FP&A Lead

What are we looking for in our FP&A Lead?

FP&A Lead
Specialist Marketing Services Brand
£££ Competitive Salary, in the region of £75,000-£95,000 

Our client is a highly profitable, privately owned marketing services company.  With an established brand and over a decade of strong financial results, they are now embarking on an exciting period of growth and transformation.

The role

This newly created role of FP&A Lead will support the continued development of the business and it’s reporting. The role works closely with the existing finance team, CFO and other stakeholders in building and maintaining a best-in-class SME FP&A capability in the business.

Key Responsibilities

Business partnering

• Understand the business and move along the value curve from reporting to insight to true decision support.
• Act as a Strategic Financial Partner to the BU leads and budget owners. Help understand financial and non-financial data and support their decision making.

Financial forecasting & reporting

• Lead on the preparation of the monthly board reporting pack
• Key role in most board reporting – financial, sales, cash and other KPIs.
• Tactically lead the (currently quarterly) reforecasting process at Business Unit Level. Key role in annual business planning/budgeting process.
• Work with key stakeholders (CRM Administrator, CFO, CCO etc) to co-develop reporting sourced from multi-dimensional data arrays to surface key commercial KPIs (i.e. Product Gross Retention Rates and Net Retention Rates)

Data Visualization & Analytics

• Review, develop and manage (or co-manage) existing suite of Power BI reports (non-financial reporting)
• Design, develop and maintain financial reporting capability facilitating drilldown and break out where required. This may include interactive dashboards, reports, and visualisations to present financial and operational data.

Financial Modelling

• Work closely with CFO on building an “investor/bank standard” integrated financial multi-year model (that can be used for budgeting and forecasting)
• Review and update the management accounting reporting.
• Other ad-hoc commercial modelling, i.e. annual multi-currency product pricing decision

Key Skills & Attributes:

Essential:

• ACA/ACCA/CIMA qualification
• Experience of Power BI and other reporting tools
• Demonstrable experience in hands-on SME environments
• Demonstrable experience of impacting decision making
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Ability to thrive in a fast-paced environment with tight deadlines.
  
  

Desirable:

• Relevant sector experience
• Previous experience of Dynamics Great Plains or Dynamics 365
• Experience with multi-currency, multi-product, multi-geography operations.
• Experience of other analysis, forecasting or reporting tools (Datarails, Fathom, Vena, Prophix, Sharperlight etc.)

The successful candidate will have previous relevant experience in an FP&A function, with prior experience of Power BI, and ideally in a relevant B2B sector.

This role can offer true ownership and accountability to build & develop a best in class FP&A function within a rapidly expanding business moving through an exciting period of growth and transformation.