WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
About the role
- Head of FP&A leading planning and financial insight for a global technology group. Collaborating with senior leaders and driving commercial growth across various initiatives.
Responsibilities
- Own and direct the annual budget, quarterly reforecasts, and long-range planning processes, ensuring accuracy, clarity, and strategic alignment.
- Develop and refine financial models to support corporate strategy, scenario planning, and investment decisions.
- Act as a trusted advisor to senior leadership, providing challenge, insight, and forward-looking analysis to improve decision-making.
- Lead FP&A activity for investment rounds, including modelling, data preparation, and financial diligence support.
- Play a pivotal role in post-merger integration, identifying and realising cost synergies and ensuring financial models and processes are scalable.
- Oversee the full FP&A cycle, ensuring timely, accurate planning and reporting that supports strategic and operational needs.
- Continuously refine and improve forecasting methodologies, reporting quality, and process efficiency.
- Implement and mature the FP&A function into a high-impact strategic capability.
- Produce high-quality analysis and ad-hoc reporting for internal stakeholders, investors, and external advisors.
- Ensure FP&A delivers meaningful insight into performance trends, risks, and opportunities.
- Analyse performance against KPIs to support decision-making and identify levers to improve profitability and operational efficiency.
- Partner with Delivery teams to drive utilisation, margin improvement, and revenue growth using data, MI, and robust financial insight.
- Work with senior stakeholders on growth initiatives, commercial strategy, pricing decisions, and product/service optimisation.
- Collaborate cross-functionally to gather detailed financial and commercial inputs, ensuring decisions are grounded in accurate, timely data.
- Contribute and own the financial slides that form part of the monthly Board Pack, ensuring it focuses on actionable insights, key operational KPIs, and clear variance explanations.
- Act as a key interface for Private Equity shareholders, financial advisers, and due diligence providers.
- Prepare and present high-quality financial materials for Board meetings, investment discussions, and strategic reviews.
- Support the CFO with strategic narratives and financial storytelling for internal and external stakeholders.
- Build, lead, and develop a high-performing FP&A and Business Partnering team that is commercially minded, impactful, and trusted.
- Transform FP&A from a reactive reporting function into a proactive strategic partner to the business.
- Set high standards for analytical rigour, commercial judgement, and cross-functional collaboration.
- Drive financial literacy and commercial acumen across Sales, Marketing, Delivery, and other operational teams.
- Role-model a culture of accountability, continuous improvement, and insight-driven decision-making.
Requirements
- Significant FP&A leadership experience in a scaling, multi-entity or PE-backed environment.
- Advanced modelling, forecasting, and scenario planning capability.
- Strong track record partnering with senior executives and commercial leaders.
- Experience supporting investment rounds, due diligence processes, acquisitions, and integrations.
- Expertise in operational KPIs, margin drivers, and levers of commercial growth.
- Ability to simplify complex financial information into clear, actionable insight.
- Exceptional communication, influencing, and stakeholder-management skills.
- Proven ability to build high-performing finance teams and establish an FP&A function from the ground up.
Benefits
- Competitive base salary.
- Matching pension scheme (up to 5%) from day one.
- Discretionary company bonus scheme.
- 4 x annual salary Death in Service coverage from day one.
- Employee referral scheme.
- Tech Scheme.
- Private medical insurance from day one.
- Optical and dental cash back scheme.
- Help@Hand app: access to remote GPs, second opinions, mental health support, and physiotherapy.
- EAP service.
- Cycle to Work scheme.
- 36 days annual leave (inclusive of bank holidays).
- An extra paid day off for your birthday.
- Ten paid learning days per year.
- Flexible working hours.
- Market-leading parental leave.
- Sabbatical leave (after five years).
- Work from anywhere (up to 3 weeks per year).
- Industry-recognised training and certifications.
- Bonusly employee recognition and rewards platform.
- Clear opportunities for career development.
- Length of Service Awards.
- Regular company events.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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