The Role

Our client is a leading healthcare services business seeking an experienced Interim FP&A leader to strengthen financial planning, reporting, and performance management capabilities during a period of growth and transformation.

Reporting directly to the CFO, the successful candidate will act as a key business partner to the executive team, providing insight-driven analysis, enhancing forecasting processes, and supporting strategic decision-making across a multi-site healthcare environment.

Key responsibilities include:

• Leading the budgeting, forecasting, and long-range planning processes.
• Developing and enhancing KPI reporting, dashboards, and performance management frameworks.
• Delivering robust monthly management reporting and variance analysis.
• Supporting operational leaders with financial insight to improve performance and profitability.
• Improving FP&A processes, systems, and reporting capabilities.
• Driving cash flow forecasting and working capital visibility.
• Supporting business cases, investment appraisals, and strategic initiatives.
• Assisting with M&A, integration, and value creation projects where required.
• Providing ad hoc analysis and decision support to the CFO, CEO, and wider leadership team.
• Managing and developing the FP&A team and broader finance stakeholders.

Candidate Profile

The ideal candidate will bring:

• Significant FP&A leadership experience within healthcare, healthcare services, multi-site businesses, or similarly complex service-led environments.
• Strong financial modelling, forecasting, budgeting, and performance management expertise.
• Proven ability to operate in fast-paced, changing environments.
• Experience partnering with senior operational stakeholders and executive leadership teams.
• Strong analytical capabilities combined with a commercial mindset.
• Excellent communication and stakeholder management skills.
• Advanced Excel and financial systems expertise; experience with BI and reporting tools is highly desirable.
• Previous interim, transformation, private equity-backed, or high-growth experience would be advantageous.

Key Information

• Interim assignment
• Healthcare services sector
• Immediate or short-notice availability preferred
• Competitive day rate
• Hybrid working arrangement
• Initial 6-month assignment with potential extension

M&A Associate - Integration & Diligence

Location: Wiltshire Area, hybrid 2/3 days in office

Sector: Financial Services

Salary: Up to £75,000 + Bonus

We are delighted to be partnering with a leading financial services group to appoint an Integration & Diligence Associate. This pivotal role sits at the heart of the firm's acquisition and integration strategy, supporting the continued expansion of its partnership network through rigorous due diligence, seamless onboarding and successful business integration.

This is an exciting opportunity to take ownership of key workstreams across the transaction lifecycle, ensuring acquired advice firms, client books and franchisees are integrated efficiently, compliantly and with minimal disruption. Working closely with advisers and a broad range of internal stakeholders, you will play a critical role in delivering adviser lifecycle initiatives and helping to drive the firm's ambitious growth strategy.

Offering significant exposure to senior stakeholders, excellent career development opportunities and involvement in high-profile acquisitions, this role is ideal for a commercially minded professional seeking to make a tangible impact within a fast-paced and growing organisation.

Key Responsibilities

• Performing detailed operational, financial and client book analysis on acquisition targets.
• Leading the day-to-day coordination of data collection and validation from target firms, ensuring accuracy, completeness and consistency.
• Supporting the development of due diligence reports and integration risk assessments to inform strategic decision-making.
• Analysing adviser and client data to assess transition implications, commercial opportunities and compliance considerations.
• Building and maintaining financial models, dashboards and reporting templates to evaluate business performance, revenue quality and client segmentation.
• Supporting the planning and execution of integration activities across operations, client transitions, technology and compliance functions.
• Managing project plans, stakeholder communications and documentation throughout the integration lifecycle.
• Collaborating with internal teams and advisers to ensure the timely delivery of integration milestones and business objectives.
• Providing ad hoc analysis on acquired businesses and supporting ongoing performance monitoring and value creation initiatives.
• Supporting the assessment of investment opportunities within acquired firms, including technology enhancements, recruitment initiatives and operational improvements.
• Collaborating with the Valuation & Structuring team on financial modelling, market analysis and business case development.

The Ideal Candidate

• Experience within the intermediated or retail financial services sector, with exposure to acquisitions, due diligence, integration, business transformation or project management.
• A professional qualification such as ACA, CFA, or a recognised project management certification would be advantageous.
• Strong understanding of the UK financial advice market, including FCA regulations, adviser business models and client servicing frameworks.
• Commercially minded, with the ability to identify risks, assess opportunities and develop effective mitigation strategies.
• Familiarity with business systems, contractual arrangements and regulatory requirements.
• Strong project management and stakeholder engagement skills, with the ability to coordinate complex integration programmes effectively.
• Excellent analytical capabilities, with the ability to interpret complex data sets and generate meaningful commercial insights.
• Outstanding communication and interpersonal skills, with the confidence to engage effectively across all levels of the organisation.
• High levels of emotional intelligence, with the ability to manage adviser and client transitions sensitively and professionally.
• A proactive, adaptable and solutions-focused approach, with the ability to work independently and take ownership of key initiatives.
• Strong organisational skills, with the ability to prioritise competing demands and manage multiple workstreams in a dynamic environment.

For more information, please apply for this role or contact Alba Amigo at alba.amigo@phippscameron.com.

M&A Associate – Valuation & Structuring

Location: Wiltshire Area, hybrid 2/3 days in office

Sector: Financial Services

Salary: Up to £85,000 + Bonus

We are exclusively partnering with a leading financial services group to appoint an Associate within its Valuation & Structuring team. This pivotal role sits at the heart of an ambitious and highly active acquisition strategy, providing the opportunity to analyse, value and structure transactions across the UK market.

This is an exceptional opportunity to join a collaborative, high-performing team and work closely with Portfolio Managers, alongside finance, legal and commercial stakeholders. You will play a key role in evaluating acquisition opportunities, assessing financial forecasts, and shaping strategic decisions throughout the adviser lifecycle.

Offering significant exposure to senior leadership, excellent career progression prospects, and involvement in complex, high-value transactions, this role is ideal for an ambitious finance professional looking to make a tangible impact within a rapidly growing platform.

Key Responsibilities

• Leading the development of sophisticated financial models to support acquisition valuations and strategic decision-making.
• Assessing target company performance to determine appropriate valuation methodologies and pricing recommendations.
• Conducting sensitivity analysis and scenario modelling to evaluate deal structures, commercial terms and potential financial outcomes.
• Preparing high-quality financial reports, presentations and investment papers, clearly articulating valuation assumptions and conclusions.
• Collaborating with key stakeholders across the business to ensure financial models align with strategic objectives.
• Providing insight into optimal transaction structures, including earn-outs, financing arrangements and exit considerations.
• Partnering with legal, finance and commercial teams to ensure transactions meet strategic goals and regulatory requirements.
• Supporting financial due diligence activities across prospective acquisitions.
• Ensuring valuation assumptions and transaction structures are accurately reflected within integration planning processes.
• Performing post-acquisition analysis to evaluate financial performance, value creation and return on investment.

The Ideal Candidate

• Experience in financial modelling, valuation and transaction structuring within investment banking, corporate finance or a Big Four advisory firm.
• Experience within financial services, particularly the UK financial advice market, would be advantageous.
• Strong understanding of corporate finance, valuation methodologies, deal structuring and financial reporting.
• Knowledge of UK regulatory frameworks, including FCA requirements, adviser business models and client servicing structures, is desirable.
• Strong communication and presentation skills, with the confidence to engage effectively with senior stakeholders.
• Meticulous attention to detail combined with a strategic and commercially minded approach.
• ACA, CFA or a similar professional qualification is highly desirable.

For more information, please apply for this role or contact Alba Amigo at alba.amigo@phippscameron.com.

Head of Data

Location: Fareham, UK

Wealth Management

Competitive Salary

We are working with a dynamic, forward-looking wealth management business that is redefining how clients experience investment and financial planning. Combining digital innovation with trusted advisory expertise, the business is scaling rapidly, delivering personalised client solutions and driving operational excellence across its platform. Positioned at the forefront of the sector, the firm is helping shape the future of wealth management.

We are seeking a highly strategic and technically skilled Head of Data who will be responsible for ensuring data capability and governance underpin strategic priorities, drive value creation and enable data driven product, client and commercial decisions. The role combines hands on technical leadership with strong commercial acumen and outstanding stakeholder engagement to accelerate the monetisation of data across platforms, products and client solutions.

Key Responsibilities

• Partnering with the CEO and Executive Leadership Team to optimise data strategy and execution, ensuring alignment across data governance, engineering, analytics and product initiatives.
• Leading high priority data initiatives, including data platform enhancements, data product development, pricing and commercial models for data-enabled solutions and market and customer analytics, ensuring recommendations are actionable and data-driven.
• Driving end-to-end execution of data led initiatives, tracking progress, resolving roadblocks and fostering a culture of accountability across data, tech and commercial teams.
• Monitoring data platform and analytics performance, supporting commercial decision making and identifying opportunities for optimisation, innovation and growth.
• Embedding risk management, data privacy and regulatory alignment across data.

The Ideal Candidate

• Proven experience in a senior data leadership role within wealth management, asset management or broader financial services (e.g., Head of Data, Chief Data Officer or equivalent).
• Strong strategic, operational and analytical skills, with a track record of delivering cross functional data driven programmes to completion.
• Demonstrable experience leading complex data or digital transformations, including data architecture, data governance, ML/AI enablement and data monetisation.
• Exceptional communication and interpersonal skills, with the confidence to engage senior executives, boards and external partners.
• Commercially astute, able to align data strategy and delivery with business outcomes, revenue opportunities and client value propositions.
• Highly organised, proactive and able to manage competing priorities in a fast p paced environment.
• Deep understanding of regulatory frameworks, data privacy and data management best practices relevant to UK wealth management.
• Hands on but strategically focused: comfortable contributing technically when needed while driving the overarching data strategy and commercial ambitions.

For more information, please apply for this role or contact Elliot O'Shea-Cowan at elliot.oshea-cowan@phippscameron.com.

Group Financial Controller - Immediate Start - Interim to Perm 

£400–500 per day (inside IR35) or c.£100k FTC

We are partnering with a private equity-backed, high-growth international insurance platform operating a multi-entity, specialty lines model. The business has scaled rapidly through a buy-and-build strategy, combining organic growth with strategic acquisitions, and continues to expand across multiple jurisdictions.

With strong backing and ambitious growth plans, the Group offers a fast-paced, high-performing but genuinely collaborative culture. This is an environment where pace is intense, expectations are high, but teams are well-supported and engaged—making it both challenging and highly rewarding.

This is a 6-month interim to permanent (or FTC to perm) opportunity, reporting to the Finance Director, with full ownership of the finance operations and responsibility for leading and developing a well-established team.

The Role

• Lead and oversee the group financial control function across a multi-entity, multi-currency environment
• Own and enhance the month-end close, controls and reporting processes
• Partner the FD on M&A activity, including integration of newly acquired businesses
• Drive improvements in data quality, processes, controls and scalability as the business grows
• Support delivery of timely, high-quality reporting to senior leadership, investors and lenders
• Act as a true leader of the finance function, developing capability and driving performance across the team
• Contribute to wider commercial, operational and transformation initiatives

Candidate Profile

• Qualified accountant (ACA / ACCA or equivalent) with 10+ years PQE
• Ideally trained in practice with strong technical foundations
• Experience in a buy-and-build / M&A environment, ideally within insurance, broking or financial services
• Proven team leadership experience – this is a leadership role, not a hands-on “doer” position
• Comfortable operating in a high-growth, fast-paced PE-backed environment
• Strong stakeholder management skills and a solution-oriented mindset

FP&A Controller / Senior FP&A Controller (m/w/d)

Standort: Frankfurt am Main (2–3 Tage vor Ort, restlich flexibel remote)
Vertragsart: Unbefristete Festanstellung
Start: Ab sofort
Branche: Business Services / PE-backed Buy-and-Build-Plattform
Vergütung: 100.000 – 140.000 EUR Fixgehalt + Bonus

Für eine stark wachsende, Private-Equity-backed Unternehmensgruppe im Buy-and-Build-Umfeld suchen wir einen erfahrenen FP&A Controller mit tiefgehender LucaNet-Expertise.

Die Gruppe wurde Anfang des Jahres gegründet und umfasst bereits sieben Gesellschaften mit weiterem anorganischem Wachstum in den kommenden Jahren.

Aufgaben

• Verantwortung für den gesamten FP&A-Prozess innerhalb der Unternehmensgruppe
• Einspielen, Aufbereitung und Qualitätssicherung von Finanzdaten in LucaNet
• Durchführung von Adjustments, Normalisierungen und Konsolidierungen
• Erstellung und Weiterentwicklung von Monatsabschlüssen, Forecasts und Budgetplanungen
• Umsatz-, Cashflow- und KPI-Analysen sowie Management- und Investor-Reporting
• Unterstützung bei der Integration neu erworbener Gesellschaften in die Reporting- und Planungsstruktur
• Weiterentwicklung und Optimierung von Reporting-, Planungs- und Konsolidierungsprozessen
• Enge Zusammenarbeit mit Geschäftsführung, CFO, Investor sowie den operativen Gesellschaften

Anforderungen

• Mehrjährige Erfahrung im Bereich FP&A, Controlling oder Group Finance innerhalb eines PE-getriebenen Umfelds
• Tiefgehende, praxiserprobte LucaNet-Kenntnisse, insbesondere in den Bereichen Datenintegration, Konsolidierung, Planning und Reporting
• Erfahrung in Buy-and-Build- oder stark wachsenden Multi-Entity-Strukturen von Vorteil
• Fundiertes Verständnis von Bilanz, GuV und Cashflow-Zusammenhängen
• Strukturierte, analytische und gleichzeitig hands-on Arbeitsweise
• Hohe Affinität zu Datenqualität, Reporting-Geschwindigkeit und Prozessoptimierung
• Kommunikationssichere Deutsch- und Englischkenntnisse
• Motivation, in einer dynamischen PE-Umgebung Verantwortung zu übernehmen und Strukturen aktiv mit aufzubauen

Interim Head of Accounting – Munich

Mid-Sized Financial Services Business

A growing mid-sized financial services business based in Munich is seeking an experienced Interim Head of Accounting to lead and stabilise the accounting function during a period of operational development and finance transformation.

Working closely with senior finance leadership, the successful candidate will take ownership of day-to-day accounting operations, ensure high-quality financial reporting and compliance, and support ongoing process improvement initiatives within a regulated environment.

Key Responsibilities

• Lead and manage the accounting function, including general ledger, AP/AR, and month-end close processes
• Ensure timely and accurate monthly, quarterly, and annual financial reporting
• Oversee HGB accounting compliance and support external audit processes
• Drive improvements across accounting processes, controls, and reporting quality
• Manage cash reconciliation, balance sheet reviews, and accounting governance
• Support finance transformation and systems/process optimisation initiatives
• Coordinate with tax advisors, auditors, and external stakeholders where required
• Provide leadership and guidance to the accounting team during a period of change and growth

Candidate Profile

• Experienced accounting leader with prior Head of Accounting or senior finance management experience
• Strong knowledge of HGB accounting standards within financial services or regulated environments
• Hands-on operational approach with the ability to work effectively in dynamic mid-sized businesses
• Experience managing audits, reporting cycles, and finance process improvements
• Prior interim experience highly desirable
• Comfortable operating in fast-paced and evolving environments
• Fluent German and strong English language skills required

Additional Information

• Interim mandate based in Munich
• Mid-sized, growth-oriented financial services environment
• Immediate or short-notice availability preferred
• Competitive interim day rate/package available depending on experience

Head of Finance – SaaS Business

Role

A rapidly growing SaaS business is seeking a commercially focused Head of Finance to lead and further develop the finance function during a key phase of scale-up growth. Reporting directly to the CFO/CEO, the role will partner closely with senior leadership to drive financial performance, improve scalability, and support strategic decision-making across the business.

This is a broad finance leadership role within a fast-paced, data-driven environment, combining operational finance ownership with strategic business partnering responsibilities.

Key responsibilities include:

• Leading the day-to-day finance function across FP&A, accounting, reporting, treasury, and controls
• Owning budgeting, forecasting, and KPI reporting processes across the business
• Developing SaaS-specific financial analysis including ARR, MRR, churn, CAC, LTV, cohort analysis, and unit economics
• Supporting commercial decision-making through data-driven financial insight and performance analysis
• Building scalable finance processes, systems, and controls to support continued growth
• Managing cash flow forecasting and working capital planning
• Supporting fundraising, board reporting, and investor communications where required
• Partnering with operational teams across sales, customer success, product, and operations
• Managing external advisors including auditors, tax advisors, and banking partners
• Supporting ERP, BI, and finance systems improvements
• Building and mentoring a high-performing finance team as the business scales

Candidate

The successful candidate will be a hands-on and analytically strong finance leader with experience operating in high-growth SaaS or technology environments.

Key requirements include:

• Proven experience in a Head of Finance, Finance Director, or senior finance leadership role
• Strong understanding of SaaS business models and recurring revenue metrics
• Experience within high-growth, scale-up, VC-backed, or PE-backed businesses
• Strong FP&A and commercial finance capabilities
• Experience building and improving finance processes within scaling organisations
• Ability to operate both strategically and hands-on within a dynamic environment
• Strong stakeholder management and communication skills
• Advanced analytical and data-driven decision-making capabilities
• Experience with modern ERP, BI, and reporting tools is advantageous
• Prior exposure to fundraising, investor reporting, or international expansion is beneficial
• Fluent English required; additional European languages are advantageous

This opportunity offers significant exposure to leadership, strategy, and growth initiatives within an ambitious and rapidly scaling SaaS environment.