Harper May is working with a founder-led financial services firm that has grown steadily over the past five years, building a strong market presence in its specialist segment. The business is now scaling its operations and has recently expanded its client base, which means the finance function needs to evolve alongside it. Their current FP&A setup has been built organically, and they are now seeking a FP&A Manager to bring structure, consistency, and analytical rigour to planning and performance reporting.

The Role
You will report to the Finance Director and own the full planning cycle-from annual budget through monthly and quarterly forecasts. Your focus will be on building reliable models that stakeholders trust, and on translating financial data into insights that drive commercial decisions. The business is relationship-driven and values finance partners who can work closely with the business units, not sit apart from them.

Key Responsibilities

• Develop and manage the annual budget, rolling forecasts, and scenario planning
• Produce monthly performance reporting with clear commentary on variances and trends
• Build financial models to support pricing, profitability, and product-level analysis
• Work with business leaders to understand drivers and assumptions, challenging where needed
• Support management accounts and provide analysis for investor and Board reporting
• Identify process improvements and move from manual spreadsheets to more robust systems

What we are looking for

• ACCA, ACA, or CIMA qualified, or equivalent demonstrable experience
• Three to five years of FP&A or commercial finance experience in financial services
• Solid financial modelling skills and comfort with Excel (ideally some exposure to BI tools or planning software)
• Ability to communicate findings clearly to non-finance stakeholders
• Pragmatic problem-solver who can work with imperfect data and improve over time
• Self-starter who takes ownership and works well in small, collaborative teams