Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as an FP&A Accountant, driving financial insights and strategic planning.
- Company: Be part of a fast-growing professional services firm focused on Private Equity solutions.
- Benefits: Enjoy hybrid remote work, 25 days annual leave, pension, and an annual bonus.
- Why this job: Shape financial strategy in a vibrant environment with direct access to senior leadership.
- Qualifications: Must be ACA/ACCA/CIMA qualified with experience in fast-paced SME finance roles.
- Other info: Work two days a week in our lively Soho office while making a real impact.
The predicted salary is between 55000 - 70000 £ per year.
FP&A Accountant Private Equity-Focused Professional Services Firm
Location: Hybrid Remote & Soho (2 days per week)
Reports to: Finance Director
Salary: £55000-£70000 + 25 Days Annual Leave, Pension, Annual Bonus
Are you a commercially minded accountant with a passion for financial insight and business improvement? Would you thrive in a fast-paced, entrepreneurial environment where your ideas and analysis can shape strategy? If so, this could be the perfect opportunity.
Our client is a fast-growing professional services business with two distinct service lines:
-
Executive Search Delivering tailored talent solutions to Private Equity houses.
-
Subscription-Based Network Platform Providing Private Equity-backed businesses and their executives with a powerful business networking tool.
Founded by two respected Private Equity Executive Search specialists, the business now employs 20 people and continues to scale rapidly. As part of their growth strategy, they have recently brought their finance function in-house and are now seeking a qualified FP&A Accountant to support both the Finance Director and the Founders.
The Role
This is a unique, hybrid role combining core finance responsibilities with strategic financial planning and analysis. Based remotely with two days per week in their vibrant Soho office, you ll be working closely with the business owners and senior stakeholders.
You ll not only take ownership of key financial reporting and accounting processes, but also use your analytical skills to support business-critical projects spanning process improvement, project control, cost management, and client profitability.
Key Responsibilities
-
Prepare monthly management accounts (P&L, balance sheet, and cash flow forecasts)
-
Perform key reconciliations, including prepayments, deferred income, and bank accounts
-
Submit quarterly VAT returns and assist with annual corporation tax filings
-
Produce statutory year-end accounts in line with accounting standards
-
Manage banking operations and payments
-
Maintain and develop the QuickBooks accounting system
-
Oversee payroll and staff expense processing
-
Support annual budget preparation alongside business owners
-
Create dashboards and business controls to monitor KPIs (sales, marketing ROI, client profitability, bonus schemes, etc.)
-
Deliver data-driven analysis with clear, actionable insights to guide strategic decision-making
About You
You ll be a qualified accountant with a strong grounding in core financial operations, but with the mindset and curiosity to go beyond the numbers. This is ideal for someone currently in a finance role within a professional services SME, looking to step up into a more commercially impactful position.
Essential Requirements
-
ACA / ACCA / CIMA qualified
-
Proven experience in a fast-paced SME environment
-
Strong track record in preparing monthly management accounts
-
Experience with VAT returns and year-end statutory accounts
-
Confident user of QuickBooks and Excel (VLOOKUPs, PivotTables)
-
Experience setting up dashboards and performance tracking tools
-
Strong skills in budgeting, forecasting, and financial analysis
-
Excellent interpersonal skills and the ability to influence senior stakeholders
-
Comfortable presenting financial insights to non-financial audiences
-
Proactive, detail-oriented, and analytical, with a problem-solving mindset
Why Join?
This is an exciting opportunity to join a forward-thinking and ambitious business at a pivotal stage in its growth. You ll work directly with senior leadership, play a key role in shaping the financial strategy, and have real impact on the company s performance and future direction.
#J-18808-Ljbffr
FP&A Accountant employer: Whiteoak Associates
Contact Detail:
Whiteoak Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Accountant
✨Tip Number 1
Familiarise yourself with the specific financial tools and software mentioned in the job description, particularly QuickBooks and Excel. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Research the company’s recent projects and initiatives, especially those related to private equity. This knowledge will not only help you understand their business better but also allow you to engage in meaningful discussions during interviews.
✨Tip Number 3
Prepare to showcase your analytical skills by thinking of examples where your insights have led to business improvements or strategic decisions. Be ready to discuss these experiences in detail, as they align closely with the role's requirements.
✨Tip Number 4
Network with professionals in the private equity and professional services sectors. Engaging with industry contacts can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace FP&A Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACA/ACCA/CIMA certification and relevant experience in preparing monthly management accounts. Emphasise your skills in QuickBooks and Excel, as well as your ability to present financial insights.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial insight and business improvement. Mention specific examples of how you've contributed to strategic decision-making in previous roles, especially in fast-paced environments.
Highlight Relevant Experience: When detailing your work history, focus on your experience in a professional services SME. Discuss your familiarity with VAT returns, statutory accounts, and your role in budgeting and forecasting to demonstrate your fit for the position.
Showcase Analytical Skills: Provide examples of how you've used data-driven analysis to influence business decisions. Highlight any dashboards or performance tracking tools you've set up, as this aligns with the company's need for actionable insights.
How to prepare for a job interview at Whiteoak Associates
✨Understand the Business Model
Before your interview, take some time to research the company's business model and service lines. Understanding how they operate, especially in the private equity space, will allow you to tailor your answers and demonstrate your genuine interest in their work.
✨Showcase Your Analytical Skills
As an FP&A Accountant, your analytical skills are crucial. Be prepared to discuss specific examples of how you've used data to drive business decisions or improve processes in your previous roles. Highlight any dashboards or performance tracking tools you've created.
✨Prepare for Technical Questions
Expect technical questions related to financial reporting, VAT returns, and management accounts. Brush up on your knowledge of QuickBooks and Excel functions like VLOOKUPs and PivotTables, as these will likely come up during the interview.
✨Demonstrate Interpersonal Skills
Since you'll be working closely with senior stakeholders, it's important to showcase your interpersonal skills. Prepare to discuss how you've influenced decision-making in the past and how you can communicate complex financial insights to non-financial audiences.
