Interim Finance Consultant - M&A & Fundraising Support

Interim Deal Finance / Due Diligence Manager (Hands-On)
Day rate: £400
Location: UK-based Remote (occasional travel to the Leamington Spa office)
Duration: Initial 3–6 months (extension likely)

Overview

SF are seeking an experienced, hands-on finance professional to support & assist the Finance Director for a UK-Based AI SaaS business across due diligence, financial analysis, and data-driven reporting. 

This role is not a senior leadership or FD-level position. It is suited to someone who enjoys being close to the detail, building analysis from the ground up, and acting as a trusted right-hand support to a Finance Director running multiple workstreams.

Key Responsibilities

• Deliver due diligence-style financial analysis across revenue, costs, and operational metrics
• Build clear, structured DD reports and analysis packs based on FD briefs
• Analyse revenue and cost data in multiple ways (e.g. by customer, product, time period, cost type)
• Perform detailed wage cost and headcount analysis (monthly trends, variances, drivers)
• Extract, cleanse and model data into clear Excel outputs suitable for decision-making
• Support ad-hoc commercial and financial investigations as required
• Act as a hands-on finance “doer”, not a reviewer

Systems & Process Improvement

• A secondary but important part of the role will be improving how finance data flows through existing systems:
• Working with Xero, Monday.com, and BambooHR
• Identifying where data capture and reporting can be automated or simplified
• Improving the quality, consistency and usability of management information
• Creating repeatable templates and reporting structures

Background & Experience
This role will suit someone who:

• Has worked in due diligence, transaction services, deal finance, or hands-on commercial finance
• Has supported DD projects for SMEs, PE-backed, or growth businesses
• Is used to working with smaller businesses or has worked in the AI SaaS sector
• Is very strong in Excel and data analysis
• Has experience working with Xero
• Understands why DD questions are being asked and how to answer them through data
• Is comfortable working independently with minimal supervision
• Is not looking for an FD / CFO role in the near term