Head of Financial Planning Analysis

Stanton House is delighted to be partnering with a fast-growing, private equity-backed professional services business. Backed by a highly respected mid-market PE fund, the business is well-positioned for significant growth, with a clear strategic roadmap and strong financial support. Following the appointment of a new CFO, we're now seeking a dynamic and hands-on Head of FP&A to help shape and scale the finance function during this exciting phase.

As the Head of FP&A, you will take ownership of business-critical financial modelling, budgeting and forecasting, business analytics and commercial finance processes at a mid-market, Private Equity (PE)-backed business. This role is crucial to supporting a proactive commercial finance function and driving visibility and transparency of the Group’s financial trajectory, particularly through a period of significant industry change.

The right candidate will be a strong financial modeller and will deeply understand operational and strategic levers, provide actionable insights, and partner closely with leadership and stakeholders.

Required Experience

• 4–8 years’ experience in commercial FP&A roles, ideally within mid-market, PE-backed businesses
• Proven success in building and maintaining integrated 3-statement financial models
• Skilled in scenario analysis, cash flow forecasting, and customer-level operational inputs
• Advanced Excel and PowerBI proficiency; comfortable with large, complex datasets
• Strong analytical skills with a track record of delivering actionable insights
• Experience supporting business change initiatives and resource restructuring
• Familiarity with private equity reporting, covenant monitoring, and compliance processes
• Demonstrated ability to manage core FP&A cycles and drive planning efficiency
• Strong business partnering ability; confident influencing non-finance stakeholders
• Naturally proactive and solutions-oriented mindset, goes beyond reactive analysis
• Clear, persuasive communicator who can extract insights from stakeholders and guide decisions

Key Responsibilities

• To lead the annual budget and periodic forecasting processes, producing clear presentation of the plan, risks and opportunities ensuring timely submission to the CFO, SLT and Board.
• To enhance and maintain the Group’s fully integrated business model (P&L, balance sheet, cash flow and covenants). Incorporate granular trading data (monthly customer-level) to forecast outcomes and scenarios.
• Drive robust scenario and sensitivity analysis to inform resource allocation and performance targets.
• Regularly update forecasts, focusing on reallocation of resources to maximize efficiency and growth.
• To analyse monthly financial performance data producing a bridge and appropriate narrative to explain any variances
• To work with the Group Reporting team to design, automate, and maintain concise dashboards in the group’s Power BI instance.
• To undertake key ad-hoc analytics are required to support the CFO to bring clarity to key components of the business
• Ensure all modelling and analytics are 'audit clean', well-structured, and easily reviewable by stakeholders.
• Analyse the Group’s results and forecasts to identify key trends and themes, including areas of revenue risk and opportunity and identifying areas for cost savings and operational enhancements.
• To work with the sales and operational teams to respond to client RFP’s and pricing proposals, bringing clarity to the impact of scenarios on revenue and EBITDA
• To implement a new pricing governance framework for the Group to ensure that decisions on pricing are structured with the right governance framework.
• Present financial and operational analyses confidently to internal and PE/Board stakeholders.
• Understand PE expectations for data accuracy, covenants, and management information.
• Deliver robust LTM (Last Twelve Months) reporting and budget/forecast tracking.
• To assist with financial due diligence, quality of earnings reviews and the integration of new acquisitions.
• To work with the CFO and Group Financial Controller with ad hoc projects as necessary, including setting the data architecture for the new accounting system

If you feel your experience matches the criteria above, we’d love to hear from you. Due to a high volume of applications, we may only be able to respond to shortlisted candidates.