FP&A Manager – AI & Automation Lead

Location: Milton Keynes with occasional site travel

A rare opportunity to lead financial planning and introduce AI-driven automation within a fast-moving, PE-backed organisation. This is your chance to redefine how financial systems and processes operate, working closely with senior leadership. Key systems include Sage and Simpro.

• AI & Automation Champion: Drive AI adoption (e.g., Claude, Copilot) to revolutionise reporting, streamline data, and train the team.
• Financial Planning: Own forecasts, budgets, and three‑statement financial models.
• Investor Reporting: Deliver board packs, KPIs, M&A analysis, and covenant reporting to PE investor standards.
• Data & Systems: Automate reporting workflows, strengthen data flows, and ensure contract‑level P&L visibility.
• Commercial Analysis: Drive actionable insights on contract performance, margin trends, and customer retention.
• Team Leadership: mentor finance staff in AI tools, financial modelling, and integrating systems.

• Qualified Accountant (ACA/ACCA/CIMA) with 3–5 years in FP&A or similar.
• Proven experience with AI tools (Claude, Copilot) in finance workflows.
• Technical skills in financial modelling, Sage, and field service systems like Simpro.
• A proactive, adaptive, and detail‑oriented individual with strong communication and commercial curiosity.

Shape how finance integrates AI for game‑changing decision‑making processes. Work in a high‑visibility leadership role within a scaling, contract‑driven, multi‑entity environment.

Ready to lead innovation? Apply and let’s transform FP&A together.