Head of Financial Planning and Reporting

Job Title

Head of Financial Planning and Reporting

Job Description

Head of Financial Planning and Reporting

As Head of Financial Planning and Reporting, you will report to the Commercial Finance Director and lead the Group FPnA function, ensuring robust decision-making, performance monitoring, and resource optimisation across the organisation through high quality management reporting, forecasting and performance analysis.

Join The Game-Changers!

We are looking for an exceptional Head of Financial Planning and Reporting who is keen to own the generation of insights for strategic decision making. This is a unique opportunity to support the FP&A team with understanding how our resources are deployed and gives exposure to how all end-to-end business processes really work and how IG creates inspiring experiences for our clients

So who are we?

Hello, we’re IG Group. No, not Instagram – we’re a leading FinTech who provides trading services to clients across 18 countries!

Leading The Field Thinking Bigger

We’re a global FTSE 250-listed company made up of a collection of progressive fintech brands in the world of online trading and investing. The best part? We’ve snapped up many awards for our top-class platforms, forward-thinking products, and incredible employee experiences.

We believe in financial freedom. And our purpose is to help ambitious people achieve it. Around 400,000 people use our ground breaking technology and forward-thinking platforms to trade the financial products they know and love.

Did we mention we have offices in 18 countries? Yes, when you join IG Group, you'll have the chance to work across multiple brands with people all over the world. We work in cross-functional teams, focused on delivering at pace to improve the experience of traders on our platforms. Join us for an exciting future and let’s innovate together!

Your role in the team

Financial Analysis & Commercial Performance

• Direct comprehensive financial analysis of business performance, product profitability, and market opportunities to identify trends, risks, and areas for improvement
• Develop and implement sophisticated KPI frameworks and performance dashboards that measure commercial effectiveness and drive accountability
• Produce high-quality, timely and insightful profitability analysis across multiple lenses (e.g. geography, client and product)

Investment Evaluation & Resource Optimization

• Ensure rigorous financial assessment, clarity on resource allocation and alignment with business objectives
• Measure actual performance against projections for key initiatives and capture learnings for future decision-making

Team Leadership & Capability Building

• Lead and develop a high-performing Group FPnA team (headcount circa 4) through effective mentorship, talent development, and performance management
• Foster a culture of analytical rigor, good quality reporting, strong processes and partnership with Finance that delivers value beyond traditional finance functions
• Build capability in translating complex financial analysis into simple insights for business stakeholders

Risk Management & Governance

• Ensure commercial decisions are supported by appropriate financial risk assessment and comply with governance requirements
• Support frameworks for evaluating commercial opportunities against risk appetite and return expectations
• Maintain integrity of commercial finance processes and reporting while enabling business agility

Business Performance & Reporting

• Utilize financial analysis, top-down modelling and external insights to identify areas to improve, clearly present business performance, challenge viability of plans/forecasts, and present insights to enable timely intervention
• Ensure reporting is accurate and consistent within the group
• Maintain active dialogue and strong working relationships with the other IG Group finance teams (Finance Operations, Financial Reporting, Tax, Treasury, M&A, Investor Relations)
• Provide business performance insight to the Executive Committee and Board producing high-quality, timely CFO board papers and supporting packs (e.g., business review meetings, rolling forecasts and supporting analysis)
• Drive a data-led, target-driven culture while managing the cost base

Leading The Field Thinking Bigger

Who we’re looking for?

While there are many profiles of people who work at IG – across all roles, we’re looking for a few common traits:

• You are curious about our product and the technology that sits behind it
• You care about our clients, and you are hungry to improve their user experience;
• You are impatient about driving change and willing to deliver at pace
• You are not afraid of the complexity of financial regulation and want to learn & grow your expertise
• You are a creative problem solver capable of innovating and thinking big. 

We don’t fit the corporate stereotype. If you want to work for a traditional, suit-and-tie corporate, we might not be for you. But, if you have that IG Group energy and you can stand behind what we believe in, join us in raising the bar for our customers and across the trading industry.

What You’Ll Need

Required

• Extensive experience in FPnA roles, with at least 5 years in a senior position
• Excellent analytical and financial modelling capabilities
• Experience of FP&A in a complex organisation (ideally in financial services or technology)
• Deep understanding of financial systems and processes
• Experience with financial transformation and systems implementation

Preferred

• Qualified accountant (ACA, ACCA, CIMA or MBA) with significant post-qualification experience
• Experience in highly commercial business-to-consumer, technology-first organisations
• Awareness of key dynamics of financial services, particularly trading, investment, or fintech sectors
• Background in strategic finance, business partnering, or commercial analysis
• Experience of leading and developing teams
• Knowledge of data visualization tools and advanced analytics techniques
• Sound knowledge of a comparable business

Key Skills and Attributes

• Analytical Excellence & Decision Support - Masters complex financial analysis while developing frameworks that drive informed decision-making and understanding of commercial performance
• Process Improvement and Systems Transformation – Ability to develop and improve processes that ensure high quality financial reporting and governance
• Leadership & Talent Development - Creates high-performing teams through effective coaching and capability building while fostering a culture of commercial thinking and accountability
• Strong influencing and interpersonal skills - Ability to challenge and drive change
• Robust nature - Able to work at pace and under pressure
• Excellent communication skills - Both written and oral, with strong stakeholder management
• Ability to prioritize and multi-task - Work to tight deadlines both individually and through the management of others

Personal Characteristics

The Ideal Candidate Will:

• Be self-confident and be motivated to be a contributor in an ambitious business that is driving value and change at pace
• Be someone who can quickly 'get under the bonnet' of the numbers, can connect finance with the commercial needs of the business and can drive efficiencies
• Be aligned with IG Group's leadership behaviours:
• Lead and inspire: Drive trust, alignment and enthusiasm across the organisation
• Think big: Focus on the problems that move the needle of commercial outcomes
• Champion the client: Keep customer needs front of mind when planning, designing and delivering
• Deliver at pace: Don't let anything get in the way of fast delivery for sustainable growth
• Raise the bar: Take ownership of outcomes and be accountable for making things better
• Lead and inspire: Drive trust, alignment and enthusiasm across the organisation
• Think big: Focus on the problems that move the needle of commercial outcomes
• Champion the client: Keep customer needs front of mind when planning, designing and delivering
• Deliver at pace: Don't let anything get in the way of fast delivery for sustainable growth
• Raise the bar: Take ownership of outcomes and be accountable for making things better

How You’Ll Grow

When you join IG Group, we want you to have more than a job – we want you to have a career. And you can. If you spot an opportunity, we want you to chase it. Stretch yourself, challenge your self-beliefs and go for the things you dream of. With internal and external learning opportunities, and the tools to help you skyrocket to success, we’ll support you all the way.

And these opportunities truly are endless because we have some bold targets. We plan to expand our global presence, increase revenue growth, and ultimately deliver the world’s best trading experience. We’d love to have you along for the ride.

The Perks

It really is more than a job. We’ll recognize your talent and make sure that you can still have a life – at work, and outside of it. Networks, committees, awards, sports and social clubs, mentorships, volunteering opportunities, extra time off… the list goes on.

Competitive salary & benefits plan

• 1 additional day off to celebrate your Birthday 😊   
• 2 additional days off a year for voluntary work
• Share Plans for Employees
• Comprehensive global and local onboarding process – to the company and to your role
• Employee-led LGBTQ+, Women’s, Black and Parents & Carers networks with annual budget for organizing events & projects that foster an open, diverse and inclusive culture
• LinkedIn Learning platform free access
• Option to participate and create ESG initiatives based on IG Brighter Future Fund
• Employee Assistance Program
• We work in hybrid working model 

Number Of Openings

1