FP&A Specialist

Our client, a highly regarded Investment firm are looking to add to their Finance function by hiring an experienced and commercially driven Senior FP&A Specialist to play a key leadership role in the team in addition to supporting the daily responsibilities of the FP&A team and helping to shape the function moving forward.

Role & Responsibilities

1. Lead the annual budgeting process and rolling forecasts for key business areas.
2. Own and enhance complex financial models, including scenario planning and long-range forecasting.
3. Provide clear analysis of variances and emerging trends, with recommended actions.
4. Support senior leadership with decision-making through robust financial analysis and business cases.
5. Evaluate strategic initiatives, investments, and cost optimisation opportunities.
6. Translate financial performance into clear, actionable insights for non-finance stakeholders.
7. Act as a trusted partner to senior stakeholders across functions (e.g. Investment, Client Operations and other core functions).
8. Challenge assumptions and provide independent financial perspective.
9. Drive accountability for financial performance and KPI delivery.
10. Mentor and support other team members where required, providing guidance on analysis, modelling, and stakeholder engagement.
11. Review work outputs to ensure quality and consistency.
12. Contribute to building a high-performing, collaborative FP&A culture.
13. Lead initiatives to improve FP&A processes, reporting quality, and efficiency.
14. Drive automation and standardisation across reporting and forecasting.
15. Partner with finance systems and data teams to enhance tools and data integrity
16. Champion the use of AI tools (e.g., generative AI, predictive forecasting, automation tools) within FP&A
17. Apply AI to improve forecast accuracy, scenario modelling, and insight generation
18. Identify and implement opportunities to reduce manual work and enhance decision support through technology

Background & Experience

1. Approximately 6–9 years of experience in FP&A, corporate finance, or related roles.
2. Qualified Accountant ideally ACA or ACCA.
3. Strong financial modelling and analytical skills, with experience building and owning complex models.
4. Demonstrated experience partnering with senior stakeholders.
5. Experience mentoring or managing junior team members.
6. Hands-on experience using AI tools in a finance or analytical context (e.g., ChatGPT, Copilot, Python-based tools, or AI-enabled BI platforms).
7. Strong understanding of financial statements, drivers, and business performance metrics.
8. Advanced Excel skills and experience with financial planning systems (e.g., Anaplan, Adaptive, SAP, Oracle, or similar).
9. Strong commercial acumen and strategic thinking.
10. Ability to influence and challenge senior stakeholders constructively.
11. Leadership mindset with a willingness to coach and develop others.
12. Excellent communication skills, with the ability to simplify complex topics.
13. Proactive, solutions-oriented, and comfortable operating with autonomy.
14. Strong interest in leveraging AI and technology to modernise finance.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted