FP&A Transformation & Insights Lead

FP&A Transformation & Insights Lead

Shift Pattern:

Standard 40 Hour Week (United Kingdom)

Scheduled Weekly Hours:

40

Corporate Grade:

D - Assistant Vice President

Reporting Line:

(UK Division) CFAO Office

Location:

UK-London

Worker Type:

Permanent

This role sits within the FP&A function and combines core financial planning analysis and business partnering responsibilities with a strong focus on improving reporting automation and data visualisation capabilities.

The role holder will drive enhancements in how financial information is produced analysed and communicated leveraging tools such as Power BI and Power Automate to improve efficiency reduce manual processes and deliver more insightful decision-ready outputs to senior stakeholders.

The position is hands-on requiring both strong technical FP&A expertise and the ability to design and implement practical improvements to reporting and analytical processes.

Responsibilities

FP&A & Reporting

• Lead key elements of the monthly management accounts and reporting cycle ensuring accuracy timeliness and high-quality insight
• Produce and enhance management reporting packs including variance analysis and commentary for senior stakeholders
• Support reporting to Group ExComs and Boards delivering clear and concise financial narratives
• Play a leading role in the budgeting and rolling forecast processes including scenario and run-rate analysis
• Provide proactive financial analysis to identify risks opportunities and key business drivers

Business Partnering

• Act as a trusted finance partner to stakeholders across the business (e.g. Commercial Operations HR Technology)
• Provide decision support and challenge to senior stakeholders (Director / VP level)
• Translate complex financial data into clear commercially meaningful insights
• Build strong cross-functional relationships to improve understanding of financial performance

Process Improvement Automation and Capability building (c.40%)

• Drive the automation and optimisation of FP&A processes reducing manual effort and improving efficiency
• Design and build Power BI dashboards to enhance reporting and enable self-service analytics
• Implement automated reporting solutions using Power BI Power Automate and Excel
• Support reduction in reporting cycle times and manual interventions particularly around month-end
• Partner with Technology/Data teams to improve data quality accessibility and reporting infrastructure
• Support and coach team members in adopting new tools and improving data literacy
• Promote a culture of continuous improvement and innovation
• Develop and share best practice approaches to reporting and analysis

Academic and Professional Qualifications Required

• Qualified Accountant (ACA ACCA CIMA or equivalent)
• Minimum 2 years PQE with experience in FP&A or commercial finance roles

Required Knowledge and Level of Experience

• Technical Skills
• Required: Advanced Excel (financial modelling complex formulas data manipulation ideally VBA)
• Required: Strong PowerPoint skills (ability to deliver board-level presentations)
• Required: Power BI (essential): Dashboard development Data modelling and DAX Report automation
• Required: Experience with ERP systems (e.g. Oracle SAP Workday or similar)
• Required: Experience with planning tools (e.g. Hyperion or similar)
• Desirable: Experience with Power Automate or similar workflow tools
• Desirable: Exposure to SQL or Python for data extraction and automation
• Desirable: Experience working with large datasets and multiple data sources

Experience

• Proven experience within FP&A commercial finance or management reporting
• Demonstrated delivery of process improvement or automation initiatives
• Experience replacing or enhancing manual reporting with automated solutions
• Track record of working with senior stakeholders and influencing decision-making

Skills Set and Core Competencies Required for Role

• Strong financial analysis and modelling capability
• Ability to translate data into clear actionable business insight
• Experience in process improvement and driving efficiencies
• Strong data visualisation and reporting skills
• Excellent stakeholder management and influencing ability
• Strong problem-solving mindset with attention to detail
• Ability to manage multiple priorities in a deadline-driven environment

Personal Qualities

• Curious and innovative with an interest in leveraging technology within finance
• Enthusiastic about driving change and improving how finance operates
• Strong team player with the ability to build effective relationships
• Resilient and comfortable working under time pressure
• High level of ownership and accountability

Employment Type : Full-Time
Experience: years
Vacancy: 1