Head of FP&A

Investigo; West Midlands; On-site; GBP 90,000 - 120,000; Full time

Job summary

Investigo is assisting a private equity‑backed manufacturing business in the West Midlands to appoint a Head of FP&A. Reporting to the CFO, you will own the financial planning, modelling and performance analysis to guide strategic decisions and value creation.

You will lead forecasting, budgeting and reporting, develop integrated three-statement models, partner with executives and investors, and drive cash flow, KPI dashboards and M&A support to enable growth and value realisation.

Qualifications

• Qualified accountant with recognised professional qualifications.
• Experience in a private equity-backed business is essential.
• Proven ability to build robust three-statement financial models.
• Strong stakeholder influencing and board-level presentation skills.

Responsibilities

• Lead FP&A function, establishing forecasting, budgeting and reporting processes.
• Develop and maintain integrated three-statement financial models for planning and investments.
• Partner with the CFO, CEO and leadership team to provide financial insight and challenge performance.
• Deliver monthly and quarterly performance reporting, identifying trends, risks and opportunities.
• Own the annual budgeting and reforecasting process in alignment with objectives.
• Support board presentations, lender reporting and investor packs.
• Drive cash flow forecasting and working capital analysis.
• Develop KPI frameworks and performance dashboards for decision-making.
• Support M&A due diligence and integration planning where required.

Skills

Advanced Excel

Financial modelling

Education

ACA/ACCA/CIMA or equivalent

Tools

Financial modelling software

Job description

The OpportunityWe are partnering with a private equity-backed manufacturing business in the West Midlands to appoint a Head of FP&A. Reporting directly to the CFO and working closely with both the leadership team and investors, this role will be instrumental in driving financial performance, strategic decision-making, and value creation across the business.

As the company continues its growth journey, the successful candidate will lead all aspects of financial planning and analysis, providing commercial insight and robust financial modelling to support key strategic initiatives, investment decisions, and future exit planning.

Key Responsibilities

• Lead the FP&A function, establishing best-in-class forecasting, budgeting and reporting processes.
• Develop and maintain integrated three-statement financial models to support strategic planning, scenario analysis, acquisitions and investment decisions.
• Partner with the CFO, CEO and wider leadership team to provide financial insight and challenge business performance.
• Deliver monthly and quarterly performance reporting, identifying key trends, risks and opportunities.
• Own the annual budgeting and reforecasting process, ensuring alignment with business objectives.
• Support the preparation of board presentations, lender reporting and investor packs.
• Drive cash flow forecasting and working capital analysis.
• Develop KPI frameworks and performance dashboards to improve decision-making across the business.
• Support M&A activity, due diligence projects and integration planning where required.

Candidate Profile

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Previous experience within a private equity-backed business is essential.
• Demonstrable experience building and owning robust three-statement financial models.
• Proven ability to partner and influence senior stakeholders, executive leadership teams and investors.
• Experience operating within a manufacturing, engineering or industrial environment preferred.
• Advanced Excel and financial modelling capabilities.
• Excellent communication and presentation skills, with experience presenting at board level.

Why Apply?

This is a high-profile opportunity to join a successful PE-backed manufacturing business at a pivotal stage of its growth journey. The role offers significant exposure to both investors and senior leadership, with the opportunity to directly influence strategy, drive value creation and play a key role in the future success of the business.