Financial Integration Lead

Financial Integration LeadJob TypeContract/TemporaryLocationLondonSalaryNegotiableJob RefBBBH163738_1792674089Date AddedOctober 22nd, 2026ConsultantNicholas Marshall

Financial Integration Lead (MI, Planning & Forecasting)

6-Month Contract | UK-Based | Hybrid/Remote

Are you an experienced FP&A, Commercial Finance or Finance Transformation professional looking to play a key role in a major business integration programme?

We are seeking a Financial Integration Lead to support the integration of a large-scale financial services acquisition into an established UK business. This is a high-profile contract opportunity where you will work across Finance, Commercial and Transformation teams to define future reporting, planning and forecasting processes while helping shape the target Finance operating model.

This role offers the opportunity to work closely with senior Finance stakeholders, driving critical integration activities and ensuring business performance reporting and planning processes remain effective throughout the transition.

Key Responsibilities

Management Information & Reporting

• Assess and align management reporting processes across multiple business areas.
• Define Day 1 and future-state management reporting requirements.
• Support the development of insightful and meaningful management information.
• Contribute to reporting governance, ownership and sign-off frameworks.
• Ensure reporting processes are scalable and aligned to future business needs.

Planning & Forecasting

• Support the integration of financial performance, forecasts and plans into existing planning cycles.
• Partner with FP&A and Commercial Finance teams to ensure readiness for forecasting and budgeting activities.
• Develop approaches for integrating performance reporting, outlooks and planning frameworks.
• Align financial metrics, KPIs and reporting definitions across organisations.
• Resolve reporting and presentation differences, including Analysis of Change methodologies.

Finance Operating Model

• Support the design and implementation of interim and target-state FP&A processes.
• Contribute to the development of future Finance operating models.
• Ensure short-term integration solutions support longer-term Finance transformation objectives.
• Identify opportunities to enhance efficiency, consistency and reporting quality.

Stakeholder Engagement

• Build strong relationships across FP&A, Commercial Finance, Finance Transformation and Reporting teams.
• Collaborate with stakeholders to deliver critical reporting and forecasting milestones.
• Prepare analysis, recommendations and materials for leadership meetings and governance forums.
• Drive alignment between business requirements and Finance delivery objectives.

Essential Experience

• Significant experience in FP&A, Commercial Finance, Finance Transformation or Finance Integration roles.
• Strong understanding of management reporting, planning, forecasting and performance management processes.
• Experience working within large, complex Finance environments.
• Proven ability to translate business and financial requirements into practical solutions.
• Strong stakeholder management skills with the confidence to influence senior Finance leaders.
• Demonstrable experience driving outcomes within complex change or integration programmes.
• Excellent communication, analytical and problem-solving capabilities.

Desirable Experience

• Experience supporting mergers, acquisitions, business integrations or large-scale transformation programmes.
• Financial Services, Wealth Management, Insurance or Asset Management sector experience.
• Professional accounting qualification (ACA, ACCA, CIMA or equivalent).
• Experience working within Finance Change, Transformation or PMO environments.

Guidant, Carbon60, Lorien & SRG - The Vertage Group Portfolio are acting as an Employment Business in relation to this vacancy.

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