Portfolio CFO, Mid-Market Private Equity Investor, Remote or UK based
eFinancialCareers
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About our client
PER has partnered with a rapidly growing US private equity investor seeking to appoint an experienced CFO from a high-performing portfolio company into a CFO value creation lead role at the fund. In this position, the successful candidate will work closely with the investment team and portfolio company leadership to drive finance-led value creation across the portfolio. The focus will be on improving performance, strengthening financial discipline, and building scalable finance infrastructure that enables long-term growth and value realisation.
This is not a traditional private equity CFO mandate. It is a highly hands-on, portfolio-wide transformation role that blends strategic insight with operational execution, working at pace with executive teams to deliver measurable financial improvement across multiple businesses.
Experience with US GAAP and US accounting standards is essential. What the job involves
Partner with portfolio company CFOs and CEOs to identify, prioritise, and execute high-impact value initiatives
Drive EBITDA improvement through margin expansion, cost optimisation, and operational efficiency programmes
Lead working capital optimisation initiatives, including cash conversion cycle improvements across inventory, receivables, and payables
Strengthen and upgrade finance functions across portfolio companies, including FP&A, controllership, reporting, and systems
Implement scalable financial planning, forecasting, and KPI frameworks to enhance performance visibility and accountability
Improve the quality, speed, and consistency of management reporting across the portfolio
Develop and embed value-driver trees and performance dashboards to support data-driven decision-making
Support management teams in translating strategic priorities into measurable financial outcomes
Enhance data-led decision-making capabilities across portfolio businesses
Support Investment teams on financial due diligence, underwriting, and investment case development
Assist portfolio companies with refinancing, recapitalisations, and dividend strategies as required
Provide finance leadership input into M&A processes, including integrations and carve-outs
Act as a trusted advisor to portfolio CFOs and executive teams, building strong, collaborative relationships
Deliver hands-on, practical support to management teams while maintaining appropriate governance boundaries
Serve as a key interface between Investment professionals and portfolio finance leadership
Drive ERP, consolidation, and broader financial systems improvements where required
Standardise reporting, controls, and governance frameworks across portfolio companies to ensure consistency and scalability
Who we are looking for
Qualified accountant (ACA, ACCA, CIMA or equivalent)
Experience with US GAAP and US accounting standards is essential
Proven track record as CFO within a mid market private equity-backed portfolio company
Experience operating in high-growth, turnaround, or transformation environments
Strong understanding of key value creation levers in PE-owned businesses
Demonstrated success in driving EBITDA improvement, cash generation, and financial discipline
Experience across M&A processes, including due diligence, deal execution, and integration
Strong knowledge of working capital optimisation and cash management strategies
Ability to partner credibly and effectively with CEOs, CFOs, and boards
Strong stakeholder management skills across both Investment teams and portfolio leadership
Hands-on operator with a willingness to be deeply involved in execution when required
High emotional intelligence with the ability to influence without direct authority
Commercially astute, pragmatic, and strongly outcomes-focused
Comfortable operating across multiple portfolio companies in parallel
Strong bias toward execution, accountability, and measurable results
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