Head of FP&A

A private equity backed wealth management group is building out its finance function under a newly appointed CFO, and this is the first senior hire into FP&A. The business has grown steadily, has investors behind it, and is now investing in its data, putting in a modern platform to give the leadership team a clearer, faster view of performance.

This is the number one FP&A role. You will report directly to the CFO, who came up through FP&A and wants someone to develop, not just a report producer. You will own planning, forecasting and performance analysis end to end, and be the person the leadership team turns to when they want to understand the numbers behind a decision, including potential acquisitions. For someone ready to move from a reporting-heavy role into one with real commercial influence, it is a genuine step up.

London based, hybrid working, with a salary of £85,000 to £100,000 plus benefits.

The Role

Own the annual budget, reforecasts and the longer-term financial planBuild and run monthly performance reporting and KPI packs for the leadership team and investorsAnalyse revenue, margin and adviser productivity, and explain what is driving the resultsModel the returns on potential acquisitions and other investment decisionsPartner with operational and front office leaders to turn the numbers into decisionsHelp shape the new data platform and how finance uses itImprove the planning process and the tools behind itPresent findings clearly to senior stakeholders

What we're looking for

A qualified accountant (ACA, ACCA, CIMA or equivalent)Strong FP&A experience, ideally in wealth management, asset management or wider financial servicesExperience with Databricks or a similar data platform is a real advantageExcellent financial modelling, including investment or acquisition appraisalConfidence presenting to senior leaders and challenging the businessA track record of career progression and a commercial mindset