Our story
We were founded in 2004 to help business leaders leverage the full potential of their client relationships, so they were no longer putting out fires or finding themselves blindsided by revenue loss.
We are the leading provider of B2B Relationship Intelligence and uniquely possess over 20 years of benchmark data on client satisfaction across diverse industries. It’s not only our decades of experience and primary data repository that make us unique, it’s also our in-depth scoring system, The Relationship Rating (TRR). This gives a holistic view of customer satisfaction as the data goes deeper than the Net Promoter Score (NPS) method, providing real insight into the customer relationship.
We believe that effective relationship management is one of the most powerful yet underutilized strategies for achieving commercial stability and growth. By adopting a strategic approach to relationship management, we support businesses in leveraging these crucial connections to drive financial performance and growth.
Role Purpose
The Chief Financial Officer (CFO) is a key member of the Leadership Team, responsible for shaping and delivering the financial strategy to support sustainable growth, operational efficiency, and long‑term value creation. The CFO will lead all financial, commercial, and governance aspects of the business while acting as a strategic partner to the CEO, Board, and senior leaders.
Key Responsibilities
- Partner with the CEO, Leadership Team and Board to deliver the company’s strategic plan and growth objectives.
- Provide data‑driven financial insight to support commercial and operational decision‑making.
- Oversee all financial planning, budgeting, forecasting, reporting, and financial control.
- Ensure timely and accurate production of monthly management accounts, bank and investor updates.
- Board pack narrative for Finance and coordination and overview of Leadership Team submissions in advance of CEO final review.
- Lead the annual statutory accounts process, audit activities, and full compliance with all reporting and tax obligations across jurisdictions.
- Drive strong financial discipline, internal controls, and risk‑mitigation frameworks.
- Maximization of working capital and strong cash flow management skills
- Deliver commercial insight that informs pricing, margin management, and investment decisions.
- Improve client and project profitability through robust margin analysis, scenario modelling, and action planning.
- Support revenue growth through clear financial analysis, insight, and challenge.
- Lead, mentor, and develop a high‑performing finance function.
- Capacity planning and utilisation reviews and action plans.
- Promote a culture of collaboration, accountability, and excellence with finance team and wider business.
- Desire to immerse themselves in all business functions to gain a deeper understanding and be able to confidently influence business operating improvements.
- Role‑model integrity, professionalism, and leadership aligned to company values.
- Oversee implementation of new ERP system to integrate timesheets, project resourcing, expenses, client project profitability, sales pipeline, and revenue forecasting.
Required Skills & Qualifications
- Bachelor’s degree in finance, Accounting, or Business Administration; MBA.
- ACA/ACCA or equivalent qualification.
- Minimum 10+ years in senior finance roles with operational exposure.
- Proven experience in people businesses, ideally PE-backed and/or scale-up businesses.
- Strong technical, analytical, and process improvement skills.
- Multi-currency and international compliance experience.
- Exceptional leadership, communication, and stakeholder management skills.
What You Bring
- Ability to balance strategic thinking with operational execution.
- Resilience, integrity, and a collaborative mindset.
- Live our values Curious, Brave, Pride and Human.
- Passion and ambition to learn about our business.
Our Commitment to Diversity & Inclusion
At Verity, diversity drives innovation and strengthens client relationships. We value a wide range of perspectives and are committed to creating an inclusive environment where everyone feels a sense of belonging.
We provide accommodations for interviews, applications, and workplace adjustments to support individuals with disabilities, neurodivergence, or other specific needs. If you require assistance, please reach out to us.
