FP&A and Financial Integration Analyst in England

Location: 3 Days Wilmslow HQ, 2 days from home

Salary: Competitive

Company Overview

Headquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The Citation Group has grown rapidly over the past few years and has big ambitions for the future. As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.

Role Overview

This is an exciting opportunity for a motivated and analytical finance professional to join a high-growth business as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. In this pivotal role, you will combine forward-looking financial analysis with hands-on integration support, shaping the financial strategy and performance visibility of a rapidly expanding organisation. You will play a key role in driving planning accuracy, supporting strategic decision-making, and ensuring seamless financial integration across new acquisitions – making this a highly visible and influential position within the finance function.

Financial Planning & Analysis

• Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership.
• Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives.
• Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions.
• Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis.
• Prepare presentations and analysis for senior management and investors.
• Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information.
• Work with the divisional finance teams regarding the preparation of financial information in line with Group standards and timings.

Financial Integration

• Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies.
• Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and how these impact the Group post-deal.
• Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues.
• Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks.
• Manage the consolidation of accounting and reporting systems.
• Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions.

Data, Systems & Process Improvement

• Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy.
• Identify opportunities to automate reporting processes and ensure the accuracy, consistency, and reliability of financial data across systems.
• Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation.
• Support compliance with corporate financial policies, controls, reporting standards, ensuring data quality throughout the planning process.

Other Ad-hoc Projects

• Assist in the group audit of new acquisitions in the year.
• Involvement in Group re-organisation projects (liquidations, restructures, hive-ups etc.).
• Readiness reviews in advance of Group exit from current PE cycle.

Qualifications

• Hold an ACA (or equivalent) qualification.
• A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions.
• Strong communication skills, both verbal and written.
• Excellent interpersonal skills and an ability to engage non-Finance colleagues.
• Advanced Excel and data manipulation is essential.
• Technically strong with a good depth of understanding and experience of financial reporting.
• Experience of improving processes and control environments.
• Ability and desire to work in a fast-paced and ever-evolving Private Equity environment.
• Experience in working with subscription business metrics (ARR, NRR, churn etc.) preferable.

Benefits

Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!