At a Glance
- Tasks: Lead financial planning and analysis, supporting strategic investments and M&A activities.
- Company: PE-backed specialist financial services firm with ambitious growth plans.
- Benefits: £100,000 base salary, bonus, private medical cover, and significant career exposure.
- Other info: Fast-paced environment with opportunities for professional development and leadership.
- Why this job: Join a dynamic team and influence key commercial decisions in a growing business.
- Qualifications: ACA, ACCA or CIMA qualified with strong FP&A experience and M&A knowledge.
The predicted salary is between 65000 - 80000 £ per year.
£100,000 base + bonus + private medical cover
We are partnering exclusively with a PE-backed specialist financial services business who are in the midst of an ambitious buy and build strategy. The business is seeking a Head of FP&A to lead the financial planning and analysis function whilst playing a pivotal role in supporting strategic investment and M&A activity. Reporting directly to the CFO, this is a highly visible position offering significant exposure to the Executive Committee and the opportunity to influence key commercial and strategic decisions. This role would suit an experienced FP&A professional looking to step into a broader strategic leadership position with significant exposure to M&A, Executive-level decision making and value creation within a growing, investor backed financial services business.
Key Responsibilities:
- Leading the budgeting, forecasting and long range planning processes across the business
- Developing robust financial models, scenario analysis and forecasting assumptions to support strategic decision making
- Producing insightful management reporting with meaningful analysis and commentary for the Executive Committee and Board
- Supporting a highly active acquisition strategy through financial modelling, valuations, due diligence and investment analysis
- Partnering closely with the CFO and senior leadership team to evaluate strategic opportunities and commercial initiatives
- Managing and developing direct reports whilst continuing to enhance the FP&A function
- Working collaboratively with finance teams across the UK to improve reporting, planning and financial insight
- Identifying opportunities to improve processes, systems, data quality and financial reporting capabilities
- Providing proactive financial challenge and commercial insight, helping shape business decisions rather than simply reporting outcomes
The Ideal Candidate:
- ACA, ACCA or CIMA qualified with strong post qualified FP&A experience
- Proven experience leading budgeting, forecasting, financial planning and management reporting within a regulated environment
- Strong financial modelling skills with the ability to build scenario models and challenge business assumptions
- Demonstrable M&A experience, gained either in house through Corporate Development or FP&A or within Transaction Services, Corporate Finance or Deal Advisory
- Experience operating within an FCA regulated financial services business
- Commercially minded with the confidence to influence senior stakeholders and contribute within Executive Committee discussions
- Highly analytical, intellectually curious and able to solve problems from first principles
- Strong systems and data capability with a continuous improvement mindset
- Organised and adaptable with the ability to manage multiple priorities in a fast paced environment
- Collaborative, personable and proactive with the credibility to build strong relationships across the business
Head of Financial Planning employer: Phipps Cameron
Phipps Cameron is an exceptional employer, offering a dynamic work environment where innovation and strategic thinking are highly valued. As an Interim FP&A Leader, you will have the opportunity to collaborate with senior leadership and investors, driving impactful financial decisions that shape the future of a growing private equity-backed business in the TICC sector. With a strong focus on employee development and a culture that encourages growth, this role provides a unique chance to make a meaningful contribution while advancing your career in a thriving industry.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning
✨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 Phipps Cameron. 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 Financial Planning
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 Phipps Cameron.
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 Phipps Cameron'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 Phipps Cameron
✨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 Phipps Cameron.
✨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 Phipps Cameron 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 Phipps Cameron 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.
