Chief Financial Officer CV Examples & Writing Guide
A CFO CV earns a shortlist when the top third shows the size and shape of the finance you ran (turnover, entities, headcount), the money events you led (a raise, a refinancing, an ERP move, an exit) and the result in pounds. Boards also look for a chartered accountancy qualification or an MBA, clean audits and a short close cycle.
CFO CV example (£145m private equity backed company)
This is a CV for a sitting CFO of a mid-market company with private equity ownership. Notice how fast the reader learns the size of the business: turnover, entity count and headcount are in the first sentence of the personal statement, not buried on page two. The person and the companies are invented; the numbers are the kind you can pull from your own board pack.
Andrea Whitmore ACA
Chief Financial Officer
Manchester · 07700 900142 · a.whitmore.cfo@email.com · linkedin.com/in/andreawhitmore
Summary
CFO with 16 years in corporate finance, the last six leading finance for a £145m industrial services company with four operating entities, 950 employees and a private equity sponsor. Led a £52m refinancing that cut the blended rate by 210 basis points, delivered six consecutive clean audits with no significant control findings, and shortened the monthly close from 18 working days to 6. ICAEW Chartered Accountant (ACA), MBA.
Experience
Chief Financial Officer · Industrial services group (£145m turnover, 950 employees, PE-backed), Manchester
Jan 2020 – Present
- Own accounting, FP&A, treasury, tax, risk and IT for four operating entities across 11 regional depots in the UK; 22-person function with four direct reports (Financial Controller, Head of FP&A, Group Treasurer, Head of Tax).
- Led the 2023 refinancing of a £52m facility, moving from asset-based lending to a cash-flow revolving credit facility and cutting the blended rate 210 basis points, worth about £1.1m a year in interest.
- Cut the monthly close from 18 working days to 6 by consolidating three ledgers into one NetSuite instance and standardising intercompany accounting; external audit fees fell 12% the following cycle.
- Rebuilt the 13-week cash forecast and credit control process: debtor days fell from 62 to 44, releasing £7.8m of cash without new borrowing.
- Delivered six consecutive clean audit opinions with no significant control findings, and reported quarterly to a five-member board and the sponsor's operating partner.
- Modelled and integrated two bolt-on acquisitions (£18m and £25m purchase price); both were on the shared ERP and reporting pack within 120 days of completion.
Finance Director · Metal fabrication group (three plants, £76m turnover), Sheffield
Jun 2015 – Dec 2019
- Ran accounting, FP&A and treasury as turnover grew from £49m to £76m; grew the finance team from 7 to 14 without adding contractors.
- Built the first rolling 12-month forecast and a standard costing model; quarterly EBITDA forecast error narrowed from about 18% to about 4%.
- Ran sell-side due diligence and the data room for the 2019 sale to a trade buyer at 8.2x EBITDA; the deal completed in five months with no completion accounts adjustment.
- Renegotiated the property and liability insurance programme and two major supplier agreements, taking £0.9m out of annual operating cost.
Senior Manager, Audit and Assurance · Regional accountancy firm, Manchester
Aug 2010 – May 2015
- Led audit engagements for 12 mid-market manufacturing and distribution clients with turnover between £25m and £320m.
- Supervised field teams of four to six and reviewed interim and annual reporting for two AIM-listed clients.
- Trained more than 30 staff on readiness for the revenue recognition standard (IFRS 15) after it was issued in 2014.
Education
Executive MBA
Business school, Manchester, 2016
BSc (Hons) Accounting and Finance, 2:1
University, Leeds, 2010
Certifications
- Chartered Accountant (ACA), ICAEW, qualified 2013, CPD up to date
- ICAEW Corporate Finance qualification (CF), 2018
- Institute of Directors Certificate in Company Direction, 2024
Skills
What CEOs, boards and investors read first
A CFO search rarely starts with a job description. It starts with a problem: the company is about to raise money, sell, replace a failing ERP, fix a bad audit, or grow past the point where the founder can run finance from a spreadsheet. Your CV is read against that problem. Four things decide whether you get the call.
- The size and shape of what you ran. Turnover, headcount, number of legal entities, countries, and the ownership type (family owned, private equity, venture backed, listed, charity). A CFO of a £30m single-entity business is a different hire from one who ran £320m across six countries. Put those figures in the personal statement.
- The money events you have been through. A first institutional funding round, a refinancing, a bolt-on acquisition, a carve-out, a sale, a first-year audit, a systems replacement, a restatement clean-up. Name the event, the size and the outcome.
- Whether the books were clean on your watch. Audit opinions, control findings, close timing, covenant compliance, restatements. Say it in one plain line. A CEO who has been burned by a surprise looks for this before anything else.
- What else reported to you. Most mid-market CFOs also carry IT, HR, legal, insurance, procurement or facilities. List the functions you actually owned rather than claiming to be a generalist.
“Half the CFO CVs that cross my desk read like an expanded controller job description. I need to know what the company looked like when you walked in and what it looked like when you left: revenue, margin, cash, debt, close cycle, team size. If the search committee has to hunt for the revenue figure, the CV has already lost.”
CFO personal statement examples
Four or five lines, no career objective. Lead with company size, then the two or three events that make you the right fit, then qualifications. Rewrite it for each search: a founder-led company raising a Series B wants very different proof from a family manufacturer preparing to sell.
CFO with 16 years in finance, six as CFO of a £145m industrial services platform with four entities and a PE sponsor. Refinanced £52m of debt at 210 basis points lower, integrated two bolt-on acquisitions inside 120 days each, and held six clean audits with no significant control findings. ACA, MBA.
Financial controller ready for a first CFO seat at a company under £60m. Nine years running accounting for a 220-employee distributor: took the close from 15 days to 7, built the first 13-week cash forecast, and passed three audits with no adjustments. Managed the bank relationship and the 2024 facility renewal. ACCA.
Charity CFO with 12 years managing restricted and unrestricted funds for a £38m social care charity with 38 grants and contracts from central government, local authorities and trusts. Clean audits and SORP-compliant accounts for eight straight years, full cost recovery rate on contracts raised from 11% to 15.5%, and a 90-day operating reserve built from 21 days. ACA.
Divisional CFO for a £250m business unit of a FTSE 250 manufacturer, supporting three plants and a 600-person workforce. Improved gross margin 340 basis points over four years through standard cost discipline and a pricing review, and cut stock by £11m while holding service levels above 97%. Owner of the division's financial controls for group reporting. MBA, ACMA (CIMA).
SaaS CFO who took ARR from £7m to £33m over five years and led a £24m Series B and a £10m venture debt facility. Built the metrics pack the board actually uses (net revenue retention, CAC payback, magic number) and cut burn multiple from 2.4 to 1.1 while keeping growth above 45%. Ran the EMI option valuations with HMRC and two option refreshes.
The numbers a CFO CV has to carry
A CFO CV without figures is a red flag. These are the ones search committees ask about, so put them where they will be found rather than waiting to be asked.
- Scale: turnover, EBITDA, headcount, entity and country count for every company you list.
- Cash and debt: facility size, rate or margin change, covenant headroom, debtor days, creditor days, the size of any working capital release.
- Speed and quality of the close: working days to close, number of audit adjustments, significant control findings (say none if there were none), and how soon after year end the audited accounts were signed and filed at Companies House.
- Margin and cost: gross margin change in basis points, cost taken out and where it came from, forecast accuracy against actual EBITDA.
- Deals: number and size of transactions, multiple paid or received, integration timeline, whether a completion accounts or price adjustment happened.
- Team: how many people, how many direct reports, retention or promotion of the people you hired.
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CFO experience bullets: weak to strong
The common failure is describing the job rather than the result. Every CFO oversees financial reporting. What distinguishes you is what changed while you did it.
| Reads like a job description | Reads like a CFO |
|---|---|
| Responsible for all financial reporting and month-end close. | Took the monthly close from 18 working days to 6 by consolidating three ledgers into one NetSuite instance; audit fees fell 12%. |
| Managed banking relationships and debt facilities. | Refinanced a £52m facility from asset-based to cash-flow structure, cutting the blended rate 210 basis points (about £1.1m a year). |
| Improved cash flow across the organisation. | Cut debtor days from 62 to 44 with a new collections cadence and credit policy, releasing £7.8m of cash and avoiding a revolver draw. |
| Oversaw the annual audit and worked with external auditors. | Delivered six consecutive clean opinions with no significant control findings, and brought audit sign-off forward from 110 days after year end to 62. |
| Supported M&A activity for the company. | Modelled, negotiated and integrated two bolt-ons (£18m and £25m); both were on the shared ERP and monthly reporting pack within 120 days of completion. |
| Built budgets and forecasts for senior management. | Replaced the annual budget with a rolling 12-month forecast; quarterly EBITDA forecast error narrowed from about 18% to about 4%. |
| Led the finance team and managed staff development. | Grew finance from 7 to 22 across accounting, FP&A and treasury; promoted three analysts to manager and held voluntary turnover under 8%. |
| Implemented a new ERP system. | Ran a 14-month NetSuite implementation across four entities on a £1.0m budget, going live with two weeks of parallel running and no missed close. |
Moving up from financial controller or head of finance to CFO
Most first-time CFOs come from a financial controller, head of finance or divisional finance director seat. The CV has to stop being about accuracy and start being about capital, forecasting and the board. Five changes do most of the work.
- 1Move the forward-looking work to the top. Forecasting, scenario planning, pricing input and capital decisions belong above close and reconciliation duties.
- 2Name every external relationship you have owned: the bank, the auditor, the insurance broker, the tax adviser, the asset-based lender's audit team. CFOs are hired partly for who they can call.
- 3Show board or owner exposure even if it was partial. "Prepared and presented the quarterly finance pack to a four-member board" is worth more than a page of technical detail.
- 4Add a cash line. If you have never run a 13-week cash forecast, build one in your current role before you apply; it comes up in almost every interview.
- 5Target the right company size. A £25m to £60m business is a realistic first CFO seat for a strong financial controller; a £320m multinational is usually not.
ACA, ACCA, CIMA, MBA and other credentials: how to list them
No UK law licenses the job of CFO itself. What carries weight is the accounting or finance qualification behind it, and whether your membership is current.
- ACA (ICAEW), CA (ICAS) or ACCA: the strongest single credential for a CFO in a company that produces audited accounts. Put the letters after your name, list the body and the year you qualified, and if your membership has lapsed, say so honestly.
- MBA: useful, especially for capital and strategy roles. Put it in education, not after your name.
- CIMA (ACMA or FCMA, with CGMA): well recognised in manufacturing and divisional finance.
- CFA (Chartered Financial Analyst): common in investment-heavy or holding company settings; less relevant in operating companies.
- Chartered IIA membership or the CIA (Certified Internal Auditor), and the Association of Corporate Treasurers' qualifications: worth listing when they match the role's problem, such as controls or treasury.
- Institute of Directors Certificate or Diploma in Company Direction, or a board readiness programme: list it only if you are targeting non-executive roles or a company adding governance structure.
If you trained outside the UK, name the qualification exactly (for example CPA, plus the US state or the country) and add a line about your FRS 102 or IFRS experience. Search committees will not translate qualifications for you.
Length, format and what a CFO CV leaves out
Two pages is the norm for a CFO. Three is acceptable after 25 years, but only if the extra page is board seats and transactions rather than early-career detail.
- Put a one-line company descriptor after each employer name: sector, turnover, headcount, ownership. Search committees will not look the company up.
- Give the last 12 to 15 years the detail. Roles before that get title, company and dates on one line each.
- Add a short "Board and advisory" section if you hold or have held seats, including charity trustee roles and audit or finance committee work.
- No photo, no date of birth, no marital status, no full home address. Town or city is enough.
- Skip the skills-bar graphics and the personal-interest paragraph. A one-line "Systems" entry naming your ERP and planning tools is enough.
- Keep a plain text or Word version. Private equity houses and search boutiques still run CVs through applicant tracking systems, and heavy formatting breaks in them.
Applicant tracking systems and the words to mirror
At CFO level a retained search consultant usually reads your CV before software does, but portfolio company job boards and listed company career sites still filter. Mirror the advert's own vocabulary in the first half of page one.
- Take the exact phrases from the advert: "FP&A", "working capital", "covenant compliance", "acquisition accounting", "technical accounting", "sponsor reporting", "quality of earnings", "statutory accounts".
- Name your systems in full: NetSuite, SAP S/4HANA, Oracle EPM, Workday Adaptive Planning, Sage Intacct, Power BI. These are frequent screening filters.
- If the advert says "Chief Financial Officer" and your title was "Finance Director", include both wordings once so the match is made.
- Spell out the accounting standards by name and number the first time (revenue recognition, IFRS 15) so either search term hits.
- Use one file: a PDF named Lastname-Firstname-CFO.pdf. Search consultants forward files, and a clear filename survives the forward.
Frequently asked questions
How long should a CFO CV be?
Two pages for almost everyone. Use a third page only if you have board seats, a long transaction list or 25 years of relevant history, and make sure the extra page carries deals and governance rather than early-career duties. Anything before the last 15 years should be one line per role.
What should a CFO personal statement say?
Four or five lines: years in finance leadership, the size and shape of the company you ran finance for, the two or three money events you led with their results, and your qualifications. Skip adjectives. A search committee should know your scale by the end of the first sentence.
Do I need to be a chartered accountant to be a CFO?
No, but it helps in any company that produces audited accounts, and it is close to expected in listed companies, charities and manufacturing. CFOs from a banking, FP&A or investment background often hold a CFA or MBA instead. If your membership has lapsed, say so plainly rather than dropping it or implying it is current.
What is the difference between a CFO CV and a finance director CV?
In many UK companies the finance director is the most senior finance role, so the titles overlap. Where they differ, it is scope and audience. A finance director CV can be built around reporting, budgeting and team management. A CFO CV has to cover capital structure, cash, the board relationship and the risk side (audit, insurance, compliance).
How do I write a CFO CV for a private equity backed company?
Show that you can operate on a sponsor's clock. Mention monthly reporting packs, covenant compliance, 13-week cash forecasts, add-on integration, quality of earnings support and value creation plan tracking. Say how many days after month end the sponsor got its numbers, and name the exit if there was one.
Should I include a photo or personal details on a UK CFO CV?
No. UK CVs leave out photos, date of birth, marital status and nationality, and executive search firms in the UK follow the same convention. Town or city, phone, email and a LinkedIn URL are all the contact detail you need.
What metrics should be on a CFO CV?
Turnover and EBITDA of the businesses you supported, headcount and entity count, close cycle in working days, audit outcomes, debtor days, facility size and rate changes, deal sizes and multiples, and the size of the team you led. Six to ten hard figures across the whole CV is a reasonable target.
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How this page was made: a first draft was written with AI assistance from cvplex's example library, then edited and fact-checked by the cvplex Careers Team. Examples are fictional composites; numbers are illustrative. Report an error via the editorial policy page.