Liz Bell Consulting
Portfolio CFO
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Company Description
Liz Bell Consulting provides data-driven, strategic, and dependable CFO services that help founders understand their numbers, increase business value, and prepare for strong exits. The firm also runs the UK’s leading free CFO community, connecting 130+ experienced CFOs with founders, strategic buyers, and top-tier UK private equity. Core areas of focus include exit readiness, business valuations, strategic finance leadership, fractional CFO support, and M&A advisory. Membership in the community is free and includes access to resources, insights, and a collaborative peer network. Founded by Liz Bell and co-team partner Paul Howarth, the firm brings deep expertise across exits, valuations, procurement, and fractional finance leadership.
Role Description
The Portfolio CFO role is a full-time, remote position responsible for providing strategic and operational finance leadership across multiple client businesses. Day-to-day work includes:
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- Leading financial planning processes
- Interpreting financial statements
- Delivering clear financial reporting and analysis to founders and leadership teams
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The Portfolio CFO will:
- Build and refine financial models
- Support valuation and exit readiness projects
- Contribute to M&A advisory and fundraising initiatives where relevant
The role also involves:
- Collaborating with founders to improve financial performance, cash flow management, and value creation
- Maintaining strong stakeholder communication
Participation in the wider CFO community, sharing insights and best practices, is encouraged as part of the role.
Qualifications
- Strong finance and financial planning skills, including experience developing budgets, forecasts, and strategic financial models.
- Proficiency in preparing, interpreting, and reviewing financial statements, with a solid understanding of accounting fundamentals and compliance.
- Experience in financial reporting, including management reports, dashboards, and board-level presentations.
- Advanced analytical skills, with the ability to interpret complex data, identify trends, and provide clear, actionable recommendations.
- Proven experience as a CFO, Portfolio CFO, Finance Director, or similar senior finance role, ideally within growth-focused or founder-led businesses.
- Background in exit readiness, valuations, M&A, or private equity environments is highly beneficial.
- Excellent communication and stakeholder management skills, with the ability to explain financial concepts to non-finance audiences.
- Comfort working remotely across multiple clients, with strong organizational skills and the ability to manage competing priorities.
- Relevant professional qualifications (e.g., ACA, ACCA, CIMA, CPA or equivalent) are preferred but not mandatory with strong demonstrable experience.
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