Case Study

Trade Finance Partners

Finance Director Designate

Trade Finance Partners is a unique organisation and a specialist provider of trade finance to a predominately UK-based SME clientele.  Boasting an executive team of first-rate experience and standing and ambitious growth plans in the immediate term, the business has demonstrated remarkable levels of success in its expansion and development.

With future planning firmly in mind, Partner Financial worked with Trade Finance Partners to identify and secure a Finance Director Designate with the capacity to lead the business’ finance deliverables through a period of rapid operational and commercial growth and ultimately to become a key strategic member of the senior management team.

The lynchpin that would define the selection process was clear: identify an executive with the capability to hit the ground running and fill the vacuum created by the lack of incumbent Finance Director, while simultaneously ensuring that the successful candidate had sufficient professional head room to grow with Trade Finance Partners as it follows its own journey.

Through a carefully targeted selection process, Partner Financial was able to provide a shortlist of five senior finance executives from a breadth of commercial backgrounds, four with existing experience at Finance Director level and one with aspirations on achieving a directorship.  All shortlisted candidates were invited for interview by Trade Finance Partners, with the successful candidate met by all members of the senior executive team and ultimately commencing the assignment 6 weeks after Partner Financial’s initial engagement.

With the business strongly positioned to execute its long-term growth strategies, this mandate represents a key part of the jigsaw in enabling Trade Finance Partners to fully capitalise on its unique business model and outstanding level of delivery.

Partner Financial is proud to have had the opportunity to represent the business during such an exciting stage of its development and looks forward to monitoring the continued successes of Trade Finance Partners in the coming years.