Head of FP&A and Transformation

WEP Clinical

Contract type

Freelance

Work mode

Remote

Experience

Lead / principal · Not stated

Level inferred from job title

Job description

The Head of FP&A and Transformation leads financial planning, management reporting, finance data and finance transformation at WEP Clinical, reporting to the Vice President, Finance. It is a hands-on role delivering financial modelling, analysis, reporting and transformation initiatives.

At a glance

Work mode: Remote

What you'll do

Lead annual budgeting, periodic and rolling forecasts and longer-term financial planning within the agreed remit, covering revenue, margin, operating expenditure, EBITDA, cash flow and headcount.
Review and challenge forecast assumptions with business leaders so submissions reflect current pipeline, backlog, delivery plans, risks and opportunities, with clear accountability for material movements.
Lead the preparation and review of management reporting and FP&A inputs to Executive and Board materials, with concise commentary on performance drivers, outlook, risks and required actions.
Improve finance data accuracy, reporting consistency and key performance measures, ensuring financial and operational information is reliable and aligned with management accounts and forecasts.
Partner with Project Management and Operations to connect project revenue, margin, backlog, cash and delivery risk to the company forecast, flagging concerns early and supporting corrective action.
Provide senior business partnering and constructive challenge on pricing, bids, expenditure, investment and resourcing decisions, supported by financial models, scenarios and business cases.
Work with Operations, Business Development and HR to link pipeline and backlog to capacity, headcount and utilisation plans, identifying opportunities to improve productivity and efficiency.
Develop and deliver a prioritised finance transformation roadmap agreed with the Vice President, Finance, simplifying processes, reducing manual work and improving reporting quality and turnaround times, while defining and tracking measurable benefits and supporting training and adoption.
Lead Finance requirements, testing and adoption for approved system, dashboard and data integration improvements, working with IT and stakeholders across Microsoft Dynamics 365 Business Central, Power BI and related reporting tools.
Identify and integrate approved AI and automation tools, such as Microsoft Copilot and Power Automate, into forecasting, analysis, reporting and data-quality processes, ensuring outputs are subject to human review, validation, access controls and information-security requirements.
Lead and develop finance professionals within the assigned team, coordinating FP&A, finance data and reporting activities with clear priorities, ownership and consistent standards.
Operate within delegated authority and escalate material forecast changes, financial risks, control issues and proposals affecting finance policy, enterprise systems or significant investment to the Vice President, Finance and, where appropriate, the CFO.

What we're looking for

Professional accounting qualification (ACA, ACCA, CIMA, CPA or equivalent).
Significant progressive experience in FP&A, commercial finance or finance business partnering, including ownership of budgets, rolling forecasts and management reporting, and preparing or reviewing Executive and Board-level reporting with clear recommendations for senior stakeholders.
Strong understanding of project-based financial performance, including revenue, margin, backlog, cash, working capital, resource utilisation and delivery risk.
Demonstrated experience leading finance process, systems, data or reporting improvements from requirements through implementation and adoption.
Advanced Excel and financial modelling skills, with strong attention to detail and data accuracy, plus experience with ERP and financial reporting systems.
Experience or demonstrated interest in applying AI and automation responsibly to finance processes, such as Microsoft Copilot or Power Automate, with an understanding of validation and data-security requirements.
Experience leading and developing finance professionals and coordinating delivery across finance disciplines.
Effective communication and business partnering skills, with the ability to challenge constructively, influence decisions and explain financial information to non-finance stakeholders.
Strong organisational skills and commercial judgement, with the ability to work independently, deliver agreed priorities and handle confidential information with discretion.

Nice to have

Experience with Microsoft Dynamics 365 Business Central, Power BI and data integration.
Experience in a CRO, clinical research, life sciences, healthcare or other project-based services environment.
Multi-entity or international experience.

Benefits

Group Private Medical Insurance
Group General Life Assurance
Group Critical Illness and Group Income Protection
Salary sacrifice pension scheme
Enhanced maternity & paternity pay
Educational Assistance allowance
Paid volunteering day

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About WEP Clinical

WEP Clinical provides end-to-end clinical trial delivery, home health services, expanded access programs, and market access consultancy, offering flexible, fit-for-purpose solutions that support drug development, improve access, and help therapies reach the right patients at the right time. With more than 15 years of global experience, it has supported programs across 150+ countries.

Mission

WEP Clinical partners with biopharmaceutical Sponsors to help them bring treatments closer to the patients who need them most.

Key facts

Clinical research / life sciences services
More than 15 years of global experience
Has supported programs across 150+ countries
Services include Access Programs, Clinical Trial Services, Patient Site Solutions, Clinical Trial Supply, and Market Access and Commercialization

What they value

Integrity
Accountability
Respect for diverse perspectives