Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.
About the role
- Head of Financial Planning & Analysis leading financial planning and budgeting for an organization. Collaborating with finance, operations, and stakeholders to improve financial performance and growth.
Responsibilities
- The Head of Financial Planning & Analysis will lead the organisation’s financial planning, forecasting, budgeting, and performance analysis activities for an estimated 9-month fixed-term period. The role will act as a strategic business partner to senior leadership, providing high-quality insight to support decision-making, improve financial performance, and drive business growth. The role includes leadership of a small FP&A team and close collaboration with finance, operations, and commercial stakeholders.
- **Key Responsibilities **
- **Financial Planning & Analysis **
- Lead the annual budgeting, rolling forecasting, and long-range financial planning processes.
- Deliver timely, accurate, and insightful management reporting, including variance analysis against budget and forecast.
- Provide detailed financial modelling, scenario analysis, and commercial evaluations to support strategic initiatives and investment decisions.
- Act as a trusted business partner to senior stakeholders, translating financial data into clear, actionable insights.
- **Performance & Reporting **
- Develop and maintain robust KPIs and dashboards to monitor business performance.
- Drive continuous improvement in FP&A processes, systems, and reporting quality.
- Ensure consistency, accuracy, and integrity of financial data across reports and analyses.
- **Systems & Data **
- Leverage financial systems and tools to enhance reporting efficiency and insight generation.
- Support the effective use and development of Microsoft Dynamics 365 Business Central
- Lead the use of Power BI to create impactful dashboards and visualisations
- Demonstrate highly advanced Excel skills for complex financial models, large datasets, and automation.
- **Audit, Tax & Controls **
- Support audit and tax-related activities where required, working closely with external auditors and advisors.
- Ensure FP&A outputs align with statutory reporting, tax, and control requirements.
- **Leadership & Team Management **
- Lead and develop an FP&A team of 5, including 3 direct reports.
- Set clear objectives, provide coaching and mentoring, and support professional development across the team.
- Foster a high-performance, collaborative, and commercially focused team culture.
Requirements
- **Essential Requirements **
- Fully qualified accountant: ACCA, CIMA, ACA, or equivalent.
- Minimum of 5 years’ post-qualification experience.
- At least 5 years’ experience in a similar FP&A or senior finance role.
- Advanced to expert-level Excel skills (essential).
- Proven experience leading budgeting, forecasting, and performance analysis.
- Demonstrated people management experience.
- Strong commercial acumen and stakeholder management skills.
- **Nice to Have **
- Audit and tax experience.
- Experience with Microsoft Dynamics 365 Business Central.
- Experience using Power BI for reporting and data visualisation.
Job title
Job type
Experience level
Salary
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Degree requirement
Location requirements
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