Portfolio Finance Director

FD Recruit is partnering with a client in East Yorkshire to engage a portfolio Finance Director. This is a fractional engagement initially to conduct a review of an owner managed business with potential ongoing part time support for a few days per month. Our client is a well-established, owner-managed business providing specialist engineering services for project delivery. There will be a requirement to meet onsite initially and then move to a remote model.

The company has recently opened a European subsidiary to support expansion into EU project work, and is looking for a portfolio FD to partner with the owners and provide strategic guidance on managing sustainable growth.

The portfolio FD will have the following responsibilities:

• Conduct an initial review/audit of both the current finance function, processes, and reporting, and the business as a whole, providing recommendations.
• Provide strategic financial leadership and act as a trusted advisor to the business owners.
• Develop and maintain cash flow forecasts and financial planning tools.
• Introduce or improve KPI reporting and analysis to track profitability, utilisation, cost, and margin by engineer/project.
• Advise on the financial and tax implications of operating through multiple international entities, including guidance on optimal allocation of work between jurisdictions.
• Support the business in managing limited forward sales...