Head of FP&A and Transformation

Are you looking for an exciting and fulfilling new position? Join our dynamic team at WEP Clinical, where your contributions will play a key role in driving impactful solutions and improving outcomes for clients and patients. We encourage innovation and collaboration, challenging our team to bring forward ideas that make a real difference. Be part of a mission-driven organization dedicated to advancing clinical research and transforming lives.

Role Objectives:

The WEP Clinical Head of FP&A and Transformation will be responsible for leading financial planning, management reporting, finance data and finance transformation within the remit agreed with the Vice President, Finance. The role will work closely with Finance, Operations, Project Management, Business Development and functional leaders to deliver accurate forecasts, clear financial insight and practical improvements that support profitability, cash flow and resource utilisation. Reporting to the Vice President, Finance, the role will lead improvements to finance processes, systems and reporting, including integrating approved AI and automation tools. The Head of FP&A and Transformation is expected to challenge assumptions constructively, maintain data accuracy and appropriate controls, and escalate material concerns through the appropriate channels.

Please note that this is a hands-on role, requiring direct delivery of financial modelling, analysis, reporting and finance transformation initiatives.

The Ideal Candidate:

• Strong leader

• Adaptable

• Clear communicator

• Collaborative

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 You'll Need:

• 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 (Microsoft Dynamics 365 Business Central, Power BI and data integration preferred).

• 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.

• Experience in a CRO, clinical research, life sciences, healthcare or other project-based services environment preferred; multi-entity or international experience desirable.

• Strong organisational skills and commercial judgement, with the ability to work independently, deliver agreed priorities and handle confidential information with discretion.

What We Offer

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

What Sets Us Apart:

WEP Clinical partners with biopharmaceutical Sponsors to help them bring treatments closer to the patients who need them most. Through end-to-end clinical trial delivery, home health services, expanded access programs, and market access consultancy, we provide 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, we have supported programs across 150+ countries, combining operational scale with the agility and personalised service of a specialised provider. Our work helps bridge critical gaps in care, ensuring safe, ethical, and efficient access to promising new treatments.

We're Committed to Our Team:

WEP has many initiatives to encourage wellness, growth, development, and team relationships. Check out our LinkedIn life page to learn more about our team events and all that we do to support our employees.

How We Work at WEP Clinical:

At WEP Clinical, we look for individuals who are conscientious, exercise sound judgement, and engage with others thoughtfully and professionally. We believe excellence is achieved through integrity, accountability, and respect for diverse perspectives – and we are committed to helping our people grow and succeed in an inclusive, supportive environment.

Our Services Include:

Access Programs

Clinical Trial Services

Patient Site Solutions

Clinical Trial Supply

Market Access and Commercialization

Data Privacy Notice:

WEP Clinical is committed to protecting your personal information throughout the recruitment process. By applying, you acknowledge that your personal data will be processed in accordance with our Privacy Policy and Job Applicant Privacy Notice.

Privacy Policy: https://www.wepclinical.com/privacy-policy/

Job Applicant Privacy Notice: https://www.wepclinical.com/Job-Applicant-Privacy-Notice/