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.

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