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For Companies At a Glance
- Tasks: Join a dynamic team to enhance financial reporting and forecasting.
- Company: Be part of a high-growth firm based in the heart of London.
- Benefits: Enjoy a hands-on role with opportunities for professional growth and development.
- Why this job: Shape financial insights and strategies while collaborating with top executives.
- Qualifications: Qualified ACCA, CIMA or ACA/ICAEW with strong Power BI and Excel skills.
- Other info: Contribute to exciting projects like M&A and business expansion.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
We are looking for a commercially minded and analytically driven FP&A Accountant to join our client based in the City. Based at London head office, this role offers an opportunity to shape and elevate their financial reporting, forecasting, and commercial insight capability.
This is a hands-on role with a clear mandate to improve and professionalise their FP&A function. Including introducing structured forecasting and enhancing insight into business performance through better data utilisation.
You will work closely with the CFO and be embedded within a small but high-impact team. The ideal candidate will have strong technical reporting skills—especially in Power BI and Excel—paired with a commercial mindset and the ability to engage credibly with brokers, market analysts, and divisional MDs.
Reporting and insight
- Build reporting tools that combine ERP data (Workday), billing systems and bespoke broking platforms to generate commercial insight.
- Enhance and automate monthly reporting using Power BI, transitioning from Excel-based outputs to dynamic dashboards.
- Partner with divisional heads and business development teams to analyse and explain key business drivers, trends and performance.
Forecasting and planning
- Designing and implement a fit-for-purpose forecasting framework across divisions.
- Support the annual budgeting cycle and any reforecasting processes, incorporating market trends and broker-level activity where relevant.
- Develop models and structures to improve visibility of future performance, despite market variability.
Business partnering
- Build strong relationships with divisional MDs, analysts and operators to support forward-looking decision making.
- Act as a financial advisor to the business, challenging assumptions and supporting commercial initiatives with robust analysis.
- Collaborate with embedded market analysts to combine internal and external intelligence.
Systems and process improvement
- Identify opportunities to better leverage Workday and other internal tools for data extraction and financial analysis.
- Support wider finance transformation and data governance initiatives.
- Contribute to the professionalisation of financial processes and controls in a rapidly evolving commercial environment.
Strategic projects and expansion
- Support M&A activity or new business initiatives.
- Report and evaluate on strategic or ad-hoc projects related to regional growth, restructuring or system upgrades.
We are looking for a seasoned finance professional with experience leading FP&A in a dynamic environment. Candidates will be qualified ACCA, CIMA or ACA/ICAEW.
FP&A Lead - High Growth Firm - Investigo employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Lead - High Growth Firm - Investigo
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and analysis, especially in high-growth firms. Understanding how these companies operate can give you an edge during interviews.
✨Tip Number 2
Brush up on your Power BI and Excel skills, as these are crucial for the role. Consider taking a short course or working on personal projects to demonstrate your proficiency.
✨Tip Number 3
Network with professionals in the FP&A field, particularly those who have experience in high-growth environments. Engaging with them can provide insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved financial processes or reporting in previous roles. Being able to articulate your impact will resonate well with hiring managers.
We think you need these skills to ace FP&A Lead - High Growth Firm - Investigo
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in FP&A, particularly any roles where you've improved financial reporting or forecasting. Use specific examples that demonstrate your analytical skills and familiarity with tools like Power BI and Excel.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their needs, especially your experience in building reporting tools and enhancing data utilisation for commercial insight.
Showcase Technical Skills: Clearly outline your technical skills in your application. Mention your proficiency in Power BI, Excel, and any experience with ERP systems like Workday. Providing examples of how you've used these tools to drive business performance will strengthen your application.
Highlight Business Partnering Experience: Emphasise your ability to build relationships with divisional heads and analysts. Share instances where you've acted as a financial advisor, challenged assumptions, or supported commercial initiatives through robust analysis.
How to prepare for a job interview at Investigo
✨Showcase Your Technical Skills
Make sure to highlight your proficiency in Power BI and Excel during the interview. Prepare examples of how you've used these tools to enhance reporting or forecasting in previous roles, as this is crucial for the FP&A Lead position.
✨Demonstrate Commercial Acumen
Be ready to discuss how you've applied a commercial mindset in your past experiences. Share specific instances where your financial insights have influenced business decisions or improved performance, as this will resonate well with the hiring team.
✨Prepare for Business Partnering Questions
Expect questions about your experience in building relationships with divisional heads and other stakeholders. Think of examples where you acted as a financial advisor, challenged assumptions, or supported commercial initiatives through robust analysis.
✨Discuss Systems and Process Improvements
Since the role involves leveraging internal tools like Workday, be prepared to talk about any past experiences where you've identified opportunities for process improvements or data governance initiatives. This shows your proactive approach to enhancing financial processes.
