Forge Talent
Chief Financial Officer

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Forge Talent is partnering with a high-growth, private equity-backed financial services business to appoint a Chief Financial Officer.
This is a pivotal board-level appointment, offering the opportunity to shape strategy, drive commercial performance and play a leading role in the next phase of the company's growth journey.
Working closely with the CEO, Board and investors, the CFO will provide strategic financial leadership whilst ensuring the business has the commercial insight, financial controls and funding capability to scale.
This is a hands-on leadership role requiring a commercially minded finance executive who is equally comfortable operating at board level as they are driving operational excellence across the finance function.
Responsibilities:
- Partner with the CEO and Board to define and execute the company's strategic and financial objectives.
- Lead the finance function, providing clear leadership, direction and development to build a high-performing team.
- Own the budgeting, forecasting and long-range planning process, ensuring robust financial planning and decision-making.
- Deliver meaningful financial insight that supports commercial decisions, investment opportunities and profitable growth.
- Develop and execute funding strategies, maintaining strong relationships with lenders, investors and external stakeholders.
- Lead cash flow, liquidity and capital management to support continued business growth.
- Ensure robust financial controls, governance and regulatory compliance across the organisation.
- Oversee statutory reporting, audit, tax and treasury activities.
- Drive operational efficiency, identify opportunities to improve profitability and embed a culture of financial accountability.
- Act as a trusted adviser to the Board, providing commercial challenge and influencing key strategic decisions.
- Support acquisition activity, strategic investments and integration projects where appropriate.
- Build strong relationships across the wider business, promoting collaboration and commercial thinking.
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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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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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.
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No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Experience & Qualifications:


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- ACA, ACCA or CIMA qualified (or equivalent).
- Previous experience as a CFO or Finance Director within financial services.
- Strong understanding of asset finance, lending or specialist financial products.
- Experience operating within a private equity-backed environment.
- Proven track record of leading funding, banking and investor relationships.
- Demonstrable success scaling businesses through periods of growth and transformation.
- Strong leadership experience with a track record of building high-performing finance teams.
- Commercially astute with excellent board-level communication and stakeholder management skills.
Salary & Benefits:
- £150,000–£160,000 basic salary.
- 20% annual bonus.
- Long-Term Incentive Plan (LTIP).
- Comprehensive benefits package.
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