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Head of Financial Planning & Analysis (FP&A)
About Attivo:
Attivo are Lifestyle Financial Planners.
We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.
Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role:
This is a newly created role, reporting directly to the CFO and forming part of the senior finance leadership team.
As Head of Financial Planning & Analysis (FP&A), you will lead our forecasting, budgeting and financial planning processes, ensuring data-led insights are provided to support decision-making across the business. You will be a trusted advisor to the CFO, Executive Committee and Board, producing high-quality financial analysis and modelling aligned to our strategic goals.
You will also support the CFO in debt management, play a key role in acquisition due diligence and integration, and ensure our financial planning aligns with Consumer Duty outcomes. This is a hands-on role in a fast-paced, acquisitive environment that offers the opportunity to shape our financial insight capabilities from the ground up.
About you:
You are a qualified accountant (CIMA, ACA or ACCA) with a strong commercial mindset and experience operating in high-growth, complex or acquisitive organisations. You have a solid track record of building financial models, managing budget cycles, and presenting analysis at Board or ExCo level.
You are data-driven, detail-oriented and proactive - comfortable leading planning processes, challenging assumptions, and working closely with teams across the business. You are resilient, solutions-focused and ready to build something new within a growing finance function.
The successful candidate will need to be based at our Cheltenham Office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work-life balance and offer flexible working alongside our hybrid approach.
Key responsibilities include:
• Own the Group's five-year financial plan, annual budget, and rolling forecasts
• Lead all FP&A activity, including performance reporting and variance analysis
• Provide insight to the CFO, ExCo, Board and investors to support strategic decisions
• Play a central role in acquisition modelling, due diligence and post-deal integration
• Support the CFO in cash flow forecasting and debt management
• Collaborate with the Financial Controller to strengthen internal controls
• Identify financial risks and opportunities, and drive cost-efficiency
• Support financial elements of Consumer Duty, including KPI design, budgeting and fair value analysis
• Act as a Change Champion, helping to embed a culture of commercial finance insight across the business
Essential skills and experience:
• Qualified accountant (CIMA, ACA or ACCA) with at least 5 years' post-qualified experience
• Experience working in a fast-paced, leveraged or acquisitive environment
• Proven success delivering reporting and insight at a senior stakeholder level
• Strong financial planning, modelling and analytical skills
• Excellent attention to detail and time management
• A proactive, self-motivated approach with a commercial mindset
Desirable skills and experience:
• Financial Services or regulated sector experience
• M&A due diligence and integration experience
• Cash flow management knowledge
• Line management experience
Salary and benefits:
• Competitive base salary, depending on experience
• £6,000 car allowance
• Non-contributory Pension Scheme (8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness cover
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
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