Head of Financial Planning Analysis

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

Job summary

A leading PE-backed professional services company in Manchester seeks a Head of Financial Planning Analysis to shape its financial strategy and lead a dynamic FP&A team. The successful candidate will possess strong Excel skills, financial modeling experience, and a passion for data analytics, contributing directly to M&A pipeline development and business growth. This senior role offers significant autonomy and an opportunity to make a substantial impact in a supporting environment.

Qualifications

• Qualified accountant with ACA, ACCA or CIMA qualification.
• Strong proficiency in Excel and experience with CRM systems like Salesforce.
• Excellent attention to detail and organised.

Responsibilities

• Own and rebuild the financial model for strategic decision-making.
• Lead the annual budgeting process and manage rolling forecasts.
• Translate complex financial data into clear insights for stakeholders.

Skills

Financial forecasting

Budgeting

Scenario planning

Excel

Data analytics

Business partnering

Education

ACA, ACCA or CIMA qualification

Tools

Salesforce

Power BI

QuickBooks

Job description

Social network you want to login/join with:

Head of Financial Planning Analysis, Manchester

Client: Stanton House

Location: Manchester, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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