*Up to 50% travel required*
We're partnering with a growing, private equity-backed distribution business on the search for a Head of FP&A to build and lead its financial planning and analysis function.
With a clear growth strategy supported by its private equity investor, the business is looking for a commercially minded finance leader who can bring greater structure, visibility and insight to financial performance. Reporting directly to the CFO, you'll take ownership of FP&A across the organization, working closely with operational and commercial leaders to help drive profitability, improve forecasting and support strategic decision-making.
This is a genuine build opportunity. There is no established FP&A function today, so you'll have significant autonomy to shape the processes, reporting and financial infrastructure from the ground up, with the opportunity to build a team as the business continues to grow.
What you'll be doing:
- Build and own the FP&A function, establishing the processes, reporting and planning capabilities needed to support a growing business
- Lead annual budgeting, rolling forecasts and longer-term financial planning across the organization
- Develop integrated financial models covering revenue, profitability, cash flow and capital investment
- Own short-term cash flow forecasting, including 13-week cash flow models and working capital analysis
- Partner closely with Sales, Operations, Procurement and other business leaders to understand performance drivers and identify opportunities for improvement
- Develop meaningful KPIs and reporting around customer and product profitability, pricing, margins, labor productivity and operational efficiency
- Prepare financial reporting, analysis and presentations for the CFO, executive leadership, private equity investors and Board
- Support the execution of the company's value creation strategy, tracking financial performance against key initiatives
- Evaluate strategic investments, new locations and other growth opportunities through financial modeling and scenario analysis
- Support M&A activity, including acquisition modeling, due diligence and post-acquisition performance tracking
- Identify opportunities to leverage AI and emerging technologies to improve forecasting, analysis and decision-making
What we're looking for:
- Significant progressive FP&A or corporate finance experience, ideally including ownership of planning and forecasting within a mid-sized business
- Strong experience within distribution, wholesale, logistics or a closely related industry
- Previous experience within a private equity-backed environment is strongly preferred
- Excellent financial modeling capabilities, including three-statement modeling and cash flow forecasting
- Strong commercial acumen and the ability to connect financial performance to the operational drivers of a business
- Experience preparing financial analysis and presentations for senior leadership, Boards and investors
- A hands-on, entrepreneurial approach and the ability to build processes and capabilities without an established team or extensive resources
- Strong business partnering skills, with the confidence to challenge assumptions and influence decision-making
- A genuine interest in using technology, automation and AI to improve the Finance function
- Previous people management experience and the ambition to build a high-performing team