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- Tasks: Lead financial planning, budgeting, and forecasting processes while providing data-driven insights.
- Company: Attivo is a privately owned Lifestyle Financial Planning firm focused on client transparency and trust.
- Benefits: Enjoy flexible working, competitive salary, car allowance, private medical insurance, and generous holiday.
- Why this job: Shape financial insight capabilities in a fast-paced environment and be a trusted advisor to senior leadership.
- Qualifications: Qualified accountant (CIMA, ACA, or ACCA) with 5+ years in high-growth environments and strong analytical skills.
- Other info: Hybrid work model with a minimum of 2 days in Cheltenham office; commitment to equal opportunities.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role: This is a newly created role, reporting directly to the CFO and forming part of the senior finance leadership team. As Head of Financial Planning & Analysis (FP&A), you will lead our forecasting, budgeting and financial planning processes, ensuring data-led insights are provided to support decision-making across the business. You will be a trusted advisor to the CFO, Executive Committee and Board, producing high-quality financial analysis and modelling aligned to our strategic goals. You will also support the CFO in debt management, play a key role in acquisition due diligence and integration, and ensure our financial planning aligns with Consumer Duty outcomes. This is a hands-on role in a fast-paced, acquisitive environment that offers the opportunity to shape our financial insight capabilities from the ground up.
About you: You are a qualified accountant (CIMA, ACA or ACCA) with a strong commercial mindset and experience operating in high-growth, complex or acquisitive organisations. You have a solid track record of building financial models, managing budget cycles, and presenting analysis at Board or ExCo level. You are data-driven, detail-oriented and proactive - comfortable leading planning processes, challenging assumptions, and working closely with teams across the business. You are resilient, solutions-focused and ready to build something new within a growing finance function. The successful candidate will need to be based at our Cheltenham Office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work-life balance and offer flexible working alongside our hybrid approach.
Key responsibilities include:
- Own the Group's five-year financial plan, annual budget, and rolling forecasts
- Lead all FP&A activity, including performance reporting and variance analysis
- Provide insight to the CFO, ExCo, Board and investors to support strategic decisions
- Play a central role in acquisition modelling, due diligence and post-deal integration
- Support the CFO in cash flow forecasting and debt management
- Collaborate with the Financial Controller to strengthen internal controls
- Identify financial risks and opportunities, and drive cost-efficiency
- Support financial elements of Consumer Duty, including KPI design, budgeting and fair value analysis
- Act as a Change Champion, helping to embed a culture of commercial finance insight across the business
Essential skills and experience:
- Qualified accountant (CIMA, ACA or ACCA) with at least 5 years' post-qualified experience
- Experience working in a fast-paced, leveraged or acquisitive environment
- Proven success delivering reporting and insight at a senior stakeholder level
- Strong financial planning, modelling and analytical skills
- Excellent attention to detail and time management
- A proactive, self-motivated approach with a commercial mindset
Desirable skills and experience:
- Financial Services or regulated sector experience
- M&A due diligence and integration experience
- Cash flow management knowledge
- Line management experience
Salary and benefits:
- Competitive base salary, depending on experience
- £6,000 car allowance
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness cover
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
Recruitment Policy: Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy: Please visit our website to view our full privacy policy for prospective employees.
Head of Financial Planning & Analysis (FP&A) employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning & Analysis (FP&A)
✨Tip Number 1
Network with professionals in the financial planning and analysis field. Attend industry events or webinars where you can meet people who work at Attivo or similar companies. Building these connections can give you insights into the company culture and potentially lead to a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and analysis, especially in high-growth and acquisitive environments. Being able to discuss current challenges and innovations during your interview will demonstrate your proactive approach and commercial mindset.
✨Tip Number 3
Prepare to showcase your experience with financial modelling and analysis. Think of specific examples where your insights have influenced strategic decisions, as this will be crucial for the role and will help you stand out during discussions with the CFO and Board.
✨Tip Number 4
Research Attivo's values and their approach to client relationships. Understanding their commitment to transparency and trust will allow you to align your responses in interviews, showing that you are not only a fit for the role but also for the company culture.
We think you need these skills to ace Head of Financial Planning & Analysis (FP&A)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a CIMA, ACA, or ACCA accountant. Emphasise your experience in financial planning, budgeting, and analysis, particularly in high-growth or acquisitive environments.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and analysis. Mention specific examples of how you've provided data-driven insights to senior stakeholders and how you can contribute to Attivo's goals.
Highlight Relevant Experience: When detailing your work history, focus on your achievements in financial modelling, performance reporting, and variance analysis. Use metrics to demonstrate your impact, such as improvements in forecasting accuracy or cost efficiencies.
Showcase Soft Skills: Attivo values a proactive and solutions-focused mindset. In your application, illustrate your ability to lead planning processes, collaborate with teams, and challenge assumptions effectively.
How to prepare for a job interview at Attivo Group
✨Understand the Company Culture
Before your interview, take some time to research Attivo's values and culture. They pride themselves on transparency and client-centricity, so be prepared to discuss how your own values align with theirs.
✨Showcase Your Financial Acumen
As a candidate for the Head of FP&A role, you need to demonstrate your expertise in financial planning and analysis. Be ready to discuss specific examples of financial models you've built and how they influenced strategic decisions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in high-pressure situations. Prepare scenarios where you've successfully managed budgets or led financial planning processes, highlighting your proactive approach.
✨Highlight Your Leadership Experience
Since this role involves leading a team and collaborating with senior stakeholders, be sure to share your experiences in line management and how you've driven change within a finance function.
