Head of FP&A - Lending

Circle Square Talent
London, South East England
06 Jul 2017
05 Aug 2017
Contract Type
Full Time
Senior Manager -Head of Financial Planning and Analysis
Circa £75/80,000 plus bonus plus benefits
London, West End

Our client is a Central London Private Equity backed lender embarking on their next stage of growth. Part of this growth entails them undergoing an IPO and as such we are looking for someone who is strong on metrics, works within FS in an FP&A role where you have owned the whole budgetary cycle as well as planning. This role will develop and is yours to shape.

Reports to:                         CFO/Finance Director

Purpose of role:                  To drive financial and commercial business objectives through the provision                                         of financial analysis.


- Production of annual 3 year financial plan
- Own, develop and maintain the business financial model
- Overall responsibility for the monthly forecasting and annual budgeting process, including coordination and consolidation of inputs, production of analysis and associated commentary
- Develop financial models and reports to assess and model the impact of business opportunities or market developments on the current and future financial results and strategic plans
- Produce monthly Board and Executive Committee reporting packs including Key Performance Indicators
- Support the development of new business initiatives, including the financial and strategic analysis of new business proposals
- The key finance lead for strategic/tactical decisions, business cases and new initiatives
- Strategic monitoring including market analysis (direct and connected), competitor analysis and benchmarking, and analysis of commercial partners
- Provide challenge to the business to ensure that planning assumptions are robust and accurately reflect current market conditions and the Business’s strategy
- Maintain a strong relationship with the main shareholder
- Drive operational improvements across the business

Key Performance indicators

-  Timely Annual Budget delivery
-  Monthly reporting cycle and clearly understanding variances
-  Creatively and commercially aware towards correcting any Budgetary diversions
-  Educate other areas regarding financial awareness, KPI’s and performance

Previous Experience

-  Previous experience managing a financial planning and analysis team
-  5+ years experience
-  Qualified ACA/ACCA/CIMA
-  Experience in Financial services (Lending secured or unsecured or insurance)
-  Proven experience in orchestrating the annual Budgetary process, liaising with stakeholders, process managing the Budget to completion
-  Proven experience in analyzing and understanding Budget variances, recommending corrective actions and driving results.
-  Proven experience in driving reporting automation and controls
-  Ability to explain variances in P&L and Balance Sheet vs Budgets and Forecasting


- Advanced level of Excel experience including ability to create and use v-look ups, offset and pivot tables.
-  Operational finance with a focus on a high level of attention to detail with the added ability to see the wider picture
- Strong Stakeholder management & record in driving budgetary controllership
-  Good presentation skills
- Ability to work autonomously and to tight deadlines
- Excellent academics
-  SQL/ Sun systems a plus