Financial Planning & Analysis Manager

Animal Trust (UK); Ellesmere Port; On-site; GBP 55,000 - 85,000; Full time

Benefits offered by this job

6 weeks holiday

Sick pay (up to 52 weeks)

Employee assistance programme

Enhanced maternity and paternity

Contributory pension (4%)

Cycle to work scheme

E-Car Scheme

Perkbox store discounts

Staff discount (20%)

Refer-a-Friend bonus

Job summary

Animal Trust (UK) is seeking a Financial Planning & Analysis Manager to shape financial insight and decision-making for growth across our surgeries and hospitals.

You’ll lead forecasting, performance reporting, and connect operational activity with financial outcomes, moving from spreadsheets to a scalable rolling forecasting platform while partnering with Operations, Technology and external partners to deliver trusted insights.

Qualifications

• ACA/ACCA or CIMA qualification.
• Strong FP&A, commercial finance or management accounting experience.
• Excellent understanding of P&L drivers and operational performance.
• Experience in forecasting, budgeting, scenario modelling and management reporting. Power BI or similar BI experience.
• Strong Excel and financial modelling skills, with the ability to translate Finance requirements into better systems.
• Confidence communicating insight and constructively challenging stakeholders.
• A practical, commercially curious approach focused on recommendations and outcomes.

Responsibilities

• Own P&L, capital and cash forecasting processes and move from Excel to a rolling forecasting platform.
• Develop driver-based forecasts linking appointments, capacity, staffing and other operational activity to financial outcomes.
• Coordinate forecast assumptions with budget owners and provide scenarios to support decisions.
• Produce clear site, regional and organisation-wide performance reporting.
• Investigate causes of revenue, activity, productivity and cost movements and identify improvement opportunities.
• Partner with Operations and Capital Projects to track financial and operational impact.
• Own business requirements for forecasting and management information; work with Tech and external data partners to implement tools.
• Work with the Financial Controller to ensure reporting reconciles to trusted actuals.
• Lead adoption of new forecasting and reporting tools across Finance and Operations; reduce manual spreadsheet work and ensure KPI definitions and data quality.
• Assist the Finance Director with P&L forecast inputs for cash and funding planning.

Skills

FP&A experience

Forecasting

Budgeting

Scenario modelling

Management reporting

Power BI

Excel

Financial modelling

Stakeholder communication

Education

ACA/ACCA/CIMA qualification

Tools

Power BI

Excel

Job description

We’re looking for a Financial Planning & Analysis Manager to help shape the financial insight and decision-making that will support our next stage of growth.

This is an exciting opportunity to combine financial expertise with business partnering and transformation. You'll lead forecasting and performance reporting, connect operational activity with financial outcomes, and develop smarter, more scalable ways to plan and analyse performance across our surgeries and hospitals.

Working closely with Operations, Technology and external partners, you'll help us move beyond spreadsheet-heavy processes, modernise our reporting tools and turn data into clear, actionable insight that drives better decisions across the organisation.

About animal Trust

Animal Trust stands out from other veterinary services. Firstly, we are a unique Community Interest Company, being the only veterinary CIC in the UK to date. Our primary focus isn't solely on maximising profits; instead, we are dedicated to delivering on our mission and ensuring enough profit to sustain our business in the long term.

What you’ll do

• Own our P&L, capital and cash forecasting processes and lead the move from Excel-based models to a more efficient, integrated rolling forecasting platform.
• Develop driver-based forecasts linking appointments, capacity, staffing and other operational activity to financial outcomes.
• Coordinate forecast assumptions with budget owners and provide scenarios to support decisions.
• Produce clear site, regional and organisation-wide performance reporting.
• Investigate the causes of revenue, activity, productivity and cost movements, identifying practical opportunities for improvement.
• Partner with Operations and Capital Projects teams to agree actions and track their financial and operational impact.
• Own the business requirements for forecasting and management information; work with Technology and external data partners to assess, select, implement and improve appropriate tools.
• Work with the Financial Controller to ensure financial reporting and performance analysis reconcile to trusted actuals.
• Lead adoption of new forecasting and reporting tools across Finance and Operations, reducing manual spreadsheet work and ensuring clear KPI definitions, reliable data and effective user training.
• Support the Finance Director with P&L forecast inputs for cash and funding planning.

What you’ll bring:

Essential

• ACA, ACCA or CIMA qualification.
• Strong FP&A, commercial finance or management accounting experience.
• Excellent understanding of P&L drivers and operational performance.
• Experience in forecasting, budgeting, scenario modelling and management reporting.Power BI or similar BI experience.
• Strong Excel and financial modelling skills, with the ability to translate Finance requirements into better systems.
• Confidence communicating insight and constructively challenging stakeholders.
• A practical, commercially curious approach focused on recommendations and outcomes.

Desirable

• Multi-site or service-led organisation experience.
• Experience implementing or improving forecasting, planning or reporting systems.

Rota:
Hours: 40hrs worked across 5 days (Monday - Friday)

Benefits:

• 6 weeks holiday, including bank holidays
• Up to 52 weeks sick pay available
• Employee assistance programme
• Enhanced maternity and paternity package
• Contributory pension scheme (4%)
• Cycle to work scheme
• E-Car Scheme
• Store discounts with Perkbox
• Staff discount (20%)
• Refer-a-Friend bonus

Closing Date: 6th November 2026