We are seeking a commercially minded Head of Financial Planning & Analysis (FP&A) to join our Manchester-based team and lead our financial future.
This leadership role is ideal for an experienced finance professional with strategic vision and technical expertise. You will oversee the FP&A team, drive financial planning and forecasting, and provide insights to support high-level decision making.
Key Responsibilities
- Strategic Financial Leadership
- Partner with CFO, ExCo, and senior leaders to support strategic decisions with financial insights.
- Present complex financial data clearly to executives and the Board.
Business Planning & Forecasting- Manage the creation of the 3-year plan, annual budgets, and long-term forecasts.
- Deliver timely forecasts and analysis for planning and regulatory needs.
- Develop financial models for forecasts and scenarios.
Performance Analysis & Insight- Analyze financial and non-financial data to identify trends, risks, and opportunities.
- Produce monthly and quarterly reports with insights for stakeholders.
- Enhance reporting processes for accuracy and efficiency.
- Support ICARA, wind-down planning, liquidity, and capital frameworks through financial modeling.
- Assist with investor relations and external communications.
- Oversee KPI reporting for internal and external use.
Leadership & Transformation- Manage and mentor a team of analysts.
- Promote a culture of excellence and continuous improvement.
- Champion process improvements and finance transformation initiatives.
Candidate Requirements
- Professional qualification (CIMA, ACA, ACCA, CPA, CFA).
- Extensive FP&A experience, including leadership roles.
- Experience in Financial Services or regulated environments.
- Proven stakeholder influence and strategic delivery.
- Strong commercial acumen and strategic thinking.
- Advanced financial modeling, budgeting, and forecasting skills.
- Experience with financial systems (NetSuite, Workday, etc.) and Excel.
- Leadership and team development skills.
About AJ Bell
AJ Bell is a leading UK investment platform, serving over 593,000 customers with assets over £90.4 billion. Listed on the London Stock Exchange in 2018, we are a FTSE 250 company headquartered in Manchester, with over 1,500 employees. We are recognized as a great place to work and are committed to diversity and inclusion.