Head of Financial Planning

£110k - £115k + bonus + benefits (hybrid working)

Our client is a leading software platform provider which has developed a proprietary suite of products for Tier 1 & 2 financial institutions. Well established in this space and trusted by top global asset servicers, it has exceptional customer retention. Originally part of a large, listed group they have recently gone through a carve out and are now PE backed, with a highly experienced leadership team that are executing an ambitious growth strategy.

They are seeking a commercially driven and analytically sharp Head of FP&A to lead global financial planning, performance analysis, and strategic forecasting across a multinational footprint. This role is central to enabling data-driven decision-making, supporting investor reporting, and driving value creation in a private equity-backed environment. In what will be a high impact role with visibility to investors, you will partner with senior leadership across functions and geographies to shape financial strategy, optimize resource allocation, and prepare the business for future acquisitions and growth. They have hybrid flexible working, though there would be regular requirement to work in the London office, with some international travel.

Responsibilities:

• Lead the annual budget, periodic reforecasting, and long-range planning processes across all entities
• Develop and maintain dynamic financial models to support scenario planning and M&A
• Partner with the CFO and executive team to align financial strategy with business objectives
• Lead a small, offshore high-performing FP&A team
• Deliver timely, accurate, and insightful reporting on financial performance, KPIs, and operational metrics
• Drive margin improvement, cost optimization, and working capital efficiency
• Support board and investor reporting and value creation metrics
• Act as a strategic advisor to business unit leaders, providing financial guidance and challenge
• Translate complex data into actionable insights for commercial, operational, and strategic decisions
• Collaborate with HR, Legal, and Operations on headcount planning, compensation modelling, and global initiatives
• Lead implementation of, and enhance FP&A systems, tools, and processes to improve agility and scalability
• Champion data integrity and automation across reporting platforms (e.g. BI, CRM, ERP)

Candidate:

• You will be a Qualified accountant (ACA, ACCA, CIMA)
• Proven experience in FP&A in a private equity-backed or high-growth international business
• Experience in SaaS, subscriptions recurring revenue models, is essential
• Strong financial modelling, forecasting, and analytical skills
• Deep understanding of budgeting, performance management, and investor reporting
• Experience working across multiple jurisdictions and currencies
• Excellent stakeholder management and communication skills
• Advanced Excel and FP&A tool proficiency
• A proven self-starter and desire to work in a fast-paced scaling environment
• Desire to work across global time zones when required
• Exposure to M&A is desirable

Equality Statement:

We know that diverse recruitment practices start with us. We encourage and celebrate applicants regardless of race (including colour, nationality and ethnic or national origin), age, religion or belief, sexual orientation, sex, gender reassignment, disability, marital status, pregnancy and maternity or socioeconomic background. We are committed to promoting diversity and inclusion in the workplace by ensuring a diverse pool of talent, eliminating unlawful discrimination and recruiting the best person for each role. We review our practices on equality and diversity regularly.