Board Pack Preparation · Banking

About this task

This savings and loan group serving professional firms (51–200 employees) is looking for a director Fractional CFO for a single piece of work with a fixed scope and a fixed price. Monthly or quarterly financial pack for directors: results, cash, KPIs and a short narrative.

The work is too small to justify a hire and too important to leave to chance. It is a regulated bank; the work is documented and reviewed before anything is signed off.

The work is fully remote. Any location in United Kingdom works, with a few hours of overlap with the team's day. You choose your hours; nothing is scheduled except an occasional short call.

What you deliver

• Build the Q3 board pack from the trial balance: P&L against budget, cash bridge, runway, and three bullet commentary points per slide.
• The finished deliverable in the agreed file format, with sources and assumptions listed
• One round of edits after the company's review is included
• A final note stating what was checked and what was left out of scope

How the work runs

• Day 1: kickoff call and access to the files
• Days 2 to 6: the work, with questions answered the same day
• Last day: delivery and a short walkthrough

Duration: 2 to 3 weeks. Accepted when the company contact confirms the deliverable against the written checklist. One round of edits is included.

Tools

How you get paid

• The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
• Deftridge pays you in GBP after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
• You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
• You never chase the company. Questions about money go to Deftridge.

What happens after you say you're interested

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

How this rate compares

The midpoint of this range, £94 an hour, is above the median director Fractional CFO rate in the United Kingdom (£90). The shaded band is the 25th to 75th percentile of the market.

All Fractional CFO jobs in United Kingdom · Fractional CFO rates in United Kingdom · Finance & Accounting jobs

Questions about pay and privacy

The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.