Financial Planning and Analysis Specialist

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading healthcare company is seeking an FP&A Controller to manage the financial plan and forecast for their Care Group. The successful candidate will be responsible for driving financial performance, providing insightful analysis, and collaborating with various teams to enhance profitability. Strong financial experience with ACCA/CIMA/ACA qualifications is required, along with excellent communication skills to engage with non-financial audiences and senior leadership.

Qualifications

• Proven track record of driving financial improvements.
• Successful financial ownership of a P&L.
• Healthcare experience (desirable).

Responsibilities

• Own the Care Group P&L from a finance perspective.
• Deliver the Care Group P&L Plan and Forecast inputs.
• Provide business partnering to the Care Group.

Skills

Financial Improvements

Communication Skills

Emotional Intelligence

Advanced Excel Skills

Power BI

Education

ACCA/CIMA/ACA qualification

Degree 2:2 minimum

Job description

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Financial Planning and Analysis Specialist, newcastle-upon-tyne, tyne and wear

Client: Halliday Marx

Location: newcastle-upon-tyne, tyne and wear, United Kingdom

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.

Key Responsibilities:

• 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 central FP&A Team, ensuring integrity of assumptions and buy-in from the Care Group management team.
• Provide business partnering to the Care Group, including financial input and screening of Business Cases (Growth, resources including Capex), and assessing Marketing programs for ROI.
• Assess the long-term service model of the care group, providing financial advice and analysis, and communicating risks and opportunities.
• Build strong, trust-based relationships with senior leadership and influence financial decisions.
• Provide insightful commentary aligned with month-end and quarterly forecast cycles.
• Collaborate with central FP&A and Clinical teams on staffing controls, utilizing reporting tools to improve compliance and staffing efficiency.
• Manage the care group's Establishment Model, challenging resource requests for optimal staffing levels.
• Work with Procurement to identify supply efficiencies relevant to the Care Group.
• Lead on procedure profitability analysis, implementing changes to optimize profitability and enhance patient pathway analysis.
• Conduct periodic benchmarking against competitors on KPIs and financial results.
• Perform ad hoc analyses to support financial decisions.

Required Experience:

• Proven track record of driving financial improvements.
• Successful financial ownership of a P&L or its components.
• High emotional intelligence and excellent communication skills, comfortable presenting to non-financial audiences.
• 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 automation experience.