacturing and services industries is an added advantage.