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Head of FP&A
Financial Services | Executive Leadership | London
We are exclusively partnering with a highly regarded financial services organisation to appoint a Head of FP&A. Reporting directly to the Finance Director, this is a pivotal leadership position responsible for shaping the firm's financial planning capability, driving commercial performance, and supporting strategic decision-making at Executive Committee and Board level.
This role goes well beyond traditional planning and reporting. You will act as a trusted business partner to the executive leadership team, providing commercial insight, challenging business performance, and leading the evolution of the FP&A function as the organisation continues to grow.
Key Responsibilities
- Lead the Group-wide budgeting, forecasting and long-range planning processes across multiple business units.
- Own the delivery of monthly Board and Executive reporting, providing clear analysis, actionable insights and strategic recommendations.
- Partner with the CEO, CFO and senior leadership team to influence commercial and operational decision-making.
- Develop sophisticated financial models, scenario planning and investment appraisals to support strategic initiatives, acquisitions and business transformation.
- Drive performance management through the development of meaningful KPIs, dashboards and management information.
- Provide commercial challenge to business leaders, identifying opportunities to improve profitability, efficiency and capital allocation.
- Lead the Group forecasting process for revenue, costs, cash flow, liquidity and headcount, ensuring robust financial governance.
- Oversee the continued development of planning systems, reporting capabilities and data analytics to improve decision-making across the business.
- Build, mentor and develop a high-performing FP&A team, creating a culture of continuous improvement and commercial excellence.
- Work closely with Finance, Risk, Treasury and Operations to ensure alignment between financial plans and wider business objectives.
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About You
- Qualified accountant (ACA, ACCA, CIMA or equivalent).
- Significant FP&A leadership experience within financial services, banking, asset management, wealth management or a similarly regulated environment.
- Proven experience partnering with Executive and Board-level stakeholders.
- Strong commercial acumen with the ability to translate financial data into strategic recommendations.
- Advanced financial modelling, forecasting and business planning expertise.
- Demonstrable experience leading and developing high-performing finance teams.
- Excellent communication and stakeholder management skills with the confidence to influence senior decision-makers.
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Why Join?
- Opportunity to lead and shape the FP&A function within a growing financial services business.
- Significant exposure to the Executive Committee and Board.
- Highly strategic role with genuine influence over business direction and investment decisions.
- Collaborative, high-performing leadership team with ambitious growth plans.
- Excellent long-term career progression into broader Finance Director or CFO pathways.
If you are an experienced FP&A leader looking for a strategic leadership role where you can influence business performance and play a key role in the next phase of growth, we'd welcome a confidential conversation.
Apply now or contact EquiTalent for a confidential discussion.
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