FP&A Lead - Boutique Investment Firm - Up to £120k plus bonus

Mondrian Alpha; England; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading investment firm in the United Kingdom is seeking an FP&A Lead to build a best-in-class FP&A function as the firm continues to grow. You will report directly to the CFO and take ownership of management reporting, forecasting, and budgeting. The ideal candidate is a commercially minded finance professional from financial services with strong experience across stakeholder engagement and is qualified with at least 3 years of post-qualification experience. This is a high-visibility role with potential for long-term progression.

Qualifications

• Experience designing FP&A processes and reporting frameworks.
• Strong analytical skills for investment initiatives.
• Ability to act as a business partner to senior stakeholders.

Responsibilities

• Own group-wide management reporting, forecasting, and budgeting.
• Design and embed FP&A processes, models, and frameworks.
• Deliver decision-relevant analysis on costs and strategic priorities.

Skills

Commercially minded finance expertise

Management reporting

Forecasting and budgeting

Stakeholder engagement

Education

Qualified accountant with 3+ years PQE

Job description

Mondrian Alpha are partnering with a mid-sized investment firm that has grown by c.25% over the past two years. As a result, they are now hiring an FP&A Lead to build a best-in-class FP&A function from the ground up as the business continues to scale.

Reporting directly to the CFO, you will take ownership of group-wide management reporting, forecasting and budgeting, moving the firm towards more robust bottom-up planning, clearer cost centre ownership and improved visibility on headcount and spend. You will act as a trusted business partner to senior stakeholders across Finance, Operations and the CFO/COO office, delivering decision-relevant analysis on costs, investment initiatives and strategic priorities. A core part of the role will be designing and embedding FP&A processes, models and reporting frameworks, including the rollout and optimisation of systems. There are no direct reports initially, but clear scope to shape the function and build a team over time.

They are seeking a commercially minded FP&A professional from financial services with strong experience across management reporting, forecasting, budgeting and senior stakeholder engagement. Candidates should be qualified with 3+ years PQE in a relevant role.

This is a high-visibility role with long-term progression, suited to someone looking to step into a senior FP&A position with real influence over how the finance function evolves.