Financial Planning and Analysis Manager

Trades Workforce Solutions; Stonehouse; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company based in Stonehouse is seeking a Financial Planning and Analysis Manager to oversee budgeting, reporting, and strategic financial plans. The ideal candidate will have over 5 years of experience as a qualified accountant and possess strong leadership skills to manage and mentor a team. Key responsibilities include financial forecasting, collaboration with business sectors, and ERP systems management. This is a permanent position that offers opportunities for growth and development within the organization.

Qualifications

• 5+ years PQE experience in relevant financial roles.
• Experience of managing teams and leading change.
• Knowledge of Food and Drink sector is advantageous.

Responsibilities

• Lead annual budgeting and develop multi-year strategic plans.
• Prepare and analyse financial forecasts and budgeting variances.
• Generate financial reports for senior management.
• Mentor a team of 4 to meet financial objectives.
• Collaborate with all business sectors to support business decisions.

Skills

Strong strategic mind set

Strong problem-solving capabilities

Good people manager

Able to build strong relationships

Able to initiate and deliver change

Good communicator

Highly IT/system literate

Education

Qualified Accountant (CIMA, ACCA or equivalent)

Tools

ERP systems

SAP Business One

Excel

Job description

Financial Planning and Analysis Manager | Permanent | Stonehouse

Job Summary

• Play an integral role in the future success of the business, responsible for building strong working relationships with all areas of the business to ensure business partners have the information to make fact‑based decisions that are insightful and considered.
• Oversees the month end reporting, financial planning processes, provides analytical support and strategic decision‑making across all areas of the business
• Work closely with the directors of the company to develop plans for IT, manage changes and the day‑to‑day IT interfaces

Key Relationships

• Board, internal colleagues throughout the business, IT business partners including SAP

Key Activities

• Financial Planning - Lead the annual budgeting process and develop multi‑year strategic plans in collaboration with department heads to align with company goals.
• Forecasting and analysis – Prepare and analyse financial forecasts, monitor performance against budgets, and identify key variances and opportunities for improvement
• Reporting – Generate comprehensive financial reports and presentations for senior management, providing insights that inform strategic decisions
• Collaboration – Work closely with all areas of the business (sales, operations, supply chain) to understand costs and benefits and develop the business
• Financial Modelling – Develop and maintain financial models to support business decisions, including market expansion and capital investments
• Team leadership – Mentor and lead a team of 4 people (2 direct and 2 indirect), ensuring they have the necessary tools and skills to meet the company’s financial objectives. Including ensuring job descriptions are in place, and individual team objectives are set and measured.
• Ensuring there is a clear monthly financial timetable in place for the management accounts and continually optimise it to provide timely and relevant accounts, KPIs and commentary to the board and other senior managers
• Review performance to identifying adverse trends (e.g. vs budget and PY) and work with managers to understand the root causes and take agree corrective actions
• Assist the Group Accountant all statutory financial and tax obligations.
• Act as first point of contact for SAP Business One provider.
• Work closely with the directors of the company to develop plans for IT, manage changes and the day to day IT interfaces

Education and Qualifications

• Qualified Accountant (CIMA, ACCA or equivalent qualification) with 5+ years PQE experience

Skills and Abilities

• Strong strategic mind set
• Strong problem‑solving capabilities
• Good people manager, able to set objectives and manage performance.
• Able to build strong relationships at all levels.
• Able to initiate and deliver change.
• Good communicator.
• Highly IT/system literate.

Knowledge and Experience

• 5+ years of relevant experience in financial, planning and analysis or related finance roles
• Experience of working with teams across the business to develop and deliver change projects
• Experience of managing a team of people
• Experience of operating ERP systems, including manufacturing/production order and stock modules, and data extraction tools.
• Knowledge of SAP Business One would be an advantage.
• Experience of Food and Drink sector (and manufacturing) would be an advantage.
• Strong excel skills

For further information, please contact Rhian Mountjoy on 07928 666145 - [e-mail]

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