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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial leadership, including forecasting, planning, and commercial insight, while effectively managing finance operations across a portfolio of clients. Proven ability to connect performance with long-term strategy and provide trusted financial guidance to founders and leadership teams.
Highest-signal resume keywords
Financial LeadershipForecasting And PlanningXero ProficiencyAccountancy QualificationFounder-Facing Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModellingBudgetingCashflow ManagementP&L ReportingRisk AssessmentCommercial InsightStrategic PlanningAccounts PayableAccounts ReceivablePayroll Management
Soft Skills
CoachingDecision-MakingCommunicationAdaptabilityIndependent Contractor Mindset
Tools & Technologies
XeroExcelGoogle SheetsAI Tools
Certifications & Qualifications
ACAACCACIMA
Industry Keywords
Fast-Growth SMEScaleupFundraisingM&AIR35 Governance
Tech Stack
Tools & technologiesSwitching
About the role
Key responsibilities & impact- Head up finance across a portfolio of fin-house clients
- Act as the trusted finance voice for founders, leadership teams and boards
- Lead forecasting, planning, commercial insight and modelling
- Challenge founders' thinking, assess risk and shape decisions
- Connect day-to-day performance with long-term strategy
- Lead reporting and commercial storytelling across P&L, balance sheet and cashflow
- Lead budgets, forecasts and sophisticated modelling for fundraising, M&A and strategic planning
- Oversee AP, AR, payroll and VAT across the portfolio
- Establish Xero standards and best practice
- Line manage and coach up to three fin-managers
- Work directly with founders on fundraising, scaling and difficult business decisions
Requirements
What you’ll need- An established independent contractor mindset — used to managing your own time, your own admin, and operating outside IR35
- Track record as the most senior finance person in fast-growth SME or scaleup environments
- Real founder-facing experience — you've been the trusted voice in leadership rooms
- Comfort holding multiple business contexts simultaneously and switching between them fluently
- Drive to grow toward fractional CFO work, and the self-awareness to know what you still need to learn to get there
- Minimum 7 years' experience in an accountancy or finance role
- Accountancy qualification (ACA / ACCA / CIMA) is desirable; we'll consider strong alternative paths
- Existing limited company set up, with appropriate insurance and IR35 governance
- Strong Xero / Excel / Google Sheets/ AI tools
Benefits
Comp & perks- £500–£600 per day, paid monthly against approved invoices
- A clear development pathway toward fractional CFO with fin-house, with coaching and senior support along the way
- Embedded into a tight-knit, ambitious team — included in offsites, socials and the wider fin-house community
- Real portfolio variety — multiple businesses, multiple sectors, multiple growth stages
