Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead financial planning and analysis, budgeting, and scenario analysis for a fast-growing company.
- Company: Join a dynamic, PE-backed professional services firm in London with significant growth potential.
- Benefits: Enjoy a competitive salary, bonus, and benefits, plus the chance to work in a collaborative environment.
- Why this job: Make a real impact on financial strategy and M&A opportunities while developing your skills in a supportive team.
- Qualifications: Qualified accountant (ACA, ACCA, or CIMA) with strong Excel and financial modelling skills required.
- Other info: This role offers autonomy and the chance to shape the company's financial future.
The predicted salary is between 68000 - 102000 £ per year.
Head of FP&A required for a high growth, PE backed, professional services company based in London. £80,000 - £90,000 + bonus and benefits, depending on experience.
As the Head of FP&A, you will take ownership of the company’s financial planning and analysis function, playing a key role in shaping the forward-looking financial strategy within a fast-growing, PE-backed business. This role involves rebuilding and owning the financial model, leading the annual budgeting and rolling forecasting processes, and delivering insightful scenario analysis to support strategic decision-making. You will work closely with the CFO, corporate development team, and other stakeholders to translate complex financial data into clear business insights, with a focus on performance metrics and potential acquisition opportunities.
Strong Excel expertise is essential, alongside experience with CRM systems like Salesforce and a passion for leveraging data analytics tools such as Power BI. This is a unique opportunity to join a dynamic team where you will have significant autonomy, contribute to M&A pipeline development, and help drive the company’s growth journey in a collaborative and supportive environment.
Key Requirements:- Qualified accountant with ACA, ACCA or CIMA qualification
- Experience with financial forecasting, budgeting, and scenario planning, with a solid understanding of how business performance drivers translate into financial outcomes
- Strong proficiency in Excel, capable of building, improving, and automating complex financial reports and models
- Strong business partnering skills, able to translate financial data into clear insights for non-finance stakeholders
- Exposure to or interest in M&A activities, with the aptitude to support pipeline development and scenario analysis related to acquisitions
- Familiarity with CRM systems like Salesforce and financial systems integration is advantageous but not essential
- Excellent attention to detail, highly organised, and able to balance ad hoc projects
- A proactive, strategic thinker with a passion for data analytics and the ability to adapt quickly in a dynamic, evolving business environment
- Own and rebuild the financial model of the business, ensuring it accurately reflects current operations and supports strategic decision-making
- Lead the annual budgeting process and manage a rolling forecast with scenario planning to provide forward-looking financial insights
- Develop and maintain comprehensive financial reporting, delivering timely and insightful reports to the CFO, board members, and other key stakeholders
- Collaborate closely with the corporate development team to build and maintain a pipeline of potential acquisition targets, supporting M&A origination activities
- Utilise advanced Excel skills and emerging analytics tools like Power BI to integrate data from multiple systems (e.g., Salesforce, QuickBooks, Cantata) and enhance business performance analysis
- Translate complex financial data into clear, actionable insights for non-financial stakeholders, fostering strong business partnering across the organization
- Drive continuous improvement in financial processes and reporting infrastructure, balancing routine FP&A responsibilities with strategic projects in a fast-paced, PE-backed environment
If you meet the above-mentioned criteria, please apply below. Due to a high number of applicants, we shall unfortunately be unable to respond to all unsuccessful applicants.
Head of Financial Planning Analysis employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning Analysis
✨Tip Number 1
Network with professionals in the financial planning and analysis field, especially those who have experience in PE-backed companies. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in FP&A.
✨Tip Number 2
Familiarise yourself with the specific financial modelling techniques used in high-growth environments. Consider taking online courses or certifications that focus on advanced Excel skills and data analytics tools like Power BI to enhance your expertise.
✨Tip Number 3
Prepare to discuss your experience with scenario planning and budgeting in detail during interviews. Be ready to provide examples of how you've successfully translated complex financial data into actionable insights for non-financial stakeholders.
✨Tip Number 4
Research the company’s recent M&A activities and understand their strategic goals. This knowledge will help you demonstrate your interest in the role and show how your skills can contribute to their growth journey.
We think you need these skills to ace Head of Financial Planning Analysis
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACA, ACCA, or CIMA credentials. Emphasise your experience with financial forecasting, budgeting, and scenario planning, as well as your strong Excel skills.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial analysis and data analytics. Mention specific examples of how you've successfully translated complex financial data into actionable insights for non-financial stakeholders.
Showcase Relevant Experience: Detail your previous roles that involved financial modelling, budgeting processes, and M&A activities. Highlight any experience you have with CRM systems like Salesforce and data analytics tools such as Power BI.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents to ensure there are no errors. A well-organised and error-free application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Financial Acumen
Be prepared to discuss your experience with financial forecasting, budgeting, and scenario planning. Highlight specific examples where you've successfully translated complex financial data into actionable insights for stakeholders.
✨Demonstrate Excel Expertise
Since strong proficiency in Excel is essential for this role, be ready to talk about your skills in building and automating financial models. Consider bringing a sample of your work or discussing a challenging project where you utilised advanced Excel functions.
✨Understand the M&A Landscape
Familiarise yourself with the company's recent M&A activities and be prepared to discuss how you can contribute to pipeline development. Show your interest in M&A by asking insightful questions about their strategy and potential targets.
✨Emphasise Business Partnering Skills
This role requires strong business partnering abilities. Prepare to share examples of how you've effectively communicated financial insights to non-financial stakeholders, fostering collaboration and understanding across departments.
