Lender and Covenant Reporting (Excel)

About this task

This insurtech company for homeowners (1,001–5,000 employees) is looking for a director Fractional CFO for a single piece of work with a fixed scope and a fixed price. Compliance certificates and covenant calculations that go to a lender.

The work is too small to justify a hire and too important to leave to chance. It is an insurer, so accuracy and an audit trail come before speed.

The work is fully remote. Any location in United Kingdom works, with a few hours of overlap with the team's day. Evenings or weekends are fine, as long as the agreed weekly output is there.

What you deliver

• Prepare the quarterly covenant calculation and the compliance certificate draft, with a tie-out to the ledger.
• 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
• A 20-minute walkthrough call, or a recorded screen share if you prefer

How the work runs

• Day 1: scope confirmed in writing, files shared
• Middle of the period: draft shared for early feedback
• Last day: final version and handover note

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, £95 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.