Financial Planning and Analysis Manager

Animal Trust Vets CIC; Ellesmere Port; Hybrid; GBP 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

6 weeks’ annual leave

Up to 52 weeks of sick pay

Employee Assistance Programme

Enhanced maternity and paternity

Contributory pension scheme (4%)

Cycle to Work scheme

Perkbox employee discounts

Refer-a-Friend bonus

Electric Car scheme

20% staff discount

Zusammenfassung

Animal Trust Vets CIC is seeking an FP&A Manager to lead forecasting, budgeting, financial modelling and performance reporting across our network of veterinary surgeries and hospitals. You will turn complex financial and operational data into actionable insights to support strategic planning and informed decision‑making.

Working closely with Finance, Operations, Technology and Capital Projects, you will modernise planning processes, develop integrated forecasting tools and strengthen the link

Qualifikationen

• ACA/ACCA/CIMA qualified.
• Proven FP&A, commercial finance or management accounting experience.
• Strong P&L management and KPI understanding.
• Experience in financial forecasting, budgeting, modelling and reporting.
• Experience using Power BI or similar BI tools.
• Advanced Excel skills.
• Experience linking operational drivers to financial performance.
• Experience in multi-site organisations.

Aufgaben

• Lead the organisation’s P&L, CAPEX and cash forecasting processes.
• Drive the transition from Excel-based forecasting models to an integrated rolling forecasting platform.
• Develop driver-based financial models linking appointments, clinical capacity, staffing levels, revenue and costs to financial performance.
• Coordinate budgeting assumptions with budget holders and develop scenario and sensitivity analysis.
• Provide accurate, forward-looking financial insight to support business planning, cash flow forecasting and funding requirements.
• Lead management reporting across individual sites, regions and the wider organisation.
• Translate financial data into clear, meaningful management information and provide recommendations.
• Work with the Financial Controller to ensure forecasts reconcile to actuals.

Kenntnisse

FP&A

Power BI

Advanced Excel

Stakeholder mgmt

Financial modelling

Multi-site ops

Ausbildung

ACA/ACCA/CIMA qualified

Tools

Power BI

Jobbeschreibung

Location: Ellesmere Port / ability to work from home at times

Hours: 40 hours per week, Monday–Friday

Are you an experienced Financial Planning & Analysis (FP&A) Manager looking to combine financial expertise, commercial business partnering and systems transformation in a growing organisation?

Animal Trust is looking for an FP&A Manager to lead financial forecasting, budgeting, financial modelling and performance reporting across our network of veterinary surgeries and hospitals. This is an exciting opportunity to turn complex financial and operational data into actionable insights that support strategic planning, improve business performance and drive informed decision‑making.

Working closely with Finance, Operations, Technology and Capital Projects, you will help modernise our financial planning processes, develop more integrated forecasting tools and strengthen the link between operational performance and financial outcomes.

About Animal Trust:

Animal Trust is an independent, not‑for‑profit veterinary social enterprise committed to making comprehensive veterinary care more accessible and affordable.

As a Community Interest Company (CIC), we reinvest in our people, facilities and services. Across our veterinary surgeries, referral services and Pet A&E hospitals, we are focused on delivering the right care at the right cost, while maintaining the highest standards of animal welfare.

Our values guide everything we do: Animal Welfare First, Right Care, Right Cost, Together with Purpose and Expertise in Practice.

Closing date: 6 November 2026

Key Responsibilities

• Lead the organisation’s P&L, capital expenditure (CAPEX) and cash forecasting processes.
• Drive the transition from Excel-based forecasting models to a more efficient, integrated rolling forecasting platform.
• Develop driver‑based financial models linking appointments, clinical capacity, staffing levels, revenue and costs to financial performance.
• Coordinate budgeting assumptions with budget holders and develop scenario and sensitivity analysis to support strategic and operational decisions.
• Provide accurate, forward‑looking financial insight to support business planning, cash flow forecasting and funding requirements.

Financial Analysis & Performance Reporting

• Lead management reporting across individual sites, regions and the wider organisation.
• Analyse financial performance, revenue trends, productivity, activity levels and cost variances against budget and forecast.
• Identify risks, trends and opportunities for improved financial and operational performance.
• Translate financial data into clear, meaningful management information, providing recommendations that support better decision‑making.
• Work with the Financial Controller to ensure forecasts and management reporting reconcile to accurate, reliable financial actuals.

Commercial Finance & Business Partnering

• Build effective relationships with Operations, Capital Projects and budget holders, providing financial insight and constructive challenge.
• Connect operational KPIs with financial outcomes to improve visibility of performance across our multi‑site veterinary business.
• Partner with operational leaders to develop improvement plans and monitor the financial and operational impact of agreed actions.
• Support the Finance Director with forecasting inputs for cash flow, funding and wider financial planning.

Systems, Data & Process Improvement

• Lead the development and improvement of financial planning, forecasting and management information systems.
• Translate Finance and operational requirements into clear business requirements for technology solutions.
• Work with Technology and external data partners to evaluate, select, implement and improve forecasting and reporting tools.
• Drive the adoption of new systems across Finance and Operations, reducing manual spreadsheet processes and improving reporting efficiency.
• Establish consistent KPI definitions, strengthen data quality and provide training to support effective use of new tools.

What we are looking for

Essential experience and qualifications

• ACA, ACCA or CIMA qualified.
• Proven experience in Financial Planning & Analysis (FP&A), commercial finance or management accounting.
• Strong understanding of P&L management, financial performance drivers and operational KPIs.
• Demonstrable experience in financial forecasting, budgeting, financial modelling, scenario planning and management reporting.
• Experience using Power BI or similar business intelligence and data visualisation tools.
• Advanced Excel skills and strong financial modelling capability.
• Experience translating financial reporting requirements into improved systems, processes or management information.
• Strong stakeholder management and business partnering skills, with the confidence to communicate financial insights and constructively challenge assumptions.
• A commercially minded, analytical and proactive approach, with the ability to turn data into practical recommendations.
• Experience working in a multi‑site, service‑led or operationally complex organisation.
• Experience implementing or improving financial planning, budgeting, forecasting or reporting systems.
• Experience linking operational drivers, workforce capacity and service activity to financial performance.
• 6 weeks’ annual leave, including bank holidays.
• Up to 52 weeks of sick pay available.
• Employee Assistance Programme.
• Enhanced maternity and paternity package.
• Contributory pension scheme (4%).
• Cycle to Work scheme.
• Perkbox employee discounts.
• Refer-a-Friend bonus.

Desirable experience

• Experience working in a multi-site, service-led or operationally complex organisation.
• Experience implementing or improving financial planning, budgeting, forecasting or reporting systems.
• Experience linking operational drivers, workforce capacity and service activity to financial performance.

Benefits

• 6 weeks’ annual leave, including bank holidays.
• Up to 52 weeks of sick pay available.
• Employee Assistance Programme.
• Enhanced maternity and paternity package.
• Contributory pension scheme (4%).
• Cycle to Work scheme.
• Electric Car scheme.
• Perkbox employee discounts.
• 20% staff discount.
• Refer-a-Friend bonus.

If you are a qualified finance professional with strong FP&A, commercial finance and financial modelling experience, and you want to use your expertise to shape financial strategy and improve business performance, we would love to hear from you.