To maintain precision and efficiency across decision-making, this new role was designed to enhance data integrity, streamline processes, and underpin all major financial and operational outputs. The hire would free other members of the team to focus on strategic projects while ensuring consistent analytical coverage and resilience.

Given BEAM’s single, long-term client relationship, trust and accuracy are critical and errors could undermine confidence. This hire needed to ensure robust forecasting, budgeting, and performance tracking, enabling the business to operate as a centre of excellence for analytical insight, integrate more closely with finance and investment functions, and continue its shift toward a data-led, development-focused future.

We mapped and engaged 126 individuals from analytical backgrounds spanning (not exclusively) Private Equity, Corporate Finance, Transaction Services, & Accountancy backgrounds, focusing on those with:

• Advanced Excel modelling expertise with large, dynamic models
• Strong presentation and report-writing skills
• Proven experience in financial analysis, reporting, and forecasting

Through 545 touchpoints across the search, we refined the pool to nine qualified candidates. 

The core elements of our search included: 

• Partnered with BEAM to create a branded campaign website (showcase page)
• Conducted technical and behavioural pre-interview assessments, giving BEAM a complete view of each candidate’s strengths and suitability before first-stage interviews.
• Managed a structured three-stage interview process, including a case study at the second stage to assess the candidate’s analytical skill set and presentation capabilities.
• Oversaw offer management, supporting negotiation and acceptance to ensure a seamless conclusion to the search.