Head of MI & Reporting

The Head of MI & Reporting is the engine room of Group FP&A's management information function. The role owns the monthly MI cycle end-to-end from data aggregation and system integrity through to investor-grade reporting and executive presentations - and leads two direct reports in delivering that cycle with rigour and consistency. Critically, this role is the integrating layer between the FP&A business partners and the broader finance function. Success depends on aligning inputs across the team, driving standardisation in how we aggregate and analyse large data sets, and ensuring that reporting outputs are consistently high-quality, actionable and suited to an executive audience.

Responsibilities

Own the monthly Group MI pack end-to-end including production, commentary, quality control and delivery to FP&A leadership, Waystone Executive team and investors; Lead all standard investor reporting on monthly, quarterly and annual basis and manage ad-hoc queries from investors promptly and accurately; Own the Group reporting calendar ensuring all key reporting requirements are known, tracked and executed by the FP&A team; Produce flash revenue reporting across legal entities, countries and product structures with KPI and trend analysis; Own the FP&A systems and toolset ensuring data is well-controlled, models are scalable and new data sources are integrated in a structured way; Drive finance systems and finance process efficiency and identify/drive positive change to system structures and processes; Drive automation in financial processes and explore AI tooling to support efficiencies or deeper insights; Drive standardisation across the team in aggregating and analysing large data sets; Coordinate the wider FP&A team to engage with Financial Control to address General Ledger integrity issues or identify ERP data entry improvements; Work with relevant departments to gather client revenue and cost of sales data and build reliable data flows; Deliver monthly analysis on Opportunities, Wins and Onboarding to provide forward-looking insight into revenue trends and pipeline impact; Connect revenue run-rate and ARR outputs into the MI reporting suite; Identify performance trends, anomalies and risks in data and surface these with clear commentary in MI materials; Partner across FP&A and broader Finance function to coordinate the annual budget process for revenue and cost of sales; Coordinate the quarterly revenue and cost of sales forecasting process with country business partners; Prepare high-quality presentation materials to support budgeting and forecasting conversations with senior stakeholders; Act as the integrating layer between FP&A business partners and the MI function; Collaborate with Country and Product leadership to provide financial guidance and ensure MI outputs are relevant and actionable; Build and maintain strong working relationships with key internal and external stakeholders including investors and senior leadership; Lead and develop a team of two, setting clear priorities and defining reporting outputs; Continuously evolve how the team measures and presents performance; Raise the bar on presentation quality across the team

Requirements

10+ years post-qualified finance experience with a meaningful proportion in FP&A or financial reporting in a complex multi-entity environment; Proven track record of producing high-quality MI and management reporting for a senior or executive audience; Experience owning or managing financial planning and reporting systems with a strong understanding of data flows and model architecture; Demonstrable ability to work with large complex data sets — extracting insight, identifying anomalies and communicating findings clearly; Strong written and verbal communication skills able to translate complex financial analysis into clear commercially relevant messaging for non-finance audiences; Experience managing and developing direct reports; Advanced Excel and Microsoft Office proficiency; Bachelor's degree in Finance, Accounting, Economics or a related field

Nice to have

Experience with Power BI, Power Automate or similar BI and automation tooling with a track record of improving reporting efficiency through technology; Familiarity with Sage Intacct, Adaptive Planning or Salesforce; Experience in financial services, asset management or a similarly data-intensive multi-jurisdiction business; Professional accounting qualification (ACA, ACCA, CIMA or international equivalent) preferred