Group FP&A Manager

Overview

Group FP&A Manager – PE Backed Wealth Management Firm

Pearse Portfolio has partnered with a leading UK financial services and wealth management group to appoint a Group FP&A Manager.

This is a key role within the Group finance function, offering the opportunity to work closely with senior leadership across a complex, multi-divisional organisation. The Group FP&A Manager will play a key role in driving financial performance, supporting strategic decision-making and strengthening financial planning and reporting across the business.

Reporting to their Commercial Finance Director, you will lead a team of four and take ownership of the business partnering, planning and performance management agenda across a number of operating divisions.

The Role:

As Group FP&A Manager, you will act as a trusted finance partner to divisional leaders and senior stakeholders, providing commercial insight, constructive challenge and clear visibility of financial performance.

You will lead key elements of the annual budgeting and forecasting cycle, oversee divisional performance reporting and help identify opportunities to improve processes, systems, data and reporting capabilities across the wider finance function.

This is a fantastic opportunity to join a leading and highly established financial services group in a broad, commercially focused FP&A leadership role with significant exposure to senior stakeholders across the business.

Key Responsibilities:

Business Partnering & Performance Management

• Partner closely with divisional leaders and senior operational stakeholders to drive financial and operational performance.
• Provide insightful financial analysis, commercial challenge and decision support across key business initiatives and strategic priorities.
• Develop a deep understanding of divisional performance, identifying key drivers, risks and opportunities.
• Support senior leadership teams in making informed commercial and operational decisions.

Planning, Budgeting & Forecasting

• Lead and coordinate key elements of the annual budgeting process across multiple business divisions.
• Work closely with finance and operational leaders to develop robust, commercially focused financial plans.
• Coordinate regular forecasting and reforecasting cycles, ensuring clear alignment with wider Group objectives.
• Analyse performance trends and provide forward-looking insight around risks, opportunities and financial outlook

Management Information & Financial Insight

• Lead the preparation of monthly divisional performance reporting for senior leadership.
• Deliver clear and insightful analysis of performance against budget, forecast and prior periods.
• Develop financial models and analysis to support commercial decision-making and business performance reviews.
• Support the preparation of financial materials for Executive and Board-level discussions.

Finance Transformation & Process Improvement

• Drive improvements across finance processes, reporting and data quality.
• Support the development of finance systems, reporting tools and analytics capabilities.
• Identify opportunities to increase automation and improve the efficiency and scalability of financial reporting.
• Contribute to wider finance transformation initiatives across the Group.

Leadership

• Lead, develop and mentor a team of finance professionals.
• Establish best practice across budgeting, forecasting, performance analysis and management reporting.

About You:

• Qualified Accountant (ACA, ACCA, CIMA or equivalent).
• Strong background in FP&A, commercial finance, strategic finance and/or finance transformation.
• Experience operating within a complex or multi-divisional organisation.
• Strong financial modelling and analytical capabilities.
• Comfortable working with and influencing senior stakeholders