Financial Planning & Analysis Manager

LSL Property Services; Metropolitan Borough of Solihull; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

A financial services firm in Solihull is seeking a Senior Financial Planning & Analysis Manager to manage all aspects of financial reporting and analysis. Candidates should have at least 3 years of post-qualification experience and a relevant professional qualification. The role offers a salary from £70,000 to £80,000, negotiable plus bonuses, and has a hybrid working model.

Benefits

Enhanced pension

Car allowance

Access to share-based incentives

Qualifications

• 3 years post qualification experience.
• Experience working in financial services.
• Ability to produce detailed models and forecasts.

Responsibilities

• Oversee financial planning and analysis reporting.
• Coordinate business plan and forecast cycles.
• Support CFO on Corporate Governance.

Skills

Budget / Forecast coordination

Excellent interpersonal skills

Strong modelling and analytic skills

Education

Degree level or equivalent

Professional accountancy qualification (ACCA, ACA, CIMA)

Job description

Job Profile

Senior Financial Planning & Analysis Manager

Hybrid West Midlands

Part of LSL Property Services plc Financial Services division PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with circa 1000 Mortgage & Insurance firms as business partners and approaching 3000 advisors working alongside us. Other businesses within the FS division include TMA Novium and Linear Financial Solutions.

We are keen to recruit a talented Financial Planning & Analysis Manager to join our first-class Finance function based on the Birmingham Business Park in Solihull West Midlands.

Role Purpose

Oversee and manage all aspects of financial planning and analysis group reporting monthly consolidation & board packs. Coordinate the business plan & forecast cycles. Provide top‑down view, long‑range business plan, and distill the story for CFO / Board Level.

Main Accountabilities

• Budget / Forecast coordination & consolidation
• Primary contact for group queries
• Production of packs & decks for FS / LSL board presentations
• CFO support & high‑level modelling
• Production of 3 Year plans
• Monthly accounts consolidation & telling the story
• Scenario modelling
• Risks & opportunities
• CFO state of the nation report
• Top‑down business planning
• Support on investment opportunities
• Group reporting cashflow forecast
• Support CFO on all Corporate Governance
• Distribute board minutes to CFO DRs

Knowledge and Expertise required

• Educated to degree level or equivalent
• Professional accountancy qualification (ACCA ACA CIMA or equivalent)
• Experience of working in financial services industry preferable
• Working at Executive level and preferably experience at board level in terms of report writing and presentations
• Co‑ordination of professional finance teams
• Building detailed models and forecasts in a complex environment
• Excellent interpersonal skills
• Organised and able to influence other teams to achieve deadlines
• Understand interpret and apply information
• Strong modelling and analytic skills
• Excellent analytical skills with ability to think independently and draw conclusions
• Able to pull the story out from the detail to an exec level summary

Essential requirements

• 3 years post qualification
• AAT qualified / Studying for ACCA / ACA / CIMA
• 3 years in similar roles

Salary and Benefits

• Monies 70000 - 80000 DOE Negotiable plus Bonus
• Enhanced pension alongside access to plc linked share‑based incentives when available
• Full time Hybrid with Home and our Solihull HQ
• Car allowance payable with this role is included in the base salary advertised

Application

Applications in confidence with a CV and covering note to PRIMIS / LSLs internal recruitment function. Internal LSL group applicants must discuss your intentions to apply with your immediate line manager prior to your application being submitted.

EEO Statement

We are an equal opportunity and Disability Confident employer dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process please let us know.

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