Head of Financial Planning Analysis

2 weeks ago

County Of Herefordshire, United Kingdom SF Executive Full time

SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction.


Within the first 6 months, you will be tasked with the following:


2024 Budget process...

  • Manage and coordinate subsidiary FDs to deliver high quality budgets within required timescales
  • Participate in stage 1 budget reviews to challenge subsidiary budget targets
  • Develop templates, processes and systems to facilitate the 2024 budget process
  • Produce consolidated financials with supporting analysis, covenant modelling and cash headroom illustrations
  • Provide sensitivity analysis and ‘what if’ scenarios
  • Support the CEO and CFO in presentations to investors/banks


Sales pipeline/revenue analysis...

  • Work alongside the Sales & Marketing Director to develop a formalised sales pipeline reporting process
  • Provide analysis to show the profile of backlog conversion to revenue


Exit Preparation...

  • Lead data analysis to support preparation of an Information Memorandum
  • Prepare long range P&L and cash flow projections
  • Support the CFO and Corporate Finance advisers


Develop financial and operational reporting...

  • Identify opportunities to leverage the reporting capability of the newly implemented ERP system
  • Develop appropriate financial and operational KPIs
  • Enhance cash focus and working capital metrics/forecasting accuracy


Support Buy & Build strategy...

  • Contribute to financial due diligence and financial analysis of acquisitions (financial models, covenant models, bank presentations)


The successful Head of FP&A will be a qualified accountant (ACA/ACCA/ACMA or equivalent) who has held a lead FP&A position within a small to medium sized organisation. You will possess natural business/ commercial acumen and be proficient with financial modelling.


This position is being offered on a hybrid working arrangement and is truly an excellent opportunity for a progressive individual who is eager to be involved in a private equity transaction and further their career towards that number one position.

  • Head of Financial Planning Analysis

    2 weeks ago

    County Of Herefordshire, United Kingdom SF Executive Full time

    SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Within the first 6 months, you will be tasked with the following: 2024 Budget process... Manage and coordinate subsidiary FDs to...

  • Head of Financial Planning Analysis

    1 week ago

    Herefordshire, United Kingdom SF Executive Full time

    SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Within the first 6 months, you will be tasked with the following: 2024 Budget process... Manage and coordinate subsidiary FDs to...

  • Head of Financial Planning Analysis

    1 week ago

    Herefordshire, United Kingdom SF Executive Full time

    SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Within the first 6 months, you will be tasked with the following: 2024 Budget process... Manage and coordinate subsidiary FDs to...

  • Head of Financial Planning Analysis

    2 weeks ago

    Herefordshire, United Kingdom SF Executive Full time

    SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Within the first 6 months, you will be tasked with the following:2024 Budget process...Manage and coordinate subsidiary FDs to deliver...

  • Head of Financial Planning Analysis

    7 days ago

    Herefordshire, United Kingdom SF Executive Full time

    Job DescriptionSF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Within the first 6 months, you will be tasked with the following:2024 Budget process...Manage and coordinate subsidiary FDs...

  • Head of Financial Business Planning and Analysis

    1 week ago

    Herefordshire, United Kingdom SF Executive Full time

    SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Manage and coordinate subsidiary FDs to deliver high quality budgets within required timescales Produce consolidated financials with...

  • Head of Financial Business Planning and Analysis

    1 week ago

    Herefordshire, United Kingdom SF Executive Full time

    SF Executive are partnered with a private equity backed service business based in Herefordshire who are seeking a Head of FP&A to support the CFO and the wider Executive Management Team through the their next transaction. Manage and coordinate subsidiary FDs to deliver high quality budgets within required timescales Produce consolidated financials with...

  • Financial Advisor

    3 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Financial Advisor

    3 weeks ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Planning

    3 weeks ago

    City of London, Greater London, United Kingdom Goodman Masson Full time

    We are partnered with an international non-profit, who are on the lookout for a brilliant Financial Planning and Analysis Lead to join their dynamic team. Joining the team at an exciting time of change, you would be leading on all stakeholder management and reporting into the Head of Finance and based in the office three days per week. monitoring both &...

  • Mandarin Speaking Financial Planning and Analysis

    6 days ago

    City of London, United Kingdom People First Full time

    **Ref 21822** **Your New Job Title**:Mandarin Speaking Financial Planning and Analysis (FP&A) Accountant-Banking **The Skills You'll Need**:Mandarin and English fluent, Solid Accounting experience within banking and preferably partly/fully qualified (i.e. ACCA). **Your New Salary**:Depending on experience **Location**:Central London **Who You'll Be Working...

  • FP&A Manager | Financial Planning

    4 weeks ago

    City of London, Greater London, United Kingdom High Finance (UK) Limited Full time

    A leading London market insurance business are looking for a FP&A Manager to join their Financial Planning & Analysis team and will be responsible leading and delivering the annual and long-term strategic plan for the business. Create the annual financial plan in partnership with the business to drive future profitable growth Work closely with the...

  • Head of Reporting

    4 weeks ago

    City of London, United Kingdom ACS Business Performance Ltd Full time

    The successful Head of Reporting & Planning will be responsible for overseeing the financial aspects of the contract, including managing the processes for regular financial reporting against the budget, for the annual 'true up' of contract payments and for setting and agreeing any future forecasts and ensuring the development of our processes,...

  • FP&A Manager | Financial Planning

    3 weeks ago

    City of London, Greater London, United Kingdom Harper May Full time

    Harper May is presently collaborating with a prominent financial services group. Our client is actively in search of a skilled and driven FP&A Manager to become a part of their amicable finance team. The perfect candidate should hold full qualifications and possess experience in the financial services sector. Functioning within the senior management team,...