Head of Financial Planning & Analysis

Head of Financial Planning & Analysis

Fareham / hybrid working 

We’re partnering with a leading wealth management firm experiencing exciting growth. As they expand their reach, they’re seeking a talented Head of Financial Planning & Analysis to join the team and play a key role in their continued success.

This is a fantastic opportunity for an individual to take on the development and oversight of the business Reporting & Analysis.  This role will oversee the implementation and take ownership of a new reporting solution for monthly reporting, forecasting and budgeting.

 Reporting to the CFO, we are looking for an academically strong, qualified, future CFO who is organised, enthusiastic, and knowledgeable.  You’ll work in a fast-paced, collaborative and developing environment where you’ll be able to utilise your skills and expertise to support the groups growth.

Responsibilities:

You’ll manage three staff initially including two qualified accountant and oversee the effective delivery of:

• Month end reporting packs including the group reporting pack to the shareholders.
• Business partnering with department and division leads across the business to provide them with financial analysis and support.
• Group revenue oversight including completeness of income.
• Adviser remuneration involving complex calculations and analysis
• Group budgeting and ongoing forecasting.
• Implementation of a new financial reporting solution to help the group transition from or optimise its current Excel based reporting.
• Acquisition vendor deferred consideration and earnout statements.
• Working close with the CFO and Head of Finance as part of the effective finance function delivery across the organisation.

About you:

• Experience of working for a fast-paced business which has undergone a period of recent rapid growth.
• Experience of working with reporting tools to replace Excel / implementation experience a real plus.
• Proven team leadership experience is essential.
• ACA / ACCA / CIMA qualified and degree educated with strong academic results with commercial post qualification experience.
• A strong Finance Business Partner with first rate communication skills.
• Power BI / Power Query knowledge / experience desirable.
• Able to design and implement processes and make a role your own.
• Energy and passion, with the ability to be self-led to drive and iterate positive change and improvement.
• Experience within financial services or wealth management a real plus but not essential.

On Offer:

• Competitive salary and benefits package.
• Opportunity to work in a fast-paced and growing environment.
• Hybrid working environment.
• Be part of a team that is passionate about helping clients achieve their financial goals.
• Make a real impact on the company's success.

Please submit your CV for confidential consideration.

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