The Organisation

Our client is an established and privately owned removal, storage and logistics business with a strong B2B proposition and turnover sub £50m.

The shareholders are considering a potential sale of the business. With no permanent CFO/FD in place, they require an experienced Interim CFO to prepare the business and its financial information for the sales and due diligence process.

The assignment would likely start in mid/late October and run for at least 3 months full-time.

Roles & Responsibilities

The Interim CFO will take ownership of the financial preparation for the transaction, working closely with the shareholders, management team and advisers.

Key responsibilities will include:

• Rebuilding and validating historical financial information.
• Understanding revenue, margins, profitability, cash and the key drivers of the business.
• Identifying gaps or potential issues ahead of due diligence.
• Reviewing growth plans, forecasts and future revenue streams.
• Preparing robust financial information and analysis for the due diligence process.
• Anticipating and responding to questions from potential buyers and their advisers.
• Managing key stakeholders and maintaining momentum through a fast-paced transaction process.

The Desired Candidate

A qualified and highly commercial CFO/FD with previous experience of preparing a business for sale and supporting a due diligence process.

Private Equity experience is particularly important, ideally gained within a PE-backed business or through previous PE transactions, with a strong understanding of the quality and depth of financial information investors will expect.
The successful candidate will be:

• Hands-on and comfortable rebuilding and interrogating financial information.
• Experienced in transactions, due diligence, forecasting and financial modelling.
• Able to quickly understand the financial story and key value drivers of a business.
• Commercial, pragmatic and comfortable challenging assumptions.
• An excellent communicator with strong stakeholder management skills.
• Able to operate at pace  
• Qualified accountant

Previous logistics, storage, insurance services or related sector experience would be helpful but is not essential.

How to Apply

Please apply through the Russam portal or contact Jason Atkinson – Jason.atkinson@russam.co.uk or Giselle Millar – Giselle.millar@russam.co.uk for more information.