Financial Planning and Analysis Manager

Howett Thorpe; Hart; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

25 days of annual leave

Pension plan

Life Assurance

Health cash plan

Income Protection

Bonus

Hybrid Working: 2 days in the office

Job summary

An established industry player is seeking an FP&A Manager to enhance their financial reporting and analysis capabilities. This role is pivotal in overseeing the FP&A process, providing strategic insights, and collaborating with senior leadership to drive financial performance. You will work with large datasets, develop financial models, and prepare comprehensive reports that highlight trends and variances. If you are passionate about data analysis and stakeholder engagement, this opportunity offers considerable autonomy in shaping the financial future of the organization. Join a dynamic team and contribute to a positive workplace culture while advancing your career in finance.

Qualifications

• Formal finance qualification required (ACCA, CIMA, ICAEW).
• Strong background in budget management and financial analysis.

Responsibilities

• Oversee FP&A and reporting processes, providing insights to stakeholders.
• Prepare financial reports and develop forecasts and budgets.

Skills

Budget Management

Forecasting

Financial Analysis

Data Analysis

Stakeholder Engagement

Education

ACCA

CIMA

ICAEW

Tools

Power BI

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 the role of FP&A Manager, you will oversee the FP&A and reporting process, providing insights and strategic support to stakeholders and the management team. This position will involve working with large datasets.

Key responsibilities will include enhancing the current financial model to support forecasting and budgeting efforts, which will encompass monthly, quarterly, and long-range forecasts extending up to 10 years. Specific duties will include:

• Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics.
• Leading the development of forecasts and budgets in alignment with the strategic objectives of the funds.
• Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financial metrics.
• Collaborating with senior leadership, fund managers, and internal teams to convey findings and recommendations based on financial analysis.

In addition to portfolio analysis, performance management, and reporting, the role will also involve analysing demographics, including diversity and inclusion assessments of the target market, as well as evaluating the opportunities generated by the investment fund for the local community.

This position is ideal for individuals who enjoy exploring data while actively engaging with stakeholders and management. You will be responsible for re-modelling group-based information and breaking it down by each investment portfolio.

You will be contributing to a positive workplace culture and playing a pivotal role in the development of the FP&A function for this growing enterprise. If you are seeking an opportunity to design and develop management information for the UK business with considerable autonomy, this role may be a great fit for you.

The Successful FP&A Manager Will Have:

• A formal qualification in finance (ACCA, CIMA, or ICAEW).
• A strong background in budget management, forecasting, and financial analysis, including reviews of balance sheets and cash flows.
• Proficiency in Power BI, which will be used for reporting and visualization.
• A solid foundation in financial reporting and performance analysis, including metrics reviews.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Analyst

Industries

Staffing and Recruiting