Head of FP&A and Transformation

WEP Clinical; United Kingdom; Remote; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Group Private Medical Insurance

Group General Life Assurance

Group Critical Illness and Group In­-s

Salary sacrifice pension scheme

Enhanced maternity & paternity pay

Educational Assistance allowance

Paid volunteering day

Job summary

WEP Clinical in the United Kingdom is seeking a senior Head of FP&A and Transformation to lead budgeting, forecasting, and finance transformation. You will partner with Finance, Operations and HR to deliver insights, drive efficiency, and support strategic decisions.

The role requires hands‑on financial modelling, process improvement and governance across multi‑entity operations. The ideal candidate is a strong leader with extensive FP&A and business partnering experience, excellent

Qualifications

• Qualified accountant with ACA/ACCA/CIMA/CPA or equivalent.
• Proven FP&A and budgeting experience with executive reporting.
• Experience with ERP systems and BI tools (Power BI, Dynamics 365).

Responsibilities

• Lead annual budgeting, forecasts and long‑term financial planning across revenue, margin, OPEX, EBITDA, cash flow and headcount.
• Challenge forecast assumptions with business leaders and ensure alignment with pipeline and risks.
• Prepare management reporting and board materials with concise performance commentary.
• Improve data accuracy, reporting consistency and KPIs across finance and operations.
• Partner with PM and Ops to link revenue, margin, backlog and cash to forecasts.
• Provide senior business partnering on pricing, expenditures and resourcing with financial models.
• Develop capacity, headcount and utilization plans with HR and BD inputs.
• Define and deliver a finance transformation roadmap and benefits tracking.
• Oversee system enhancements and data integration using Dynamics 365 and Power BI, with IT.
• Champion AI/automation tools in finance while ensuring validation and security.
• Lead and develop FP&A and finance data teams with clear priorities and standards.
• Operate with delegated authority and escalate material risks to VP Finance.

Skills

FP&A leadership

Finance business partnering

Excel & financial modelling

Data analysis

Stakeholder communication

Education

Professional accounting qualification (ACA/ACCA/CIMA/CPA)

Tools

Microsoft Dynamics 365 Business Central

Power BI

Excel

Job description

Are you looking for an exciting and fulfilling new position? Join our dynamic team at WEP Clinical, where your contributions will play a key role in driving impactful solutions and improving outcomes for clients and patients. We encourage innovation and collaboration, challenging our team to bring forward ideas that make a real difference. Be part of a mission-driven organization dedicated to advancing clinical research and transforming lives.

Role Objectives:

The WEP Clinical Head of FP&A and Transformation will be responsible for leading financial planning, management reporting, finance data and finance transformation within the remit agreed with the Vice President, Finance. The role will work closely with Finance, Operations, Project Management, Business Development and functional leaders to deliver accurate forecasts, clear financial insight and practical improvements that support profitability, cash flow and resource utilisation. Reporting to the Vice President, Finance, the role will lead improvements to finance processes, systems and reporting, including integrating approved AI and automation tools. The Head of FP&A and Transformation is expected to challenge assumptions constructively, maintain data accuracy and appropriate controls, and escalation material concerns through the appropriate channels.

Please note that this is a hands-on role, requiring direct delivery of financial modelling, analysis, reporting and finance transformation initiatives.

The Ideal Candidate:

• Strong leader
• Adaptable
• Clear communicator
• Collaborative

What You’ll Do:

• Lead annual budgeting, periodic and rolling forecasts and longer-term financial planning within the agreed remit, covering revenue, margin, operating expenditure, EBITDA, cash flow and headcount.
• Review and challenge forecast assumptions with business leaders so submissions reflect current pipeline, backlog, delivery plans, risks and opportunities, with clear accountability for material movements.
• Lead the preparation and review of management reporting and FP&A inputs to Executive and Board materials, with concise commentary on performance drivers, outlook, risks and required actions.
• Improve finance data accuracy, reporting consistency and key performance measures, ensuring financial and operational information is reliable and aligned with management accounts and forecasts.
• Partner with Project Management and Operations to connect project revenue, margin, backlog, cash and delivery risk to the company forecast, flagging concerns early and supporting corrective action.
• Provide senior business partnering and constructive challenge on pricing, bids, expenditure, investment and resourcing decisions, supported by financial models, scenarios and business cases.
• Work with Operations, Business Development and HR to link pipeline and backlog to capacity, headcount and utilisation plans, identifying opportunities to improve productivity and efficiency.
• Develop and deliver a prioritised finance transformation roadmap agreed with the Vice President, Finance, simplifying processes, reducing manual work and improving reporting quality and turnaround times, while defining and tracking measurable benefits and supporting training and adoption.
• Lead Finance requirements, testing and adoption for approved system, dashboard and data integration improvements, working with IT and stakeholders across Microsoft Dynamics 365 Business Central, Power BI and related reporting tools.
• Identify and integrate approved AI and automation tools, such as Microsoft Copilot and Power Automate, into forecasting, analysis, reporting and data-quality processes, ensuring outputs are subject to human review, validation, access controls and information-security requirements.
• Lead and develop finance professionals within the assigned team, coordinating FP&A, finance data and reporting activities with clear priorities, ownership and consistent standards.
• Operate within delegated authority and elevate material forecast changes, financial risks, control issues and proposals affecting finance policy, enterprise systems or significant investment to the Vice President, Finance and, where appropriate, the CFO.

What You’ll Need:

• Professional accounting qualification (ACA, ACCA, CIMA, CPA or equivalent).
• Significant progressive experience in FP&A, commercial finance or finance business partnering, including ownership of budgets, rolling forecasts and management reporting, and preparing or reviewing Executive and Board-level reporting with clear recommendations for senior stakeholders.
• Strong understanding of project-based financial performance, including revenue, margin, backlog, cash, working capital, resource utilisation and delivery risk.
• Demonstrated experience leading finance process, systems, data or reporting improvements from requirements through implementation and adoption.
• Advanced Excel and financial modelling skills, with strong attention to detail and data accuracy, plus experience with ERP and financial reporting systems (Microsoft Dynamics 365 Business Central, Power BI and data integration preferred).
• Experience or demonstrated interest in applying AI and automation responsibly to finance processes, such as Microsoft Copilot or Power Automate, with an understanding of validation and data-security requirements.
• Experience leading and developing finance professionals and coordinating delivery across finance disciplines.
• Effective communication and business partnering skills, with the ability to challenge constructively, influence decisions and explain financial information to non-finance stakeholders.
• Experience in a CRO, clinical research, life sciences, healthcare or other project-based services environment preferred; multi-entity or international experience desirable.
• Strong organisational skills and commercial judgement, with the ability to work independently, deliver agreed priorities and handle confidential information with discretion.

What We Offer:

• Group Private Medical Insurance
• Group General Life Assurance
• Group Critical Illness and Group Income Protection
• Salary sacrifice pension scheme
• Enhanced maternity & paternity pay
• Educational Assistance allowance
• Paid volunteering day

What Sets Us Apart:

WEP Clinical partners with biopharmaceutical Sponsors to help them bring treatments closer to the patients who need them most. Through end-to-end clinical trial delivery, home health services, expanded access programs, and market access consultancy, we provide flexible, fit-for-purpose solutions that support drug development, improve access, and help therapies reach the right patients at the right time. With more than 15 years of global experience, we have supported programs across 150+ countries, combining operational scale with the agility and personalised service of a specialised provider. Our work helps bridge critical gaps in care, ensuring safe, ethical, and efficient access to promising new treatments.

We’re Committed to Our Team:

WEP has many initiatives to encourage wellness, growth, development, and team relationships. Check out our LinkedIn life page to learn more about our team events and all that we do to support our employees.

How We Work at WEP Clinical:

At WEP Clinical, we look for individualswho are conscientious, exercise sound judgement, and engage with others thoughtfully and professionally. We believe excellence is achieved through integrity, accountability, and respect for diverse perspectives – and we are committed to helping our people grow and succeed in an inclusive, supportive environment.

Our Services Include:

Access Programs

Clinical Trial Services

Patient Site Solutions

Clinical Trial Supply

Market Access and Commercialization

Data Privacy Notice:

WEP Clinical is committed to protecting your personal information throughout the recruitment process. By applying, you acknowledge that your personal data will be processed in accordance with our Privacy Policy and Job Applicant Privacy Notice.

Privacy Policy: https://www.wepclinical.com/privacy-policy/

Job Applicant Privacy Notice: https://www.wepclinical.com/Job-Applicant-Privacy-Notice/

WEP Clinical is a smoke-free, drug-free, and alcohol-free work environment.

WEP Clinical is an equal-opportunity employer.

WEP Clinical does not unlawfully discriminate against employees or applicants for employment based on an individual’s race, colour, religion, creed, sex, sexual orientation, gender identity or expression, national origin, genetic information, age, disability, marital status, veteran status or any other status protected by applicable law.

This policy applies to all terms, conditions, and privileges of employment, including recruitment, hiring, placement, compensation, promotion, discipline, and termination.

WEP Clinical will make reasonable accommodation for qualified individuals with known disabilities, in accordance with applicable law.