Financial Planning and Analysis Specialist

JR United Kingdom; Doncaster; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company in the healthcare industry is seeking a Financial Planning and Analysis Specialist in Doncaster. This role involves owning financial plans, liaising with Care Groups, and driving financial performance. The suitable candidate will have strong analytical skills, advanced Excel and Power BI expertise, along with excellent communication abilities to present to non-financial audiences.

Qualifications

• 4 years post-qualified experience required.
• Healthcare experience is desirable.
• Progressive career development expected.

Responsibilities

• Own the Care Group P&L and drive financial performance.
• Act as financial contact and partner with Care Group management.
• Conduct analyses to support strategic decisions.

Skills

Financial Ownership

Communication Skills

Financial Analysis

Stakeholder Management

Excel Skills

Power BI

Forecasting

Education

Degree 2/2 minimum

ACCA/CIMA/ACA Qualified

Tools

Advanced Excel

Power BI

Job description

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Financial Planning and Analysis Specialist, Doncaster

Client: Halliday Marx

Location: Doncaster, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

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 interface between finance and the Care Groups. The role involves owning 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.
• Deliver the Care Group P&L Plan/Forecast inputs & sensitivities to the central FP&A Team, ensuring integrity of assumptions and buy-in from the Care Group management team.
• Act as the financial point of contact for the Care Group, providing business partnering, financial input, and screening of Business Cases (Growth, resources including Capex), assessing Marketing programs for ROI.
• Assess the long-term service model of the care group, providing financial advice and analysis, communicating risks and opportunities, and proposing strategies.
• Develop strong, trust-based relationships with the Care Group senior leadership and influence financial decision-making.
• Provide commentary supported by business insight during month-end and quarterly forecast cycles.
• Collaborate with central FP&A and Clinical teams on staffing controls, utilizing reports and improving compliance and staffing efficiency.
• Manage the care group's Establishment Model (staffing plan tool), challenging resource requests and monitoring 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 enhance profitability analysis related to patient pathways.
• Conduct competitor benchmarking in KPIs and financial results as needed.
• Perform ad hoc analysis to support financial decisions.

Required Experience:

• Progressive career development with evidence of driving financial improvement.
• Successful financial ownership of a P&L or segments (e.g., Revenue, cost centers).
• High emotional intelligence and excellent communication skills, able to present financials to non-financial audiences, comfortable engaging with clinicians.
• Healthcare experience (desirable).
• ACCA/CIMA/ACA Qualified with at least 4 years post-qualified experience.
• Degree 2/2 minimum.
• Advanced Excel skills, Power BI, and automation experience for analysis.