At a Glance
- Tasks: Lead financial planning and drive AI automation in a fast-paced environment.
- Company: Dynamic PE-backed organisation with a focus on innovation.
- Benefits: Competitive salary, leadership role, and opportunity to shape finance processes.
- Other info: Mentor a team while driving commercial insights and automation.
- Why this job: Be at the forefront of AI integration in finance and make impactful decisions.
- Qualifications: Qualified Accountant with experience in FP&A and AI tools.
The predicted salary is between 90000 - 90000 £ per year.
A rare opportunity to lead financial planning and introduce AI-driven automation within a fast-moving, PE-backed organisation. This is your chance to redefine how financial systems and processes operate, working closely with senior leadership. Key systems include Sage and Simpro.
Responsibilities at a Glance
- AI & Automation Champion: Drive AI adoption (e.g., Claude, Copilot) to revolutionise reporting, streamline data, and train the team.
- Financial Planning: Own forecasts, budgets, and three-statement financial models.
- Investor Reporting: Deliver board packs, KPIs, M&A analysis, and covenant reporting to PE investor standards.
- Data & Systems: Automate reporting workflows, strengthen data flows, and ensure contract-level P&L visibility.
- Commercial Analysis: Drive actionable insights on contract performance, margin trends, and customer retention.
- Team Leadership: Mentor finance staff in AI tools, financial modelling, and integrating systems.
What We’re Looking For
- Qualified Accountant (ACA/ACCA/CIMA) with 3–5 years in FP&A or similar.
- Proven experience with AI tools (Claude, Copilot) in finance workflows.
- Technical skills in financial modelling, Sage, and field service systems like Simpro.
- A proactive, adaptive, and detail-oriented individual with strong communication and commercial curiosity.
Why Join?
Shape how finance integrates AI for game-changing decision-making processes. Work in a high-visibility leadership role within a scaling, contract-driven, multi-entity environment.
Ready to lead innovation? Apply and let’s transform FP&A together.
Salary: c£90,000 comp package all in
FP&A Manager – AI & Automation Lead employer: Investigo
Join a dynamic and innovative team in Milton Keynes, where you will have the unique opportunity to lead the integration of AI-driven automation in financial planning. Our supportive work culture fosters professional growth, offering mentorship and development opportunities while working closely with senior leadership. With competitive compensation and the chance to make a significant impact in a fast-paced, PE-backed organisation, this role is perfect for those looking to drive meaningful change in finance.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A Manager – AI & Automation Lead
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can get you in the door.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. We want you to show them you’re not just a fit for the role, but for the team too. Bring your A-game and be ready to discuss how you can drive AI adoption in their financial processes!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online platforms. We suggest focusing on common FP&A scenarios and how you’d leverage AI tools like Claude or Copilot to enhance reporting and analysis.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace FP&A Manager – AI & Automation Lead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of FP&A Manager. Highlight your experience with AI tools like Claude and Copilot, and showcase your financial modelling skills. We want to see how you can drive innovation in our finance processes!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about integrating AI into finance and how your background makes you the perfect fit for this role. Let us know how you can help us redefine our financial systems.
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to lead and innovate. Whether it's automating reporting workflows or delivering insightful board packs, we want to see the impact you've made in previous positions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get started on this exciting journey together!
How to prepare for a job interview at Investigo
✨Know Your AI Tools
Make sure you’re well-versed in the AI tools mentioned in the job description, like Claude and Copilot. Be ready to discuss how you've used these tools in your previous roles to enhance financial workflows and reporting.
✨Showcase Your Financial Modelling Skills
Prepare to demonstrate your expertise in financial modelling. Bring examples of forecasts, budgets, or three-statement models you've created. This will show that you can hit the ground running in this role.
✨Understand the Company’s Financial Landscape
Research the company’s financial systems, especially Sage and Simpro. Familiarise yourself with their functionalities and think about how you could improve or automate processes using these systems.
✨Prepare for Leadership Questions
As a potential team leader, be ready to discuss your mentoring style and how you would train others in AI tools and financial modelling. Think of specific examples where you've successfully led a team or project.
