Financial Planning and Analysis Manager

HW Finance; Harrogate; On-site; GBP 55,000 - 75,000; Full time

Job summary

HW Finance in Harrogate is seeking an experienced FP&A Manager to lead financial planning, performance and decision support across the organisation. You will partner with senior stakeholders, deliver budgeting and forecasting cycles, and provide meaningful financial insights to influence strategy.

Reporting to the Head of FP&A, you will develop models, support management reporting and drive improvements in financial controls and processes.

Qualifications

• Strong experience in financial planning, budgeting and forecasting.
• Experience in management reporting and business partnering.
• Ability to translate complex financial data into actionable insights.
• Proven track record of delivering robust financial models and scenario planning.

Responsibilities

• Support annual budgeting, planning and forecasting cycles.
• Develop and maintain financial models and scenario planning.
• Challenge assumptions to ensure plans are robust and aligned with strategy.
• Provide analysis of P&L, balance sheet and cash flow.
• Produce clear management information, KPI dashboards and reporting packs.
• Work with budget holders and senior leaders to challenge and inform financial decisions.
• Utilise financial insights to drive improvements in performance.
• Support key transformation projects.
• Monitor performance against budget and communicate variances.
• Contribute to developing financial controls and processes.

Skills

Financial planning

Budgeting

Forecasting

Management reporting

Business partnering

Excel

Power BI

Data analysis

Education

CIMA/ACCA desirable

QBE considered

Tools

Power BI

MS Office

Job description

Financial Planning & Analysis Manager

Harrogate

We’re looking for an experienced FP&A Manager to join a purpose-led organisation in Harrogate and play a key role in shaping financial planning, performance and decision making across the organisation.

This is an excellent opportunity for a commercially minded finance professional who enjoys working beyond the numbers, partnering with senior stakeholders, providing meaningful insight and helping teams make informed decisions.

Reporting to the Head of FP&A, you’ll be an important part of the finance function, supporting annual budgeting and forecasting, management reporting, business partnering and providing financial analysis.

What you’ll be doing

• Supporting the annual budgeting, financial planning and forecasting cycles.
• Developing and maintaining financial models, scenario planning.
• Challenging and evaluating financial assumptions to ensure plans are robust and aligned with strategy.
• Providing insightful analysis of financial and operational performance, including P&L, balance sheet and cash flow.
• Producing clear management information, KPI dashboards and reporting packs.
• Working closely with budget holders and senior leaders, providing constructive challenge and helping them understand and manage their financial responsibilities.
• Using financial and commercial insight to influence decision-making and identify opportunities to improve performance and productivity.
• Supporting key transformation projects.
• Monitoring performance against budget, identifying trends and variances, and communicating key issues clearly.
• Contributing to the development of effective financial controls, policies and processes.

About you

We’re looking for a confident and commercially astute finance professional with significant experience in FP&A, management accounts, financial analysis and business partnering.

You’ll be comfortable working with senior stakeholders and translating complex financial information into clear, practical insight that helps people make better-informed decisions.

You’ll bring:

• Strong experience of financial planning, budgeting, forecasting and management reporting.
• Excellent understanding of P&L, balance sheet and cash flow analysis.
• Experience using financial and commercial information to identify trends, risks, opportunities and areas for improvement.
• Strong business partnering skills and the ability to build effective relationships across an organisation.
• The confidence to challenge assumptions constructively and influence stakeholders.
• Excellent analytical and problem-solving skills, with strong attention to detail.
• Strong Excel and wider Microsoft Office skills.
• Experience with Power BI or similar business intelligence tools would be desirable.
• A proactive, organised approach, with the ability to manage competing priorities and meet deadlines.

A professional accountancy qualification such as CIMA or ACCA is desirable, but applications from candidates who are qualified by experience (QBE) will also be considered.