Financial Planning & Analysis Manager

Leapfrog Recruitment Consultants; United Kingdom; On-site; GBP 70,000 - 110,000; Full time

Job summary

Leapfrog Limited is seeking a seasoned FP&A professional to lead budgeting, forecasting and financial modelling to support strategic decisions at board level. You will translate complex data into clear insights and partner with executives to shape financial outcomes.

The role requires a fully qualified accountant (ACA/ACCA/CIMA or equivalent), strong Excel and Power BI skills, and a proven track record in financial reporting, regulatory understanding and collaboration with senior stakeholders.

Qualifications

• Fully qualified accountant (ACA/ACCA/CIMA or equivalent).
• Experience in Financial Planning & Analysis including budgeting, forecasting, modelling and reporting.
• Advanced Excel skills and ability to present to Executives/Boards.

Responsibilities

• Lead annual budgeting and monthly forecasts.
• Develop and maintain financial models to support planning and strategy.
• Provide financial analysis and business partnering to senior stakeholders.
• Prepare management information, KPIs and performance metrics for decisions.
• Support pricing, product development and business growth initiatives.

Skills

Financial modelling

Budgeting

Forecasting

Management reporting

Excel advanced

Power BI

Education

Qualified Accountant (ACA/ACCA/CIMA)

Tools

Power BI

ERP systems

Job description

Take a leading role in shaping financial performance and strategic planning within an established banking business. You'll oversee budgets, develop financial models and provide meaningful analysis to the Executive Team and Board. This is a varied opportunity for someone who combines strong technical accounting knowledge with commercial judgement.

Duties for this role include, but are not limited to:

• Lead the annual budgeting process and monthly financial forecasting activities.
• Develop and maintain financial models to support business planning and strategic decision-making.
• Challenge forecasting assumptions and monitor financial performance against agreed targets.
• Support the development of longer-term financial and strategic plans.
• Prepare monthly financial performance reports for senior management, Executive Committees and the Board.
• Analyse performance against budgets, forecasts and previous periods, identifying key trends and financial drivers.
• Develop management information, KPIs and performance metrics to support commercial decisions.
• Identify opportunities to improve profitability, efficiency and financial returns.
• Provide financial analysis and business partnering support to senior stakeholders.
• Support pricing, product development and business growth initiatives.
• Prepare and submit financial and regulatory returns to the South African Reserve Bank.
• Ensure regulatory reporting is accurate, complete and submitted within required deadlines.
• Reconcile regulatory returns with financial records and management information.
• Liaise with Group Finance and relevant stakeholders regarding regulatory reporting requirements.
• Maintain appropriate controls, documentation and governance across financial reporting processes.
• Support internal and external audit reviews relating to regulatory reporting.
• Identify opportunities to improve financial planning, reporting and operational processes.
• Contribute to finance transformation, automation and system improvement initiatives.

Skills / Qualifications

The ideal candidate will be a fully qualified accountant (ACA, ACCA, CIMA or equivalent) with proven experience in Financial Planning & Analysis, including budgeting, forecasting, financial modelling and performance reporting. You'll have advanced Excel skills, strong analytical ability and experience preparing financial information for Executive Teams and Boards. Excellent communication, commercial judgement and stakeholder management skills are essential, alongside the confidence to challenge assumptions and support strategic decision-making. Previous banking or financial services experience, knowledge of South African Reserve Bank reporting, and familiarity with Power BI, financial planning systems or ERP solutions would be advantageous.