At a Glance
- Tasks: Lead financial planning, forecasting, and performance analysis in a high-growth tech company.
- Company: Join a dynamic technology scale-up on the brink of expansion.
- Benefits: Competitive salary, bonuses, equity participation, and hybrid work options.
- Other info: Opportunity to mentor a high-performing team and drive strategic decision-making.
- Why this job: Make a real impact as a key player in a potential public listing.
- Qualifications: Qualified accountant with senior FP&A experience in fast-paced environments.
The predicted salary is between 140000 - 170000 £ per year.
A high‑growth technology scale‑up is seeking to appoint a Director of Financial Planning & Analysis to join its senior leadership team. The business has experienced exceptional growth and is entering its next phase of expansion, with a view toward a potential public listing. Reporting directly to the CFO, this newly created role will lead the planning, forecasting and performance framework for the group, providing high‑quality insight and financial leadership across the organisation. You will play a central role in shaping the FP&A function, elevating reporting standards and strengthening strategic decision‑making at a pivotal point in the company’s journey.
Key responsibilities
- Lead group‑wide budgeting, forecasting and long‑range planning, setting clear targets and driving accountability across the business.
- Own forecasting and scenario analysis across revenue, unit economics, credit performance, cost base and liquidity.
- Prepare high‑quality monthly and quarterly performance reporting, including Board and shareholder outputs with strong, clear narratives.
- Provide commercial, data‑driven insight that guides strategic decision‑making for the CFO, Executive Committee and senior leadership.
- Contribute to liquidity planning, cash forecasting and participation in key governance forums.
- Partner across Product, Operations, Commercial, Credit, Strategic Finance and Corporate Development to ensure alignment of plans and performance.
- Lead, mentor and develop a high‑performing FP&A team, setting standards for modelling, analysis, communication and verification discipline.
- Own and optimise FP&A systems (including Anaplan), driving scalable modelling, reporting automation and streamlined processes.
- Strengthen integration across FP&A, Financial Reporting and Data to ensure consistency, accuracy and investor‑grade output.
- Support the company’s readiness for a listed‑environment through improved governance, controls and reporting quality.
Qualifications
We are seeking a qualified accountant with significant experience in a senior FP&A leadership role within a fast‑paced, high‑growth environment — ideally in technology or digital sectors. Experience within a listed or IPO‑ready business is highly desirable. The ideal candidate will combine strong analytical capability and commercial acumen with the ability to communicate complex information clearly and influence senior executives. You will be a pragmatic, hands‑on operator with a disciplined approach to verification and documentation, comfortable overseeing planning systems such as Anaplan, managing tooling and automation, and integrating financial and data processes in a scaling organisation.
Start: ASAP
The position offers a highly competitive base salary, bonus, and meaningful equity participation. If you are an accomplished FP&A leader looking to make a tangible impact in a dynamic, high‑growth business, we would be delighted to hear from you.
Director of Financial Planning and Analysis in Cardiff employer: Baker Charles
Baker Charles is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation. With a strong focus on employee development, team members are encouraged to grow their skills through meaningful projects and transformation initiatives. Located within a complex international group, this role provides unique opportunities to engage in high-profile financial reporting and consolidation efforts, making it a rewarding place for professionals seeking impactful work.
StudySmarter Expert Advice🤫
We think this is how you could land Director of Financial Planning and Analysis in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Baker Charles. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Director of Financial Planning and Analysis in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Baker Charles.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Baker Charles's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Baker Charles
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Baker Charles.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Baker Charles will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Baker Charles employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
