Chief Financial Officer (m/f/d) – in portfolio company
For a few current and prospective mid-market portfolio companies (producing industry / app. €200-400Mio. revenue) in Western-/ Central Europe we are looking for a Chief Financial Officer (m/f/d).
The CFO will have responsibility for leading and managing the company’s financial function. He/she will be a strategic advisor and business partner to the top management team on financial and business issues. As CFO, this person will manage the company’s balance sheet, capital structure, and overall reporting and control processes as well as will be responsible for cash management, control, audit, financial planning and analysis, tax, treasury, accounting. As a key figure within a carve-out the CFO will build up a best-in-class finance organization and implement efficient strategies, processes and structures with a strong strategic and business focus. In conjunction with the CEO, the CFO will be expected to develop and manage the implementation of a pragmatic strategic plan that will continue to improve short-term results as well as position the company for profitable long-term global growth and shareholder value creation. The CFO will be expected to perform his/her duties in a manner that balances strategic thinking with hands-on and engaged operational and functional leadership.
Responsibilities
- Setting Strategy: Work in partnership with the CEO, the senior management team and the investors to drive the growth and performance of the business to achieve maximum value creation. Contribute to the strategic direction of the overall business through the creation and delivery of effective business plans.
- Treasury/Cash Management: Develop financial models to forecast the Company’s cash/liquidity position. (13-week cash flows). Enable corporate strategy through global capital and cash management, treasury operations, and risk management. Manage relationships with banks and credit institutions across the global footprint.
- Financial Reporting & Control: Ensure the accuracy, integrity and timeliness of financial reporting and ensure compliance with any relevant reporting standards. Maintain appropriate internal financial controls and risk management processes across all operations.
- Budgeting & Forecasting: Oversee the budget process, collecting the inputs, and comparing the company’s actual performance against the budgeted targets. Ensure a strong control on costs and cash, whilst continuing to enable the growth of the business including the development of a rolling liquidity plan. Develop a robust forecasting system.
- Financial Analysis & Performance Management: Understand the company’s business model and translate the operational metrics into key performance indicators. Challenge the business plans and ongoing financial performance, and interpreting information quickly to ensure that action is agreed and carried out effectively.
- Growth acceleration: Support the potential identification, assessment, and execution of investment opportunities, including strategic partnerships, acquisitions and divestments. Manage the financial integration of merged or acquired entities and build best-in-class scalable Performance Management systems and processes.
- Financial Relationships & External Relationships: Establish and maintain strong relationships with the investors, providing accurate and relevant analysis which special focus on Free Cashflow, Net Working Capital and EBITDA. Develop banking reporting to present compliance with formal debt agreements (covenants).
- Organization Leadership: Recruit, assess, develop, and lead talent in finance as well as across the business to build a world-class organization and deliver business results. Ensure there is a comprehensive and effective succession and talent management strategy within the finance organization.
Qualifications required
CFO Leadership: Finance executive with more than 15 years of experience in a producing industry and a proven track record in finance, accounting, controlling and M&A processes, including post-merger integration and financing. Proven experience as CFO in a mid-sized company with min. €200Mio. revenue.
Industrial and International Background: Experience in the industrial manufacturing sector within a global organization. Ideally track record in cross-culture and cross-country working.
Private Equity Experience: Experience in a Private Equity environment with a proven track record of successful sponsor interactions. Carve-Out experience is considered a plus.
Educational Background: Excellent academic background, successfully completed Master’s or Ph.D. degree in Business Administration or Economics. Fluent in English, German is a plus.
Further capabilities:
- Commercially minded and technically highly qualified CFO with excellent analytical skills.
- Combining strategic vision and strategic thinking with excellence in operational execution.
- Strong business acumen.
- Strong drive for performance – sets and executes stretch targets.
- Demonstrates a sense of urgency and instills this in others – values speed of action.
- Commitment to quality and compliance.
- Capability to influence different stakeholders by demonstrating competence and confidence, being a good listener, using fact-based persuasion, dedication and persistence as appropriate to the audience.
- Ability to develop valuable collaborations and build strong relations within a complex environment.
- Ability to develop team members and generate high performance results.
- Fostering teamwork and collaboration with the broader team; excellent communication skills, positive can-do attitude.
- High energy level; ability to drive an organization and to create passion and inspiration.
Please apply online including all relevant application documents and stating your earliest possible starting date and salary expectation.
In this position, you will work within the Debt Financing & Capital Markets’ team and learn the broad financing business within a private equity. The Debt Financing & Capital Markets’ Team works on new (acquisition) financings for our Private Equity strategy (AURELIUS European Opportunities IV, AURELIUS Equity Opportunities and AURELIUS Wachstumskapital) as well as refinancings for our portfolio companies.
You will be based in Amsterdam and work across offices in Europe and the US as well as with our various portfolio companies in an international setting.
Responsibilities
In this position you will work closely with all members of the DF&CM team by providing substantive support in the financing of M&A transactions as well as the (re)financing of our portfolio companies. You will be acting as contact person for financing partners, consultants and advisors while working hand in hand with the Investment Team, the Operations Team and other AURELIUS teams. In this position, you will learn and support on a range of financing structures including asset-based lending and cashflow financing solutions.
- Structuring and Analysis: Debt capacity analysis; Review of potential financing structures and identification of relevant lenders
- Due diligence: Review and comment on due diligence materials; Coordinate external due diligence processes
- Financial Modelling and Preparation of Materials: Financial Model for lenders; Model relevant covenants and debt structures; Prepare lender materials including lender memorandum
- Execution: Coordinate outreach to lenders; Support the team with the documentation process and negotiations (from term sheet to full documentation); Work closely with external advisors and help manage various workstreams
- Investment process: Support the preparation of internal committee papers; Participate in the investment process and discussions
- Portfolio management: Monitoring of existing financings in collaboration with the management of the individual portfolio companies
Qualifications required
- Master’s degree with a major in business, finance, science or engineering
- 1 to 3 years of professional experience in corporate or investment banking (acquisition or leveraged finance), debt advisory or private equity
- Strong credit analysis skills
- Strong analytical and technical skills, including financial modelling and power point presentations
- Initial structuring know-how of financing solutions
- Knowledge of different forms of financings (cash flow & asset-based lending, debt capital markets)
- Basic knowledge of standard financing and collateral agreements as well as key financial figures and other covenants
- Relevant process/project management experience in the context of M&A transactions / in a deal environment
- Fluent in English; Other languages an advantage (including Dutch or German)
- Excellent MS-Office skills (especially Excel and PowerPoint)
Benefits
- An attractive success-related and performance-based salary package
- A highly motivated and interdisciplinary work environment with flat hierarchies
- International and dynamic team setting
- Impact-orientated atmosphere with long-term prospects
Please apply online including CV and cover letter as well as any additional relevant application documents (references etc.). Please state your earliest possible starting date and salary expectation.
What you’ll do
- Manage operations and financials of private equity funds and Special Purpose Vehicles (SPV), be part of a team working closely with our CFO
- Actively support closings of investment deals in collaboration with deal teams, legal and tax.
- Forster seamless communication and coordination with internal departments, including deal teams, legal, investor relations, as well as external parties and portfolio companies.
- Manage and review work of external fund administrators and ensure high quality and timely deliverables.
- Review and support preparation of quarterly reports and investor capital accounts
- Monitor liquidity and initiate capital calls / distributions.
- Close collaboration with accounting to ensure transactions are properly reflected.
- Work with external auditors to facilitate efficient and timely audit completion.
- Coordinate other external experts such as tax and legal.
- Actively participate in the development and enhancement of processes and tools, contributing to team-specific and firm-wide initiatives
- Manage ad hoc processes as required, demonstrating flexibility and agility in responding to evolving needs
What we’re looking for
- 3- 8 years of relevant experience in a Big 4 audit firm or private equity firm.
- University degree in finance, accounting or related field; further professional qualifications (ACCA, CPA, CFA) preferred.
- Excellent communication skills in English, proficiency in additional language such as German or French is a plus.
- Experience with Luxembourgish private equity funds (closed-ended).
- Strong analytical and problem-solving skills, with a solid understanding of international accounting standards and Lux GAAP.
- Ability to thrive in a fast-paced, deadline-driven environment, with exceptional organisational and prioritisation skills.
- Have a personal drive and strive for excellence, willing to develop and learn. A person who walks the extra mile, takes responsibility and wants to deliver high quality.
What we offer
- Unique, challenging and independent role, managing various areas related to fund operations.
- Work with an inspiring team of professionals and be part of a fast growing, dynamic and successful investment firm.
- An attractive and performance-related remuneration package.
- Be part of an international team with close collaboration across multiple departments.
Please apply online including all relevant application documents (cover letter, CV and certificates), and stating your earliest possible starting date, preferred working hours and salary expectation.
What you’ll do
- Contract management among various jurisdictions and offices in close collaboration with management.
- Preparation and review of contracts (loan agreements, set-off agreements, service agreements, SPAs etc.);
- Reorganisations of companies and planning of acquisition structures together with M&A lawyers;
- You will support corporate bodies by reviewing or drafting contracts and agreements, or also resolutions and shareholders’ general meetings, including notices, proxies, and minutes;
- Support with simple due diligence issues – chain of title, etc;
- Correspondence with notaries, external lawyers, courts and authorities;
- Dealing with issues relating to money laundering prevention;
- Supporting Know Your Customer processes, maintain registers and support other compliance areas.
What we’re looking for
- University Degree in Law
- Fluent in English and German, French will be considered an asset.
- Proficient understanding of private equity and real estate investment structures, legal, and administrative requirements.
- Minimum of 2-5 years of in a similar role with relevant experience, knowledge in the Fund industry is an advantage.
- Ability to thrive in a fast-paced, deadline-driven environment, with exceptional organisational and prioritisation skills.
- Quality-driven and structured with attention to details, minded with a “can do” attitude, effective and proactive.
- Personal drive for excellence, willing to develop and learn. A person who walks the extra mile, takes responsibility and wants to deliver high quality.
What we offer
- Unique, challenging and independent role, managing various legal areas related to private equity investments and operations.
- Work with an inspiring team of professionals and be part of a fast growing, dynamic and successful investment firm.
- An attractive and performance-related remuneration package.
- An international team with close collaboration across multiple departments.
- Dynamic and open-minded team, diverse culture, regular team events.
Please apply online including all relevant application documents (cover letter, CV and certificates), and stating your earliest possible starting date, preferred working hours and salary expectation.
To further strengthen our ESG practice, we are looking for you at our London location as soon as possible.
Responsibilities
- Develop sustainability strategies and roadmaps for portfolio companies and support them throughout their individual sustainability/ ESG journeys
- Identify value creation opportunities and conduct ESG DDs in close collaboration with the investment team
- Develop the firm´s sustainability and ESG strategy further and support ESG tasks on firm level (e.g. investor reporting, develop ESG trainings, organize roundtables)
- Monitor legal framework conditions, especially in the UK, and support portfolio companies in this matter
- Manage sustainability and ESG projects independently and be the key contact for portfolio management teams, the investment team and several other internal stakeholders
Profile
- Several years of experience in sustainability/ESG gained in either management consulting or an inhouse ESG position, ideally within the private equity sector
- ESG DD experience
- Sufficient experience and stature to be credible, working independently with portfolio management teams and the investment team; to build a strong external network
- Strong analytical skills and the ability to analyse and use data to highlight trends and communicate data in a clear and concise manner
- Excellent project management skills and experience of effectively managing multiple work streams spanning multiple stakeholders at all levels of seniority
- Fluent in English, basic knowledge in German is an advantage
- Willingness to travel to portfolio companies
Our Offer
- Short decision-making processes, flat hierarchies in a dynamic team
- A great deal of creative freedom and long-term prospects
- Interesting and challenging field
Please apply online including all relevant application documents (cover letter, CV and certificates), and stating your earliest possible starting date, preferred working hours and salary expectation.
Due to the growth in our portfolio, we are strengthening our Operations Team in the USA.
AURELIUS’ Task Force is a close-knit team of advisors with deep functional expertise and long-standing management experience. They support value generation in portfolio companies through effective and hands-on project and change management in the areas of Procurement, Operations, Sales/Marketing, IT and Finance.
Responsibilities
- Lead the IT due diligence process in connection with the acquisition of companies, particularly the creation of IT carve-out scenarios, red-flag reports, and estimation of the associated costs
- Coordinate implementation of IT carve-out projects after the acquisition of new company investments
- Coordinate IT transformation projects during or holding time, e.g., ERP modernization
- Coach business and IT stakeholders of the portfolio companies to optimize IT processes as well as project methodology, roles, and deliverables
- Analyse poorly defined problems, moderate solution finding process and suggest solution alternatives
- Support software license transfer agreements
- Build network of internal and external project staff and service providers, staff projects and oversee deliverables of external and internal team members
- Build local IT Practice team with 1-2 (Senior) Managers
Prerequisites
- You are an experienced IT all-rounder with knowledge in several IT areas e.g., IT Strategy and Governance, application and infrastructure management, service delivery or IT-security
- Successfully completed studies in computer science, natural sciences, engineering, or economics
- At least 10 years of relevant professional experience, ideally in the context of an IT consulting, IT company or as ITlLead in the Industry
- Experience in IT projects management in the field of IT carve-out, M&A, IT transformation or development of IT landscapes or applications as stream lead or sub-project lead
- You work in a consulting-oriented manner and are able to use your broad knowledge in a wide variety of situations
- Excellent communication combined with strong analytical skills
- Entrepreneurial thinking and acting, implementation strength and business/commercial acumen
- Ability to travel on a weekly basis (3-4 days on site)
- Fluent in English, other language skills are welcome
Our offer
- An attractive and performance-related remuneration package
- The opportunity to implement your own ideas and create real entrepreneurial added value
- Flat hierarchies with very fast decision making
- End-to-end view of the portfolio companies through their Aurelius lifecycle from due diligence to divestment
- Dynamic career development in a very successful and rapidly growing investment company
Please apply online including all relevant application documents and stating your earliest possible starting date and salary expectation.
We are strengthening our Finance and Accounting Team in Luxembourg and are looking for you.
Responsibilities
- Managing the day-to-day transactions such as postings, reconciliations, receivables and payables
- Preparing of management accounts on a monthly basis, including accruals and deferrals
- Knowledge of German HGB, IFRS and Lux GAAP is a must, other GAAPs advantageous (Malta, Netherlands, Italy, Sweden)
- Preparation of annual financial statements of holding and service companies
- Compiling of various financial reports for internal and external use
- Contact person for tax advisors and auditors
- Preparation and submission of VAT returns
- Preparation of invoices, support budgeting process and performing interest calculations
- Assisting in specific assignments and projects as assigned by management
- General administrative tasks and any other duties which may be required from time to time
Profile
- University degree and successful completion of further accounting certifications (ACCA, Luxembourgish Accountant or similar)
- At least 3-5 years of professional experience as an accountant
- Relevant experience in the annual financial statement process according to German HGB, Lux GAAP and other local GAAPs (and tax law) as well as VAT returns
- Understanding of improvements of existing processes
- Good knowledge of WORKDAY / DATEV, MS Office and Sage BoB advantageous
- You are fluent in written and spoken German and English, French desirable
- Analytical thinking, independent work-style and initiative, ability to work in a team and under pressure, high degree of accuracy and diligence, affinity for numbers
Our Offer
- An attractive and performance-related remuneration package
- Flat hierarchy promoting rapid decision-making processes
- Dynamic career development in a successful and strongly growing investment company
- Be part of an international team with close collaboration across multiple departments
- Dynamic and open-minded team, diverse culture, regular team events
- Complimentary drinks, coffee, tea, and fresh fruit
Please apply online including all relevant application documents (cover letter, CV and certificates), and stating your earliest possible starting date, preferred working hours and salary expectation.
Responsibilities
Immediately after the acquisition of a new investment through AURELIUS, you will take over the full responsibility for the transformation of the company. Your main task is, together with the established management, to elaborate and implement the strategy, the equity story and a comprehensive added-value concept in the company. Throughout this journey you have the possibility to support the value creation plan from the analysis to the final implementation and be engaged in driving change as well as increasing the overall competitiveness, profitability and sustainable increase of the company value. You will be able to rely on the support of the AURELIUS’ task force and the extensive toolset of the AURELIUS’ operating model.
Qualifications required
- Well-experienced and pragmatic manager with at least five years of leadership responsibility in a medium-sized and/or private equity backed company.
- Consultancy background paired with a profound understanding of commercial, sales and technical topics.
- Experienced in change processes and a proven track record in the operational, strategic, structural and cultural transformation of companies.
- Self-confident and determined as well as a pragmatic “hands-on” result-oriented mentality with an eye for the big picture.
- Excellent negotiation and communication skills combined with a confident, convincing and entrepreneurial personality.
- Analytical / strategical thinking, highly developed sense of responsibility and strong teamwork.
- Cost awareness, an instinct for business and the ability to implement.
- Experience in building up and developing management teams and the capability to lead these through critical transformations with the required sensitiveness and speed.
- Extensive travel and presence on site is a prerequisite.
- Fluent in English, further language skills welcome (German is helpful, but not required).
Our offer
You will be working in a highly dynamic environment with core values such as entrepreneurial spirit, pragmatism and a no-blame and no-politics culture. We offer an attractive development path through the AURELIUS Academy and the opportunity to eventually build up your own investment portfolio as a Senior Managing Director.
Further to your base renumeration and in accordance with the entrepreneurial assignment you have the possibility to participate in the value growth of “your” company and thereby profit from your own success.
Please apply online including all relevant application documents and stating your earliest possible starting date and salary expectation.
AURELIUS’ Task Force is a close-knit team of advisors with deep functional expertise and long-standing management experience. They support value generation in portfolio companies through effective and hands-on project and change management in the areas of Procurement, Operations, Sales/Marketing, IT and Finance.
Responsibilities
- Coordinate large scale IT programs e.g., IT Carve-out, IT Transformation, ERP modernization as part of the Project Management Office
- Manage project status, key tasks and risks to ensure program success
- As part of an IT expert team execute IT due diligence on potential large size target companies
- Create red-flag reports, draft carve-out scenarios and estimate associated costs
- Coach business and IT stakeholder of the portfolio companies to understand standard IT terms and processes as well as project methodology, roles, and deliverables
- Analyse poorly defined problems, moderate solution finding process and suggest solution alternatives
Qualifications required
- You are an experienced IT all-rounder with knowledge in several IT areas e.g., IT Strategy and Governance, application and infrastructure management, service delivery or IT-security
- Successfully completed studies in computer science, natural sciences, engineering, or economics
- At least 5 years of relevant professional experience, ideally in the context of an IT consulting, IT company or as IT Lead in the Industry
- Experience in IT projects management in the field of IT carve-out, M&A, IT transformation or development of IT landscapes or applications as stream lead or sub-project lead
- You work in a consulting-oriented manner and able to use your broad knowledge in a wide variety of situations
- Excellent communication combined with strong analytical skills
- Entrepreneurial thinking and acting, implementation strength and business/commercial acumen
- Ability to travel regularly
- Fluent in English, other language skills are welcome
Our offer
- An attractive and performance-related remuneration package
- The opportunity to implement your own ideas and create real entrepreneurial added value
- Flat hierarchy with very fast decision making
- End-to-end view of the portfolio companies through their Aurelius lifecycle from due diligence to divestment
- Dynamic career development in a very successful and rapidly growing investment company
- Flexible place of work in a country in which an AURELIUS location is represented
Please apply online including all relevant application documents (cover letter, CV and certificates), and stating your earliest possible starting date, preferred working hours and salary expectation.
AURELIUS’ Task Force is a close-knit team of advisors with deep functional expertise and long-standing management experience. They support value generation in portfolio companies through effective and hands-on project and change management in the areas of Procurement, Operations, Sales/Marketing, IT and Finance.
Responsibilities:
- Perform specific due diligence tasks during the company acquisition process
- Perform quick-check-analysis for optimisation potential in portfolio companies after acquisition
- Optimisation of the finance organisation
- Optimisation of forecasting and budgeting processes
- Supporting the CFO / FD in the transition to the new ownership and setting the benchmark for internal reporting requirements
- Preparation of integrated budgets and forecasts including indirect cash flow planning
- Short-term liquidity planning and management
- Supporting the operational implementation of different financial products
- Contact person for different financing partners (banks, 2nd lien lenders, credit insurers)
- Building up controlling structures and KPI-systems supporting data-driven management and control
- Gap analysis, identification, and implementation of immediate countermeasures
Qualifications required
- University degree / suitable experience in business / economics and strong analytical skills
- At least three years relevant experience, preferably with a top management consulting firm or Big4
- Excellent negotiation and communication skills combined with a confident, convincing and entrepreneurial personality
- Analytical / strategical thinking, result-oriented personality, highly developed sense of responsibility and strong teamwork
- Practical, hands-on mentality
- Capability to lead teams through critical transformations with the required sensitiveness and speed
- Extensive travel required
- Fluent in English, further language skills welcome (German is helpful, but not required)
Please apply online including all relevant application documents and stating your earliest possible starting date and salary expectation.