Financial Planning and Analysis Specialist

JR United Kingdom; Stoke-on-Trent; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading healthcare organization is seeking a Financial Planning and Analysis Specialist to optimize P&L performance and collaborate with clinical teams. The role demands excellent communication skills and healthcare experience, requiring a qualified candidate with a strong analytical background. In this position, you will influence senior leadership decisions and ensure financial accuracy, contributing to the organization's success.

Qualifications

• At least 4 years post-qualification experience.
• Proven track record of driving financial improvements.
• Healthcare experience is desirable.

Responsibilities

• Managing the Care Group P&L to optimize financial performance.
• Providing business partnering with clinical teams.
• Leading profitability analysis and implementing improvements.

Skills

Communication

Financial Management

Analytical Skills

Education

Degree 2:2 minimum

Qualified (ACCA/CIMA/ACA)

Tools

Excel

Power BI

Job description

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Financial Planning and Analysis Specialist, Stoke-on-Trent

Client: Halliday Marx

Location: Stoke-on-Trent, 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, within the Healthcare Industry, is looking for an FP&A Business Partner to serve as a key interface between finance and Care Groups. This role owns the financial planning and forecasting for the Care Group.

Responsibilities include:

• Managing the Care Group P&L to optimize financial performance.
• Delivering P&L Plan/Forecast inputs and sensitivities to the central FP&A team, ensuring assumptions are sound and ownership is with the Care Group management.
• Acting as the financial contact for the Care Group, providing business partnering, financial input, and screening of business cases including growth, resources, and marketing ROI.
• Strategically assessing the long-term service model, providing financial advice, and communicating risks and opportunities.
• Building trust-based relationships with senior leadership and influencing financial decisions.
• Providing insightful commentary aligned with month-end and quarterly forecasts.
• Collaborating with clinical teams on staffing controls and improving compliance and efficiency.
• Owning the staffing model output, challenging resource requests, and monitoring variances.
• Working with Procurement to identify supply efficiencies.
• Leading profitability analysis and implementing profitability improvements.
• Conducting benchmarking against competitors as needed.
• Performing ad hoc analyses to support financial decision-making.

Required Experience:

• Proven track record of driving financial improvements.
• Experience managing a P&L or parts of it.
• Excellent communication skills and high emotional intelligence, capable of discussing financials with non-financial audiences, especially clinicians.
• Healthcare experience is desirable.
• Qualified (ACCA/CIMA/ACA) with at least 4 years post-qualification experience.
• Degree 2:2 minimum.
• Advanced Excel, Power BI skills, and an interest in automation for analysis.