At a Glance
- Tasks: Lead financial planning and analysis, driving strategic insights for executive decision-making.
- Company: Growing professional services company with a focus on innovation and collaboration.
- Benefits: Competitive salary, 40% benefits package, and flexible working options.
- Other info: Opportunity to build and lead a high-performing team in a dynamic environment.
- Why this job: Shape financial strategy and make a real impact at the executive level.
- Qualifications: Proven experience in FP&A and strong analytical skills required.
The predicted salary is between 90000 - 100000 £ per year.
A growing professional services company is seeking an experienced Head of Financial Planning & Analysis to lead and develop its FP&A function and play a key role in supporting strategic decision‑making at executive board level. This is a senior leadership role (3 days WFH) responsible for evolving the existing FP&A capability into a forward‑looking, insight‑driven function that delivers meaningful analysis, robust forecasting, and high‑quality reporting to executive leadership and the Board.
The successful candidate will have a strong track record of delivering strategic financial insight at executive and board level and will understand the expectations placed on a modern FP&A function in a commercially focused organisation.
Role
Reporting to the Finance Director, the Head of FP&A will be responsible for driving financial insight, strengthening performance reporting, and ensuring the organisation’s leadership team has the data and analysis required to make informed strategic decisions.
Key responsibilities include:
- Partner with the Finance Director to shape and communicate financial strategy to senior leadership and the Board
- Play a central role in delivering the 5‑year plan and long‑term value creation strategy
- Define and embed meaningful KPIs that drive performance and accountability
- Provide market and competitor insight to inform strategic decision‑making
- Lead commercial pricing strategy, building scalable cost and pricing models
- Own high‑impact performance reporting for senior leadership and Board stakeholders
- Translate financial data into clear insights on trends, risks, and opportunities
- Ensure consistent, accurate, and timely management information across the business
- Support the production of compelling board packs and strategic narratives
- Build strong cross‑functional relationships to embed FP&A across the organisation
- Establish and lead a best‑in‑class FP&A framework for planning and performance management
- Own end‑to‑end forecasting processes, driving alignment, timelines, and accuracy
- Deliver robust forecasts and scenario analysis to support executive decision‑making
- Develop and maintain high‑quality financial models with strong governance and controls
- Partner with MI and tech teams to enhance data, analytics, and modelling capability
- Present clear, actionable insights to executive stakeholders
- Build, lead, and develop a high‑performing FP&A function
- Set direction, priorities, and standards for the team
- Engage and influence senior stakeholders across the business
The successful candidate will be a commercially minded finance leader with strong analytical capability and proven experience supporting executive decision‑making.
Head of Financial Planning & Analysis in Morley employer: IPS Finance
Join a dynamic and growing professional services company in Leeds as the Head of Financial Planning & Analysis, where you will play a pivotal role in shaping financial strategy and driving performance. With a competitive salary and a generous benefits package, including flexible working options, this is an excellent opportunity for career advancement in a supportive work culture that values insight-driven decision-making and employee development. Embrace the chance to lead a high-performing team and make a significant impact at the executive level in a forward-thinking organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning & Analysis in Morley
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who are already in FP&A roles. A friendly chat can lead to insider info about job openings or even referrals that could give you a leg up.
✨Tip Number 2
Prepare for interviews by brushing up on your financial insights and strategic decision-making skills. Be ready to discuss how you've driven performance reporting and delivered actionable insights in your previous roles. We want to see your expertise shine!
✨Tip Number 3
Showcase your leadership skills! When speaking with potential employers, highlight your experience in building and leading high-performing teams. They’ll want to know how you can shape the FP&A function and influence senior stakeholders.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Head of Financial Planning & Analysis in Morley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Head of Financial Planning & Analysis. Highlight your experience in delivering strategic financial insights and any leadership roles you've held. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this senior leadership role. Share specific examples of how you've driven financial insight and supported executive decision-making in the past.
Showcase Your Analytical Skills:Since this role is all about financial analysis, make sure to highlight your analytical capabilities. Discuss any tools or methodologies you’ve used to deliver robust forecasts and performance reporting. We love numbers, so let them do the talking!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IPS Finance
✨Know Your Numbers
As a Head of Financial Planning & Analysis, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive strategic decisions in the past. Prepare examples that showcase your ability to translate complex financial data into actionable insights.
✨Understand the Business Landscape
Familiarise yourself with the company’s market position and competitors. Be prepared to discuss how you would provide market and competitor insights to inform strategic decision-making. Showing that you understand the broader context will impress the interviewers and highlight your strategic thinking.
✨Showcase Your Leadership Skills
This role requires strong leadership capabilities. Think about times when you’ve built or led a high-performing team. Be ready to share your approach to setting direction, priorities, and standards for your team, as well as how you engage and influence senior stakeholders across the business.
✨Prepare for Scenario Analysis
Expect questions around forecasting and scenario analysis. Prepare to discuss your experience with end-to-end forecasting processes and how you ensure accuracy and alignment. Bring examples of how your forecasts have supported executive decision-making, and be ready to explain your methodology.
