Our client is a private equity-backed services business undergoing a period of significant growth and transformation. Backed by an ambitious investment thesis, the business is focused on scaling operations, improving performance visibility, and driving data-led decision making across the organisation.
As part of this journey, they are seeking a commercially focused Head of FP&A to partner closely with the CFO and senior leadership team, providing strategic insight and helping shape business performance.
The Opportunity
This is a high-impact role at the heart of the finance function. You will lead all FP&A activities, owning forecasting, budgeting, performance reporting, and strategic planning, while also driving improvements across data, analytics, and business intelligence capabilities.
The successful candidate will act as a key business partner to operational leaders and play an important role in supporting value creation initiatives aligned with the private equity investment strategy.
Key Responsibilities
- Lead the annual budgeting, forecasting, and long-range planning processes.
- Professionalise the Financial Planning & Analysis function.
- Develop and enhance KPI reporting, dashboarding, and performance analysis across the business.
- Provide insightful commercial analysis to support strategic decision making.
- Partner with operational and functional leaders to improve financial understanding and accountability.
- Build and maintain robust financial models to evaluate growth opportunities, investment decisions, and business performance.
- Drive improvements in management information, data quality, and reporting automation.
- Support the CFO, Executive Team, and shareholders with board reporting and investor presentations.
- Deliver scenario modelling, sensitivity analysis, and cash flow forecasting.
- Identify opportunities to improve profitability, operational efficiency, and business performance.
- Lead, mentor, and develop a high-performing FP&A team.
Candidate Profile
We are seeking an ambitious and commercially minded finance leader with a strong analytical skillset and a passion for using data to drive performance.
Essential
- Qualified accountant (ACA, ACCA, CIMA or equivalent).
- Significant FP&A experience within a multi-site or complex services environment.
- Strong commercial acumen with the ability to translate data into actionable business insights.
- Advanced financial modelling and analytical capabilities.
- Track record of leading budgeting, forecasting, and strategic planning processes.
- Excellent stakeholder management skills with experience influencing senior executives.
- Strong systems and data expertise, including experience with BI and reporting tools.
- Ability to operate at pace within a changing and high-growth environment.
Highly Desirable
- Previous experience within a private equity-backed business.
- Experience supporting value creation initiatives, transformation programmes, or growth strategies.
- Exposure to business intelligence platforms such as Power BI, Tableau, or similar.
- Experience improving reporting automation, data infrastructure, and decision-support capabilities.