FP&A Transformation Senior Consultant - Financial Services

You will play a pivotal role in designing and delivering FP&A transformation programmes for banks, asset managers, and insurance firms. From operating model redesign to planning process optimisation and technology enablement, you’ll advise senior Finance stakeholders and drive real impact.

You will work closely with partners and directors, lead or support project teams, and bring thought leadership to build our FP&A proposition.

Key Responsibilities:-

Lead and deliver end-to-end FP&A transformation engagements, including:-

• Operating model redesign (centralised/decentralised FP&A)
• Planning, budgeting, and forecasting process improvement
• Cost allocation and performance management enhancements
• Finance business partnering and insight generation
• Technology enablement (e.g. Anaplan, TM1, Oracle EPM, SAP BPC)
• Conduct current state assessments, identify pain points, and shape future-state design
• Engage with client stakeholders from CFO to FP&A teams to co-develop solutions
• Manage project timelines, deliverables, and junior consultants (Manager grade)
• Contribute to internal thought leadership, proposition development, and go-to-market strategy
• Support business development, proposal writing, and client pitch delivery
• Build, Operate, Transition for key FP&A positions

Requirements

Essential:

• Prior experience in a management consulting firm, delivering Finance or FP&A projects
• Relevant industry experience in a Finance function within a Financial Services firm (e.g. FP&A, Finance Transformation, Business Partnering, or Strategy Finance)
• Deep understanding of the Financial Services sector: banks, insurance, asset management and/or the Financial Services enablement sector ( e.g. FMI, FS technology)
• Strong analytical, communication, and stakeholder engagement skills

Desirable:

• Familiarity with FP&A tools such as Anaplan, Oracle EPM, SAP BPC, Adaptive Insights, or similar
• Exposure to data visualisation / reporting tools (e.g. Power BI, Tableau)
• Experience in AI/ML applications in Finance, or automation (e.g. RPA)

Candidate Profile

• Passionate about transforming the Finance function in Financial Services
• Commercially aware, client-focused, and outcomes-driven
• Able to operate in ambiguous environments and shape structured solutions
• Strong interpersonal skills and comfortable working with senior stakeholders
• Team player with a growth mindset and an interest in emerging technologies