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Head of financial planning & insights

Portsmouth
Finatal
Financial planner
Posted: 12h ago
Offer description

Title: Head of Financial Planning & Insights

Compensation: Competitive base, bonus & exit bonus

Location: Southampton 2x per week (with the ability to expense an overnight stay)

MT91781

The Opportunity

* Finatal are supporting a PE-backed IT managed services business with a first-time FP&A leadership hire which presents a rare chance to build a best-in-class commercial finance function from the ground up. You will report directly to the CFO and act as a trusted partner to the senior leadership team, providing the insights and rigour to drive EBITDA growth.

Key Responsibilities

* Design, build, and own the FP&A function, processes, and tools to support a growing and acquisitive business
* Maintain a robust 3-year financial model and long-term forecasting framework
* Deliver actionable commercial insight and analysis to support strategic decisions and operational performance
* Lead on budgeting, forecasting, scenario planning, and performance reporting across the group
* Support M&A activity, with a particular focus on post-merger integration and harmonisation of financial reporting
* Act as a key business partner across departments, including Sales, Operations, and Technology
* Recruit and develop a high-performing FP&A team


Requirements

* A strategic and hands-on FP&A leader with experience in private equity-backed, fast-growth, or acquisitive environments
* Strong commercial acumen, with a track record of delivering insights that drive EBITDA improvement
* Expertise in building forecasting models and financial frameworks from scratch
* Exposure to post-merger integration and supporting M&A activities
* Comfortable operating in a high-change, high-growth environment — and excited to build and scale a function
* Strong interpersonal skills — able to influence and collaborate across all levels of the organisation

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