Interim CFO / Fractional CFO | PE-Backed SaaS, Finance Transformation & Exit Readiness
This executive brings extensive CFO and senior finance leadership experience across software, SaaS and technology-led businesses. Their career has focused on building finance functions that give boards, CEOs and investors clear visibility of performance, cash and growth levers. They are particularly strong in businesses where finance needs to move from manual reporting and fragmented systems into automated, insight-led infrastructure capable of supporting scale, funding or transaction readiness.
They have significant private equity experience, including CFO and Group Finance Director roles in PE-backed SaaS businesses. Their work has included investor reporting, funding readiness, due diligence, exit management, trade sale support, post-acquisition integration, SaaS metrics implementation and board-level financial governance. They understand the demands of investor-backed environments and are comfortable working directly with CEOs, chairs, investors and advisors to create financial clarity and momentum.
Well suited to interim CFO, fractional CFO, Finance Director or finance transformation assignments, they bring a hands-on and commercially grounded approach. Their ability to stabilise cash, professionalise reporting, implement scalable systems and translate financial insight into better business decisions makes them particularly valuable for PE-backed or founder-led SaaS and technology businesses preparing for growth, funding or exit.
As CFO of a PE-backed sports management SaaS platform, unlocked delayed investment within 60 days by bringing financial data to investor-ready standards, automating group consolidation and completing a Xero implementation.
Delivered EBITDA improvement from a £1m loss to £250k profit through margin analysis, cost optimisation and improved revenue leakage controls.
As Group Finance Director of a PE-backed B2B SaaS and professional services group, supported a successful trade sale, delivering a 3x investor return while retaining all employees.
Led the carve-out of a professional services entity from a SaaS business, creating focused KPIs, board reporting and financial models that enabled the core SaaS business to accelerate growth.
About the Candidate
This interim executive is a commercially rigorous CFO and finance transformation leader with deep experience across SaaS, professional services, enterprise software, cybersecurity and telecommunications. Operating at board level since 2017, they specialise in helping founder-led and investor-backed businesses build the financial infrastructure, reporting and insight needed to support confident decision-making, funding, growth and exit. Their work regularly extends beyond finance into operations, HR, legal, facilities, governance, data protection and outsourced provider management.
They are particularly effective in situations where businesses have outgrown legacy finance processes, lack reliable board reporting or need to become investor-ready at pace. Their expertise includes cash flow management, 13-week forecasting, SaaS metrics, board packs, KPI frameworks, finance systems modernisation, due diligence readiness, M&A integration, GDPR, company secretarial responsibilities and finance team development. They bring a hands-on, calm and practical style, with a strong track record of stabilising cash, improving EBITDA and building scalable finance functions.