Financial Planning & Analysis Manager

Jobtailor; Hartlebury; On-site; GBP 80,000 - 110,000; Full time

Job summary

Jobtailor seeks a senior FP&A professional to lead group forecasting, budgeting and MI across a fast-moving international group. You will own the forecasting model, apply scenario and sensitivity analyses and partner with Directors on P&L presentation and strategy.

The role requires ACA/ACCA/CIMA, senior FP&A experience, and a commercial mindset with a passion for AI and automation in finance. Expect close collaboration with multiple departments and external lenders.

Qualifications

• Fully qualified accountant with international group experience.
• Strong FP&A background including budgeting, forecasting, and modelling.
• Experience implementing forecasting models from scratch is a plus.
• Ability to partner with non-finance stakeholders and challenge constructively.

Responsibilities

• Build and own the group forecasting model with scenario and sensitivity analyses.
• Act as the central source of truth for MI and budgeting across the group.
• Lead weekly margin and debtor reports and flag performance below margins.
• Own cost analysis and overhead efficiency improvements across the group.
• Oversee group budgeting, in-year forecasting and reforecasting.
• Lead monthly MI and lender reporting packs and KPI dashboards.

Skills

Business Partnering

Influencing Stakeholders

Constructive Challenging

Communication Skills

Credibility

Education

ACA/ACCA/CIMA qualification

Tools

Advanced Excel

Finance Systems

Automation Tools

AI Tools

Job description

• Build and own the group forecasting model, including scenario and sensitivity modelling for short- and long-term forecasts
• Serve as the centralised source of truth for management information and budgeting across the group
• Issue weekly margin and debtor reports every Monday and flag performance below the margin floor
• Own cost analysis of the group's operating base and optimise overhead efficiency
• Own group budgeting, in-year forecasting and reforecasting
• Lead monthly MI and lender reporting packs
• Own KPI dashboards and business data reporting across departments
• Business partner with Directors and departments on their P&L
• Handle interrogation of reported numbers for UK Board members
• Own budget variance analysis and support group P&L and balance-sheet consolidation
• Support the Financial Director on technical accounting, policies and consistency of treatment
• Support the Financial Controller with financial year-end and audit deliverables
• Own covenant compliance monitoring and lender reporting alongside the Financial Controller
• Support statutory accounts preparation, intercompany matrix, monthly eliminations, and P11D / PSA / employment tax compliance
• Contribute to finance systems and process improvement, FX monitoring and cashflow forecasting
• Manage external advisor relationships
• Use AI and automation for reporting and forecasting and lead tool integration and adoption
• Develop the FP&A analyst and build the team's modelling capability

Requirements

• Fully qualified accountant (ACA, ACCA or CIMA)
• 5 years' qualified experience in a fast-paced international group
• Strong FP&A experience
• Excellent budgeting, forecasting and financial modelling skills
• Ideally, experience building a forecasting model from scratch
• Ability to business partner, influence and constructively challenge non-finance stakeholders
• Experience of lender/MI reporting and covenant monitoring
• Advanced Excel skills
• Confidence building clear, insightful KPI reporting
• Commercial, improvement-minded outlook
• Credibility to sit on a senior team
• Genuine passion for AI and automation in finance

Core Competencies

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling, while effectively partnering with stakeholders to drive performance and compliance in a fast-paced international environment.

Highest-signal resume keywords

• Qualified Accountant (ACA, ACCA, CIMA)
• Financial Planning And Analysis (FP&A)
• Budgeting And Forecasting
• Advanced Excel Skills
• Covenant Compliance Monitoring

Hard Skills

• Financial Modelling
• Cost Analysis
• KPI Reporting
• Variance Analysis
• Scenario Modelling
• Sensitivity Modelling
• Cashflow Forecasting
• Intercompany Matrix Preparation
• Statutory Accounts Preparation
• AI And Automation In Finance

Soft Skills

• Business Partnering
• Influencing Stakeholders
• Constructive Challenging
• Communication Skills
• Credibility

Certifications & Qualifications

• ACA
• ACCA
• CIMA

Industry Keywords

• Management Information (MI)
• Lender Reporting
• Overhead Efficiency
• Performance Monitoring
• Financial Year-End
• Audit Deliverables
• Employment Tax Compliance

Tools & Technologies

• Finance Systems
• Reporting Tools
• Automation Tools
• AI Tools