Company Overview
XCM is a fast-growing data and technology business operating in the Customer Data Platform (CDP), analytics and data activation space. We partner with leading UK and international brands to transform how they use customer data to drive growth. Our platform, Horizon, is an AI-ready Customer Data Platform that structures data, generates intelligence and powers decision-making across marketing and customer journeys. Following recent investment, we are entering a critical phase of growth and scaling across product, delivery and commercial functions.
Reporting to: CEO
Location: Ideally Yorkshire-based, with a hybrid working model.
Role Purpose
We are seeking a part-time Finance Director (2–2.5 days per week) to provide executive-level financial leadership as we scale. This role will:
- Oversee the finance function
- Own financial planning, reporting and modelling
- Support the CEO and exec team in commercial decision-making
- Act as the primary financial interface with investors
This is a strategic finance role, not just a reporting role
Key Responsibilities
- Own and oversee the finance function
- Manage and support the Financial Controller
- Ensure robust financial processes, controls and governance
- Own and continuously evolve the financial growth model
Support strategic planning across:
- Revenue growth
- Hiring plans
Ensure alignment between:
- Delivery capability
This role connects strategy to financial reality
Board & Investor Reporting
- Attend all board meetings with investors
Present clear, concise financial updates including:
- Performance vs plan
- Forecasts
- Risks and opportunities
- Act as a credible, confident financial voice at board level
- Own monthly and quarterly financial reporting
Ensure reporting is:
- Accurate
- Timely
- Decision-focused
Ensure reporting is forward-looking and actionable
Commercial Decision Support
Partner with CEO and exec team to:
- Evaluate opportunities
- Understand profitability drivers
Cashflow & Financial Control
Maintain strong oversight of:
- Cashflow
- Working capital
- Ensure financial discipline as the business scales
Systems, Process & Scalability
- Ensure finance systems and processes are fit for scale utilizing the best latest tech / AI tools available
- Improve efficiency and automation where appropriate
- Support transition to a more structured, scalable operating model
What We’re Looking For
Experienced Finance Leader
- Proven experience as a Finance Director or equivalent in a scaling business
- Experience working with investors and board-level stakeholders
Commercially Focused
Strong understanding of:
- SaaS / services / hybrid models, Revenue dynamics, Margin and profitability
- Able to translate financial data into business insight
Strategic & Hands-On
Comfortable operating at both:
- Strategic level (board / planning)
- Detail level (supporting controller, reviewing numbers)
Able to present clearly to:
- CEO
- Exec team
- Wider Company
- Investors
Experience in:
- Technology, SaaS, data or services businesses
- Investor-backed or high-growth environments
What Success Looks Like (6–12 Months)
- A clear, robust financial model aligned to growth plans
- Strong, reliable reporting and forecasting
- High-quality board and investor reporting
- Improved financial visibility across the business
- Finance function operating efficiently and at scale
- CEO and exec team making better, faster decisions with financial clarity
Why This Role Matters
As XCM scales, financial clarity and discipline are critical. This role ensures:
- The business understands its financial position at all times
- Growth is planned and managed effectively
- Investors have confidence in performance and direction
This role provides the financial backbone of the business as it scales
Working Pattern
- 2 to 2.5 days per week
- Flexible, but aligned to key reporting cycles and board cadence
Closing Statement
This is an opportunity to join a scaling, investor-backed technology business and play a key role in shaping its financial future.
We are looking for someone who can:
- Bring structure
- Provide clarity
- Support growth
- Operate confidently at executive and board level
Company Overview
XCM is a fast-growing data and technology business operating in the Customer Data Platform (CDP), analytics and data activation space. We partner with leading UK and international brands to transform how they use customer data to drive growth. Our platform, Horizon, is an AI-ready Customer Data Platform that structures data, generates intelligence and powers decision-making across marketing and customer journeys. Following recent investment, we are entering a critical phase of growth and scaling across product, delivery and commercial functions.
Reporting to: CEO
Location: Ideally Yorkshire-based, with a hybrid working model.
Role Purpose
We are seeking a part-time Finance Director (2–2.5 days per week) to provide executive-level financial leadership as we scale. This role will:
- Oversee the finance function
- Own financial planning, reporting and modelling
- Support the CEO and exec team in commercial decision-making
- Act as the primary financial interface with investors
This is a strategic finance role, not just a reporting role
Key Responsibilities
- Own and oversee the finance function
- Manage and support the Financial Controller
- Ensure robust financial processes, controls and governance
- Own and continuously evolve the financial growth model
Support strategic planning across:
- Revenue growth
- Hiring plans
Ensure alignment between:
- Delivery capability
This role connects strategy to financial reality
Board & Investor Reporting
- Attend all board meetings with investors
Present clear, concise financial updates including:
- Performance vs plan
- Forecasts
- Risks and opportunities
- Act as a credible, confident financial voice at board level
- Own monthly and quarterly financial reporting
Ensure reporting is:
- Accurate
- Timely
- Decision-focused
Ensure reporting is forward-looking and actionable
Commercial Decision Support
Partner with CEO and exec team to:
- Evaluate opportunities
- Understand profitability drivers
Cashflow & Financial Control
Maintain strong oversight of:
- Cashflow
- Working capital
- Ensure financial discipline as the business scales
Systems, Process & Scalability
- Ensure finance systems and processes are fit for scale utilizing the best latest tech / AI tools available
- Improve efficiency and automation where appropriate
- Support transition to a more structured, scalable operating model
What We’re Looking For
Experienced Finance Leader
- Proven experience as a Finance Director or equivalent in a scaling business
- Experience working with investors and board-level stakeholders
Commercially Focused
Strong understanding of:
- SaaS / services / hybrid models, Revenue dynamics, Margin and profitability
- Able to translate financial data into business insight
Strategic & Hands-On
Comfortable operating at both:
- Strategic level (board / planning)
- Detail level (supporting controller, reviewing numbers)
Able to present clearly to:
- CEO
- Exec team
- Wider Company
- Investors
Experience in:
- Technology, SaaS, data or services businesses
- Investor-backed or high-growth environments
What Success Looks Like (6–12 Months)
- A clear, robust financial model aligned to growth plans
- Strong, reliable reporting and forecasting
- High-quality board and investor reporting
- Improved financial visibility across the business
- Finance function operating efficiently and at scale
- CEO and exec team making better, faster decisions with financial clarity
Why This Role Matters
As XCM scales, financial clarity and discipline are critical. This role ensures:
- The business understands its financial position at all times
- Growth is planned and managed effectively
- Investors have confidence in performance and direction
This role provides the financial backbone of the business as it scales
Working Pattern
- 2 to 2.5 days per week
- Flexible, but aligned to key reporting cycles and board cadence
Closing Statement
This is an opportunity to join a scaling, investor-backed technology business and play a key role in shaping its financial future.
We are looking for someone who can:
- Bring structure
- Provide clarity
- Support growth
- Operate confidently at executive and board level
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