Head of Financial Planning & Analysis

Head of Financial Planning & Analysis for a market-leading utilities business in Perthshire

Your new company
My client is a dynamic and forward-thinking utilities sector organisation undergoing significant strategic transformation and financial growth. With a strong commitment to innovation and stakeholder engagement, this business offers a unique opportunity to contribute to high-impact financial planning and analysis and investor relations.Your new role
Reporting directly to the CFO, you will act as the key liaison between the company and its private equity investor, delivering timely, insightful financial reports and analysis. You'll play a pivotal role in shaping strategic decisions and enhancing the organisation's financial reporting capabilities during a period of exciting change.

Key responsibilities include:

• Investor Relations:
  Serve as the primary contact for private equity stakeholders, managing regular and ad-hoc reporting requirements.
• Financial Metrics Reporting:
  Regularly compile and analyse key financial and business performance metrics, with concise reports containing high-quality analysis, clear commentary and actionable insights to be prepared for and communicated to the investor.
• Performance Tracking:
  Monitor financial performance against targets and metrics, as well as tracking performance against industry peers.
• Strategic Planning:
  Support senior leadership on key strategic decisions and reviewing outcomes during a period of expected significant growth for the company.
• Cross-functional Engagement:
  Work closely with finance, operations, and leadership teams to source data and drive insight.

What you'll need to succeed

Degree in Finance, Business, Accounting or a related field along with accountancy qualification (ICAS, ACCA, ACMA)

Strong analytical skills and experience in FP&A, investor relations, financial modelling and reporting.

Excellent communication and stakeholder engagement abilities.

Familiarity with private equity processes and investment principles.

Ability to leverage insights from the sector and the broader UK macroeconomic environment, including the impact of evolving market dynamics, regulatory changes, and the competitive landscape specific to the industry.

Proficiency in Microsoft Excel and Office; experience with Power BI, Alteryx, SQL or Python is advantageous.

This is a high-profile and hugely critical commercial role, so the successful candidate will need to be a highly credible and dynamic self-starter who can speak with confidence to senior shareholders and will excel with confidence in a position that combines autonomy with significant responsibility.

What you'll get in return

The opportunity to work closely with the leadership team for a market-leading business with a strong company reputation

A chance to work at the heart of strategic decision-making in a growing business.

Exposure to private equity investment processes

Opportunity to influence senior leadership decision-making.

Competitive salary and benefits package (£80, basic salary + excellent benefits)

Hybrid working (typically 1-2 days in office)

A collaborative, inclusive and positive culture which celebrates individuality and diversity and promotes a
fun, inclusive workplace where everyone has a voice

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
This position is being managed exclusively by Donna Galbraith. All third-party submissions or direct applications will beredirected to her for consideration. Unsolicited candidate introductions fromother agencies will not be accepted and may not be acknowledged.
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