Finance Business Partner

Investigo; Poulton-le-Fylde; On-site; GBP 50,000 - 75,000; Full time

Job summary

An established SME business in Poulton-le-Fylde is seeking a Finance Business Partner to lead financial planning and reporting. The role requires strong experience in budgeting and forecasting, as well as the ability to manage relationships with senior stakeholders. This is an opportunity to shape a newly created position and contribute to the business's growth.

Qualifications

• Demonstrable track record of delivering value to a business.
• Experience dealing with senior stakeholders and high-profile performance data.
• High-quality management information creation experience.

Responsibilities

• Lead production of annual Budget and regular reforecasts.
• Produce monthly management reports with commentary.
• Develop cashflow projections and own budgeting processes.

Skills

Business partner experience

Financial planning and analysis

Stakeholder management

Excel competence

Education

Recognised accountancy body qualification

Job description

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Finance Business Partner, Poulton-le-Fylde

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Job Reference:

ea4a9f0f8a02

Job Views:

18

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Finance Business Partner required for established Southend Business with strong growth plans.

It's a newly created role and an opportunity to make the role your own within a friendly and ambitious SME business.

The Finance Business Partner will play a key part in the Group Finance team and wider business. Reporting to the Chief Financial Officer, you will be responsible for leading production of the annual Budget, regular reforecasts, producing monthly management reports with commentary, new initiatives, and capital investment. You will produce various reports to senior management and be the key relationship holder between Finance and the wider business, offering value and recommendations to achieve corporate and business strategies.

Key Responsibilities:

• Maintain an effective forecasting, planning, reporting and analysis capability on both a GAAP and cash basis.
• Creation, development and production of Finance exhibits and analysis packs including commentary on both revenue generation and expenses.
• Own and develop short, medium and long term cashflow projections.
• Own the process for budgets and forecasts, implementing new processes where required and supporting the business to deliver the information needed.
• Produce expected outcomes of new projects and track benefit realisation from projects now live, making recommendations to senior management where lessons can be learned.
• Identify and implement improvements to the planning/forecasting process.
• Prepare insightful analysis to aid key decision makers, identifying risks and opportunities.
• Support the wider finance team with the financial close process, including understanding variances in the monthly results.
• Liaise with auditors where required, supporting deliverables such as analytical review.
• Any ad-hoc duties as required.

Required Experience:

• Previous business partner experience, with a demonstrable track record of delivering value to a business.
• Experience of dealing with senior stakeholders and high-profile sensitive performance data.
• Must have experience within financial planning and analysis (i.e budgeting/forecasting), including the creation and production of high-quality management information.
• Experience in dealing with planning and forecasting on both a GAAP and cash basis, across all 3 primary statements (P&L, balance sheet and cashflow).
• Project appraisal and evaluation at various stages of the project life cycle.
• Strong competence in excel, understanding best practice and having strong self-audit skills

Qualifications:

• Recognised accountancy body qualification essential
• Possess excellent teamwork and interpersonal skills with experience of building relationships with senior management and the wider business, including being able to explain complex issues to non-finance colleagues in a clear and concise way.