Overview
FP&A and Financial Integration Analyst
Location: 3 Days Wilmslow HQ, 2 days from home
Salary: Competitive
The Citation Group, headquartered in Wilmslow and established in 1995, is a growing professional services and compliance business employing over 600 people. The product delivers HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The group has grown rapidly and, as a Private Equity-backed business, aims to triple the size of the business over the next few years through organic growth and acquisitions.
The role is to join a high-growth finance team as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. This is a pivotal role combining forward-looking financial analysis with hands-on integration support to shape financial strategy and performance visibility across a rapidly expanding organisation.
Responsibilities
* Financial Planning & Analysis: Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership.
* Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives.
* Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions.
* Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis.
* Prepare presentations and analysis for senior management and investors.
* Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information.
* Work with divisional finance teams regarding the preparation of financial information in line with Group standards and timings.
Responsibilities (Continued)
* Financial Integration: Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies.
* Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and impact on the Group post-deal.
* Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues.
* Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks.
* Manage the consolidation of accounting and reporting systems.
* Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions.
Data, systems and process improvement
* Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy.
* Identify opportunities to automate reporting processes and ensure the accuracy, consistency and reliability of financial data across systems.
* Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation.
* Support compliance with corporate financial policies, controls and reporting standards, ensuring data quality throughout the planning process.
Other ad hoc projects
* Assist in the group audit of new acquisitions in the year.
* Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.).
* Readiness reviews in advance of Group exit from current PE cycle.
About you
* Hold an ACA (or equivalent) qualification.
* A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions.
* Strong communication skills, both verbal and written.
* Excellent interpersonal skills and an ability to engage non-Finance colleagues.
* Advanced Excel and data manipulation is essential.
* Technically strong with a good depth of understanding and experience of financial reporting.
* Experience of improving processes and control environments.
* Ability and desire to work in a fast-paced and ever-evolving Private Equity environment.
* Experience in working with subscription business metrics (ARR, NRR, churn etc) preferable.
Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!
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