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- Tasks: Lead financial planning, forecasting, and budgeting for a growing professional services business.
- Company: Join a PE-backed firm focused on innovative financial solutions and strategic growth.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional development.
- Why this job: Be part of a dynamic team influencing key business decisions and driving revenue growth.
- Qualifications: Must be a fully qualified accountant with experience in finance and excellent analytical skills.
- Other info: Ideal for those who thrive in fast-paced environments and enjoy collaborating across teams.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a PE backed professional services business and they are now looking to recruit a Head of Financial Planning and Analysis to support their future growth plans. This is a highly visible role and a key part of the finance management team. Working alongside the VP of Finance you will support the CFO and the rest of the Executive Team and will be responsible for forecasting, budgeting and presentation of financial and KPI data to the board, investors and management to support decision making and present a clear plan for the business.
Duties and responsibilities:
- Financial planning and forecasting for separate divisions and for the group as a whole
- Reviewing and revising/rebuilding the 3-5 year integrated financial model for the business
- Running the annual Budget process with the CFO to incorporate P&L, cash flow and balance sheet
- Develop, measure and track KPIs, with a focus on value creation
- Partner with team leaders/divisional heads to challenge and understand operational performance and sales enablement, helping to drive revenue growth
- Helping assess and design systems needed by the business, including front office
- Enhance data integrity and reporting controls to enable agile scenario reporting and analysis
- Working with sales teams to support margin improvement strategies
- Assisting with design of reporting for new business areas helping define business cases for new hiring
- Production of bank data and monitoring of covenants
- Regular attendance of forecasting meetings with the CFO
- Support future M&A activities
Profile:
- Fully qualified accountant (ACA, CIMA, ACCA or equivalent)
- Previous experience working in a business services/professional services/technology company
- Excellent Excel, Power BI advantageous
- Strong understanding of balance sheet, cashflows and working capital
- Previous Treasury and FX experience beneficial
We are looking for someone who is comfortable at both 'hands-dirty' aspects of finance as well as high level financial planning, budgeting and determination of appropriate management information. This role requires somebody with the intellectual horsepower to work effectively with founders, management and stakeholders. Excellent communication and presentation skills are essential together with the flexibility to work across different times zones.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Executive Search Services, Staffing and Recruiting, and Business Consulting and Services
Head of Financial Planning Analysis employer: Talent4
Contact Detail:
Talent4 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 finance and professional services sectors. Attend industry events or webinars where you can meet potential colleagues or leaders in the field. This can help you gain insights into the role and make valuable connections that could support your application.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and analysis, especially within the professional services industry. Being knowledgeable about current challenges and innovations will allow you to speak confidently during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed financial forecasting and budgeting in previous roles. Highlight your experience with KPIs and how you've used data to drive decision-making, as this will resonate well with the expectations for this position.
✨Tip Number 4
Showcase your communication skills by practising how you would present complex financial information to non-financial stakeholders. This is crucial for the Head of Financial Planning and Analysis role, so being able to convey your ideas clearly and effectively will set you apart from other candidates.
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 relevant experience in financial planning and analysis, particularly in professional services or technology companies. Emphasise your qualifications, such as ACA, CIMA, or ACCA, and any specific achievements that demonstrate your ability to support growth plans.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the responsibilities of the Head of Financial Planning and Analysis role. Discuss your experience with forecasting, budgeting, and KPI tracking, and how you can contribute to the company's future growth.
Showcase Communication Skills: Since excellent communication and presentation skills are essential for this role, consider including examples in your application that demonstrate your ability to present financial data clearly to stakeholders and management.
Highlight Technical Proficiency: Mention your proficiency in Excel and any experience with Power BI or similar tools. If you have experience with treasury and FX, be sure to include that as well, as it is beneficial for the role.
How to prepare for a job interview at Talent4
✨Showcase Your Financial Acumen
As a candidate for the Head of Financial Planning and Analysis, it's crucial to demonstrate your deep understanding of financial concepts. Be prepared to discuss your experience with forecasting, budgeting, and KPI tracking, and how these have contributed to previous business successes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle real-world financial challenges. Prepare examples of how you've tackled complex financial issues in the past, particularly in a professional services or technology context, to showcase your problem-solving skills.
✨Highlight Your Communication Skills
This role requires excellent communication and presentation skills. Be ready to explain complex financial data in a clear and concise manner. Practice presenting your ideas and findings as if you were addressing the board or executive team.
✨Demonstrate Strategic Thinking
The position involves working closely with senior management and stakeholders. Be prepared to discuss how you've contributed to strategic planning in previous roles, particularly in relation to revenue growth and operational performance. Show that you can think both tactically and strategically.
