FP&A Manager

Jobs4; East Midlands; Hybrid; GBP 81,000 - 99,000; Full time

Benefits offered by this job

Hybrid work model

Up to £90,000 salary

Performance related bonus

Enhanced pension and health benefits

Exposure to senior leadership and the/

Job summary

BTG Recruitment is partnering with a growing wealth management business to recruit an experienced FP&A Manager in Leicester. Hybrid working, with up to £90,000 salary plus bonus and benefits, offers a high-profile role influencing senior leadership and Board level decisions during growth and transformation.

You will lead a small FP&A team, own budgeting, forecasting, model building, and provide commercial insight across revenue, costs and performance to support strategic initiatives.

Qualifications

• Qualified accountant with FP&A, commercial finance or business partnering experience.
• Wealth management experience is essential for this appointment.

Responsibilities

• Leading the budgeting, forecasting and reforecasting processes
• Producing financial models for strategic projects and investment cases
• Analysing revenue, costs, profitability and business performance
• Monitoring key wealth management metrics, including assets under management, net flows, revenue per client and margins
• Providing clear commercial insight to senior stakeholders
• Preparing Board reporting and supporting investor updates
• Managing and developing a small team
• Improving reporting processes and identifying opportunities for automation
• Supporting wider finance and business transformation projects

Skills

FP&A experience

Commercial finance

Business partnering

Advanced Excel

Education

ACCA/ACA/CIMA qualified

Tools

Power BI

ERP systems

Job description

Job Description

FP&A Manager

Leicester | Up to £90,000 plus bonus and benefits | Hybrid working

BTG Recruitment is partnering with a growing, private equity backed wealth management business to recruit an experienced FP&A Manager.

This is a high profile role offering the opportunity to influence senior leadership and Board level decision making during an exciting period of growth, acquisition activity and business transformation.

You will lead a small FP&A team and support key areas of the organisation, providing the insight needed to improve performance and inform strategic decisions.

The role

Your responsibilities will include:

• Leading the budgeting, forecasting and reforecasting processes
• Producing financial models for strategic projects and investment cases
• Analysing revenue, costs, profitability and business performance
• Monitoring key wealth management metrics, including assets under management, net flows, revenue per client and margins
• Providing clear commercial insight to senior stakeholders
• Preparing Board reporting and supporting investor updates
• Managing and developing a small team
• Improving reporting processes and identifying opportunities for automation
• Supporting wider finance and business transformation projects

The ideal candidate

You will be a qualified accountant, ACA, ACCA or CIMA, with strong FP&A, commercial finance or business partnering experience. Specific wealth management experience is essential for this appointment. The business needs someone who understands the sector, its commercial drivers and the key measures used to assess performance. General financial services experience without direct wealth management exposure is unlikely to be sufficient.

You should also have:

• Strong financial modelling and advanced Excel skills
• A sound understanding of the P&L, balance sheet and cash flow
• Experience presenting financial information to senior stakeholders
• The confidence to influence and challenge constructively
• Previous experience managing or developing others
• A proactive and commercially focused approach
• The ability to operate effectively in a growing and changing environment

Experience within a private equity backed, acquisitive or transforming business would be advantageous, as would exposure to investor reporting, Power BI or large ERP systems.

What is on offer

• Salary of up to £90,000
• Performance related bonus
• Hybrid working, with two or three days a week in the Leicester office
• Enhanced pension and health benefits
• Excellent exposure to senior leadership and the Board
• The opportunity to contribute to a major period of growth and transformation

London-based candidates may also be considered if they can travel to Leicester once a week, with travel costs covered.

If you have strong FP&A experience within wealth management and would like to discuss this opportunity confidentially,