Financial Planning and Analysis Specialist

JR United Kingdom; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

An innovative healthcare organization is seeking a Financial Planning and Analysis Specialist to enhance financial performance across its Care Groups. This pivotal role involves owning the Care Group P&L, delivering forecasts, and providing strategic financial advice. The ideal candidate will possess strong communication skills, enabling effective collaboration with non-financial stakeholders, and will have a proven track record in financial ownership and analysis. This position offers a hybrid working model, allowing you to balance office and remote work while making a significant impact on the organization's financial health.

Qualifications

• Proven track record in driving financial improvements.
• Experience managing P&L or revenue segments.

Responsibilities

• Own the Care Group P&L, ensuring optimal financial performance.
• Provide financial insights and support during forecast cycles.

Skills

Financial Planning

Analysis

Communication Skills

Excel

Power BI

Healthcare Experience

Education

ACCA/CIMA/ACA qualification

Degree 2/2 minimum

Tools

Power BI

Excel

Job description

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Financial Planning and Analysis Specialist, London

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Client:

Halliday Marx

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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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 the top to bottom line.
• Deliver the Care Group P&L Plan/Forecast inputs & sensitivities to the central FP&A Team, ensuring the integrity of assumptions, full buy-in, and ownership from 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), and assessing Marketing programs for ROI.
• Assess strategically the long-term service model of the care group, providing financial advice and analysis. Communicate emerging trading risks and opportunities, proposing strategies to mitigate or maximize these.
• Develop strong, trust-based relationships with the Care Group senior leadership team and influence them to make sound financial decisions.
• Provide commentary supported by high-quality business insights during month-end and quarterly forecast cycles.
• Collaborate with central FP&A and Clinical teams on variable clinical staffing controls, utilizing existing reports and improving compliance and staffing efficiency.
• Own the care group Establishment Model (staffing plan tool), challenging resource requests to ensure optimal staffing and follow up on variances.
• Work with Procurement to identify and implement supply efficiencies relevant to the Care Group.
• Lead on procedure profitability analysis, drawing insights from models, and implementing changes to optimize profitability. Enhance profitability analysis related to patient pathways.
• Conduct periodic benchmarking against competitors in KPIs and financial results, if available.
• Perform ad hoc analyses 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 like revenue or cost centers (essential).
• High emotional intelligence and excellent communication skills, capable of discussing financials with non-financial audiences, comfortable engaging with clinicians more than spreadsheets.
• Healthcare experience (desirable).
• ACCA/CIMA/ACA qualification with at least 4 years post-qualification experience.
• Degree 2/2 minimum.
• Advanced Excel skills, Power BI, and an affinity for automation to enhance analysis.