Director of/Head of Financial Planning & Analysis

Report to: Group CFO

Department: Finance

Location: Wilmslow

Salary: Competitive salary and benefits package

The role

The future at Citation is exciting. Whatever you excel at, whether it be management analysis, facts and figures, forging partnerships or supporting business-critical decisions – we’ve got the role for you.

This is a fantastic opportunity to become part of the Group’s wider leadership team, taking direct responsibility for all financial planning, business analysis, and the onboarding of newly acquired companies, as well as supporting on other ad hoc projects and strategic business plans.

Working alongside the group CFO, you will be fully committed to delivering against bold business plans whilst continuing to deliver a best in class service and offering to clients.

If you are looking for a role where you can be part of shaping something special where you can look back and say, “look what we achieved” then please read further.


Financial Planning & Analysis

  • Overall responsibility of P&L, Cashflow and Balance Sheet from a forecast perspective, with a view out across the next 5 years
  • Ownership of annual budgeting, ongoing “flash” forecasting, 5-year planning processes for all companies in the Group
  • Provision of reporting packs with detailed run rate / year on year / trend analysis to support and explain the actuals and forecasts
  • Ensuring the business is prepared for a future sale process and the related due diligence requirements


Ongoing Business Analysis

  • Responsible for ensuring the monthly Group Board reports are produced in a timely manner and reflect / highlight any key areas of focus
  • Delivery of continual improvements to the information and analysis provided in the Board reports
  • Ongoing provision to the business of meaningful analysis of run rates, trends, business behaviours, customer behaviours, etc.  – using this analysis to challenge performance and identify opportunities for growth
  • Tracking of business and financial KPIs
  • Leveraging the functionality of the new finance system (Financial Force) to ensure the business is getting the most value from the investment – including automation of standard reporting and processes


Cash forecasting and modelling

  • Being able to demonstrate an in-depth understanding of the cash drivers of the different businesses in the group. Effectively challenging and influencing how the business models are set up with a view to improving cash conversion (with minimal impact on commercial success)
  • Building and maintaining a robust cash forecasting model for each of the group businesses



  • Supporting the onboarding of acquisitions from a broad finance perspective – to include commercial finance, forecasting & reporting and transactional finance
  • Lead the Group finance system strategy with a view to simplifying and streamlining forecasting and reporting


Strategic Projects

  • Ownership of the financial element of business cases for all strategic projects, quantifying and measuring ROI, long term value, delivery against agreed budgets
  • Lead on how strategic projects are integrated into business as usual processes (for example how would we recognise revenue for, invoice and collect cash for a new product? And how would we report on the success of introducing this product?)


Complex accounting issues

  • Whilst there will be no specific responsibility for the delivery of monthly management accounts, annual statutory accounts and any related reporting requirements; it is expected that this role will support with the more complex accounting issues or questions – supporting the business FCs with any required modelling and helping to liaise with specialist advisors (where required)


Stakeholder management

  • Be a key point of contact for the certain key stakeholders including:
  • Both the internal and Exec Boards
  • FD / FCs in other Group companies
  • Investors (Hg Capital)
  • Banks (regarding funding)


Person Fit

We are planning to triple the size of our business over the next few years and we are looking for a commercially astute individual possessing true gravitas as well as the sense of urgency to ensure tasks are completed quickly and effectively.

In our PE backed business, you will need to be results and value focused, and be an energetic self-starter with a strong eye for detail.

You will be part of a senior team that has your back.  Together we will work through challenges and opportunities across our business devising efficient and effective solutions that deliver value.  You will be comfortable juggling lots of plates and working interchangeably at a strategic, tactical and operational level.

Good judgement is key and you will know the difference between what projects and changes are business critical and which are the nice to have.



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