FP&A Manager

FP&A Manager Financial Planning & Analysis Manager – AI & Automation Lead

Location: Hybrid (Milton Keynes-based with occasional travel across Pareto sites)

Salary: Competitive + Benefits

Pareto Group is a fast-growing, private equity-backed facilities management business with a turnover of c.£80–100m and an ambitious buy-and-build strategy. Following recent acquisitions and ongoing integration activity, we are looking for an exceptional FP&A Manager to help shape the future of our finance function.

This is not a traditional FP&A role. We are seeking someone who combines strong commercial finance and financial planning expertise with a genuine passion for AI, automation, and data-driven decision making. Reporting directly to the CFO, you will build the financial planning infrastructure, reporting capability, and automation roadmap required to support a modern, investor-focused organisation.

Working closely with the CFO, COO, CEO, Finance Business Partners, and wider leadership team, you will become the analytical backbone of the finance function while leading Pareto's adoption of AI and automation technologies.

This role sits at the centre of financial planning, forecasting, board reporting, and business intelligence across the Group.

You'll be responsible for building and maintaining Pareto's consolidated financial model, owning the budgeting and forecasting process, producing board and investor reporting, and creating automated data flows between core systems including Sage and Simpro.

Alongside these responsibilities, you'll act as Pareto's AI champion within finance, identifying opportunities to automate processes, improve reporting, and increase efficiency through the use of AI tools such as Claude, Copilot, and other emerging technologies.

This is a high-profile role offering direct exposure to senior leadership and private equity investors, making it an ideal opportunity for an ambitious finance professional looking to progress towards senior finance leadership.

• Lead AI adoption across the finance function
• Champion the use of Claude, Copilot and other AI tools within finance
• Automate variance commentary, board pack narratives, reporting workflows and analytical processes
• Identify manual and repetitive finance processes and develop automation solutions
• Build AI playbooks, prompt libraries and best-practice guides
• Train and support the wider finance team in adopting AI-supported working practices
• Work alongside the COO and leadership team on wider business automation initiatives
• Stay up to date with developments in AI and proactively introduce new capabilities

• Own the annual budgeting process from planning through to sign-off
• Develop and maintain rolling forecasts and scenario models
• Build and maintain a fully integrated three-statement financial model
• Produce detailed financial forecasts and sensitivity analysis
• Develop and maintain 13-week and 12-month cash flow forecasts
• Support acquisition modelling, integration planning and synergy analysis
• Provide meaningful forward-looking financial insight to support decision making

• Own the monthly board reporting process
• Produce investor-grade financial packs and commentary
• Develop KPI reporting aligned to the Group's value creation plan
• Support lender and covenant reporting requirements
• Work closely with the CFO ahead of board meetings and investor updates
• Develop robust reporting frameworks to support future exit activity

• Lead the development of automated reporting between Sage, Simpro and management reporting tools
• Build dashboards and performance reporting for senior leadership
• Ensure contract-level financial data is accurate, consistent and accessible
• Improve reporting efficiency by eliminating manual data handling wherever possible
• Maintain strong governance, version control and audit trails across reporting processes

• Develop contract-level profitability reporting
• Analyse margins, commercial performance and operational trends
• Support bid pricing, commercial modelling and investment decisions
• Monito…