At a Glance
- Tasks: Lead financial planning and drive AI automation in a fast-paced environment.
- Company: Dynamic PE-backed organisation focused on innovation and growth.
- Benefits: Competitive salary, full benefits package, and hybrid working options.
- Other info: Opportunity to mentor and lead in a multi-entity environment.
- Why this job: Transform finance with AI and make impactful decisions in a leadership role.
- Qualifications: Qualified Accountant with experience in FP&A and AI tools.
The predicted salary is between 90000 - 100000 £ per year.
Location: Milton Keynes with occasional site travel
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. £90,000-£100,000 plus full benefits package, Hybrid working with occasional travel to sites.
FP&A Lead - AI & Automation in Milton Keynes employer: Investigo
Join a dynamic and innovative team in Milton Keynes, where you will have the unique opportunity to lead financial planning and drive AI-driven automation in a fast-paced, PE-backed organisation. With a strong focus on employee growth, we offer a collaborative work culture that encourages mentorship and professional development, alongside a competitive salary and comprehensive benefits package. Embrace the chance to shape the future of finance while enjoying the flexibility of hybrid working and occasional site travel.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A Lead - AI & Automation in Milton Keynes
✨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 FP&A Lead - AI & Automation in Milton Keynes
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.
