Financial Planning and Analysis Manager

Phipps Cameron; London; On-site; GBP 99,000 - 121,000; Full time

Job summary

A financial services organization in London is looking for an FP&A Manager to own the financial planning and analysis function. The successful candidate will lead budgeting and forecasting processes and work closely with the CFO. Applicants must be qualified accountants with FP&A experience in high-growth, PE-backed environments. A proactive approach and excellent communication skills are essential for this standalone role.

Qualifications

• Proven background in PE-backed environments, ideally in financial services.
• Demonstrable FP&A, commercial finance, or management accounting experience.
• Strong ability to translate complex data into actionable insights.

Responsibilities

• Lead financial planning, budgeting, and forecasting processes.
• Develop robust financial models for strategic decision-making.
• Deliver insightful analysis of business performance.

Skills

Financial modelling

Budgeting

Forecasting

Stakeholder management

Commercial acumen

Education

Qualified accountant (ACA or equivalent)

Job description

Overview

Senior Consultant - Private Equity & Finance Leadership | FP&A Manager

Location: London

Salary: Up to 110,000

We are partnering with a fast-growing, entrepreneurial financial services organisation that is redefining how its sector delivers value to clients. The business is backed by an ambitious leadership team and is seeking a talented FP&A Manager to join at a pivotal stage in its growth. Reporting directly to the CFO, this is a standalone FP&A role with ownership of the financial planning and analysis function, shaping processes from the ground up and working with senior stakeholders to drive commercial decision-making.

Key Responsibilities

• Lead the financial planning, budgeting, and forecasting processes in line with growth objectives.
• Develop and maintain robust financial models to support strategic decision-making and long-term planning.
• Deliver clear, insightful analysis of business performance, identifying key trends, risks, and opportunities.
• Partner with senior leaders to provide high-quality financial insights and recommendations.
• Track and analyse core financial metrics to ensure performance is optimised against targets.
• Support and challenge business initiatives with a focus on commercial impact and value creation.
• Enhance and streamline FP&A processes, tools, and systems to scale with growth.

The ideal candidate

• A qualified accountant (ACA or equivalent) with a proven background in PE-backed environments; experience in financial services (broking, insurance, asset management, or related sectors) is preferred.
• Demonstrable FP&A, commercial finance, or management accounting experience within FS, with a track record in fast-paced, investor-driven environments.
• Advanced financial modelling, budgeting, and forecasting skills in high-growth settings.
• Strong commercial acumen with the ability to translate complex data into actionable insights for investors and senior leadership.
• Excellent communication and stakeholder management skills, with the confidence to challenge and influence C-suite executives, PE investors, and operational leaders.
• Proactive self-starter who can build robust finance processes in a standalone role within a rapidly evolving organisation.

How to apply

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst, Finance, and Accounting/Auditing

Industries

Financial Services and Insurance Agencies and Brokerages