The Portfolio Executives

Mohanned Rahman

Mohanned Rahman
  • Specialism: Financial Planning & Analysis (FP&A), Financial Control & Accounting, Budgeting, Forecasting & Variance Analysis, Financial Modelling (including long-term models, DCF, IRR, NPV, sensitivity analysis), Post-acquisition Integration (financial systems, processes, reporting), Private Equity Backed Business Support (investor reporting, performance insights), Insurance Sector Finance (MGA, underwriting agency, specialist insurance, reinsurance)
  • Track Record: Shaw Gibbs — FP&A Consultant (Contract), Fusion Specialty UK Limited — Director of Finance and Operations (PE-backed MGA / specialist underwriting agency), Qomplx Ltd. — Director of Finance & Human Resources (UK subsidiary of US cyber security / FinTech insurance start-up)
    Lifted — Portfolio Finance Director (Part-time Contract, Healthtech start-up)
    Nominet — Interim M&A Researcher (Part-time Contract), Splendid Restaurants — Head of Finance (Contract, hospitality group)
    Iris Software Ltd. — Senior Management Accountant (Contract, SaaS / Cloud Division), Travelodge Hotels Ltd. — Real Estate Investment Manager, Royal Bank of Scotland (RBS) — Projects Investment Analysis (Contract), Aon Risk Services — Project Accountant (Contract), HSBC — Finance Business Partner (Commercial credit cards), Aon Benfield — Financial Analyst (Contract, reinsurance), Pharmaventures Ltd. — Management Accountant, University of Oxford — Financial Accounts, Enterprise Rent-A-Car — Accounting
  • Offer: I partner with ambitious organisations – particularly PE-backed scale-ups, insurtech/FinTech/MGA startups, specialist insurance entities, healthtech, SaaS, and acquisitive groups – to provide high-impact finance leadership and strategic support. My core offer includes:
    Interim / Fractional Finance Director / CFO-level leadership stepping in to build, stabilise, or scale finance functions from scratch or during rapid growth/transformation phases.

    FP&A transformation & commercial insights – delivering robust budgeting, rolling forecasts, KPI dashboards (Power BI/Tableau), variance analysis, and real-time decision support to drive profitability and performance.
    M&A acceleration & integration – full-cycle support including due diligence, financial modelling (DCF/IRR/NPV/sensitivity), deal structuring, negotiation input, post-acquisition integration of systems/processes/reporting, and SPAC/exit readiness.
    Regulatory & compliance navigation – FCA-authorised entity setup/oversight, bordereaux/MI preparation, appointed representative management, and ensuring financial operations meet strict regulatory standards (especially in insurance/specialist underwriting).
    Fundraising & investor readiness – crafting long-term financial models, operating plans, investor updates, and materials that have helped secure Series A, PE funding, and growth capital (e.g., $40m+ rounds).
    Cost optimisation & efficiency programmes – identifying and delivering 20–30%+ cost reductions, margin improvements, process streamlining, and R&D tax credit maximisation.

  • Mohanned says: I turn complex financial realities into clear strategic advantage – building robust models, navigating FCA compliance, accelerating M&A integrations, and delivering the insights that secure funding, drive profitability, and fuel sustainable growth.”
  • Try me: https://www.linkedin.com/in/mohanned-rahman-a5b49b20/

Adopting a portfolio model enables me to direct over 20 years of deep expertise exactly where it drives the greatest value: powering scale-ups and acquisitive businesses in specialist insurance, insurtech/FinTech, SaaS/tech, hospitality/real estate, and beyond – without the burden of a permanent full-time role. I’m motivated by variety, meaningful transformation, and consistently delivering strategic clarity, regulatory strength, and commercial momentum.

My transition into portfolio-style finance leadership began when I got involved with an insurtech startup as a fractional Director of Finance. I supported them during their early-stage growth – building financial systems, preparing operating plans, managing cash flow and compliance, and helping shape the long-term model.

That first portfolio role proved highly successful, supporting the insurtech startup all the way through to a successful Series A funding round. It was never a full-time position, purely project-based and flexible, yet that very flexibility turned out to be transformative.

Along the way, I’ve learned several key lessons. Speed and impact are critical – clients expect immediate value, so I’ve sharpened the ability to diagnose fast, build trust quickly, and deliver results in weeks. Cross-industry exposure creates an edge – working across specialist insurance, insurtech/FinTech, SaaS/tech scale-ups, hospitality/real estate, and acquisitive groups lets me transfer best practices and spot opportunities and risks faster. Flexibility builds resilience – juggling priorities across clients hones time management, boundaries, and adaptability while keeping work energising and varied. Reputation and networks compound – strong delivery generates referrals and attracts aligned clients organically.

This model works for me in 2026 because the Portfolio Executive approach – working part-time across a select group of ambitious businesses – aligns well with my 20+ years as a chartered accountant and finance leader. It also offers strong financial and autonomy rewards, interesting and fulfilling work assignments, and meaningful flexibility.

In summary, the Portfolio Executive approach gives me autonomy, variety, financial upside, continuous learning, and meaningful legacy-building potential – all while meeting a genuine market need. I’m fully committed to making this my indefinite way of working, scaling the business side thoughtfully. This is the career model that feels most authentic, impactful, and future-proof for me.