Head of Financial Planning Analysis

JR United Kingdom; Bradford; On-site; GBP 80,000 - 90,000; Full time

Job summary

A leading company is seeking a Head of Financial Planning Analysis based in Bradford, offering crucial financial insights and shaping financial strategy in a fast-paced environment. This role requires strong Excel skills and a qualified accounting background. The candidate will be instrumental in managing the financial model and supporting M&A activities.

Qualifications

• Qualified accountant with ACA, ACCA, or CIMA qualification.
• Strong proficiency in Excel, with capabilities to build and automate complex reports.
• Experience with financial forecasting and budgeting.

Responsibilities

• Own and rebuild the financial model of the business.
• Lead the annual budgeting process and provide scenario planning.
• Collaborate with corporate development on M&A pipeline activities.

Skills

Excel

Data analytics

Business partnering

Education

ACA, ACCA or CIMA qualification

Tools

Power BI

CRM systems

Job description

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Head of Financial Planning Analysis, bradford

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Client:

Stanton House

Location:

bradford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Head of FP&A required for a high growth, PE backed, professional services company based in London

£80,000 - £90,000 + bonus and benefits, depending on experience

As the Head of FP&A, you will take ownership of the company’s financial planning and analysis function, playing a key role in shaping the forward-looking financial strategy within a fast-growing, PE-backed business. This role involves rebuilding and owning the financial model, leading the annual budgeting and rolling forecasting processes, and delivering insightful scenario analysis to support strategic decision-making. You will work closely with the CFO, corporate development team, and other stakeholders to translate complex financial data into clear business insights, with a focus on performance metrics and potential acquisition opportunities.

Strong Excel expertise is essential, alongside experience with CRM systems like Salesforce and a passion for leveraging data analytics tools such as Power BI. This is a unique opportunity to join a dynamic team where you will have significant autonomy, contribute to M&A pipeline development, and help drive the company’s growth journey in a collaborative and supportive environment.

Key Requirements:

• Qualified accountant with ACA, ACCA or CIMA qualification
• Experience with financial forecasting, budgeting, and scenario planning, with a solid understanding of how business performance drivers translate into financial outcomes
• Strong proficiency in Excel, capable of building, improving, and automating complex financial reports and models.
• Strong business partnering skills, able to translate financial data into clear insights for non-finance stakeholders.
• Exposure to or interest in M&A activities, with the aptitude to support pipeline development and scenario analysis related to acquisitions.
• Familiarity with CRM systems like Salesforce and financial systems integration is advantageous but not essential.
• Excellent attention to detail, highly organised, and able to balance ad hoc projects.
• A proactive, strategic thinker with a passion for data analytics and the ability to adapt quickly in a dynamic, evolving business environment.

Key Responsibilities:

• Own and rebuild the financial model of the business, ensuring it accurately reflects current operations and supports strategic decision-making.
• Lead the annual budgeting process and manage a rolling forecast with scenario planning to provide forward-looking financial insights.
• Develop and maintain comprehensive financial reporting, delivering timely and insightful reports to the CFO, board members, and other key stakeholders.
• Collaborate closely with the corporate development team to build and maintain a pipeline of potential acquisition targets, supporting M&A origination activities.
• Utilise advanced Excel skills and emerging analytics tools like Power BI to integrate data from multiple systems (e.g., Salesforce, QuickBooks, Cantata) and enhance business performance analysis.
• Translate complex financial data into clear, actionable insights for non-financial stakeholders, fostering strong business partnering across the organization.
• Drive continuous improvement in financial processes and reporting infrastructure, balancing routine FP&A responsibilities with strategic projects in a fast-paced, PE-backed environment.

If you meet the above-mentioned criteria, please apply below. Due to a high number of applicants, we shall unfortunately be unable to respond to all unsuccessful applicants