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FP&A Manager – AI & Automation Lead

Company

Investigo

Location

milton keynes, england

Type

Full-time

Location: Milton Keynes with occasional site travel

The Role

A rare opportunity to lead financial planning and introduce AI-driven automation within a fast-moving, PE-backed organisation. This is your chance to redefine how financial systems and processes operate, working closely with senior leadership. Key systems include Sage and Simpro.

Responsibilities at a Glance

  • AI & Automation Champion: Drive AI adoption (e.g., Claude, Copilot) to revolutionise reporting, streamline data, and train the team.
  • Financial Planning: Own forecasts, budgets, and three‑statement financial models.
  • Investor Reporting: Deliver board packs, KPIs, M&A analysis, and covenant reporting to PE investor standards.
  • Data & Systems: Automate reporting workflows, strengthen data flows, and ensure contract‑level P&L visibility.
  • Commercial Analysis: Drive actionable insights on contrac...

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