Director of Financial Planning and Analysis

We are looking for a commercially minded and analytically driven FP&A Accountant to join our client based in the City. Based at London head office, this role offers an opportunity to shape and elevate their financial reporting, forecasting, and commercial insight capability.

This is a hands-on role with a clear mandate to improve and professionalise their FP&A function. Including introducing structured forecasting and enhancing insight into business performance through better data utilisation.

You will work closely with the CFO and be embedded within a small but high-impact team. The ideal candidate will have strong technical reporting skills—especially in Power BI and Excel—paired with a commercial mindset and the ability to engage credibly with brokers, market analysts, and divisional MDs.

Reporting and insight

• Build reporting tools that combine ERP data (Workday), billing systems and bespoke broking platforms to generate commercial insight.
• Enhance and automate monthly reporting using Power BI, transitioning from Excel-based outputs to dynamic dashboards.
• Partner with divisional heads and business development teams to analyse and explain key business drivers, trends and performance.

Forecasting and planning

• Designing and implement a fit-for-purpose forecasting framework across divisions.
• Support the annual budgeting cycle and any reforecasting processes, incorporating market trends and broker-level activity where relevant.
• Develop models and structures to improve visibility of future performance, despite market variability.

Business partnering

• Build strong relationships with divisional MDs, analysts and operators to support forward-looking decision making.
• Act as a financial advisor to the business, challenging assumptions and supporting commercial initiatives with robust analysis.
• Collaborate with embedded market analysts to combine internal and external intelligence.

Systems and process improvement

• Identify opportunities to better leverage Workday and other internal tools for data extraction and financial analysis.
• Support wider finance transformation and data governance initiatives.
• Contribute to the professionalisation of financial processes and controls in a rapidly evolving commercial environment.

Strategic projects and expansion

• Support M&A activity or new business initiatives.
• Report and evaluate on strategic or ad-hoc projects related to regional growth, restructuring or system upgrades.

We are looking for a seasoned finance professional with experience leading FP&A in a dynamic environment. Candidates will be qualified ACCA, CIMA or ACA/ICAEW.