Financial Planning and Analysis Specialist

JR United Kingdom; Milton Keynes; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

A leading healthcare organization is seeking a Financial Planning and Analysis Specialist to manage P&L impacts and provide strategic financial advice. This hybrid role in Milton Keynes involves collaboration with care group management to drive financial performance, requiring strong analytical skills and relevant financial qualifications.

Qualifications

• 4+ years post-qualified experience in FP&A or finance roles.
• Healthcare experience is desirable.
• Comfortable engaging with clinicians and non-financial audiences.

Responsibilities

• Own the Care Group P&L, driving financial performance.
• Deliver financial forecasts and business insights.
• Manage establishment model and collaborate with teams on financial strategies.

Skills

Financial improvements

Communication skills

Analytical skills

Financial modeling

Education

ACCA/CIMA/ACA qualification

Degree 2/2 minimum

Tools

Advanced Excel skills

Power BI

Job description

Social network you want to login/join with:

Financial Planning and Analysis Specialist, Milton Keynes

Client: Halliday Marx

Location: Milton Keynes

Job Category: Other

-

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 are looking for an FP&A Business partner to sit in 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, buy-in, and ownership by the Care Group management team.
• Be 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 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 relationships built on trust with the Care Group senior leadership team, influencing 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 staffing controls, using existing reports and improving compliance and staffing efficiency.
• Manage the care group Establishment Model (staffing plan tool), challenging resource requests, and following up on variances.
• Work with Procurement to identify and implement supply efficiencies relevant to the Care Group.
• Lead on procedure profitability analysis, implementing changes to optimize profitability and developing analysis capabilities regarding patient pathways.
• Conduct periodic benchmarking against competitors on KPIs and financial results where available.
• Perform ad hoc analyses to support financial decision-making.

Required Experience:

• Progressive career with evidence of driving tangible financial improvements.
• Successful financial ownership of a P&L or segments (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 passion for automation in analysis.