A private equity backed wealth management group is building out its finance function under a newly appointed CFO, and this is the first senior hire into FP&A.The business has grown steadily, has investors behind it, and is now investing in its data, putting in a modern platform to give the leadership team a clearer, faster view of performance.
This is the number one FP&A role.You will report directly to the CFO, who came up through FP&A and wants someone to develop, not just a report producer.You will own planning, forecasting and performance analysis end to end, and be the person the leadership team turns to when they want to understand the numbers behind a decision, including potential acquisitions.For someone ready to move from a reporting-heavy role into one with real commercial influence, it is a genuine step up.
London based, hybrid working, with a salary of £85,000 to £100,000 plus benefits.
The Role
- Own the annual budget, reforecasts and the longer-term financial plan
- Build and run monthly performance reporting and KPI packs for the leadership team and investors
- Analyse revenue, margin and adviser productivity, and explain what is driving the results
- Model the returns on potential acquisitions and other investment decisions
- Partner with operational and front office leaders to turn the numbers into decisions
- Help shape the new data platform and how finance uses it
- Improve the planning process and the tools behind it
- Present findings clearly to senior stakeholders
What we're looking for
- A qualified accountant (ACA, ACCA, CIMA or equivalent)
- Strong FP&A experience, ideally in wealth management, asset management or wider financial services
- Experience with Databricks or a similar data platform is a real advantage
- Excellent financial modelling, including investment or acquisition appraisal
- Confidence presenting to senior leaders and challenging the business
- A track record of career progression and a commercial mindset
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Head of FP&A in City of London employer: Harper May Limited
Harper May is an exceptional employer that fosters a dynamic and supportive work environment, ideal for those looking to advance their careers in finance. With a strong focus on employee growth, the company offers opportunities for professional development and real responsibility from the outset, all while being part of a rapidly expanding retail business. Located in a vibrant area with over 40 stores, employees benefit from a collaborative culture that values innovation and teamwork, making it a rewarding place to contribute and thrive.
