The Role
Leads FP&A, budgeting, forecasting, management reporting, financial modeling, and executive reporting. Partners with operations, project management, business development, and HR to connect financial performance with pipeline, delivery, capacity, and resource utilization. Owns finance transformation initiatives, including process improvement, data quality, ERP and reporting enhancements, AI and automation adoption, controls, and team development.
Summary Generated by Built In
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/
How to Apply:
To be considered for this role, please submit your resume through the WEP Clinical Careers Portal or by using LinkedIn’s Easy Apply option. Please ensure your resume is in English.
Important Note:
To streamline our hiring process, we use an Upwage AI screener. If you receive a link from Upwage, it is a legitimate part of our application process and helps ensure every candidate is reviewed consistently. If you are selected to move forward after the screener, a member of our team will contact you directly from an @wepclinical.com email address to guide you through the next steps of the interview process. Please ensure you apply only through our official careers page (https://www.wepclinical.com/careers/) or our verified LinkedIn page.
For Your Safety, Please Note:
We will never communicate with you via Microsoft Teams or text message.
We will never ask for your bank account information at any stage of recruitment.
WEP Clinical is a smoke-free, drug-free, and alcohol-free work environment.
WEP Clinical is an equal-opportunity employer. WEP Clinical does not unlawfully discriminate against employees or applicants for employment based on an individual’s race, colour, religion, creed, sex, sexual orientation, gender identity or expression, national origin, genetic information, age, disability, marital status, veteran status or any other status protected by applicable law. This policy applies to all terms, conditions, and privileges of employment, including recruitment, hiring, placement, compensation, promotion, discipline, and termination. WEP Clinical will make reasonable accommodation for qualified individuals with known disabilities, in accordance with applicable law.
Skills Required
- Professional accounting qualification such as ACA, ACCA, CIMA, CPA, or equivalent
- Significant progressive experience in FP&A, commercial finance, or finance business partnering
- Experience owning budgets, rolling forecasts, management reporting, and Executive or Board-level reporting
- Strong understanding of project-based financial performance, including revenue, margin, backlog, cash, working capital, resource utilization, and delivery risk
- Experience leading finance process, systems, data, or reporting improvements through implementation and adoption
- Advanced Excel and financial modeling skills
- Experience with ERP and financial reporting systems
- Experience or demonstrated interest in responsibly applying AI and automation to finance processes
- Experience leading and developing finance professionals
- Effective communication, business partnering, constructive challenge, and stakeholder influence skills
- Experience in a CRO, clinical research, life sciences, healthcare, or other project-based services environment
- Experience with Microsoft Dynamics 365 Business Central, Power BI, and data integration
- Multi-entity or international experience
- Strong organizational skills, commercial judgment, independence, and discretion with confidential information
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
We are a rapidly growing niche pharmaceutical services company operating in four key sectors:- Managed Access Programs (MAP) Unlicensed Medicines Access Clinical Trial Sourcing Reference Product Supply. Our goal is to provide positive measurable outcomes to patients and sponsors but above all else we want to be known as your “trusted partner” and an extension of your team. •UK headquarters established in London in 2008. •US Headquarters established in Research Triangle Park, North Carolina in 2012. •Our team has many years of pharmaceutical, clinical and regulatory experience gained in companies such as Pfizer, AZ, MSD, GSK, UDG Healthcare, Waymade, Sanofi, Quintiles & Walgreens Boots Alliance. •Our facilities have been inspected & licensed by the MHRA, UK Home Office, FDA and all necessary local approval bodies. •We are also approved to handle and distribute controlled substances. •We are compliant with all relevant GMDP regulations and operate to a high standard of medicines supply. •We operate under a comprehensive Quality Management System with robust and compliant standard operating procedures (SOPs) and policies. •Our customers and partners include Pharma, Biotechs, Generic and Biosimilar Developers, CROs and Healthcare and Hospital authorities. •We are fully committed to a culture of continual development and strive to service our partners needs beyond their expectations We would be happy to answer any questions that you may have regarding WEP Clinical and our products and services.
