Head of Financial Planning

Head of FP&AFinancial Services London

£100,000 base + bonus + private medical cover

We are partnering exclusively with a PE-backed specialist financial services business who are in the midst of an ambitious buy and build strategy.

The business is seeking a Head of FP&A to lead the financial planning and analysis function whilst playing a pivotal role in supporting strategic investment and M&A activity.

Reporting directly to the CFO, this is a highly visible position offering significant exposure to the Executive Committee and the opportunity to influence key commercial and strategic decisions.

This role would suit an experienced FP&A professional looking to step into a broader strategic leadership position with significant exposure to M&A, Executive-level decision making and value creation within a growing, investor backed financial services business.

• Leading the budgeting, forecasting and long range planning processes across the business
• Developing robust financial models, scenario analysis and forecasting assumptions to support strategic decision making
• Producing insightful management reporting with meaningful analysis and commentary for the Executive Committee and Board
• Supporting a highly active acquisition strategy through financial modelling, valuations, due diligence and investment analysis
• Partnering closely with the CFO and senior leadership team to evaluate strategic opportunities and commercial initiatives
• Managing and developing direct reports whilst continuing to enhance the FP&A function
• Working collaboratively with finance teams across the UK to improve reporting, planning and financial insight
• Identifying opportunities to improve processes, systems, data quality and financial reporting capabilities
• Providing proactive financial challenge and commercial insight, helping shape business decisions rather than simply reporting outcomes

• ACA, ACCA or CIMA qualified with strong post qualified FP&A experience
• Proven experience leading budgeting, forecasting, financial planning and management reporting within a regulated environment
• Strong financial modelling skills with the ability to build scenario models and challenge business assumptions
• Demonstrable M&A experience, gained either in house through Corporate Development or FP&A or within Transaction Services, Corporate Finance or Deal Advisory
• Experience operating within an FCA regulated financial services business
• Commercially minded with the confidence to influence senior stakeholders and contribute within Executive Committee discussions
• Highly analytical, intellectually curious and able to solve problems from first principles
• Strong systems and data capability with a continuous improvement mindset
• Organised and adaptable with the ability to manage multiple priorities in a fast paced environment
• Collaborative, personable and proactive with the credibility to build strong relationships across the business

For more information, contact Elliot O'Shea-Cowan at elliot.