Head of FP&A

Harper May Limited; City Of London; Hybrid; GBP 85,000 - 100,000; Full time

Job summary

Harper May Limited in London is seeking a senior FP&A lead to join a private equity backed wealth management group. You will report to the CFO, own planning, forecasting and performance analysis end to end, and move beyond reporting to provide real commercial influence on acquisitions and strategy.

Hybrid working in London, with a salary range of £85,000 to £100,000 plus benefits, offers the opportunity to build the finance function, shape the data platform and deliver clear, actionable insights

Qualifications

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Strong FP&A experience, ideally in wealth management, asset management or wider financial services.
• Experience with Databricks or a similar data platform is a real advantage.
• Excellent financial modelling, including investment or acquisition appraisal.
• Confidence presenting to senior leaders and challenging the business.
• A track record of career progression and a commercial mindset.

Responsibilities

• Own the annual budget, reforecasts and the longer-term financial plan.
• Build and run monthly performance reporting and KPI packs for the leadership team and investors.
• Analyse revenue, margin and adviser productivity, and explain what is driving the results.
• Model the returns on potential acquisitions and other investment decisions.
• Partner with operational and front office leaders to turn the numbers into decisions.
• Help shape the new data platform and how finance uses it.
• Improve the planning process and the tools behind it.
• Present findings clearly to senior stakeholders.

Skills

FP&A experience

Commercial mindset

Presentation to senior leaders

Career progression

Education

ACA/ACCA/CIMA or equivalent

Tools

Databricks

Job description

A private equity backed wealth management group is building out its finance function under a newly appointed CFO, and this is the first senior hire into FP&A.The business has grown steadily, has investors behind it, and is now investing in its data, putting in a modern platform to give the leadership team a clearer, faster view of performance.

This is the number one FP&A role.You will report directly to the CFO, who came up through FP&A and wants someone to develop, not just a report producer.You will own planning, forecasting and performance analysis end to end, and be the person the leadership team turns to when they want to understand the numbers behind a decision, including potential acquisitions.For someone ready to move from a reporting-heavy role into one with real commercial influence, it is a genuine step up.

London based, hybrid working, with a salary of £85,000 to £100,000 plus benefits.

The Role

• Own the annual budget, reforecasts and the longer-term financial plan
• Build and run monthly performance reporting and KPI packs for the leadership team and investors
• Analyse revenue, margin and adviser productivity, and explain what is driving the results
• Model the returns on potential acquisitions and other investment decisions
• Partner with operational and front office leaders to turn the numbers into decisions
• Help shape the new data platform and how finance uses it
• Improve the planning process and the tools behind it
• Present findings clearly to senior stakeholders

What we're looking for

• A qualified accountant (ACA, ACCA, CIMA or equivalent)
• Strong FP&A experience, ideally in wealth management, asset management or wider financial services
• Experience with Databricks or a similar data platform is a real advantage
• Excellent financial modelling, including investment or acquisition appraisal
• Confidence presenting to senior leaders and challenging the business
• A track record of career progression and a commercial mindset