Overview

Director of Financial Planning and Analysis. We are looking for a commercially minded and analytically driven FP&A 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 FP&A function, including introducing structured forecasting and enhancing insight into business performance through better data utilisation.

Responsibilities

• Reporting and insight

  • Build 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 planning

  • Design 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 partnering

  • Build 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 improvement

  • Identify 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 expansion

  • Support M&A 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 FP&A in a dynamic environment. Candidates will be qualified ACCA, CIMA or ACA/ICAEW.

Seniorities

• Director

Employment type

• Full-time

Job function

• Finance
• Industries: Financial Services and Banking

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