Financial Planning & Analysis Manager

Key responsibilities

• Lead and refine the budgeting, forecasting, and long-term planning processes to ensure alignment with organisational goals.
• Develop and maintain robust financial models to evaluate business performance and support strategic initiatives.
• Drive the budget process and maintain rolling forecasts to adapt to changing business dynamics.
• Optimise cash flow to maintain financial stability, ensuring sufficient liquidity for operational needs while maximising the efficient use of capital.

• Deliver month-end management reports, executive summaries, and business KPI reports, providing actionable insights and recommendations.
• Conduct detailed financial analysis and produce comprehensive reports for decision-making.
• Own the preparation of 3-way financial models (Income Statements, Cashflows, and Balance Sheets) to support budgeting, forecasting, and scenario planning.
• Present complex financial data to non-financial stakeholders in a clear and impactful way, enabling data-driven decision-making.

• Act as a trusted partner to the CFO, senior leadership, and business unit heads, providing financial insights and recommendations.
• Collaborate with divisional and regional leaders to ensure alignment during the budget and forecasting processes.
• Support non-finance stakeholders in managing their cost budgets, offering guidance to improve financial outcomes.

• Identify and implement process improvements to enhance the efficiency, accuracy, and scalability of financial planning and analysis.
• Evaluate, implement, and optimise tools and systems to improve financial analytics, reporting, and business intelligence.
• Provide ad-hoc analysis to evaluate financial opportunities and risks and support strategic decisions.

• Mentor and guide members of the finance team, fostering professional growth and high-quality outputs.
• Promote a culture of collaboration, innovation, and excellence within the Finance function 

Key qualifications

• ACCA/ACA/CIMA qualification with at least 3 years of post-qualification experience (PQE).
• A degree in Finance, Accounting, Economics, or a related field is preferred.

• Significant experience in financial planning and analysis or a similar role.
• Proven expertise in budgeting, forecasting, financial modelling, and strategic planning.
• Experience working with senior leaders and non-finance stakeholders to influence decision-making and optimise financial performance.

• Advanced proficiency in Excel and the ability to build robust financial models.
• Experience with ERP systems (e.g., SAP, NetSuite, Sage Intacct) and financial planning tools (e.g., Adaptive Insights, Anaplan, Planful).
• Familiarity with data visualisation tools like Power BI or Tableau.

• Strong analytical and problem-solving skills, with meticulous attention to detail.
• Excellent communication skills, with the ability to present complex financial data in a simple and engaging manner.
• Proactive, results-driven mindset with a focus on continuous improvement and meeting deadlines.
• Effective team management skills with a collaborative approach.

Benefits

• 27 days holiday (excl. bank holidays), plus 1 additional day off on your birthday
• Option to purchase up to 5 additional leave days
• Company pension scheme
• Paid volunteering leave (1 day per year)
• Half-day Fridays during July and August
• Life insurance 
• Private health insurance with Aviva
• Discounted gym membership
• Retail and other discounts 
• Employee Assistance Programme
• Dedicated learning and development budget
• Regular paid social events throughout the year
• Flexible remote working arrangement with opportunities for collaboration at key moments

About The Company