Head of FP&A

AppniaSoft; Caldicot; On-site; GBP 70,000 - 90,000; Full time

Job summary

A growing financial services firm based near Newport is seeking an experienced Head of FP&A to own the forecasting, budgeting, and performance reporting processes. This pivotal role requires advanced financial modelling skills and strong business partnering to deliver valuable insights. The ideal candidate will demonstrate FP&A expertise, excel in presenting financial data, and provide strategic recommendations to drive growth. Excellent communication skills and a proactive approach are essential.

Qualifications

• Demonstrable FP&A experience, ideally in a senior role.
• Experience in building acquisition and scenario models.
• Ability to partner with senior leaders to deliver insight.

Responsibilities

• Lead the annual budget and rolling forecast process.
• Develop acquisition models to assess investment opportunities.
• Partner with operational leaders to provide actionable financial insights.
• Deliver insightful variance analysis to highlight key performance drivers.

Skills

Advanced financial modelling skills

Strong business partnering skills

Excellent communication and influencing skills

Ability to extract and validate information

Proactive mindset

Tools

Excel

Power BI

Power Query

Job description

We are currently looking for an experienced and commercially astute Head of FP&A for a fast growing PE backed SME based close to Newport.

Role Overview

We are seeking a highly capable and commercially astute Head of FP&A to join our Finance team. This is a pivotal role, responsible for owning the forecasting, budgeting, and performance reporting processes, as well as providing insightful financial analysis to support strategic decision-making. The successful candidate will combine advanced financial modelling expertise with strong business partnering skills to deliver high-quality insights that drive growth and profitability.

Key Responsibilities

• Financial Planning & Forecasting
• Lead the annual budget and rolling forecast process, including building and maintaining robust financial models.
• Develop acquisition models to assess investment opportunities and scenario analysis.Test and challenge assumptions from business leaders to ensure accurate and realistic financial planning.
• Business Partnering
• Partner with operational and commercial leaders to provide actionable financial insights.
• Develop pricing models and support commercial decision-making.
• Act as a trusted advisor to the CFO and wider leadership team, driving accountability for performance.
• Performance Reporting & Analytics
• Lead KPI development, monitoring, and reporting across the business.
• Deliver insightful variance analysis to highlight key drivers of performance.

Candidate Profile

• Technical Skills
• Advanced financial modelling skills (Excel essential, strong experience with complex integrated models).
• Experience in building acquisition and scenario models.
• Power BI & Power Query knowledge (preferred-not essential)
• Experience
• Demonstrable FP&A experience, ideally in a senior role.
• Industry experience beneficial but not essential ability to extract and validate information from business stakeholders is more important.
• Strong track record of partnering with senior leaders to deliver insight and challenge assumptions.
• Personal Attributes
• Commercially minded, with the ability to see the big picture while retaining strong attention to detail.
• Excellent communication and influencing skills, able to build relationships across all levels.
• Highly proactive and hands-on, with a focus on driving results and continuous improvement.