Financial Planning and Analysis Manager

JR United Kingdom; Fleet; On-site; GBP 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planning and Analysis Manager to join their expanding team in Fleet. This role focuses on analyzing investment fund performance and enhancing financial models to support long-term forecasting and budgeting. You will work closely with senior leadership and fund managers, providing strategic insights and fostering a positive workplace culture. If you are passionate about data exploration and stakeholder engagement, this opportunity offers the chance to design and develop management information for a growing enterprise, all while enjoying a hybrid working environment.

Benefits

25 days of annual leave

Pension plan

Life Assurance

Health cash plan

Income Protection

Bonus

Hybrid Working: 2 days in the office

Qualifications

• Formal qualification in finance (ACCA, CIMA, or ICAEW) is essential.
• Strong experience in budget management and financial analysis required.

Responsibilities

• Oversee FP&A and reporting processes, providing insights to stakeholders.
• Enhance financial models for forecasting and budgeting efforts.

Skills

Budget Management

Financial Analysis

Forecasting

Power BI

Financial Reporting

Education

ACCA

CIMA

ICAEW

Tools

Power BI

Job description

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Financial Planning and Analysis Manager, Fleet

Location: Fleet, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

Job Description:

A well-established nationwide business is looking to appoint an FP&A Manager to join their expanding team. Over the past two years, the company has significantly increased its presence in the UK market, leading to the creation of this new role. This position will focus on analysing the performance of a portfolio of investment funds.

Benefits – FP&A Manager

• 25 days of annual leave
• Pension plan
• Life Assurance
• Health cash plan
• Income Protection
• Bonus
• Hybrid Working: 2 days in the office

FP&A Manager – About The Role

In this role, you will oversee the FP&A and reporting processes, providing insights and strategic support to stakeholders and the management team. The position involves working with large datasets.

Key responsibilities include:

• Enhancing the current financial model to support forecasting and budgeting efforts, including monthly, quarterly, and long-range forecasts up to 10 years.
• Preparing financial reports that highlight fund performance, trends, variances, and key financial metrics.
• Leading the development of forecasts and budgets aligned with strategic fund objectives.
• Developing and maintaining financial models to assess fund performance, including KPIs and financial metrics.
• Collaborating with senior leadership, fund managers, and internal teams to convey findings and recommendations based on financial analysis.

The role also involves demographic analysis, including diversity and inclusion assessments, and evaluating investment opportunities for the local community.

This position is ideal for individuals who enjoy data exploration and stakeholder engagement. You will be responsible for re-modeling group-based information and breaking it down by each investment portfolio.

You will contribute to a positive workplace culture and play a key role in developing the FP&A function within this growing enterprise. If you seek an opportunity to design and develop management information for the UK business with autonomy, this role could be a great fit.

The Successful FP&A Manager Will Have:

• A formal qualification in finance (ACCA, CIMA, or ICAEW)
• Strong experience in budget management, forecasting, and financial analysis, including balance sheets and cash flows
• Proficiency in Power BI for reporting and visualization
• A solid foundation in financial reporting and performance analysis, including metrics reviews