Head of FP&A - 6 month FTC

About the role

The role is a 6 month backfill Head of FP&A to lead BAU reporting and planning processes whilst we implement a new FP&A tool (Tagetik). 

As the temporary Head of FP&A, you will lead the Group financial planning, analysis, and reporting functions within a regulated business environment. This role is key in driving strategic decision-making, managing risk, ensuring compliance with regulatory requirements, and delivering MI to support the organization's growth and financial health.  

Leading a team of 4-5 individuals, you will support planning processes and monthly management reporting, bringing fresh perspective and best practice insights to the team. You will collaborate closely with senior leadership, Finance CoE’s (Financial Control, Treasury, Business Partners and cross-functional teams (Revenue/Commercial) to and to communicate the Group’s combined performance along with actionable strategic and commercial insights and align financial strategies with business objectives. 

We are looking for an established and experienced hands-on Head of FP&A to lead, develop and grow the existing team/processes through this period of significant change.   

You’ll spend your time

Strategic Financial Planning: 

• Develop and oversee the budgeting and forecasting processes, aligning with regulatory requirements and business goals 
• Monitoring capital and liquidity forecasts and risks.
• Provide strategic insights and recommendations to the executive team based on financial analysis. 

Regulatory Compliance: 

• Ensure all financial planning and reporting activities comply with relevant regulations and standards.
• Manage risk effectively, ensuring adequate controls are in place throughout key processes.
• Scenario modelling and stress testing to support our capital and liquidity adequacy processes (ICARA). 

Performance Analysis and Reporting: 

• Monitor and analyse key financial metrics, identifying trends, risks, and opportunities, working collaboratively with Finance and key stakeholders in the business.
• Prepare and present detailed financial reports to the board and senior management, refining and improving current reporting and processes. 
• Support ad hoc data requests from the Board, Exco, regulators or the investors meeting, managing expectations and delivering to required deadlines. 

Team Leadership: 

• Day-to-day management and mentorship of the existing FP&A team, fostering a culture of excellence and continuous improvement. 
• Promote collaboration across departments to enhance financial understanding and decision-making. 

Process Improvement: 

• Support the implementation of the new planning system and utilise other tools to enhance productivity, data analysis and visualisation, and presentation of MI/data.
• Identify and implement best practices in FP&A.
• Take responsibility in everything you do to deliver good outcomes for our customers.
• Positively demonstrate the Nucleus Smart, Heart and Courage values and behaviours.  
• Ensure compliance with Code of Conduct at all times.  

About you 

To succeed in this role, you'll need:

• Proven experience in a Head of FP&A role, ideally within a regulated business/s, with a strong view of best practice. 
• Strong knowledge of regulatory frameworks and compliance requirements.
• Exceptional analytical and problem-solving skills.
• Excellent communication and presentation abilities, with experience engaging with senior stakeholders.
• High proficiency in financial modelling, forecasting, and reporting tools.
• Leadership experience with a track record of building and developing high-performing teams.
• Professional qualifications such as ACA, ACCA, CIMA, or equivalent. 
• Strategic thinking and business acumen.
• Attention to detail and a commitment to accuracy.
• Ability to thrive in a fast-paced, dynamic environment with the energy and drive this requires. 
• Strong interpersonal and stakeholder management skills. 

A little about us

Our purpose at Nucleus is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-facing or not, you’ll need to be service-obsessed to work here.  

It’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our customers. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. We think big, know our stuff and move at pace, but always empowering others along the way and breaking new ground to find better ways of doing things. We know that sometimes the right choice is not the easy one, so empowering each other and celebrating others' successes, as well as our own, is part of what makes us Nucleus #WeAreNucleus

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. Find out more on our inclusion page.

We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.