Head of Financial Planning & Analysis
Listed Financial Services
6 Month Fixed Term Contract
£130,000-140,000 Pro rata
Location: London – 3 days per week in the office
Overview
A listed financial services firm is looking to appoint a Head of FP&A to lead group-level financial planning, performance analysis, and investor-grade reporting. The role is highly visible, partnering closely with the investment team, CFO, and senior leadership, with a strong emphasis on listed / public-company standard FP&A and reporting.
Key Responsibilities
* Own and lead the end-to-end FP&A function across the group, including budgeting, forecasting, and long-range planning
* Deliver high-quality, board- and investor-ready MI aligned to listed-company standards
* Provide forward-looking analysis to support portfolio performance, value creation initiatives, and capital allocation decisions
* Partner closely with the investment team on portfolio analysis, return modelling, and scenario planning
* Develop and maintain robust financial models covering P&L, cash flow, balance sheet, and key KPIs
* Drive improvements in forecasting accuracy, financial insight, and FP&A processes
* Support external reporting requirements and ensure alignment between internal FP&A and external disclosures
* Lead, mentor, and develop the FP&A team
Personal Profile
* Proven experience as a Head of FP&A or senior FP&A leader within a listed business or PLC environment - essential
* Strong understanding of public-market FP&A, investor expectations, and board-level reporting
* Experience working in or closely with private equity, investment-led, or highly commercial environments
* Advanced financial modelling, forecasting, and analytical capability
* Confident senior stakeholder partner, able to influence and challenge at executive and investment-committee level
* ACA / ACCA / CIMA qualified (or equivalent)
Why Join
* Senior, high-impact role with direct exposure to investment decision-making
* Opportunity to shape FP&A at group level within a fast-paced PE environment
* Clear visibility with leadership and strong long-term progression potential