Job Description

The FP&A Analyst – Business Cases & Investments plays a critical role within the Group Finance team, evaluating strategic and operational investment decisions across the business. The role demands a highly analytical individual capable of operating with autonomy, synthesising complex financial and non-financial data, and delivering clear, evidence-based recommendations to senior leadership.

This is a high-visibility role that partners directly with business unit leaders, the Executive team, and cross-functional stakeholders to appraise capital allocation decisions, model scenarios, track cashflow implications, and monitor delivery against approved cases. The ideal candidate combines rigorous financial modelling skills with commercial acumen and the confidence to challenge assumptions constructively.

Key Responsibilities

Business Case & Investment Modelling

• Develop, own, and continuously refine financial models for business cases, investment proposals, and strategic initiatives across the Group.
• Build scenario, sensitivity, and Monte Carlo analyses to quantify risk and opportunity, providing decision-makers with a range of credible outcomes.
• Translate complex financial and operational assumptions into coherent, auditable model structures that can be understood and challenged by non-technical stakeholders.
• Evaluate capital expenditure proposals, including ROI, IRR, NPV, and payback analysis across short- and long-term horizons.
• Work with limited direction and exercise sound judgment to determine the right analytical approach for each investment question.

Cashflow Modelling & Forecasting

• Build and maintain detailed cashflow models that integrate operating, investing, and financing activities — both at the project level and as part of Group-wide forecasts.
• Develop long-term (multi-year) cashflow forecasts, incorporating business case assumptions, capex schedules, and working capital dynamics.
• Model cashflow sensitivity to key assumptions (revenue ramp, capex timing, financing draws) to support liquidity planning and covenant monitoring.
• Analyse forecast vs. actual cashflow variances, identifying root causes and providing actionable insight to improve future forecast accuracy.
• Quantify the cashflow impact of proposed investments and business cases, including funding requirements, drawdown profiles, and payback timelines.
• Support treasury and corporate finance teams with cashflow projections used in debt facility negotiations, ABL covenant reporting, and investor communications.

Data Analysis & Insight Generation

• Integrate multiple financial and non-financial data sources (operational KPIs, market data, customer metrics, engineering outputs) to form a holistic view of investment performance and potential.
• Identify data gaps and work proactively with Finance, Data Engineering, and Business Intelligence teams to improve the quality and availability of inputs.
• Monitor approved investments post-close, tracking actual performance against business case assumptions and providing clear variance commentary.
• Develop insight-led reporting that goes beyond the numbers — surfacing the 'so what' for leadership audiences.

Strategic & Financial Planning Support

• Support the FP&A team in long-range planning cycles, integrating investment pipeline analysis with Group P&L and cashflow forecasts.
• Prepare P&L, balance sheet, and cashflow impacts of proposed investments, including funding structure implications.
• Contribute to Group-wide scenario planning and stress-testing exercises that inform the annual budget and strategic plan.

Stakeholder Management & Communication

• Present findings and recommendations to senior management and the Executive team in a clear, structured, and commercially oriented way.
• Act as a credible financial partner to business unit heads, challenging assumptions and embedding rigorous financial thinking into decision-making processes.
• Collaborate with Finance Business Partners, Legal, Strategy, and Operations teams to ensure investment proposals are well-scoped and assumptions are grounded.
• Prepare high-quality materials for Investment Committee and Board-level review.

Key Qualifications & Experience

Must-Have Requirements

• 4–6+ years of experience in FP&A, corporate finance, investment analysis, or management consulting.
• Proven track record building complex, multi-driver financial models from scratch in Excel or Google Sheets.
• Demonstrated experience constructing cashflow models and forecasts, including direct and indirect cashflow methods, working capital movements, and capex scheduling.
• Strong understanding of investment appraisal techniques (NPV, IRR, payback, scenario analysis) and financial statement mechanics (P&L, balance sheet, cash flow).
• Demonstrated ability to work independently with minimal direction, managing multiple workstreams concurrently.
• Experience synthesising financial and non-financial data to produce actionable business insights.
• Excellent written and verbal communication skills; comfortable presenting to and influencing senior stakeholders.
• Strong commercial awareness and the ability to translate analytical output into strategic context.

Preferred Qualifications

• Exposure to infrastructure-heavy, tech, AI, or SaaS business models.
• Experience with ABL or other asset-backed financing structures and associated cashflow reporting requirements.
• Experience with planning and BI tools (e.g., Anaplan, Adaptive Insights, Tableau, Power BI, Looker).
• Familiarity with NetSuite or similar ERP platforms.
• Professional qualification (ACA, ACCA, CIMA, CFA) or equivalent analytical training.

Competencies & Behavioural Traits

Analytical Excellence

• Rigour: Exceptional attention to detail combined with the ability to see the big picture.
• Problem-solving: Structured approach; breaks ambiguous questions into tractable analyses.
• Data fluency: High comfort with large, complex, and imperfect data sets.

Communication & Influence

• Storytelling: Translates complex modelling outputs into clear business narratives.
• Executive presence: Confident presenting to senior audiences, with the ability to field tough questions.
• Proactivity: Proactively shares insights and flags risks rather than waiting to be asked.

Collaboration & Ownership

• Partnerships: Builds trusted relationships across Finance and with business stakeholders.
• Accountability: Takes ownership of outputs end-to-end, from data collection through to recommendation.
• Adaptability: Comfortable operating with ambiguity and adapting approach as priorities evolve.
• Resilience: High resilience and sound judgment in a fast-paced, high-growth environment.