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About the Role

We are seeking an experienced and commercially minded Head of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, budgeting, and performance reporting. This role will provide strategic financial insight, support senior-level decision-making, and drive robust planning processes.

Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain robust financial models to support strategic and operational decision-making.
• Deliver accurate forecasts across revenue, costs, cash flow, and profitability.
• Drive continuous improvement in forecasting accuracy and planning methodologies.
• Act as a trusted finance partner to senior stakeholders across the business.
• Support business leaders with financial analysis, insights, and recommendations to drive performance.
• Challenge assumptions and provide commercial guidance on key initiatives and investment decisions.
• Build strong relationships across Finance and the wider organisation.
• Lead a team of four data professionals, responsible for Smart's BI reporting and data analytics.
• Shape the team's strategic direction, focusing on shifting outputs up the analytics maturity curve from foundational to advanced and maximising value to the business.
• Drive efficiencies and improvements to ways of working, including responsibility for prioritising the relative importance of data requests from across the business.
• Anchor the data team to the rest of Finance, ensuring the quality and consistency of outputs.
• Produce high-quality management reporting, KPIs, and financial performance analysis.
• Provide clear commentary on financial results, trends, risks, and opportunities.
• Support Executive and Board reporting requirements.
• Drive a data-led approach to business performance management.
• Support the development and delivery of the organisation's strategic and financial plans.
• Evaluate commercial opportunities, investments, and business cases.
• Provide financial modelling and scenario analysis to support decision-making.
• Identify opportunities to improve efficiency, profitability, and business performance.
• Drive enhancements to FP&A processes, systems, and reporting capabilities.
• Support the continued development and optimisation of financial planning tools and models.
• Promote best practice across budgeting, forecasting, and performance reporting activities.
• Lead and develop the FP&A team, fostering a high-performance culture.
• Provide coaching, support, and clear direction to ensure the delivery of high-quality financial planning, analysis, and reporting.
• Manage team priorities and resource allocation to meet business objectives.

Requirements

• Qualified Accountant (ACA, ACCA, CIMA, or equivalent).
• Significant experience in Financial Planning & Analysis, Commercial Finance, or Strategic Finance roles.
• Proven experience leading budgeting, forecasting, and financial planning processes.
• Strong business partnering experience with senior stakeholders.
• Advanced financial modelling and analytical skills.
• Experience using Anaplan for planning, forecasting, and reporting.
• Excellent communication and presentation skills, with the ability to translate complex financial information into meaningful business insights.
• Strong stakeholder management and influencing skills.
• Experience within a technology, fintech, financial services, or high-growth environment (Desirable).
• Exposure to financial due diligence, transactions, M&A activity or investment analysis (Desirable).
• Experience supporting business transformation or finance change initiatives (Desirable).
• Knowledge of business intelligence and reporting tools (Desirable).

Skills

• Financial Planning & Analysis
• Commercial Finance
• Strategic Finance
• Budgeting
• Forecasting
• Financial Planning
• Business Partnering
• Financial Modelling
• Analytical Skills
• Anaplan
• Communication
• Presentation Skills
• Stakeholder Management
• Influencing Skills
• Business Intelligence
• Reporting Tools

Location

• Remote

Work Type

• Full-time

Experience Level

• Senior

Education Level

• Qualified Accountant (ACA, ACCA, CIMA, or equivalent)

Benefits

• 25 days’ holiday per year, increasing with length of service.
• £500 annual training budget for professional development.
• Extensive private healthcare, including dental, eyecare and EAP.
• Enhanced sick leave (three months’ pay per year).
• Enhanced maternity (6 months fully paid) and paternity (3 weeks fully paid).
• Death in service insurance cover.
• Fully-paid five-week sabbatical after five years of employment.
• In office wellbeing (manicures, massages, barbers).
• 50% discount on orders from sister company Arena Flowers.

About the Company

• Our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
• We work in partnerships with governments and financial institutions in the UK and internationally.
• Our cloud-native digital platform is revolutionising how people around the world think about, and save for, their retirement.
• We are a financial technology business focused on innovation and using the power of digital change to put the customer first.
• Working at Smart gives you the opportunity to play your part in developing world-class technological solutions, working with – and learning from – like-minded people.
• Colleagues love Smart’s culture and how what we do means better financial outcomes for savers.
• What we do, collectively, goes way beyond the nine to five of a typical working day.

Equal Opportunity

• At Smart, we are committed to creating an inclusive and equitable workplace where everyone feels valued, respected, and empowered to do their best work.
• We believe that diverse perspectives help us lead the way in transforming retirement, savings, and financial wellbeing.
• We welcome differences in background, experience, thinking, and identity, and we recognise that innovation is strongest when it is built on inclusion and fairness.
• We encourage applications from people of all backgrounds and experiences and do not discriminate on the basis of any protected characteristic.
• If you require any reasonable adjustments during the recruitment process or in the workplace, we encourage you to let us know - we are committed to supporting you.