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Head of financial planning & insights

Portsmouth
JR United Kingdom
Financial planner
Posted: 17h ago
Offer description

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Head of Financial Planning & Insights, Portsmouth, Hampshire

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Client:

Finatal


Location:

Portsmouth, Hampshire, United Kingdom


Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3


Posted:

26.06.2025


Expiry Date:

10.08.2025

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Job Description:

Title: Head of Financial Planning & Insights

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

MT91781

The Opportunity

* Finatal is supporting a PE-backed IT managed services business with a first-time FP&A leadership hire, offering a rare chance to build a top-tier commercial finance function from scratch. You will report directly to the CFO and be a trusted partner to the senior leadership team, providing insights and rigor to drive EBITDA growth.

Key Responsibilities

* Design, build, and oversee 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 insights and analysis to support strategic decisions and operational performance.
* Lead budgeting, forecasting, scenario planning, and performance reporting across the group.
* Support M&A activity, focusing 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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