FP&A and Financial Integration Analyst

Overview

FP&A and Financial Integration Analyst

Location:

3 Days Wilmslow HQ, 2 days from home
Salary:
Competitive

The Citation Group, headquartered in Wilmslow and established in 1995, is a growing professional services and compliance business employing over 600 people. The product delivers HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The group has grown rapidly and, as a Private Equity-backed business, aims to triple the size of the business over the next few years through organic growth and acquisitions.

The role is to join a high-growth finance team as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. This is a pivotal role combining forward-looking financial analysis with hands-on integration support to shape financial strategy and performance visibility across a rapidly expanding organisation.

• Financial Planning & Analysis:
  Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership.
• Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives.
• Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions.
• Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis.
• Prepare presentations and analysis for senior management and investors.
• Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information.
• Work with divisional finance teams regarding the preparation of financial information in line with Group standards and timings.

• Financial Integration:
  Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies.
• Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and impact on the Group post-deal.
• Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues.
• Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks.
• Manage the consolidation of accounting and reporting systems.
• Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions.

• Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy.
• Identify opportunities to automate reporting processes and ensure the accuracy, consistency and reliability of financial data across systems.
• Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation.
• Support compliance with corporate financial policies, controls and reporting standards, ensuring data quality throughout the planning process.

• Assist in the group audit of new acquisitions in the year.
• Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.).
• Readiness reviews in advance of Group exit from current PE cycle.

• Hold an ACA (or equivalent) qualification.
• A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions.
• Strong communication skills, both verbal and written.
• Excellent interpersonal skills and an ability to engage non-Finance colleagues.
• Advanced Excel and data manipulation is essential.
• Technically strong with a good depth of understanding and experience of financial reporting.
• Experience of improving processes and control environments.
• Ability and desire to work in a fast-paced and ever-evolving Private Equity environment.
• Experience in working with subscription business metrics (ARR, NRR, churn etc) preferable.

Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!