Head of FP&A and Transformation

Are you looking for an exciting and fulfilling new position? Join our dynamic team at WEP Clinical, where your contributions will play a key role in driving impactful solutions and improving outcomes for clients and patients. We encourage innovation and collaboration, challenging our team to bring forward ideas that make a real difference. Be part of a mission-driven organization dedicated to advancing clinical research and transforming lives.

The WEP Clinical Head of FP&A and Transformation will be responsible for leading financial planning, management reporting, finance data and finance transformation within the remit agreed with the Vice President, Finance. The role will work closely with Finance, Operations, Project Management, Business Development and functional leaders to deliver accurate forecasts, clear financial insight and practical improvements that support profitability, cash flow and resource utilisation.

Reporting to the Vice President, Finance, the role will lead improvements to finance processes, systems and reporting, including integrating approved AI and automation tools. The Head of FP&A and Transformation is expected to challenge assumptions constructively, maintain data accuracy and appropriate controls, and escalation material concerns through the appropriate channels.

Please note that this is a hands-on role, requiring direct delivery of financial modelling, analysis, reporting and finance transformation initiatives.

• Strong leader
• Adaptable
• Clear communicator
• Collaborative

• Lead annual budgeting, periodic and rolling forecasts and longer-term financial planning within the agreed remit, covering revenue, margin, operating expenditure, EBITDA, cash flow and headcount.
• Review and challenge forecast assumptions with business leaders so submissions reflect current pipeline, backlog, delivery plans, risks and opportunities, with clear accountability for material movements.
• Lead the preparation and review of management reporting and FP&A inputs to Executive and Board materials, with concise commentary on performance drivers, outlook, risks and required actions.
• Improve finance data accuracy, reporting consistency and key performance measures, ensuring financial and operational information is reliable and aligned with management accounts and forecasts.
• Partner with Project Management and Operations to connect project revenue, margin, backlog, cash and delivery risk to the company forecast, flagging concerns early and supporting corrective action.
• Provide senior business partnering and constructive challenge on pricing, bids, expenditure, investment and resourcing decisions, supported by financial models, scenarios and business cases.
• Work with Operations, Business Development and HR to link pipeline and backlog to capacity, headcount and utilisation plans, identifying opportunities to improve productivity and efficiency.
• Develop and deliver a prioritised finance transformation roadmap agreed with the Vice President, Finance, simplifying processes, reducing manual work and improving reporting quality and turnaround times, while defining and tracking measurable benefits and supporting training and adoption.
• Lead Finance requirements, testing and adoption for approved system, dashboard and data integration improvements, working with IT and stakeholders across Microsoft Dynamics 365 Business Central, Power BI and related reporting tools.
• Identify and integrate approved AI and automation tools, such as Microsoft Copilot and Power Automate, into forecasting, analysis, reporting and data-quality processes, ensuring outputs are subject to human review, validation, access controls and information-security requirements.
• Lead and develop…