Director of Financial Planning and Analysis

JR United Kingdom; Greater London; On-site; GBP 100,000 - 130,000; Full time

Job summary

A dynamic financial services business seeks a high-calibre FP&A Director to lead financial planning and performance. This role involves strategic decision-making, enhancing financial visibility, and driving growth. The ideal candidate will have extensive experience in Financial Services and proven FP&A leadership within fast-growth environments.

Qualifications

• Professionally qualified with extensive experience in Financial Services.
• Proven success in FP&A leadership within private equity-backed settings.

Responsibilities

• Leading the full planning cycle: annual budgets and long-range strategic plans.
• Creating high-impact Board and investor reporting packs.
• Driving the upgrade of FP&A processes, systems, and tools.

Skills

Analytical Expertise

Financial Modelling

Commercial Acumen

Leadership

Communication

Education

ACA

CIMA

Job description

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Director of Financial Planning and Analysis, England

Client:

Phipps Cameron

Location:

England, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

12.05.2025

Expiry Date:

26.06.2025

Job Description:

FP&A Director

Location: Midlands

Salary: Up to £130,000 + Bonus & Benefits

We are partnering with a dynamic, private equity-backed financial services business at a key inflection point in its growth journey. Operating in a regulated, client-focused sector with a strong national footprint and a growing M&A pipeline, the business is now seeking a high-calibre FP&A Director to lead and evolve its financial planning and performance capability.

This is a rare opportunity to join a high-quality leadership team, reporting directly to a commercially minded CFO who values clarity, pace, and partnership. You will play a central role in enabling strategic decision-making, enhancing financial visibility, and driving both organic and acquisitive growth. Beyond technical capability, this role requires someone who can help professionalise the function and elevate the business to its next level of maturity and scale.

Key Responsibilities:

1. Leading the full planning cycle: annual budgets, reforecasts, and long-range strategic plans aligned to ambitious corporate objectives.
2. Designing and refining financial models that drive better decisions across growth, investment, pricing, and margin optimisation.
3. Creating high-impact Board and investor reporting packs, combining insight with clarity to guide senior-level decisions.
4. Partnering with senior leadership across functions to challenge assumptions, model scenarios, and drive strategic alignment.
5. Embedding a forward-looking performance culture through robust KPIs, real-time analytics, and meaningful commentary.
6. Driving the upgrade of FP&A processes, systems, and tools — building a scalable platform for future growth.
7. Supporting M&A execution and integration — from modelling and diligence through to post-deal performance tracking.
8. Developing and mentoring a capable FP&A team, raising the bar on financial insight and business partnership.

The Ideal Candidate:

1. Professionally qualified (ACA, CIMA), with extensive experience in Financial Services — ideally from a regulated or distribution-led environment.
2. Proven success in FP&A leadership within private equity-backed or fast-growth settings, with a strong understanding of investor and Board expectations.
3. Deep analytical expertise and financial modelling skill, combined with commercial acumen and a sharp eye for business drivers.
4. A collaborative, hands-on leader who brings structure, challenge, and pace to a scaling business.
5. Strong communicator with the gravitas to engage senior stakeholders and contribute to broader business strategy.
6. Passionate about continuous improvement, with the drive to build a best-in-class finance function that supports sustainable, profitable growth.

For more information, please apply for this role or contact Harry Turner at [emailprotected].