Head of FP&A - Morgan McKinley
Job description
Original text imported from Reed
Morgan McKinley is currently partnering with a fantastic Bath based organisation in the Education sector to recruit a Head of FP&A.
The Role
Reporting to the Finance Director within a large finance team, this role would have a broad remit encompassing the following responsibilities:
- Lead on development of 5-year financial plan and annual budget planning
- Oversee automation and data model enhancement
- Provide management accounts support and financial insight including variances against budget
- Provide data driven insight to enhance financial performance
- Leadership of small team and influence cross team outcomes
- Lead development of financial models and provide scenario planning and modelling to support strategic decision making
To be considered for this role, you will be a Qualified Accountant with breadth and depth in planning and analysis experience.
Experience of working in the Education sector is highly desirable, and you will be experienced in developing financial plans, forecasting and scenario analysis.
My client has experienced strong recent growth and is currently outperforming peers in the same sector, and you would be working in a highly attractive working environment, with flexible, hybrid working on offer (2 days p/w in the office).
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your qualified accountant status (ACA/ACCA/CIMA) prominently as this is essential for the Head of FP&A role
📊 Quantify your FP&A achievements: "Led 5-year strategic planning for £50M revenue, improving forecast accuracy by 15%"
🎓 Emphasise any education sector experience as the advert specifically mentions this is highly desirable
🤖 Showcase automation and data model enhancement projects you've delivered to demonstrate technical FP&A capabilities
👥 Detail your team leadership experience and cross-functional influence as you'll be leading a small team and working across departments
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Developed comprehensive 5-year financial plan for £45M education provider, incorporating scenario modelling that supported 12% revenue growth strategy
- •Led automation of monthly management accounts process, reducing reporting cycle from 8 to 4 days whilst improving variance analysis accuracy by 25%
- •Managed FP&A team of 4 analysts delivering budget planning and forecasting for 6 business units, consistently achieving forecast accuracy within 3% of actuals
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Dear Hiring Manager,
Your Head of FP&A role at this Bath-based education organisation perfectly aligns with my qualified accountant background and extensive financial planning expertise. Having developed 5-year strategic plans and led automation initiatives in previous FP&A roles, I am particularly drawn to the opportunity to enhance your data models whilst supporting continued sector outperformance.
My background in financial planning and analysis spans budget development, variance analysis, and strategic modelling across growing organisations. I have consistently delivered data-driven insights that support executive decision-making, whilst building and leading high-performing finance teams.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk me through your approach to developing a 5-year financial plan for an education organisation
- ›How would you enhance data models and automation in our FP&A processes?
- ›Describe your experience with variance analysis and management reporting
- ›What financial modelling techniques do you use for scenario planning?
- ›How do you ensure accuracy in budget planning and forecasting processes?
Behavioural
- ›Tell me about a time you led a team through a challenging financial planning cycle
- ›Describe a situation where you had to influence stakeholders across different departments
- ›Give an example of when you provided data-driven insights that changed strategic direction
- ›How do you handle competing priorities when managing multiple financial projects?
- ›Tell me about a time you had to present complex financial analysis to senior leadership
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you led a team through a challenging financial planning cycle
Give an example of when you provided data-driven insights that changed strategic direction