Specialist - Financial Services

Specialist - Financial Services

Full-Time No working from home possible
Robert Half

Job Description

Robert Half are recruiting an FP&A Specialist for a private equity-backed professional services business, pursuing an ambitious organic and buy-and-build growth strategy ahead of a planned exit in the coming years.

This is a great opportunity to join a high-growth, fast-paced finance function with genuine exposure to board reporting, M&A and business scale-up.

  • Location: Herefordshire / hybrid - 2 days on site, 3 remote
  • Duration: up to 6 months
  • Day rate: Up to £500pd (Inside & experience dependent)
  • Start: ASAP

Duties for the role:

  • Support the annual budgeting process and rolling forecasts, working closely with department and divisional heads
  • Build and maintain robust financial models for scenario planning and sensitivity analysis, tracking progress against the growth plan
  • Support delivery of monthly Board packs and investor reporting, including KPI dashboards and trend analysis for PE sponsor requirements
  • Analyse pricing, margin and contract profitability across service lines, including recurring revenue contracts
  • Support working capital/cash flow analysis and capex business cases
  • Support financial due diligence and post-acquisition integration for bolt-on acquisitions, including harmonising reporting and KPIs across acquired businesses
  • Drive continuous improvement of reporting tools, templates and processes, including ERP/system automation

What they're looking for:

  • Qualified accountant (ACA/ACCA/CIMA) or equivalent
  • Experience in FP&A, financial analysis or commercial finance, ideally in a fast-growing, multi-site or services-based business
  • Experience with recurring-revenue services highly advantageous
  • Exposure to PE-backed businesses, Board reporting or M&A/due diligence a strong plus
  • Experience consolidating multi-entity/multi-site results beneficial
  • Advanced Excel and financial modelling skills essential; Power BI/ERP-consolidation systems knowledge advantageous
  • Working knowledge of AI and automation of planning processes highly advantageous

For more information or to apply, please contact Ben Williams or Hannah Curnow @ Robert Half in Bristol on .

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Specialist - Financial Services employer: Robert Half

At Robert Half, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. As an IT Project Manager, you'll have the opportunity to lead transformative projects in a highly regulated environment, supported by a team that values professional growth and development. With competitive benefits and a commitment to employee well-being, we ensure that our team members thrive both personally and professionally in their roles.

Robert Half

Contact Details:

Robert Half Recruitment Team