FP&A Accountant

Whiteoak Associates; London; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

A leading private equity-focused professional services firm seeks an FP&A Accountant to manage key financial processes and support business growth. The role combines core finance responsibilities with strategic planning, offering a chance to significantly impact the firm's financial strategy in a hybrid work environment.

Benefits

25 Days Annual Leave

Pension

Annual Bonus

Qualifications

• Proven experience in fast-paced SME environments.
• Strong track record in preparing monthly management accounts.
• Experience with VAT returns and year-end statutory accounts.

Responsibilities

• Prepare monthly management accounts (P&L, balance sheet, and cash flow forecasts).
• Submit quarterly VAT returns and assist with annual corporation tax filings.
• Create dashboards and business controls to monitor KPIs.

Skills

Budgeting

Forecasting

Financial Analysis

Interpersonal Skills

Analytical Skills

Education

ACA / ACCA / CIMA qualified

Tools

QuickBooks

Excel

Job description

FP&A Accountant Private Equity-Focused Professional Services Firm

Location: Hybrid Remote & Soho (2 days per week)
Reports to: Finance Director
Salary: £55000-£70000 + 25 Days Annual Leave, Pension, Annual Bonus

Are you a commercially minded accountant with a passion for financial insight and business improvement? Would you thrive in a fast-paced, entrepreneurial environment where your ideas and analysis can shape strategy? If so, this could be the perfect opportunity.

Our client is a fast-growing professional services business with two distinct service lines:

1. Executive Search Delivering tailored talent solutions to Private Equity houses.

2. Subscription-Based Network Platform Providing Private Equity-backed businesses and their executives with a powerful business networking tool.

Founded by two respected Private Equity Executive Search specialists, the business now employs 20 people and continues to scale rapidly. As part of their growth strategy, they have recently brought their finance function in-house and are now seeking a qualified FP&A Accountant to support both the Finance Director and the Founders.

The Role

This is a unique, hybrid role combining core finance responsibilities with strategic financial planning and analysis. Based remotely with two days per week in their vibrant Soho office, you ll be working closely with the business owners and senior stakeholders.

You ll not only take ownership of key financial reporting and accounting processes, but also use your analytical skills to support business-critical projects spanning process improvement, project control, cost management, and client profitability.

Key Responsibilities

• Prepare monthly management accounts (P&L, balance sheet, and cash flow forecasts)

• Perform key reconciliations, including prepayments, deferred income, and bank accounts

• Submit quarterly VAT returns and assist with annual corporation tax filings

• Produce statutory year-end accounts in line with accounting standards

• Manage banking operations and payments

• Maintain and develop the QuickBooks accounting system

• Oversee payroll and staff expense processing

• Support annual budget preparation alongside business owners

• Create dashboards and business controls to monitor KPIs (sales, marketing ROI, client profitability, bonus schemes, etc.)

• Deliver data-driven analysis with clear, actionable insights to guide strategic decision-making

About You

You ll be a qualified accountant with a strong grounding in core financial operations, but with the mindset and curiosity to go beyond the numbers. This is ideal for someone currently in a finance role within a professional services SME, looking to step up into a more commercially impactful position.

Essential Requirements

• ACA / ACCA / CIMA qualified

• Proven experience in a fast-paced SME environment

• Strong track record in preparing monthly management accounts

• Experience with VAT returns and year-end statutory accounts

• Confident user of QuickBooks and Excel (VLOOKUPs, PivotTables)

• Experience setting up dashboards and performance tracking tools

• Strong skills in budgeting, forecasting, and financial analysis

• Excellent interpersonal skills and the ability to influence senior stakeholders

• Comfortable presenting financial insights to non-financial audiences

• Proactive, detail-oriented, and analytical, with a problem-solving mindset

Why Join?

This is an exciting opportunity to join a forward-thinking and ambitious business at a pivotal stage in its growth. You ll work directly with senior leadership, play a key role in shaping the financial strategy, and have real impact on the company s performance and future direction.