Head of FP&A

Investigo; Greater London; Hybrid; GBP 130,000 - 140,000; Full time

Job summary

Investigo is seeking an Interim Head of FP&A for a 6-month contract with a PE-backed tech business. The role is remote or hybrid in central London, starting ASAP, with a salary £130,000-£140,000 doe or equivalent day rate outside IR35.

You will own planning, forecasting, and commercial analysis, build models, improve reporting, and provide Board-ready insights using BI and CRM data. The ideal candidate has SaaS/tech or professional services experience, advanced Excel, and strong stakeholder

Qualifications

• Experience leading FP&A in SaaS/tech or professional services.
• Advanced Excel and financial modelling capabilities.
• Strong BI and reporting experience.
• Experience using CRM and commercial data.
• Board-level reporting experience.
• Hands-on in fast-moving environments.
• Experience using AI tools in finance advantageous.

Responsibilities

• Lead forecasting and planning processes.
• Build and improve financial models.
• Produce analysis on performance and strategic initiatives.
• Support Board and senior leadership reporting.
• Improve commercial reporting across sales and deals.
• Utilize BI and CRM data to strengthen insights.
• Challenge assumptions with commercial judgement.
• Improve FP&A processes and reporting discipline.

Skills

SaaS experience

Technology sector

Professional services

Advanced Excel

Financial modelling

BI reporting

CRM data

Stakeholder mgmt

Board reporting

Hands-on approach

Job description

Interim Head of FP&A - 6-Month contract - PE backed Tech

Salary: £130,000-£140,000 doe annualised or equivalent day rate outside IR35

Location: Remote or office in central London Hybrid (flexible)

Start: ASAP, ideally next week.

The Business

A private equity-backed international technology and services business is looking to appoint an experienced Head of FP&A for an initial six-month period.

The business is going through a period of strategic and commercial change, with a focus on improving forecasting, management information and decision-making.

The Role

The Head of FP&A will take ownership of planning, forecasting and commercial analysis, while improving reporting across the business.

Key responsibilities include:

• Leading the forecasting and planning process
• Building and improving financial models
• Producing analysis around business performance and strategic initiatives
• Supporting Board and senior leadership reporting
• Improving commercial reporting across sales, customers and deal economics
• Using BI and CRM data to strengthen insight
• Challenging assumptions and providing clear commercial judgement
• Improving FP&A processes and reporting discipline

The Ideal Candidate

You will ideally bring:

• Strong SaaS, technology or professional services experience
• Advanced Excel and financial modelling capability
• Strong BI and reporting experience
• Experience working with CRM and commercial data
• Strong commercial judgement and stakeholder management
• Experience with Board-level reporting
• A hands-on approach in a fast-moving environment

Experience using AI tools within finance would be advantageous.