Senior FP&A Manager

Senior FP&A Manager

• Own the Group budgeting process end to end: calendar, templates, assumptions, consolidation and sign-off pack.

• Build and maintain a robust three year plan, including the integrated cashflow model, and keep it genuinely driver-based rather than extrapolated.

• Own the financial figures underpinning the Value Creation Plan, and the tracking of delivery against it.

• Consolidate, review and constructively challenge business unit budgets and forecasts before they reach the Executive.

• Lead scenario modelling, sensitivity analysis and capacity planning across the plan period.

• Own the financial content within Board, Executive Committee, lender and shareholder reporting: exhibits, narrative, quality and timetable.

• Build and maintain the standard analytical set: EBITDA and variance bridges, contribution and margin analysis, LTM and run-rate views, cash and covenant metrics.

• Translate a complex multi-business-unit performance picture into a clear, decision-ready story for a senior external audience.

• Support the Director of Financial Performance as a point of contact for shareholder queries on financial performance.

• Act as the arbiter of financial definitions and methodology across the Group, so that numbers reconcile wherever they surface.

• Quality-control business unit submissions and commentary, providing consistency and challenge before publication.

• Resolve the root causes of recurring inconsistency rather than reconciling the same differences each month.

• Proactively manage the finance calendar, particularly the strategy, target and budget cycle.

• Own the Group KPI and MI reporting suite in Power BI, including the underlying data logic and its integrity.

• Work with the wider finance team to develop the Kimble professional services automation platform and realise more of its value.

• Support the commercial development of the Group data warehouse, shaping it toward genuine decision-making use cases.

• Drive automation and simplification so the team spends materially more time on analysis and less on assembly.

• Deputise for the Director of Financial Performance, including at Executive and shareholder level.

• Manage, develop and stretch the FP&A Analyst.

• Set the analytical standard for the wider Business Partnering and FP&A team, and coach to it.

• Fully qualified accountant (ACA / ACCA / CIMA or equivalent) with significant post-qualified experience in FP&A or commercial finance.

• Demonstrable ownership of a full budget and forecast cycle in a multi-business-unit organisation.

• Track record of producing Board or investor-grade reporting, with the judgement to know what a senior audience needs and what it does not.

• Strong financial modelling capability, including integrated P&L, balance sheet and cashflow.

• Experience in a private equity backed business is strongly preferred: shareholder reporting, value creation plan tracking, lender or covenant reporting, or supporting a quality of earnings exercise.

• Professional services or consulting economics (utilisation, rate realisation, recovery, WIP and lock-up) is an advantage.

• Line management experience, or clear readiness for it.

• Fluent in building and defending an EBITDA bridge.

• Advanced Excel; strong working knowledge of Power BI and the discipline of a well-structured data model.

• Credibility and confidence to challenge senior stakeholders constructively, including peers closer to the business than you are.

• Comfortable operating at pace with imperfect data and firm deadlines.

• An enquiring mind, seeking to improve processes and automate reporting.

• Evidence of having raised the standard of an existing team or process, not simply operated one.

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team.  We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com