Financial Planning and Analysis Manager

We Are Workforce Ltd; Coventry; On-site; GBP 60,000 - 90,000; Full time

Job summary

We Are Workforce Ltd in Coventry is seeking an FP&A and Business Performance Manager to lead budgeting, forecasting and performance analysis across the business. You will own the development of budgets, forecasts and management information to support decision-making and drive profitability.

You will coach a high-performing FP&A team, deliver timely management information, partner with senior leaders, and drive profitability through robust financial modelling and commercial insight.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA.
• Experience in FP&A, management reporting or business partnering.
• Proven track record in budgeting, forecasting and long-range planning.

Responsibilities

• Lead annual budgeting and rolling forecasts.
• Own management reporting framework and KPI packs.
• Provide strategic financial analysis and business partnering.
• Develop data quality and trusted financial insight.

Skills

Financial planning

Management reporting

Business partnering

Analytical skills

Stakeholder management

Education

ACA/ACCA/CIMA

Tools

Power BI

Tableau

SQL

Job description

Commensurate with the position of your role within the organisation, you will be required to adopt a flexible approach to the hours worked and which may be necessary for the proper performance of your duties. The basic contractual hours will be 37.5 hours per week, with an unpaid lunch break.

Salary dependant on experience.

The FP&A and Business Performance Manager is responsible for leading the Company's financial planning, business partnering, management reporting and performance analysis activities.

The role owns the development and delivery of budgets, forecasts, management information, KPI reporting, profitability analysis and business insight, ensuring senior leaders have access to accurate, timely and meaningful information to support decision-making and drive business performance.

Working closely with stakeholders across Long-Term Contract Hire, Fleet Management and Used Vehicle Sales, the role will provide financial challenge, commercial support and strategic insight, helping identify risks, opportunities and actions required to improve profitability.

Whilst responsible for leading and developing a high-performing FP&A team, the role will also remain actively involved in complex analysis, forecasting, modelling, business cases and performance investigations. The successful candidate will combine strong leadership with a hands‑on approach, supporting the team whilst helping shape the future direction of the finance function and the wider business.

The role will be instrumental in evolving the Company's FP&A framework, improving data quality, enhancing management information and establishing a robust business partnering model that supports sustainable profitable growth.

Financial Planning and Forecasting

• Lead the annual budget, forecast and strategic planning processes.
• Own the Company's three-year planning model and associated forecasting activities.
• Challenge assumptions and ensure plans are aligned to business strategy and objectives.
• Develop scenario planning, financial modelling and sensitivity analysis to support decision‑making.
• Identify, quantify and communicate financial risks and opportunities.
• Support business leaders in understanding the financial impact of operational decisions and strategic initiatives.
• Ensure robust forecasting processes are embedded across the organisation.

Management Information and Reporting

• Own the Company's management reporting framework and ensure a single version of the truth across all reporting outputs.
• Oversee the preparation and delivery of monthly management accounts, management packs, KPI reporting and performance analysis.
• Ensure reporting is accurate, timely, insightful and clearly focused on key performance drivers.
• Develop reporting tools and dashboards that improve understanding of business performance.
• Continuously improve the quality, relevance and accessibility of management information.
• Establish reporting standards, governance and controls to ensure consistency throughout the business.

Business Partnering

• Lead the business partnering function across:
  • Long-Term Contract Hire
  • Fleet Management
  • Used Vehicle Sales
• Build strong relationships with senior leaders and budget holders across the business.
• Act as a trusted advisor, providing constructive challenge and commercial insight.
• Support stakeholders in making informed decisions through robust financial analysis and performance evaluation.
• Develop and strengthen a proactive business partnering culture across the organisation.
• Deliver a high standard of customer service to internal stakeholders.

Commercial Analysis and Business Performance

• Lead the delivery of profitability analysis across products, customers and business activities.
• Investigate financial and operational performance variances and identify underlying causes.
• Translate complex financial and operational data into clear, actionable recommendations.
• Identify opportunities to improve revenue, profitability, efficiency and business performance.
• Support pricing reviews, commercial evaluations, investment appraisals and business cases.
• Provide insightful analysis that supports strategic decision-making and continuous improvement initiatives.
• Monitor business performance trends and proactively identify emerging risks and opportunities.

Data Quality and Reporting Improvement

• Drive improvements in data quality, accuracy and consistency across financial and operational reporting.
• Work with stakeholders to improve data governance and reporting integrity.
• Identify opportunities to automate and streamline reporting processes.
• Enhance reporting capabilities through improved use of systems, data analytics and business intelligence tools.
• Promote a culture of continuous improvement and analytical excellence.

Leadership and People Development

• Lead, motivate and develop a team of finance professionals.
• Set clear objectives and performance expectations.
• Support the technical and professional development of team members.
• Create a culture of accountability, collaboration and continuous learning.
• Ensure workloads and resources are managed effectively.
• Develop succession plans and build capability within the wider finance function.
• Act as a role model for professionalism, teamwork and business partnership.

Strategic Support

• Support the Head of Finance, Executive Team and senior stakeholders with strategic initiatives and business priorities.
• Provide financial analysis and insight for key projects and business opportunities.
• Assist in evaluating operational and commercial improvement opportunities.
• Contribute to the ongoing development and transformation of the finance function.

General Responsibilities

• Comply with all relevant fire, health and safety, hygiene, and other statutory requirements.
• Participate in training and development activities, including cross‑functional and multi‑skilled training, as reasonably requested.
• Carry out any reasonable duties or instructions assigned by a Manager or Director.
• Maintain professional, courteous, and effective relationships with both internal and external customers at all times.
• Present a professional appearance and wear any required personal protective equipment (PPE) in accordance with company policies.
• Attend mandatory training sessions and comply with all company policies, procedures, and regulations.
• Undertake additional duties, outside the normal scope of the role, where reasonably required by management to support business needs.

Person Specification

Essential

• Qualified accountant (ACA, ACCA or CIMA).
• Significant experience in FP&A, commercial finance, management reporting or business partnering roles.
• Proven experience leading annual budgets, forecasting and long‑range planning processes.
• Strong commercial acumen and understanding of business performance drivers.
• Advanced analytical and financial modelling skills.
• Experience delivering management information, KPI reporting and business performance analysis.
• Strong data analysis capability, including handling large and complex datasets.
• Advanced Excel skills and experience working with multiple data sources and reporting systems.
• Ability to investigate issues, understand root causes and identify practical solutions.
• Experience developing and enhancing management reporting frameworks.
• Strong stakeholder management skills, including engagement with senior management teams.
• Ability to communicate complex financial information clearly and effectively.
• Proven experience leading and developing teams.
• Strong organisational skills with the ability to manage competing priorities and tight deadlines.
• Positive, proactive and collaborative approach.
• Passion for continuous improvement and developing better ways of working.

Desirable

• Experience within vehicle leasing, fleet management, automotive, asset finance or similar industries.
• Experience transforming or developing an FP&A function.
• Strong working knowledge of IFRS.
• Experience using Power BI, Tableau or similar business intelligence tools.
• Experience using SQL, BigQuery or similar data extraction tools.
• Experience developing profitability models and advanced commercial analytics.
• Experience supporting strategic projects, acquisitions or business transformation initiatives.
• Knowledge of pricing analysis and customer profitability reporting.
• Experience working within a multi‑entity or international reporting environment.

Personal Attributes

• Intellectually curious and motivated to understand the underlying drivers of business performance.
• Commercially focused with a strong desire to improve profitability and business outcomes.
• Comfortable challenging assumptions and influencing decision‑making constructively.
• Equally effective operating strategically and at a detailed operational level.
• Naturally analytical with strong problem‑solving skills.
• High attention to detail whilst maintaining a broader business perspective.
• Positive and resilient attitude.
• Excellent relationship builder and team player.
• Committed to developing people and fostering a high‑performance culture.
• Proactive, adaptable and comfortable operating in a fast‑paced environment.