At a Glance
- Tasks: Lead corporate financial modelling and forecasting while ensuring data accuracy and integrity.
- Company: Join a high-growth company focused on innovation and financial excellence.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Work in a fast-paced environment with potential to build and lead a team.
- Why this job: Shape the financial future of a dynamic organisation and make impactful decisions.
- Qualifications: 6+ years in FP&A with strong GAAP knowledge and financial reporting skills.
The predicted salary is between 80000 - 100000 £ per year.
We are seeking a Head of FP&A to take full ownership of our corporate financial model and the operational workflows that feed it. Reporting directly to the Chief of Staff of Revenue & Finance, this role starts as an individual contributor focused on detailed modeling, forecasting, and executive‑level storytelling, with potential to build and lead a future team.
What You’ll Own
- Corporate Model & Forecasting
- Own and maintain the consolidated corporate financial model, serving as the single source of truth across revenue, headcount, and expense lines.
- Build and maintain long‑range plans (LRPs) and annual operating plans (AOPs) using both tops‑down strategic frameworks and granular bottoms‑up drivers.
- Ensure GAAP‑compliant treatment across all model assumptions; partner with Accounting to reconcile actuals and maintain integrity between ERP outputs and financial models.
- Reporting & Financial Accuracy
- Deliver monthly variance analysis with clear root‑cause explanations. Not just what changed, but why and what it means for the business.
- Prepare precise, board‑ and investor‑ready financial presentations; own accuracy of all financial health metrics presented externally.
- Work with Accounting, Strategic Finance, and Operations Leaders to identify and resolve discrepancies between financial systems, ensuring clean data flows.
- Process Mapping & Systems
- Build scalable operational frameworks and process documentation that bring clarity to how financial information flows through the organization.
- Own end‑to‑end documentation of all finance related workflows, capturing each step, data transfer, system touchpoint, dependency, handoff, and control point with exceptional granularity.
- Use SQL to independently extract, interrogate, and validate financial and operational datasets from source systems.
- Partner with Finance and Accounting on deep‑dive investigations, root‑cause analyses, and redesign efforts for complex or high‑impact workflows.
What We’re Looking For
- Required
- 6+ years of FP&A, financial consolidations, strategic finance, or management consulting experience.
- Deep understanding of GAAP accounting principles and how they translate into model assumptions, variance analysis, and financial reporting.
- Hands‑on experience with ERP and financial planning systems (e.g. NetSuite, Workday, Adaptive, Anaplan, Pigment).
- Ability to use or learn data‑pulling tools such as Metabase, Hex, Snowflake.
- Proven ability to run both tops‑down LRP/AOP processes and granular bottoms‑up monthly forecasting cycles.
- Exceptional attention to detail: you catch errors others miss, and you build processes designed to prevent them from recurring.
- Strong written communication skills: you know how to take complicated financial data and shape it into a clear, focused story for executives.
- Must be available to work Pacific Time business hours.
- Preferred
- Experience at a high‑growth marketplace, SaaS, or two‑sided platform business.
- Experience building or improving financial consolidation processes from scratch in a scaling organization.
- Exposure to investor reporting or board‑level financial presentations.
- Proficiency in SQL - you can independently pull, validate, and interrogate financial and operational data without depending on a data team.
- 10+ years of FP&A, financial consolidations, strategic finance, or management consulting.
What Success Looks Like
In the first 90 days, you will audit and fully document existing finance workflows, identify gaps in the corporate model, and deliver your first independent monthly variance analysis that leadership trusts and acts on. Within six months, the corporate model is a reliable, well‑maintained asset – clean, documented, and stress‑tested. Quarterly forecasting cycles run on time with fewer surprises. Cross‑functional partners know who owns what, and financial data flows with fewer reconciliation errors. Long‑term, you will have built the financial operating infrastructure that scales with the company. You will have a complete, highly granular understanding of every end‑to‑end finance workflow, enabling precise attribution of every dollar and strengthening financial controls across the organization.
Quick Note On Scammers: Clipboard would never ask you for money or your bank details to participate in our hiring process. Report any scammers impersonating the Clipboard hiring team members here.
Head of FP&A employer: Clipboard
As a leading player in the financial sector, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Head of FP&A role offers the unique opportunity to shape our corporate financial model while working alongside a talented team in a fast-paced environment, all while enjoying the benefits of flexible working hours aligned with Pacific Time. Join us to make a meaningful impact and advance your career in a supportive setting that values innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Head of FP&A
✨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 Clipboard. 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 Head of FP&A
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 Clipboard.
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 Clipboard'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 Clipboard
✨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 Clipboard.
✨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 Clipboard 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 Clipboard 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.
