Head of FP&A in Caldicot

We are currently looking for an experienced and commercially astute Head of FP&A for a fast growing PE backed SME based close to Newport.

Role Overview

We are seeking a highly capable and commercially astute Head of FP&A to join our Finance team. This is a pivotal role, responsible for owning the forecasting, budgeting, and performance reporting processes, as well as providing insightful financial analysis to support strategic decision-making. The successful candidate will combine advanced financial modelling expertise with strong business partnering skills to deliver high-quality insights that drive growth and profitability.

Key Responsibilities

• Financial Planning & Forecasting
• Lead the annual budget and rolling forecast process, including building and maintaining robust financial models.
• Develop acquisition models to assess investment opportunities and scenario analysis.Test and challenge assumptions from business leaders to ensure accurate and realistic financial planning.
• Business Partnering
• Partner with operational and commercial leaders to provide actionable financial insights.
• Develop pricing models and support commercial decision-making.
• Act as a trusted advisor to the CFO and wider leadership team, driving accountability for performance.
• Performance Reporting & Analytics
• Lead KPI development, monitoring, and reporting across the business.
• Deliver insightful variance analysis to highlight key drivers of performance.

Candidate Profile

• Technical Skills
• Advanced financial modelling skills (Excel essential, strong experience with complex integrated models).
• Experience in building acquisition and scenario models.
• Power BI & Power Query knowledge (preferred-not essential)
• Experience
• Demonstrable FP&A experience, ideally in a senior role.
• Industry experience beneficial but not essential ability to extract and validate information from business stakeholders is more important.
• Strong track record of partnering with senior leaders to deliver insight and challenge assumptions.
• Personal Attributes
• Commercially minded, with the ability to see the big picture while retaining strong attention to detail.
• Excellent communication and influencing skills, able to build relationships across all levels.
• Highly proactive and hands-on, with a focus on driving results and continuous improvement.