FP&A Transformation - Head of FP&A & Transformation

NATIONAL VETERINARY SERVICES LIMITED
JOB DESCRIPTION





Job Title: Head of FP&A & Transformation


Reports to: Finance Director




Position Band:


Business unit: Head Office




Prepared by: Lauren Evans


Date: 16 September 2026











Main purpose of the role




Lead the Company’s forward-looking finance capability, with ownership of planning, budgeting, forecasting, performance insight and the finance improvement and change agenda. The role will establish structured, scenario-led FP&A across the business, strengthen commercial decision support and lead the finance workstream for systems and process implementation, integration and continuous improvement. The role works in partnership with Financial Control and Finance Operations to ensure plans and decisions are supported by accurate financial and operational information.











Key Responsibilities




Financial planning, budgeting and forecasting

Own and deliver the annual budget, rolling forecast and longer-term planning processes in line with business strategy and group deadlines.
Develop and maintain integrated financial models across P&L, balance sheet and cash flow.
Lead forecasting across the Company and its business units as business needs evolve.
Set clear assumptions, timetables, ownership and challenge processes, ensuring forecasts are accurate, timely and supported by operational drivers.
Provide scenario and sensitivity analysis to identify risks, opportunities and the financial implications of strategic choices.
Partner with the Financial Controller to reconcile forecasts to actuals, balance sheet positions and cash-flow outcomes.

Performance insight and business partnering

Produce and present clear performance analysis for the Finance Director, Board and senior stakeholders.
Translate financial and operational data into concise, actionable insight, including drivers of revenue, margin, operating costs, working capital and cash.
Build effective business partnering across commercial, operations and central functions, combining constructive challenge with practical support.
Improve the quality and consistency of variance analysis, outlook commentary and executive reporting.
Reduce dependence on ad hoc modelling by establishing repeatable models, dashboards and decision-support routines.

Commercial finance and decision support

Lead financial modelling for tenders, bids, RFPs, pricing decisions, investment cases and other commercial opportunities.
Evaluate profitability, returns, sensitivities, risks and cash implications, documenting assumptions and recommendations clearly.
Support post-investment and post-implementation reviews to test whether anticipated benefits have been delivered.
Provide financial input to growth initiatives, integrations, 3PL expansion and changes to commercial operating models.

KPI and executive reporting framework

Design and maintain KPI frameworks aligned with business priorities and clear accountability.
Ensure reporting is consistent, relevant and scalable across business units and functions.
Work with BI to create a single, trusted cross-company reporting set and reduce manual reporting.
Define data ownership, reporting definitions and governance, with the Financial Controller retaining approval of financial control and statutory outputs.

Finance systems, process implementation and integration

Own the finance workstream for systems and process implementation, integration and continuous improvement initiatives.
Lead finance process design and redesign across planning, reporting and transactional interfaces, ensuring requirements are documented and understood.
Coordinate finance subject matter experts, decisions, testing, data validation, readiness, training and implementation activities.
Work with the Financial Controller to ensure all new processes and system outputs meet control, reconciliation, reporting and audit requirements.
Lead stabilisation and optimisation after implementation, tracking issues, benefits and outstanding actions.
Support integration of acquired or new business units into scalable planning, reporting and finance processes.

Process improvement, automation and data

Build a prioritised finance improvement roadmap focused on efficiency, quality, scalability and better decision-making.
Identify opportunities to simplify, standardise and automate forecasting, reporting, modelling and finance workflows.
Partner with BI and technology stakeholders to improve data quality, reporting architecture and self-service insight.
Establish measurable benefits and ensure improvements are embedded rather than remaining as one-off projects.

Team leadership and stakeholder management

Lead and develop the FP&A team and align the BI function to FP&A and commercial priorities.
Develop FP&A capability across the team through clear objectives, coaching and development plans.
Set a high standard for analysis, modelling, communication and stakeholder service.
Work closely with the Finance Director, Financial Controller and Finance Operations Lead to maintain clear ownership and effective hand-offs.
Promote a positive commitment to health and safety and actively uphold the Company Values.













Personal attributes: Qualifications, experience, skills, knowledge and competencies required to fulfil the role




Essential


Desirable





Qualified accountant (ACA, ACCA, CIMA or equivalent) or equivalent senior FP&A experience.
Strong budgeting, forecasting, integrated financial modelling and scenario-analysis capability in a complex organisation.
Proven experience producing and presenting performance insight to senior stakeholders.
Strong commercial finance experience, including pricing, tender, bid, investment or business-case modelling.
Experience leading finance improvement and change, systems and process implementation, systems change or major process improvement.
Ability to operate strategically while remaining sufficiently hands-on to deliver complex work.
Strong leadership and talent-development capability, with experience creating clear accountability across a team.
Advanced Excel and financial modelling skills, with strong understanding of BI, reporting and data concepts.
Excellent communication and influencing skills, including the ability to translate complexity into clear recommendations.
High personal integrity, sound judgement and commitment to confidentiality.




Experience leading FP&A across multiple business units.
Experience in a customer-driven, distribution, healthcare or veterinary environment.
Experience integrating acquisitions or new business units into planning and reporting frameworks.
Knowledge of working-capital, cash forecasting, asset-based lending or US group reporting requirements.
Experience partnering with BI or technology teams to automate reporting and improve data quality.
Formal project, change or process-improvement qualification.