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Our client is a growing Private Equity firm, specialising in growth capital. A new role has been created for someone to develop a Portfolio Monitoring function, to work very closely with the portfolio companies to analyse their financial performance and commercial outlook. This is a very varied role and hugely exciting as you will be the lead individual for this function and will have the opportunity to build a team around you. We are seeking high calibre people with strong Finance skills.
Provide in-depth monitoring of the financial performance of portfolio companies, delivering high quality analysis and insights
Build open, honest and constructive relationships with management teams at portfolio companies
Work with portfolio companies to add value, advising on MI preparation and development and transitions in the finance function over our period of investment
Identify growth opportunities and early warning signs and take action as appropriate
Build detailed understanding of investment documents to be able to provide advice on available courses of action for follow-on investment or distress scenarios
Establish robust process for review of financial covenants and other contractual obligations of portfolio companies
Prepare content and present at monthly Monitoring Committee meetings
Assist in setting KPIs, financial covenants and other contractual obligations for prospective deals
Play a leading role in shaping and improving our portfolio monitoring systems and protocols
You will be a professionally qualified accountant
Experience could come from two different routes:
Someone already performing or leading a Portfolio Monitoring team with another Private Equity business OR
An experienced Finance Director/Controller with broad experience working with smaller commercial businesses (possibly PE-backed firms) who has demonstrable experience in managing commercial events, such as an acquisition, disposal, finance raising, taking investment etc
A high level of gravitas and credibility and ability to work with a variety of different business types and owners
Able to provide commercial guidance to senior management as opposed to providing just the financial data
A chance to further develop your Portfolio Managing career OR
A genuine opportunity to take all your commercial Finance experience and apply it in a different area of business, a role that genuinely affords you the chance to move into the Private Equity sector.
Internal Number: 5851849
About Carnegie Consulting
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