Roger van Poortvliet

CFO, Head of Finance, Investment Management

London Area, United Kingdom

About

Global finance leader. Big 4 trained. More than two decades of getting things done. I'm a senior finance executive with over 20 years of experience spanning investment management, private equity, and professional services. Trained at KPMG, I've built my career operating across multiple countries and jurisdictions — navigating complex financial reporting, banking, regulatory and tax environments. What I actually do well I build things. Finance teams, reporting frameworks, new systems — I've led multiple end-to-end technology implementations and taken teams from scratch to high-performing units that people actually want to work in. My teams have achieved the highest staff satisfaction scores, something I'm genuinely proud of. I also thrive where things are complicated. Cross-border transactions, multi-jurisdictional tax structures, regulatory negotiations — this is where I add the most value. The short version ✔ Big 4 trained (KPMG, 15 years) ✔ Global finance leadership across UK, US and beyond ✔Companies worked for – Impax Asset Management, John Laing, Redbridge DTA ✔ Multiple system implementations delivered ✔ Teams built, developed, and recognised as best in class ✔ Complex deals done — M&A, debt finance, FCA negotiations ✔ Known for cutting through complexity and delivering results What's next I'm looking for a CFO, Finance Director, Head of Finance or Financial Controller role where the business is ambitious, the problems are interesting, and there's room to make a real difference. Areas of Expertise: Private Equity / Audit Engagements / UK Tax / International Tax / UK GAAP / US GAAP / M&A / Tax Structures / Capital Determination / Financial Reporting / Stock Exchange Reporting / Shares Schemes & Renumeration / Financial Regulation / Risk Management / Team Leadership / Valuations / Due Diligence (DD) / Financial Analysis

Experience

  • Chief Financial Officer at Redbridge Debt & Treasury Advisory
    Jul 2024 - Jan 2026 · 1 yr 7 mos

    Carried out a complete overhaul of the Finance function. Implemented a modern accounting system and in-sourced finance functions from 3 different outsourcing providers. Set up significantly improved monthly reporting and cashflow reporting. Centralised and adjusted staffing upskilling as needed. Arranged new finance facility.

  • Head of Finance at John Laing
    May 2023 - Jul 2024 · 1 yr 3 mos

    Led outsourcing of finance function

  • Impax Asset Management (12 yrs 8 mos)
    • Global Head of Finance
      Sep 2020 - Mar 2023 · 2 yrs 7 mos

      Impax is an AIM-listed asset manager with operations in London, US, Hong Kong and Ireland. The firm also manages three private equity infrastructure funds and 60+ listed equity funds. Initially, I joined as Head of Finance reporting to CFO. The role expanded due to exponential growth and I was involved in the setup of global reporting functions.  Built a robust framework of internal controls to provide full risk visibility and enable ongoing monitoring.  Implemented the new regulations: IFPR, FACTA and AIFMD, in efficient, pragmatic, timely manner with limited access to external advisors.  Part of a four-man team involved in acquisition of US-based company, which expanded firm’s global footprint and doubled AUM.  Grew financial team from four to 13. Achieved highest rating in group in recent external staff satisfaction survey,.  Established reporting systems in Hong Kong, US and Ireland offices, as well as customer onboarding processes, payroll, pension arrangements and healthcare provisions.  Implemented and rolled out MS Dynamics, Workday Adaptive, eRequest and Concur globally to enable scale.  Initiated a treasury management system and a hedging process to monitor own investments. In addition, wrote the full annual report, delivered annual and interim stock exchange reports, designed and operated companywide tax-efficient share schemes, and established tax structuring on the firm’s private equity funds.

    • Head of Finance
      Aug 2010 - Sep 2020 · 10 yrs 2 mos

  • Senior Manager at KPMG
    Sep 1994 - Aug 2010 · 16 yrs

    June 2008 - Aug 2010 Specialising in private equity, I led audit engagements with funds in private equity, venture capital and mezzanine debt sectors for several SMEs. I was parachuted in to overhaul the private equity audit department. Within 18 months, I transformed the department from a demotivated 34-strong team to a driven, efficient department team with clear structures. As head of a new business targeting initiative, I devised a structure to effectively identify, monitor and win new audit clients. Additionally, I was appointed subject matter expert to lead SAP implementation across the group. I established checklists to manage processes and advised software teams on best structures to track performance on individual audits. June 2006 - May 2008 In this period I concluded multiple projects utilising IFRS and UK / US GAAP knowledge. Clients comprised Russian-based aluminium producer seeking IPO, UK-based glass container manufacturer, UK-listed mid-cap multinational engineering company, South African AIM-listed mining company, and US-based silicon metal manufacturer pursuing AIM listing. Oct 2003 - May 2006 I was seconded to Minnesota for two years, later extended by eight months. Here, I spearheaded critical audits of two major US-listed clients, managing SOX 404 and directing teams of up to eight. I successfully steered one firm though an SEC investigation following identification of serious accounting irregularities. I gained in-depth knowledge of US GAAP, SEC rules and SOS 404 requirements. Sept 1994 - Oct 2003 I joined as a junior auditor, progressing to oversee listed clients in the retail, defence and automotive sectors. I devised new audit proposals, oversaw due diligence and working capital assignments, provided IFRS training and assisted with rollout of new audit approaches. I concluded multiple projects utilising IFRS and UK / US GAAP knowledge.