Financial Planning and Analysis Specialist

JR United Kingdom; Chelmsford; Hybrid; GBP 55,000 - 80,000; Full time

Job summary

A leading company in the Healthcare Industry is seeking a Financial Planning and Analysis Specialist in Chelmsford. The successful candidate will be involved in the financial planning and forecasting for the Care Group, ensuring optimal performance and strategic financial advice. This hybrid role requires strong relationship-building skills and experience in financial ownership.

Qualifications

• Proven financial improvement achievements and P&L ownership.
• Healthcare experience desirable and 4 years post-qualified experience needed.
• Comfortable discussing financials with non-financial audiences.

Responsibilities

• Own the Care Group P&L, driving financial performance.
• Provide financial advice and analysis to the Care Group.
• Collaborate on staffing controls and efficiency improvements.

Skills

Advanced Excel

Financial analysis

Communication

Business partnering

Emotional intelligence

Education

Degree 2/2 minimum

ACCA/CIMA/ACA qualification

Tools

Power BI

Job description

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Financial Planning and Analysis Specialist, Chelmsford

Client:

Halliday Marx

Location:

Chelmsford

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

4

Posted:

07.06.2025

Expiry Date:

22.07.2025

Job Description:

FP&A Controller (Healthcare)

Location: 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 the top to bottom line.
• Deliver the Care Group P&L Plan/Forecast inputs & sensitivities to central FP&A Team, ensuring the integrity of assumptions, full buy-in, and ownership by the Care Group management team.
• Be the financial point of contact for 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, communicating risks and opportunities, and proposing strategies to mitigate or maximize these.
• Develop strong, trust-based relationships with the Care Group senior leadership team, influencing them to make excellent financial decisions and supporting them through the process.
• Provide commentary backed by high-quality business insights during month-end and quarterly forecast cycles.
• Collaborate with central FP&A and Clinical teams on staffing controls, utilizing existing reports and improving compliance and staffing efficiency.
• Own the Care Group Establishment Model, challenging resource requests and ensuring optimal staffing levels, following up on variances.
• Work with Procurement to identify and implement supply efficiencies relevant to the Care Group.
• Lead on procedure profitability, analyzing and optimizing profitability, and developing the clinic’s profitability analysis related to patient pathways.
• Conduct periodic benchmarking of competitors on KPIs and financial results as available.
• Perform ad hoc analyses to provide high-quality financial support.

Required Experience:

• Progressive career with proven financial improvement achievements.
• Successful financial ownership of a P&L or parts of it (e.g., revenue, cost centers).
• High emotional intelligence and excellent communication skills, comfortable discussing financials with non-financial audiences, especially clinicians.
• Healthcare experience (desirable).
• ACCA/CIMA/ACA qualification with at least 4 years post-qualified experience.
• Degree 2/2 minimum.
• Advanced Excel skills, Power BI, and a focus on automation for analysis.