Head of Financial Planning & Analysis

PE Backed Information Services Business

Location: London | Hybrid
Contract: Permanent
Job Reference: 33096

Company

Stanton House is partnering with a high-growth, entrepreneurial business operating within the information services sector to appoint a Head of Financial Planning & Analysis.

The business operates across a number of data-led commercial platforms and is entering an exciting phase of growth. As the organisation continues to scale, it is investing in its financial planning, data and analytical capabilities to support more informed and commercially focused decision-making.

This is an opportunity to join a business where FP&A will play a central role in shaping how financial and operational data is used across the organisation.

Role

Reporting to the CFO, the Head of FP&A will build and lead a modern, data-first financial planning and analysis function.

This is a broad and commercially focused role combining financial planning, forecasting, business analysis, data architecture and strategic business partnering. You will work closely with senior leaders across sales, marketing, product and operations to understand performance, identify key business drivers and translate data into actionable insight.

A key part of the mandate will be to establish a reliable single source of truth across financial and operational data, building the infrastructure and reporting capability required to support the organisation's continued growth.

Responsibilities

• Own the annual budgeting, forecasting and reforecasting processes across the group.
• Develop and maintain integrated financial models covering revenue, costs, EBITDA and cash.
• Build scenario models to support strategic planning, investment decisions and growth initiatives.
• Analyse performance across the group's core commercial platforms and develop appropriate KPIs and unit economics.
• Identify key revenue, margin, customer and cost drivers and provide actionable insight to the leadership team.
• Translate commercial pipeline and operational metrics into robust financial forecasts.
• Partner with sales, marketing, product and operational leadership to support commercial decision-making.
• Develop post-investment and initiative performance reviews.
• Design and implement the data framework underpinning the FP&A function.
• Establish consistent data structures and tagging across revenue, costs, customers and products.
• Create a single source of truth across financial and operational information.
• Aggregate and integrate data from ERP, CRM, event management, marketing and other operational platforms.
• Develop robust processes for data ingestion, validation, reconciliation and transformation.
• Establish appropriate data governance and controls to ensure the accuracy, integrity and traceability of data.
• Build executive dashboards covering key financial and operational KPIs.
• Develop reporting across revenue performance, sales pipeline conversion, event profitability and customer engagement.
• Provide clear visual analysis for both operational management and Board-level reporting.
• Develop self-service reporting tools to improve access to timely performance information.
• Improve the quality, accuracy and timeliness of financial and operational reporting.
• Support the CFO and senior leadership team with strategic analysis and commercial decision support.
• Help embed financial discipline across investment, growth and new product initiatives.
• Continuously develop the FP&A function, systems and processes as the business scales.