Managing Director & CFO

Assignment

A major global asset management company had successfully hired mid-level management for one of their international offices. However, the team lacked robust senior leadership to provide guidance and set an example. They engaged First Point Partners to conduct extensive market research and spearhead the executive search for a hands-on, operationally-focused CFO to join the local branch.

Approach

To begin, First Point Partners organized a comprehensive workshop with the company's executives. The aim was to understand their vision from both an organizational and cultural change perspective.

From this, they crafted an "ideal candidate" profile, incorporating all essential requirements. The First Point Partners team then carried out a two-week diagnostic market research. The findings confirmed the availability of top-tier talent spanning various financial domains, including Banking, Asset Management, Insurance, and Fintech sectors.

Once the plan was approved, First Point Partners initiated a six-week confidential recruitment project. Throughout this phase, their consultants maintained close collaboration with company representatives, sharing market insights about top senior leadership, especially those in CFO roles. The shortlist comprised six candidates, each renowned for their reputation and their history of leading diverse, independent teams across multiple business units in top-tier financial organizations.

First Point Partners also ensured the list considered the client's diversity requirements, striving for an inclusive set of candidates.

Outcome

The company's board chose a formidable female CFO to helm the finance team and liaise with the global HQ. This chosen candidate boasts over 25 years of experience, exemplifying leadership and promoting cultural shifts. She has consistently prioritized productivity and inclusivity throughout her career.

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