Overview

Director of Financial Planning and Analysis. We are looking for a commercially minded and analytically driven FPandA professional to join our client based in the City, London head office. This hands-on role offers an opportunity to shape and elevate financial reporting, forecasting, and commercial insight capability. 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.This role has a clear mandate to improve and professionalise the FPandA function, including introducing structured forecasting and enhancing insight into business performance through better data utilisation.Responsibilities

Reporting and insightBuild 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 planningDesign and implement a fit-for-purpose forecasting framework across divisions.Support the annual budgeting cycle and 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 partneringBuild 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 improvementIdentify 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 expansionSupport MandA activity or new business initiatives.Report and evaluate on strategic or ad-hoc projects related to regional growth, restructuring or system upgrades.

Qualifications

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

DirectorEmployment type

Full-timeJob function

FinanceIndustries: Financial Services and BankingNote: This posting may include generic or regional recruiter notes. EEO statements and compliance language should be kept as applicable by the employer.

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