Head of FP&A

JR United Kingdom; London; On-site; GBP 90,000 - 140,000; Full time

Job summary

A leading financial services group is seeking a Head of FP&A to enhance financial insight and decision-making. This strategic role involves overseeing financial planning, performance analysis, board reporting, and business partnering, playing a critical part in the company's growth trajectory in a private equity-backed environment.

Qualifications

• Strong FP&A background in financial services or a regulated environment.
• Experience in a private equity-backed business is highly desirable.
• Exceptional modelling, Excel, and presentation skills.

Responsibilities

• Lead all financial planning, budgeting, forecasting, and performance analysis activities.
• Own the group budgeting, forecasting, and long-range planning processes.
• Produce high-quality board packs and investor materials.

Skills

Financial Planning

Performance Analysis

Financial Modelling

Excel

Presentation Skills

Communication

Job description

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We are a high-growth financial services group with £5bn in assets under administration, backed by a leading mid-market private equity fund. As we build out a best-in-class finance function, we are looking for a commercially astute Head of FP&A to drive financial insight, planning, and decision-making across the group.

Role Overview:

Working closely with the CFO and senior leadership team, you will lead all financial planning, budgeting, forecasting, and performance analysis activities. This is a highly visible and strategic role, key to shaping the group’s growth trajectory, supporting board-level reporting, and delivering actionable commercial insight in a regulated, PE-backed environment.

Key Responsibilities:

• Planning & Forecasting: Own the group budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic objectives.
• Performance Analysis: Deliver robust financial analysis and KPIs to support decision-making across business units and senior leadership.
• Board & Investor Reporting: Produce high-quality board packs, investor materials, and scenario models, partnering closely with the CFO.
• Business Partnering: Work with department heads to understand cost drivers, revenue trends, and opportunities for optimisation.
• Strategic Modelling: Support M&A, funding, and growth initiatives with detailed financial modelling and business case analysis.

Requirements:

• Strong FP&A background in financial services or a regulated environment
• Experience working in a private equity-backed business (highly desirable)
• Exceptional modelling, Excel, and presentation skills
• Strong communicator and confident working at board level