Financial Planning and Analysis Manager

Travis Perkins plc; Coventry; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary plus annual/bi

Car allowance

Generous pension scheme with matched

Save as you earn and share schemes

Colleague discount across Travis Per k

Private medical cover

Job summary

BSS, part of Travis Perkins plc, is seeking an exceptional Financial Planning and Analysis Manager to join the finance team and help shape the future of the business.

The role leads forecasting, budgeting and commercial performance analysis across BSS UK and Ireland, acting as a key liaison for non-finance teams and regional leadership to provide automated, forward-looking data for informed decision making.

Qualifications

• Fully qualified accountant (ACA, ACCA or CIMA) or qualified by experience (QBE).
• Proven experience operating within a multi-site branch operations business.
• Strong ability to build relationships and work collaboratively across differing business areas.
• Kerridge finance system knowledge is desirable.
• Dashboard design, data coding or AI-driven reporting workflows experience is a plus.

Responsibilities

• Owning and generating automated reports easily understood across the business.
• Leading the budget process for all budget owners to ensure a smooth cycle.
• Conducting variance analysis to explain performance gaps against targets.
• Designing dashboards and KPI reports for executives and the Board.
• Evaluating the financial viability of major capital investments and projects.
• Partnering with non-finance teams to optimise commercial and financial decisions.
• Advising regional leadership on financial performance and strategic focus areas.
• Analyzing profit margins and cost structures to drive profitability and cash flow.
• Contributing to forward-looking business intelligence capabilities and data distribution across the group.

Skills

Multi-site operations experience

Relationship building

Kerridge finance systems

Education

ACA/ACCA/CIMA

Tools

Kerridge

Job description

BSS, part of Travis Perkins plc, are now hiring for an exceptional Financial Planning and Analysis Manager to join our finance team and play a pivotal role in shaping the future of our business.

This is far more than a traditional financial reporting role. You’ll be a trusted advisor to directors, a key driver of profit improving activity and an essential partner to leadership across a complex multi-site group. If you are a strategic technology minded accountant who loves turning complex data into clear insights, driving budgeting cycles and collaborating across departments to eliminate inefficiencies, we’d love to hear from you.

The Opportunity

As Financial Planning and Analysis Manager, reporting into the Head of Finance, you will lead all aspects of our forecasting, budgeting, and commercial performance analysis across BSS UK and Ireland.

You will hold a standalone, highly collaborative position designed to support our business units with reporting improvements and margin-boosting insights. In this role, you will act as a key liaison for non-finance teams and regional leadership, ensuring the business has the clear, automated and forward looking data needed to optimise financial decisions.

Hybrid Working

You will be expected to join the team and visit our BSS Coventry office twice a week. From Janaury 2027 this will be an expectation of 3 days per week.

What You’ll Be Doing

• Reporting & Automation: Owning and generating simple, automated reports designed to be easily understood and distributed across the business.
• Forward-Looking Insight: Controlling business-wide data distribution with a keen eye on future Business Intelligence (BI) capabilities.
• Budget Leadership: Leading the entire budget process to ensure a smooth, simple and effective cycle for all budget owners.
• Variance Analysis: Comparing actual financial results against targets to identify, investigate and explain performance gaps.
• Dashboard Design: Translating complex data into clear, interactive dashboards and KPI reports for executive leadership and the Board.
• Investment Evaluation: Evaluating the financial viability of major capital investments and new strategic business projects.
• Cross-Functional Collaboration: Partnering across multiple departments to help non-finance teams optimise their commercial and financial decisions.
• Profitability & Cashflow: Analysing profit margins and cost structures to eliminate inefficiencies, boost profitability and project long term cashflow requirements.
• Regional Advisory: Attending regional director meetings to advise directly on financial performance and strategic focus areas.

Essential

About You

• Fully qualified accountant (ACA, ACCA, CIMA) or qualified by experience (QBE).
• Proven experience operating within a multi-site branch operations business.
• Strong ability to build relationships and work collaboratively across differing business areas.

We’d Particularly Like to See

• Practical knowledge of Kerridge finance systems.
• A background in dashboard design, data coding or building AI-driven reporting workflows.

What’s in it for you

• Competitive base salary plus an annual bonus linked to business performance
• Car allowance
• Generous pension scheme with matched contributions (based on length of service)
• Save as you earn and share schemes that let you share in the Group's success.
• Colleague discount across Travis Perkins Group brands - 20% off at Toolstation
• Private medical cover