Financial Planning and Analysis Specialist

JR United Kingdom; Warrington; Hybrid; GBP 55,000 - 80,000; Full time

Job summary

A leading company in the healthcare sector seeks a Financial Planning and Analysis Business Partner. This crucial role involves managing financial plans, providing insights for decision-making, and collaborating with teams for optimal performance. Ideal candidates will have significant experience in healthcare finance, strong communication skills, and relevant qualifications.

Qualifications

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

Responsibilities

• Managing the Care Group P&L to optimize financial performance.
• Delivering P&L Plan/Forecast inputs and ensuring integrity.
• Providing business partnering and financial input.

Skills

Financial improvements

Communication skills

Emotional intelligence

Excel

Power BI

Automation

Education

ACCA/CIMA/ACA qualification

Degree 2:2 or higher

Job description

Social network you want to login/join with:

Financial Planning and Analysis Specialist, Warrington, Cheshire

Client: Halliday Marx

Location: Warrington, Cheshire

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)

Location: Central London (Hybrid Working - 3 days in the office)

My client, within the Healthcare Industry, is seeking an FP&A Business Partner to bridge finance and Care Groups. This key role owns the financial plan and forecast for the Care Group.

Responsibilities include:

• Managing the Care Group P&L to optimize financial performance.
• Delivering P&L Plan/Forecast inputs and sensitivities, ensuring assumption integrity and buy-in from management.
• Serving as the financial contact for the Care Group, providing business partnering, financial input, and screening business cases.
• Strategically assessing long-term service models, communicating risks and opportunities, and proposing strategies.
• Building trusted relationships with senior leadership to support sound financial decisions.
• Providing insightful commentary aligned with month-end and quarterly forecasts.
• Collaborating with central FP&A and clinical teams on staffing controls and compliance.
• Managing the Establishment Model for staffing, challenging resource requests, and monitoring variances.
• Working with Procurement to identify supply efficiencies.
• Leading profitability analysis and implementing changes to optimize profit margins.
• Conducting competitor benchmarking when possible.
• Performing ad hoc analyses to support financial excellence.

Required Experience:

• Proven track record of driving financial improvements.
• Financial ownership of a P&L or segments thereof.
• Strong emotional intelligence and communication skills, comfortable discussing financials with non-financial audiences, especially clinicians.
• Healthcare experience (preferred).
• ACCA/CIMA/ACA qualification with at least 4 years post-qualification experience.
• Degree 2:2 or higher.
• Advanced Excel, Power BI skills, and an interest in automation for analysis.