Since February 2019 we have been working with a precision engineering business in the Droitwich Spa area, its a great SME outfit and was successfully bought out in an MBO in January, we came on board via a Private Equity house who required a Finance Director to be in place within 30 days (which is […]
Read MoreCategory: Portfolio FD
Case Study #1 – Transport and Logistics client – a turnaround journey
Last year we worked together with a Transport and Logistics company based in the West Midlands, like so many companies in that niche they were facing the “Cauldren of costs” that has so impacted that sector, to give you an idea of the issues that niche faces, there are around 45,000 less UK HGV driver […]
Read MoreSelf billing platform
We will shortly be offering a self billing option so our FD’s will not have to raise invoices, we will invoice ourselves on your behalf and send you an electronic copy of the invoice so you can complete your VAT or accounting records. That way it simplifies the system for all concerned and you only […]
Read MoreRecruiting a Portfolio FD
If you have taken the decision to recruit a Part time Finance Director or Portfolio FD then the next challenge you face is finding a good one and local to you. The niche of Portfolio FD roles is growing quickly but at the time of writing this blog post it is still just that a […]
Read MoreWork Life Balance and the Porfolio FD
A portfolio FD is a part time Finance Director who has multiple clients at the same time, the nature of this type of work is naturally more flexible than the traditional FD role which is full time at the best of time and working all hours often on a regularly cycle month ends, year ends […]
Read MoreBuild your linkedin followers and get your next FD job
Linkedin is becoming more and more valuable as each year passes, I’ve realised belatedly that I don’t have as many followers as I should have. I spoke yesterday with a really established Portfolio Finance Director called Emma who has been active in this niche for 12 years+, and I was impressed and amazed that she […]
Read MoreLinkedin and your new FD Role
I am sure you have noticed but linkedin is becoming more and more important as part of any serious search for a new finance role, Senior level for certain. Everyone is on linkedin or needs to be if they are not already, and you need to carefully read the profiles of your rivals and refine […]
Read MoreAre you looking for a Portfolio FD role?
I have built up my own network of contracts and work, but I regularly get enquiries or requests from my clients which I can’t fulfill. I am therefore always seeking Finance Directors who are willing to work either on a Portfolio basis meaning more than one part time role or on interim work assignments. These […]
Read MoreHow to find Portfolio FD work
Well agencies are a great start but not that many run roles that match a Portfolio FD spec and they mostly for that same reason focus onto full time traditional FD roles. That said I’ve picked up a number of roles through my agency contacts so it is a valuable source of work and network […]
Read MoreA typical Week for a Portfolio Finance Director
Well to start this blog post off, one of the attractions of being an Portfolio FD is the sheer variety of the work. To give you a flavour of it though here is my week so you can get the idea. Monday – Driving for an hour to my client South of Birmingham – Its […]
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