Key Responsibilities
Financial Strategy & Leadership
- Oversee the financial management of the holding company, ensuring robust governance, accurate reporting, and compliance with international standards.
- Lead budgeting, forecasting, cash flow planning, and long-term financial modeling to support strategic decision-making.
- Manage banking relationships, treasury activities, and capital allocation across the portfolio.
- Act as the main interface with external auditors, tax/legal advisors, and financial institutions.
- Contribute to the development of scalable finance systems and processes to sustain growth.
M&A Execution & Portfolio Development
- Lead financial analysis, valuation, and due diligence activities for acquisitions, disposals, and corporate restructuring initiatives.
- Partner with the CEO and investment team to structure transactions, including equity, vendor financing, and bank facilities.
- Coordinate end-to-end M&A execution: from target screening and evaluation to closing and post-merger integration.
- Develop and maintain dynamic financial models and business cases to support investment decisions.
- Drive portfolio value creation initiatives in collaboration with operating partners and portfolio company management.
FP&A & Performance Management
- Design and implement a group-wide reporting and FP&A framework, ensuring alignment and consistency across portfolio companies.
- Oversee consolidation and group performance tracking, providing actionable insights to management and investors.
- Define and monitor key KPIs to drive operational excellence and investment returns.
- Support carve-out projects, integration roadmaps, and transformation initiatives at portfolio level.
Governance, Compliance & Investor Relations
- Ensure adherence to tax, legal, and regulatory requirements at both holding and portfolio company levels.
- Prepare board materials, investor reports, and support shareholder resolutions and capital transactions.
- Act as a trusted counterpart to shareholders and financial sponsors on strategic finance and deal-related topics.
Candidate Profile
We are looking for a finance and M&A leader with a strong investment mindset, eager to contribute to the growth journey of a dynamic, entrepreneurial platform.
The ideal candidate combines robust financial expertise with hands-on M&A experience, gained in investment funds, corporate development teams, Big 4 or investment banking. You are strategic, execution-oriented, and thrive in fast-paced, evolving contexts.
- 10+ years of experience in finance and M&A within investment funds, industrial groups, or advisory firms.
- Proven track record in leading M&A processes, including valuation, due diligence, structuring, and integration.
- Solid expertise in FP&A, financial modeling, treasury, and reporting in international environments.
- Strong stakeholder management skills, including interaction with boards, investors, and external advisors.
- Fluency in English, Italian and German or French.
- Entrepreneurial mindset, analytical rigor, and the ability to balance strategic vision with operational delivery.
Location
Italy (North) with regular travel within Europe.