Financial Planning and Analysis Specialist

JR United Kingdom; Bolton; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading healthcare organization is seeking an FP&A Business Partner to enhance the financial performance of the Care Group. This role involves owning the P&L, providing business insights, and influencing key financial decisions. The successful candidate will have a strong background in finance, ideally with healthcare experience, and advanced analytical skills using Excel and Power BI.

Qualifications

• Minimum 4 years post-qualified experience required.
• Progressive career development with evidence of driving financial improvements.
• Comfortable discussing financials with non-financial audiences, especially clinicians.

Responsibilities

• Own the Care Group P&L and drive optimal financial performance.
• Provide business partnering and financial input for decision-making.
• Collaborate on clinical staffing controls and optimize profitability.

Skills

Emotional intelligence

Communication skills

Financial analysis

Problem-solving

Education

Degree 2:2 minimum

ACCA/CIMA/ACA Qualified

Tools

Excel

Power BI

Job description

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Financial Planning and Analysis Specialist, Bolton, Greater Manchester

Client: Halliday Marx

Location: Bolton, Greater Manchester, United Kingdom

Job Category: Other

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EU work permit required:

Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

FP&A Controller (Healthcare)

Central London (Hybrid Working - 3 days in the office)

My client is within the Healthcare Industry and is looking for an FP&A Business Partner to sit between finance and the Care Groups. The role is a key interface into the finance team and would own the financial plan and forecast for the Care Group.

Duties Include:

• Own the Care Group P&L from a finance perspective, driving optimal financial performance from top to bottom line.
• Deliver the Care Group P&L Plan/Forecast inputs & sensitivities to central FP&A Team ensuring integrity of assumptions, full buy-in, and ownership by the Care Group management team.
• Be the financial point of contact to the Care Group, providing business partnering including financial input and screening of Business Cases (Growth, resources including Capex), assessing Marketing programs for ROI.
• Assess strategically the long-term service model of the care group, providing financial advice and analysis. Communicate trading risks and opportunities, proposing strategies to mitigate or maximize them.
• Develop strong relationships based on trust with the Care Group senior leadership team, influencing financial decisions and supporting them.
• Provide commentary backed by high-quality business insights during month-end and quarterly forecast cycles.
• Collaborate with central FP&A and Clinical teams on clinical staffing controls, utilizing existing reports and improving compliance and staffing efficiency.
• Own the care group Establishment Model (staffing plan tool), challenging resource requests for optimal staffing levels, and follow up on variances.
• Work with Procurement to identify and unlock supply efficiencies relevant to the Care Group.
• Lead on procedure profitability, analyzing and implementing changes to optimize profitability, and develop profitability analysis for patient pathways.
• Conduct periodic benchmarking of competitors in KPIs and financial results as available.
• Perform ad hoc analysis to provide top-tier financial support.

Required Experience:

• Progressive career development with evidence of driving tangible financial improvements (essential)
• Successful financial ownership of a P&L or segments (e.g., Revenue, Cost Centers) (essential)
• High emotional intelligence and excellent communication skills, comfortable discussing financials with non-financial audiences, especially clinicians
• Healthcare experience (desirable)
• ACCA/CIMA/ACA Qualified with minimum 4 years post-qualified experience
• Degree 2/2 minimum
• Advanced Excel, Power BI, and automation skills for analysis