Financial Planning and Analysis Manager - Reporting

Hargreaves Lansdown; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading investment platform in Bristol is seeking a Financial Planning and Analysis Manager to lead business performance reporting and analytics. You will collaborate with senior leadership, ensuring financial insights drive decision-making. The ideal candidate will bring consultancy experience, financial modeling expertise, and a solution-focused mindset. This role offers hybrid working, an annual bonus, and comprehensive benefits including a pension plan and private medical insurance.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Enhanced parental leave

Pension scheme up to 11% employer contribution

Private medical insurance

Gym memberships and wellbeing apps

Qualifications

• Experience from a professional consultancy background or significant commercial experience within a large organisation.
• Audit background experience is beneficial.
• Proficiency in financial modelling techniques with adaptable planning knowledge.

Responsibilities

• Finance lead for Business Performance reporting.
• Produce business-as-usual financial reports for Finance Business Partnering team.
• Support quarterly, half-yearly, and annual reporting outputs.

Skills

Financial modelling techniques

Strong analytical skills

Relationship management

Innovative problem-solving

Education

3-year PQE qualification

Tools

Adaptive Planning & BI

Job description

Job Overview

Due to growth, Hargreaves Lansdown (HL) are now recruiting for a Financial Planning and Analysis Manager - Reporting to join the Commercial Finance team. As a Financial Planning and Analysis Manager you'll be responsible for owning the maintenance and development of executive level performance reporting, working with business SME's, the broader finance team, and our Data colleagues to ensure drivers of business performance are understood, key messages socialised with Accountable Executive (AE) and Finance leadership, and reporting delivers actionable 'so what' moments.

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

This role is based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We have returned to the office, however for this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office.

Responsibilities

• Finance lead for Business Performance reporting, ensuring HL's most senior leadership have a contemporary view of business performance and its drivers, spanning flows, revenue, costs, through to dividends / EPS
• In-house production of business-as-usual (BaU) financial reporting for provision to the Finance Business Partnering team. Ensure high quality, consistent outputs, striving for automation and minimal (but necessary) localisation to Line of Business (LOB) / Product / Channel / Function
• Support the quarterly, half-yearly and annual reporting outputs. Commercial Finance lead for the production of the analytical review, ensuring linkage between various different external disclosures, and a balance between a technical and commercial articulation of business performance
• Maintain an HL wide risk and opportunity view, working with finance business partners and plugged in to our planning process
• Undertake financial competitor analysis, developing a deep understanding our relative performance and its reasons. Work closely with the Planning team to ensure the salient elements of past performance, both internally and externally, are represented in financial plans and projections
• Partner with Finance Systems and technology colleagues to drive improved utilisation of finance systems. Drive greater automation, including but not limited to, reducing non-value-add activity, and frictionless provision of MI (in particular to senior leadership)

Qualifications

• Experience from a professional consultancy background or significant commercial experience within a group function in a large complex organisation
• Qualified to 3-year PQE
• Audit background experience would be beneficial to your success in this role
• Demonstrable proficiency in financial modelling techniques. Adaptive Planning & BI experience desirable but not mandatory
• Strong analytical and data gathering skills
• Accomplished in forging effective relationships at all levels, skilled at influencing, negotiating and managing challenging conversations with ease
• Solution focused mindset - with the ability to assimilate complex information and develop innovative solutions and resolve complex issues promptly
• Ability to transition between the 'big picture' view & detail and synthesize financial & non-financial insights from across the organisation

Benefits

• Discretionary annual bonus & annual pay review
• 25 days holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year at annual enrolment
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Private medical insurance
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers
• dependant on role level