At a Glance
- Tasks: Lead financial planning and analysis to drive strategic decision-making and value creation.
- Company: Join a dynamic private equity-backed technology business on an ambitious growth journey.
- Benefits: Competitive salary, exposure to senior leadership, and the chance to shape company strategy.
- Other info: Fast-paced environment with significant career growth opportunities and visibility at board level.
- Why this job: Play a pivotal role in influencing key business decisions and driving financial performance.
- Qualifications: Qualified accountant with experience in private equity-backed businesses and strong financial modelling skills.
The predicted salary is between 60750 - 74250 £ per year.
The Opportunity
We are partnering with a private equity-backed technology business to appoint a Head of FP&A.
Reporting directly to the CFO and working closely with the executive leadership team and investors, this role will play a critical part in driving financial performance, strategic decision-making, and value creation across the organisation.
As the business continues its ambitious growth trajectory, the successful candidate will lead all aspects of financial planning and analysis, delivering commercial insight and sophisticated financial modelling to support organic growth initiatives, investment decisions, M&A activity, and future exit planning.
This is a highly visible role with significant exposure to both senior leadership and private equity stakeholders.
Key Responsibilities
- Lead the FP&A function, developing best-in-class forecasting, budgeting and performance reporting processes.
- Build and maintain integrated three-statement financial models to support strategic planning, scenario analysis, investment decisions and M&A activity.
- Partner with the CFO, CEO and leadership team to provide commercial insight, challenge assumptions and support data-driven decision making.
- Own the annual budgeting, long-range planning and reforecasting processes, ensuring alignment with the company's growth objectives.
- Support board reporting, investor updates, lender presentations and strategic planning sessions.
- Develop KPI frameworks and performance dashboards that provide visibility across financial and operational performance.
- Work closely with commercial, sales, product and customer success teams to identify opportunities for growth, margin improvement and operational efficiency.
- Candidate Profile
- Qualified accountant (ACA, ACCA, CIMA or equivalent).
- Previous experience within a private equity-backed business is essential.
- Demonstrable experience developing and owning robust three-statement financial models.
- Strong understanding of technology business models, including recurring revenue and subscription-based environments.
- Proven ability to partner with executive leadership teams, investors and key stakeholders.
- Advanced Excel and financial modelling capabilities, with experience leveraging financial planning and reporting tools.
- Strong communication and presentation skills, with the confidence to present financial insights at board and investor level.
- A commercially minded individual who thrives in a fast-paced, high-growth environment.
Why Apply?
This is an exceptional opportunity to join a successful private equity-backed technology business at a pivotal stage of its growth journey.
Working closely with both the CFO and investors, you will have the opportunity to shape strategy, influence key business decisions and play a central role in delivering value creation ahead of a future transaction or exit event.
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Head of FP&A in Manchester employer: Investigo
Join a leading organisation in the UK energy sector as a PMO Analyst, where you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. With a hybrid working model based in Solihull, you'll benefit from flexible working arrangements, comprehensive training opportunities, and a collaborative environment that encourages innovation and continuous improvement. This role not only offers a chance to contribute to impactful change initiatives but also provides a pathway for career advancement within a well-respected company committed to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Head of FP&A in Manchester
✨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 Investigo. 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 in Manchester
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 Investigo.
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 Investigo'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 Investigo
✨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 Investigo.
✨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 Investigo 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 Investigo 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.
