Head of Financial Planning and Analysis, Edinburgh
Rutherford Cross
March 17, 2023
Edinburgh, United Kingdom
Job Type
- Edinburgh
Industry and Commerce
Commercial Finance, Financial and Statutory Accounting


The Company

Founded in 1989, Origo Services Limited (Origo) is a well established provider of critical technology solutions to the UK Financial Services sector with strong positions in its niche markets. The first of its kind and the first FinTech in Scotland, the company’s internally developed SaaS solutions include electronic pension transfers, software integrations, online identification, encrypted emails, a digitised letter of authority process, as well as legacy products for data matching and agency management.

The pension transfer service is Origo’s largest revenue stream and is widely regarded as the go-to solution in the market, with a strong market share of electronic transfers. In September 2021 a contract was awarded by the UK government for Origo to support in the development of the Pensions Dashboard. This will allow all UK citizens to find and view all their pension assets in one location, with Origo providing the central digital architecture.

In May 2022, Vespa Capital invested in Origo to support the growth of the highly experienced management team, who collectively have over 100 years tech and financial services experience. Origo has become a fully independent commercial enterprise after being originally set up as a non-profit organisation owned by twelve large global pension and insurance firms.

Origo’s current turnover is £20m with around 100 employees. The business is seeing year on year growth with plans for Origo to at least double in size as it continues to grow organically. The business has long standing relationships within the Financial Services sector with planned adaptation of its existing offering in addition to the launch of new products and initiatives.

Origo has created a unique culture over the years with very low staff turnover, a market-leading strategy and new investment from Vespa Capital. The business is continuing to go from strength to strength to deepen its relationships within Financial Services and continues to provide its clients with an exceptional service and mission critical solutions to industry wide problems.

For the next three years, Origo plans to heavily invest in proprietary software solutions to bolster its recurring revenue streams including transfer services, unipass services and the newly launched integration hub.

The Role

As the Head of Financial Planning and Analysis, you will work alongside the Head of Finance, reporting into the CFO, to support the business’s strategic development and continued growth. You will hold a professional accounting qualification, be technically astute and be comfortable working within a fast paced, highly entrepreneurial environment, dealing with multiple stakeholders.

  • Preparing the consolidated Board Pack, cash flow forecasts, budgeting and presenting financial performance and position to the Executive team
  • Supporting the CFO in all strategic matters, including input to strategic plan to deliver future growth
  • Providing astute and insightful financial analysis and commentary including financial modelling and consolidation of business data
  • Compiling and presenting commercial data from throughout the business to better inform commercial decisions and provide customer insights
  • Presenting sales pipeline data, reviewing cost centres, assessing profitability, preparing and reviewing KPIs as well as ensuring company data and MI is appropriately captured and reported on
  • Working as Finance Lead on key projects to ensure accuracy and visibility of performance
  • Overall responsibility for financial planning, analysis and future cash management
  • Supporting the business through any M&A processes, including the preparation of financial models
  • Ensuring meaningful and robust management information and commercial commentary is available to support business insight and decision-making processes. Suggest improvements to the reporting of revenue and working capital management where appropriate
  • Running the forecasting and planning processes to set stretching but realistic business targets in line with the company goals
  • Working closely with senior management to build successful working relationships and become a credible senior business partner
  • Maintaining a current level of technical awareness and expertise in all areas of management accounting

 The Individual

  • Fully qualified Accountant (CA / ACA / ACCA / CIMA)
  • Experience as a Finance Controller or FP&A Manager within a corporate or SME environment
  • Strong experience of excel modelling of budgets, forecasting and business opportunities
  • Commercially astute with the ability to contribute to the strategy and vision of the business
  • Strong technical accountancy skills – both management, statutory accounts and consolidations
  • Outstanding at analysis of data and drawing strong commercial conclusions
  • Excellent communicator of financial information to senior management and non-finance colleagues, with the ability to build strong relationships with key business colleagues
  • Keen attention to detail but also with the ability to communicate the wider strategic picture to key stakeholders
  • Analytical, innovative and reflective thinker who utilises information to drive business-critical decisions
  • Highly organised, comfortable with ambiguity, and able to show initiative and adapt as business priorities change. Able to manage and prioritise both long- and short-term objectives


Attractive package commensurate with background and experience required for the role.

Benefits include:

  • 11% non-contributory pension
  • Private Health Insurance
  • Flexible benefits 3.5%
  • Life, Critical Illness and Income Protection cover
  • Holiday Allowance – 26 days plus bank holidays

What to do Next

  • To find out more on remuneration, the role or to see a full Position Profile, please contact retained advisor, Will Dodds at Rutherford Cross by emailing [email protected]
  • Please note that any direct or third party approaches will be sent to Rutherford Cross for review and assessment

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