Chief Financial Officer

About the role

The CFO will demonstrate four fundamental pillars: strategy, leadership, operations, and controls. This individual will paint the picture for the business and translate financial data into meaningful commentary, trends, and actions. The CFO will surround themselves with the best talent and make coaching, mentoring, and leadership development a priority through all levels of the finance organization to ensure the right balance of technical, analytical, and leadership skills within their team. This role reports directly to the CEO. Departmental oversight includes Accounting, Financial Planning and Analysis, Legal, Information Technology, and collaboration with Halma Healthcare Sector DCE, Sector CFO, Group Finance and other OpCo CFOs.

Responsibilities

• Develop a deep understanding of the business strategy to prioritize tasks and processes for optimal ROI.
• Understand profit trends and their impact on the future of the business.
• Recommend where the business should expand or trim for future growth.
• Research revenue opportunities and economic trends; analyze internal operations to identify cost reduction and process enhancement areas.
• Understand key profit and cost drivers, proactively challenge current practices for efficiency, ensure full comprehension, and highlight and mitigate associated risks.
• Provide financial guidance, advice, and key insights on strategic opportunities including acquisitions and other business investments to drive performance to new levels.
• Present complex financial concepts in non‑financial terms so leadership clearly understands position and risks of changes.
• Lead and engage the team with excellent communication skills, team development, and serve as a partner to internal customers.
• Act as a reliable partner to the CEO and leadership team, providing input on financial implications of major business decisions and strategic input shaping company objectives.
• Be an effective decision maker ready to implement changes that prevent loss and support growth.
• Partner with other CFOs and Financial Directors across Halma plc globally on initiatives.
• Generate robust data and analytics to keep the CEO and leadership team informed of the viability of current and future business strategies.
• Transform analytics‑based insights into measurable results and decision tools.
• Apply financial planning, budgeting expertise, and discipline to create realistic short‑ and long‑term financial plans.
• Stay ahead of internal changes.
• Track and analyze cash flow management to spot and fix problems.
• Provide commercial and financial leadership ensuring deadlines are met and deliverables are accurate, timely, and of requisite quality.
• Oversee end‑to‑end production of financial reporting and planning (budgets and forecasts), coordinate, present, and comment in various formats to support Halma needs and internal reporting.
• Understand, manage, and reconcile the balance sheet; review and advise on corrective actions; ensure completion.
• Manage risk to prevent influence from outside forces (competitors) or inside forces (bad business decisions).
• Ensure the business model is strong and resilient enough to withstand bumps in the road.
• Maintain compliance with applicable regulatory, internal controls, financial reporting processes, and other legal requirements.
• Implement policies, procedures, and processes as defined by Halma plc leadership.
• Support the wider Halma control environment as required.

Qualifications

• Bachelor’s degree in business or related field; CPA required; MBA preferred.
• Healthcare / Healthcare IT / or Healthcare Technology experience preferred.
• 10+ years progressive, hands‑on experience in all areas of financial operations including accounting, reporting, financial analysis and planning, systems and processes, controls, compliance, and corporate development.
• Experience with mergers and acquisitions.
• Knowledge of global currency, conversions, and accounting.
• Established solid financial foundation with the right systems and team in a lean environment that will allow the business to grow effectively (organically and through M&A) over the next several years.
• Executive experience with SaaS business models and their associated revenue recognition strongly preferred.
• Recent experience as CFO