Job description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented individual to join our team in London, which is responsible for supporting the planning and delivery of business change initiatives that are happening both in Finance and across the organisation, including work to ensure the company is ready to maximise and realise value, potentially through an IPO.
As Head of Corporate Finance & Treasury, you will have significant involvement in the M&A portfolio, supporting company valuations, due diligence, and business as usual performance tracking. You will analyse, enhance, design, collect and track management information, automate MI so that the organisation understands its value creation and can influence the drivers.
Your responsibilities will include among others:
- Key support on ad hoc project work, including M&A due diligence, integrations and business process improvements including Corporate M&A, RIFA and Hiring Talent
- Liaise with M&A team in calculation of earn outs for M&A, RIFA and Hiring Talent deals
- Group-wide legal entity rationalisation project, supporting the simplification of our through liquidation/strike off of unnecessary companies
- Delivery of requirements to lenders, rating agencies and similar in relation to SFA
- Ongoing monitoring of Group’s debt and cash flow requirements
- Support the development and control of project authorisation, reporting and tracking
Qualifications
Skills and Experience
To be successful in this role, you should:
- Qualified Chartered Accountant (ACA/ACCA)
- Methodical with the ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high quality output
- Project and change management experience from a finance perspective
- Excellent interpersonal skills with the ability to deal with internal and external contacts at all levels
- Comfortable working with unstructured problems, concepts and ideas that are very new to the business with an ability to get to grips with new concepts quickly
- Strategic analysis & planning and execution, performance metrics, project evaluation, and commercial acumen
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
