Interim CFO & Finance Transformation

David Roberts MBA FCCA · Former PLC CFO · ex-PwC · Finance recovery and transformation

Hands-on interim CFO, Finance Director and finance transformation leadership when cash, reporting, controls or a major change programme need experienced executive attention. Scope, start date and time commitment are agreed for each assignment. UK-based, with London hybrid engagements workable.

Where I can help

Interim CFO or Finance Director: agreed executive accountability during a vacancy, financial pressure or transition, including cash visibility, forecasting, Board reporting and financial control.

Finance transformation: record-to-report improvement, finance operating models, dependable management information, controls and systems readiness.

Carve-outs and acquisition integration: Day-1 and first-100-day finance requirements, treasury, reporting, data ownership and a sustainable standalone or integrated finance function.

Not-for-profit finance: cash and service economics, project oversight, statutory reporting and support for leaders and trustees.

Recent completed assignments

PE-backed carve-out and standalone finance

Finance-transformation and carve-out leadership during 2026: a practical route from dependence on group services to standalone finance, covering Day-1 requirements, controls, treasury, reporting, migration and audit readiness. Read the completed assignment.

Transformation across approximately 15 entities

Record-to-report and control improvement across a multi-entity organisation, including technology capable of automating approximately 80% of the reconciliation population. This describes the tool capability, rather than an achieved 80% reduction in workload. Read the transformation case study.

Interim charity CFO: approximately 140 projects

Stronger portfolio oversight, financial controls and forward visibility, with statutory accounts delivered on time during an international-charity finance stabilisation assignment. Read the charity CFO case study.

Practical AI application in finance

David directs AI-assisted financial analysis and the production of budget and forecast consolidation models, priority-based spending scenarios and executive reports. Recent work also includes finance operating-model proposals and 22 income-process maps showing control points and documented weaknesses.

He defines requirements and directs revisions against source information and professional judgement. These are produced working outputs; current models and recommendations remain subject to review and operational validation. Technical integration is scoped with suitable specialists.

A practical start and a sustainable handover

We agree the role, decision authority, priorities, time commitment and commercial terms before work starts. The first phase establishes the facts, immediate cash and control priorities, named owners and a deliverable plan. Clear reporting, process ownership and capability transfer support the eventual handover.

A full diagnostic is available where it adds value; it is not a prerequisite for discussing or engaging an interim CFO.

Assignment profile

Download the two-page profile with an anonymised completed carve-out example. Recruiters are welcome to contact David directly about suitable mandates.

Discuss the need and timetable

Email david.roberts@gapconsult.co.uk or call 07831 139751. A short description of the situation, intended start date and expected commitment is enough for an initial discussion.

Client endorsements · Finance transformation support · GAP’s wider services