Our client is a leading wealth management firm renowned for providing bespoke financial solutions to high-net-worth individuals and institutions. With a strong emphasis on strategic growth and client-centric services, they have established a reputation for excellence in the wealth management industry. They are seeking an accomplished and forward-thinking Commercial Finance Director to shape financial strategy and drive performance across the organisation.
Position Overview:As the Commercial Finance Director, you will be at the forefront of the firm’s financial strategy, providing critical insight to support growth and profitability. Working closely with senior leadership, you will ensure robust financial planning, effective performance management, and compliance with regulatory standards. This is an opportunity to significantly influence the firm's commercial and operational success.
Key Responsibilities:
- Lead the finance team to deliver accurate and timely financial reporting, ensuring compliance with regulatory and internal standards.
- Oversee the preparation of budgets, forecasts, and management accounts, aligning financial plans with the organisation’s strategic goals.
- Partner with business leaders to provide commercial insight, identifying opportunities for revenue growth and operational efficiency.
- Develop and implement financial models to assess profitability, investment decisions, and scenario planning.
- Drive process improvements and technology adoption to streamline financial operations and enhance reporting accuracy.
- Provide expertise on non-routine financial matters, including mergers and acquisitions, business integrations, and regulatory changes.
- Champion a culture of performance excellence, mentoring and developing finance team members.
- Collaborate with the leadership team on special projects and initiatives to optimise financial performance and long-term planning.
Qualifications/Skills:
- ACA/ACCA/CIMA Qualified or equivalent, with extensive experience in finance leadership roles.
- Strong background in financial and commercial management within wealth management, financial services, or a related sector.
- Proven ability to influence and collaborate with senior stakeholders, delivering actionable insights to support decision-making.
- Expertise in financial modelling, forecasting, and budgeting with advanced analytical skills.
- Exceptional leadership capabilities, with a track record of building and developing high-performing teams.
- Experience with regulatory requirements and compliance within the financial services industry.
- A strategic mindset combined with a hands-on approach to problem-solving and execution.