M&A Associate - Integration & Diligence

Location: Wiltshire Area, hybrid 2/3 days in office

Sector: Financial Services

Salary: Up to £75,000 + Bonus

We are delighted to be partnering with a leading financial services group to appoint an Integration & Diligence Associate. This pivotal role sits at the heart of the firm's acquisition and integration strategy, supporting the continued expansion of its partnership network through rigorous due diligence, seamless onboarding and successful business integration.

This is an exciting opportunity to take ownership of key workstreams across the transaction lifecycle, ensuring acquired advice firms, client books and franchisees are integrated efficiently, compliantly and with minimal disruption. Working closely with advisers and a broad range of internal stakeholders, you will play a critical role in delivering adviser lifecycle initiatives and helping to drive the firm's ambitious growth strategy.

Offering significant exposure to senior stakeholders, excellent career development opportunities and involvement in high-profile acquisitions, this role is ideal for a commercially minded professional seeking to make a tangible impact within a fast-paced and growing organisation.

Key Responsibilities

• Performing detailed operational, financial and client book analysis on acquisition targets.
• Leading the day-to-day coordination of data collection and validation from target firms, ensuring accuracy, completeness and consistency.
• Supporting the development of due diligence reports and integration risk assessments to inform strategic decision-making.
• Analysing adviser and client data to assess transition implications, commercial opportunities and compliance considerations.
• Building and maintaining financial models, dashboards and reporting templates to evaluate business performance, revenue quality and client segmentation.
• Supporting the planning and execution of integration activities across operations, client transitions, technology and compliance functions.
• Managing project plans, stakeholder communications and documentation throughout the integration lifecycle.
• Collaborating with internal teams and advisers to ensure the timely delivery of integration milestones and business objectives.
• Providing ad hoc analysis on acquired businesses and supporting ongoing performance monitoring and value creation initiatives.
• Supporting the assessment of investment opportunities within acquired firms, including technology enhancements, recruitment initiatives and operational improvements.
• Collaborating with the Valuation & Structuring team on financial modelling, market analysis and business case development.

The Ideal Candidate

• Experience within the intermediated or retail financial services sector, with exposure to acquisitions, due diligence, integration, business transformation or project management.
• A professional qualification such as ACA, CFA, or a recognised project management certification would be advantageous.
• Strong understanding of the UK financial advice market, including FCA regulations, adviser business models and client servicing frameworks.
• Commercially minded, with the ability to identify risks, assess opportunities and develop effective mitigation strategies.
• Familiarity with business systems, contractual arrangements and regulatory requirements.
• Strong project management and stakeholder engagement skills, with the ability to coordinate complex integration programmes effectively.
• Excellent analytical capabilities, with the ability to interpret complex data sets and generate meaningful commercial insights.
• Outstanding communication and interpersonal skills, with the confidence to engage effectively across all levels of the organisation.
• High levels of emotional intelligence, with the ability to manage adviser and client transitions sensitively and professionally.
• A proactive, adaptable and solutions-focused approach, with the ability to work independently and take ownership of key initiatives.
• Strong organisational skills, with the ability to prioritise competing demands and manage multiple workstreams in a dynamic environment.

For more information, please apply for this role or contact Alba Amigo at alba.amigo@phippscameron.com.

M&A Associate – Valuation & Structuring

Location: Wiltshire Area, hybrid 2/3 days in office

Sector: Financial Services

Salary: Up to £85,000 + Bonus

We are exclusively partnering with a leading financial services group to appoint an Associate within its Valuation & Structuring team. This pivotal role sits at the heart of an ambitious and highly active acquisition strategy, providing the opportunity to analyse, value and structure transactions across the UK market.

This is an exceptional opportunity to join a collaborative, high-performing team and work closely with Portfolio Managers, alongside finance, legal and commercial stakeholders. You will play a key role in evaluating acquisition opportunities, assessing financial forecasts, and shaping strategic decisions throughout the adviser lifecycle.

Offering significant exposure to senior leadership, excellent career progression prospects, and involvement in complex, high-value transactions, this role is ideal for an ambitious finance professional looking to make a tangible impact within a rapidly growing platform.

Key Responsibilities

• Leading the development of sophisticated financial models to support acquisition valuations and strategic decision-making.
• Assessing target company performance to determine appropriate valuation methodologies and pricing recommendations.
• Conducting sensitivity analysis and scenario modelling to evaluate deal structures, commercial terms and potential financial outcomes.
• Preparing high-quality financial reports, presentations and investment papers, clearly articulating valuation assumptions and conclusions.
• Collaborating with key stakeholders across the business to ensure financial models align with strategic objectives.
• Providing insight into optimal transaction structures, including earn-outs, financing arrangements and exit considerations.
• Partnering with legal, finance and commercial teams to ensure transactions meet strategic goals and regulatory requirements.
• Supporting financial due diligence activities across prospective acquisitions.
• Ensuring valuation assumptions and transaction structures are accurately reflected within integration planning processes.
• Performing post-acquisition analysis to evaluate financial performance, value creation and return on investment.

The Ideal Candidate

• Experience in financial modelling, valuation and transaction structuring within investment banking, corporate finance or a Big Four advisory firm.
• Experience within financial services, particularly the UK financial advice market, would be advantageous.
• Strong understanding of corporate finance, valuation methodologies, deal structuring and financial reporting.
• Knowledge of UK regulatory frameworks, including FCA requirements, adviser business models and client servicing structures, is desirable.
• Strong communication and presentation skills, with the confidence to engage effectively with senior stakeholders.
• Meticulous attention to detail combined with a strategic and commercially minded approach.
• ACA, CFA or a similar professional qualification is highly desirable.

For more information, please apply for this role or contact Alba Amigo at alba.amigo@phippscameron.com.

Head of Data

Location: Fareham, UK

Wealth Management

Competitive Salary

We are working with a dynamic, forward-looking wealth management business that is redefining how clients experience investment and financial planning. Combining digital innovation with trusted advisory expertise, the business is scaling rapidly, delivering personalised client solutions and driving operational excellence across its platform. Positioned at the forefront of the sector, the firm is helping shape the future of wealth management.

We are seeking a highly strategic and technically skilled Head of Data who will be responsible for ensuring data capability and governance underpin strategic priorities, drive value creation and enable data driven product, client and commercial decisions. The role combines hands on technical leadership with strong commercial acumen and outstanding stakeholder engagement to accelerate the monetisation of data across platforms, products and client solutions.

Key Responsibilities

• Partnering with the CEO and Executive Leadership Team to optimise data strategy and execution, ensuring alignment across data governance, engineering, analytics and product initiatives.
• Leading high priority data initiatives, including data platform enhancements, data product development, pricing and commercial models for data-enabled solutions and market and customer analytics, ensuring recommendations are actionable and data-driven.
• Driving end-to-end execution of data led initiatives, tracking progress, resolving roadblocks and fostering a culture of accountability across data, tech and commercial teams.
• Monitoring data platform and analytics performance, supporting commercial decision making and identifying opportunities for optimisation, innovation and growth.
• Embedding risk management, data privacy and regulatory alignment across data.

The Ideal Candidate

• Proven experience in a senior data leadership role within wealth management, asset management or broader financial services (e.g., Head of Data, Chief Data Officer or equivalent).
• Strong strategic, operational and analytical skills, with a track record of delivering cross functional data driven programmes to completion.
• Demonstrable experience leading complex data or digital transformations, including data architecture, data governance, ML/AI enablement and data monetisation.
• Exceptional communication and interpersonal skills, with the confidence to engage senior executives, boards and external partners.
• Commercially astute, able to align data strategy and delivery with business outcomes, revenue opportunities and client value propositions.
• Highly organised, proactive and able to manage competing priorities in a fast p paced environment.
• Deep understanding of regulatory frameworks, data privacy and data management best practices relevant to UK wealth management.
• Hands on but strategically focused: comfortable contributing technically when needed while driving the overarching data strategy and commercial ambitions.

For more information, please apply for this role or contact Elliot O'Shea-Cowan at elliot.oshea-cowan@phippscameron.com.

FP&A Controller / Senior FP&A Controller (m/w/d)

Standort: Frankfurt am Main (2–3 Tage vor Ort, restlich flexibel remote)
Vertragsart: Unbefristete Festanstellung
Start: Ab sofort
Branche: Business Services / PE-backed Buy-and-Build-Plattform
Vergütung: 100.000 – 140.000 EUR Fixgehalt + Bonus

Für eine stark wachsende, Private-Equity-backed Unternehmensgruppe im Buy-and-Build-Umfeld suchen wir einen erfahrenen FP&A Controller mit tiefgehender LucaNet-Expertise.

Die Gruppe wurde Anfang des Jahres gegründet und umfasst bereits sieben Gesellschaften mit weiterem anorganischem Wachstum in den kommenden Jahren.

Aufgaben

• Verantwortung für den gesamten FP&A-Prozess innerhalb der Unternehmensgruppe
• Einspielen, Aufbereitung und Qualitätssicherung von Finanzdaten in LucaNet
• Durchführung von Adjustments, Normalisierungen und Konsolidierungen
• Erstellung und Weiterentwicklung von Monatsabschlüssen, Forecasts und Budgetplanungen
• Umsatz-, Cashflow- und KPI-Analysen sowie Management- und Investor-Reporting
• Unterstützung bei der Integration neu erworbener Gesellschaften in die Reporting- und Planungsstruktur
• Weiterentwicklung und Optimierung von Reporting-, Planungs- und Konsolidierungsprozessen
• Enge Zusammenarbeit mit Geschäftsführung, CFO, Investor sowie den operativen Gesellschaften

Anforderungen

• Mehrjährige Erfahrung im Bereich FP&A, Controlling oder Group Finance innerhalb eines PE-getriebenen Umfelds
• Tiefgehende, praxiserprobte LucaNet-Kenntnisse, insbesondere in den Bereichen Datenintegration, Konsolidierung, Planning und Reporting
• Erfahrung in Buy-and-Build- oder stark wachsenden Multi-Entity-Strukturen von Vorteil
• Fundiertes Verständnis von Bilanz, GuV und Cashflow-Zusammenhängen
• Strukturierte, analytische und gleichzeitig hands-on Arbeitsweise
• Hohe Affinität zu Datenqualität, Reporting-Geschwindigkeit und Prozessoptimierung
• Kommunikationssichere Deutsch- und Englischkenntnisse
• Motivation, in einer dynamischen PE-Umgebung Verantwortung zu übernehmen und Strukturen aktiv mit aufzubauen

Interim Head of Accounting – Munich

Mid-Sized Financial Services Business

A growing mid-sized financial services business based in Munich is seeking an experienced Interim Head of Accounting to lead and stabilise the accounting function during a period of operational development and finance transformation.

Working closely with senior finance leadership, the successful candidate will take ownership of day-to-day accounting operations, ensure high-quality financial reporting and compliance, and support ongoing process improvement initiatives within a regulated environment.

Key Responsibilities

• Lead and manage the accounting function, including general ledger, AP/AR, and month-end close processes
• Ensure timely and accurate monthly, quarterly, and annual financial reporting
• Oversee HGB accounting compliance and support external audit processes
• Drive improvements across accounting processes, controls, and reporting quality
• Manage cash reconciliation, balance sheet reviews, and accounting governance
• Support finance transformation and systems/process optimisation initiatives
• Coordinate with tax advisors, auditors, and external stakeholders where required
• Provide leadership and guidance to the accounting team during a period of change and growth

Candidate Profile

• Experienced accounting leader with prior Head of Accounting or senior finance management experience
• Strong knowledge of HGB accounting standards within financial services or regulated environments
• Hands-on operational approach with the ability to work effectively in dynamic mid-sized businesses
• Experience managing audits, reporting cycles, and finance process improvements
• Prior interim experience highly desirable
• Comfortable operating in fast-paced and evolving environments
• Fluent German and strong English language skills required

Additional Information

• Interim mandate based in Munich
• Mid-sized, growth-oriented financial services environment
• Immediate or short-notice availability preferred
• Competitive interim day rate/package available depending on experience

Head of Finance – SaaS Business

Role

A rapidly growing SaaS business is seeking a commercially focused Head of Finance to lead and further develop the finance function during a key phase of scale-up growth. Reporting directly to the CFO/CEO, the role will partner closely with senior leadership to drive financial performance, improve scalability, and support strategic decision-making across the business.

This is a broad finance leadership role within a fast-paced, data-driven environment, combining operational finance ownership with strategic business partnering responsibilities.

Key responsibilities include:

• Leading the day-to-day finance function across FP&A, accounting, reporting, treasury, and controls
• Owning budgeting, forecasting, and KPI reporting processes across the business
• Developing SaaS-specific financial analysis including ARR, MRR, churn, CAC, LTV, cohort analysis, and unit economics
• Supporting commercial decision-making through data-driven financial insight and performance analysis
• Building scalable finance processes, systems, and controls to support continued growth
• Managing cash flow forecasting and working capital planning
• Supporting fundraising, board reporting, and investor communications where required
• Partnering with operational teams across sales, customer success, product, and operations
• Managing external advisors including auditors, tax advisors, and banking partners
• Supporting ERP, BI, and finance systems improvements
• Building and mentoring a high-performing finance team as the business scales

Candidate

The successful candidate will be a hands-on and analytically strong finance leader with experience operating in high-growth SaaS or technology environments.

Key requirements include:

• Proven experience in a Head of Finance, Finance Director, or senior finance leadership role
• Strong understanding of SaaS business models and recurring revenue metrics
• Experience within high-growth, scale-up, VC-backed, or PE-backed businesses
• Strong FP&A and commercial finance capabilities
• Experience building and improving finance processes within scaling organisations
• Ability to operate both strategically and hands-on within a dynamic environment
• Strong stakeholder management and communication skills
• Advanced analytical and data-driven decision-making capabilities
• Experience with modern ERP, BI, and reporting tools is advantageous
• Prior exposure to fundraising, investor reporting, or international expansion is beneficial
• Fluent English required; additional European languages are advantageous

This opportunity offers significant exposure to leadership, strategy, and growth initiatives within an ambitious and rapidly scaling SaaS environment.

Interim CFO – PE-Backed E-Commerce Business (€180m Revenue)

Role

A private equity-backed e-commerce business with approximately €180m in annual revenue is seeking an experienced Interim CFO to support the business through a critical phase of growth, performance optimisation, and strategic finance transformation.

Reporting directly to the CEO and working closely with investors and the wider leadership team, the Interim CFO will take ownership of the finance function across a multi-entity, international environment. The role will focus on strengthening financial control, improving commercial visibility, enhancing cash and working capital management, and supporting value creation initiatives.

Key responsibilities include:

• Leading and stabilising the finance function across FP&A, accounting, treasury, tax, and reporting
• Delivering high-quality monthly reporting, forecasting, and KPI analysis for management and shareholders
• Driving cash flow management, liquidity planning, and working capital optimisation
• Supporting commercial decision-making through data-driven financial insight and performance analysis
• Partnering with the PE sponsor and executive team on strategic initiatives, including operational improvements and scalability planning
• Reviewing and improving finance processes, systems, controls, and reporting structures
• Managing banking relationships, covenant reporting, and external stakeholders including auditors and advisors
• Supporting potential refinancing, M&A activity, or exit readiness initiatives where required
• Acting as a hands-on finance leader capable of operating both strategically and operationally within a fast-paced environment

Candidate

The successful candidate will be a seasoned CFO or senior finance leader with strong experience in private equity-backed businesses, ideally within e-commerce, consumer, retail, digital, or other fast-moving multi-channel environments.

Key requirements include:

• Proven track record as a CFO or Interim CFO within PE-backed businesses
• Experience operating in businesses of similar scale and complexity (€100m+ revenue)
• Strong understanding of e-commerce and consumer-driven business models, including margin management, inventory dynamics, and cash flow optimisation
• Demonstrated ability to lead finance transformation and performance improvement initiatives
• Strong commercial acumen with the ability to influence operational and strategic decision-making
• Experience managing stakeholder relationships with private equity investors, lenders, and boards
• Hands-on leadership style with the ability to operate effectively in dynamic and fast-changing environments
• Strong analytical, communication, and leadership capabilities
• Prior experience supporting refinancing, M&A, integration, or exit processes is advantageous
• Availability to start at short notice is preferred

The assignment is expected to run for an initial 6–12 month period, with flexibility depending on business requirements and project scope.