About

About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Due to the growth of the business, we have a brand new opportunity for a talented FP&A professional to join the Group Finance team as FP&A Lead. Acting as deputy to our Group Head of FP&A, and working closely with the broader Finance Leadership team, you will drive the monthly reporting and forecasting and annual budget cycle for the Group. You will work with the Finance Business Partners and FP&A team to ensure consistency, automation and commercial messaging and inputs. Key responsibilities will include: FP&A: Deliver accurate monthly financial reporting with clear messaging for Executive and Board audiences, highlighting areas requiring management action. Lead group-wide budgeting, forecasting, and variance analysis. Provide forward-looking visibility into financial metrics linked to shareholder value creation. Collaborate with SMEs to maintain and enhance Adaptive planning models. Track and report key financial KPIs across the Group Process & Controls Development: Identify and implement improvements in FP&A processes and controls. Ensure adherence to PE reporting standards and internal audit requirements Transformation & Change Support: Champion continuous improvement in financial reporting, analytics, and decision support tools. Work with data team to drive data integrations to support reporting and planning activities If this sounds like your ideal next role, here is what we’re looking for: Qualified accountant (ACA, ACCA, CIMA) or equivalent experience. Proven experience in an FP&A function in an autonomous or leadership role Experience in a carve-out, PE-backed, or high-change environment is highly desirable. Excellent stakeholder management and communication skills. Comfortable working in ambiguity and building processes from scratch. Please apply with your CV as soon as possible. How to apply If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information. Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us. Aptia is a trusted provider of employee benefits and pension administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We manage programs covering over six million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. With our extensive experience in the industry, we will deliver efficient and reliable solutions that ensure the smooth management of employee benefits programs. Our dedicated team of experts will combine in-depth knowledge with leading technology to simplify the administration process for clients.