Financial Planning and Analysis Manager

Key Responsibilities and Accountabilities

The post will report directly to the Head of Finance and tasks may include:

• Preparation and development of the monthly management accounts and finance Board pack, including clear insight into key financial drivers, risks, opportunities and performance analysis across all companies.
• Lead the annual budgeting process and rolling forecasting across the Group, coordinating inputs from operational leadership.
• Development and maintenance of financial models including integrated financial planning models, cashflow forecasting and investment case modelling.
• Support strategic decision-making through financial analysis, scenario modelling and evaluation of business initiatives and investments.
• Ownership and development of FP&A systems and processes, including management and implementation of our FP&A Software.
• Drive improvements in financial reporting, planning and data quality in the Group.
• Lead finance team business partnering with senior stakeholders across the Group, providing financial insight and supporting informed decision-making.
• Act as a leader within the finance team, supporting the development of FP&A capabilities and contributing to a culture of continuous improvement.
• These duties are not exhaustive, and this role would be expected to complete other duties in line with their level of responsibility (e.g. insurance and asset financing).

Knowledge and Skills

• Appropriate qualification (ACA, ACCA or CCAB) or part qualification with strong commercial awareness (candidates qualified by appropriate experience will be considered).
• Sound working technical knowledge of financial activities.
• Strong modelling capabilities with excellent Excel skills.
• A desire to work in a dynamic and rapidly expanding environment.
• Committed to continuing to learn and develop.
• Experienced user of financial systems.

Abbreviated person specification

• Self-motivated and results-oriented with a clear focus on delivering objectives.
• Team player, able to manage complex multi-stakeholder initiatives and processes.
• Able to prioritise and reconcile agendas of various stakeholders.
• Able to work with integrity and to maintain high levels of confidentiality.
• Willing to learn and drive their own development; keen for challenging new experiences and to grow within the business.
• Excellent attention to detail and levels of accuracy.
• Thorough and methodical; motivated to see tasks through to their end.
• Strong communication skills.
• Good interpersonal skills which foster collaborative team-working.