Marc Daniels Specialist Recruitment
CFO - Client Advisory Services

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Are you a commercially driven finance leader with a passion for helping businesses grow?
We're working with an ambitious and expanding professional services organisation to appoint a Chief Financial Officer – Client Services. This is a unique opportunity for a strategic finance professional to play a key role in shaping how finance services are delivered to a diverse client portfolio while contributing to the continued growth of the wider business.
This role combines commercial leadership, client advisory, operational excellence and business development, making it ideal for someone who enjoys influencing strategy as much as delivering exceptional outcomes for clients.
The Opportunity
As part of the executive leadership team, you'll work closely with clients, colleagues and stakeholders to ensure a first-class finance offering that supports business growth, drives value and builds long-term relationships.
Key responsibilities include:
- Acting as a trusted strategic adviser to a portfolio of clients, helping them achieve their commercial and financial objectives.
- Leading and developing a high-performing client services team, creating a culture focused on quality, collaboration and continuous improvement.
- Driving business development activity, identifying opportunities to expand existing relationships and secure new business.
- Ensuring the delivery of exceptional outsourced finance and advisory services across a broad client base.
- Working alongside senior leadership to develop new service offerings and enhance the client proposition.
- Championing innovation, technology and process improvement to deliver scalable, efficient finance solutions.
- Supporting the continued growth of the business through strategic planning and commercial decision-making.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
We're keen to speak with experienced finance leaders who combine technical credibility with a strong commercial mindset.
You'll likely bring:
- Significant experience within outsourced accountancy, business services, finance advisory or client-facing finance leadership.
- A successful track record of developing client relationships and growing revenue through exceptional service and commercial insight.
- Experience leading, mentoring and inspiring high-performing teams.
- Strong business development capabilities with the confidence to engage at Board and executive level.
- A deep understanding of what outstanding client service looks like within a professional services environment.
- ACA, ACCA or CIMA qualification (or equivalent).


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Whether you've built your career within practice, held senior finance leadership positions in industry, or bring a combination of both, you'll be excited by the opportunity to influence strategy, develop people and help shape the future of a growing business.
Why Apply?
- Join an ambitious organisation with exciting growth plans.
- Play a key role in influencing business strategy and client success.
- Enjoy the autonomy to shape services, develop people and drive innovation.
- Be part of a collaborative leadership team where your expertise will have a genuine impact.
If you're a commercially minded finance leader looking for a role where you can combine strategic thinking, client partnership and business growth, we'd love to hear from you for a confidential discussion.
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