Head of Financial Planning & Analysis (FP&A)

Head of Financial Planning & Analysis (FP&A)

About Attivo:

Attivo are Lifestyle Financial Planners.

Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.

Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients lifestyle needs.

Whether youre a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.

About the role:

This is a newly created role reporting directly to the CFO and forming part of the senior finance leadership team.

As Head of Financial Planning & Analysis (FP&A) you will lead our forecasting budgeting and financial planning processes ensuring dataled insights are provided to support decisionmaking across the business. You will be a trusted advisor to the CFO Executive Committee and Board producing highquality financial analysis and modelling aligned to our strategic goals.

You will also support the CFO in debt management play a key role in acquisition due diligence and integration and ensure our financial planning aligns with Consumer Duty outcomes. This is a handson role in a fastpaced acquisitive environment that offers the opportunity to shape our financial insight capabilities from the ground up.

About you:

You are a qualified accountant (CIMA ACA or ACCA) with a strong commercial mindset and experience operating in highgrowth complex or acquisitive organisations. You have a solid track record of building financial models managing budget cycles and presenting analysis at Board or ExCo level.

You are datadriven detailoriented and proactive comfortable leading planning processes challenging assumptions and working closely with teams across the business. You are resilient solutionsfocused and ready to build something new within a growing finance function.

The successful candidate will need to be based at our Cheltenham Office a minimum of 2 days per week with the option to work remotely the remaining days. We value worklife balance and offer flexible working alongside our hybrid approach.

Key responsibilities include:

Own the Groups fiveyear financial plan annual budget and rolling forecasts

Lead all FP&A activity including performance reporting and variance analysis

Provide insight to the CFO ExCo Board and investors to support strategic decisions

Play a central role in acquisition modelling due diligence and postdeal integration

Support the CFO in cash flow forecasting and debt management

Collaborate with the Financial Controller to strengthen internal controls

Identify financial risks and opportunities and drive costefficiency

Support financial elements of Consumer Duty including KPI design budgeting and fair value analysis

Act as a Change Champion helping to embed a culture of commercial finance insight across the business

Essential skills and experience:

Qualified accountant (CIMA ACA or ACCA) with at least 5 years postqualified experience

Experience working in a fastpaced leveraged or acquisitive environment

Proven success delivering reporting and insight at a senior stakeholder level

Strong financial planning modelling and analytical skills

Excellent attention to detail and time management

A proactive selfmotivated approach with a commercial mindset

Desirable skills and experience:

Financial Services or regulated sector experience

M&A due diligence and integration experience

Cash flow management knowledge

Line management experience

Salary and benefits:

Competitive base salary depending on experience

6000 car allowance

Noncontributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness cover

Death in Service

Parking allowance

Generous holiday allowance rising with length of service

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of preemployment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history criminal records UK directorship and disqualifications check.

Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Please visit our website to view our full privacy policy for prospective employees.

Required Experience:

Senior Manager