Financial Planning and Analysis Specialist

JR United Kingdom; Wolverhampton; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading company in the healthcare sector is seeking a Financial Planning and Analysis Specialist based in Wolverhampton. This role entails managing financial performance for Care Groups, developing business insights, and having significant interaction with senior leadership. Ideal candidates will possess strong financial management skills, be ACCA/CIMA/ACA qualified, and have excellent communication skills to navigate discussions with non-financial stakeholders.

Qualifications

• 4+ years post-qualified experience with ACCA/CIMA/ACA.
• Ownership of a P&L or segments within it.
• Healthcare experience is desirable.

Responsibilities

• Own the Care Group P&L from a finance perspective.
• Deliver P&L Plan/Forecast inputs to central FP&A team.
• Act as the financial contact to the Care Group.

Skills

Financial Improvements

Communication Skills

Advanced Excel

Power BI

Education

ACCA/CIMA/ACA qualification

Degree 2:2 minimum

Tools

Power BI

Job description

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Financial Planning and Analysis Specialist, Wolverhampton

Client: Halliday Marx

Location: Wolverhampton

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 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 top to bottom line.
• 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.
• Act as the financial point of contact to the Care Group, providing business partnering, financial input, and screening of Business Cases (Growth, resources including Capex), assessing Marketing programs for ROI.
• Assess the long-term service model of the care group, providing financial advice and analysis, communicating risks and opportunities, and proposing strategies.
• Develop strong relationships with the Care Group senior leadership team and influence their 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 clinical staffing controls, utilizing reports and improving compliance and staffing efficiency.
• Manage the care group Establishment Model (staffing plan tool), challenging resource requests for optimal staffing levels.
• Work with Procurement to identify and unlock supply efficiencies relevant to the Care Group.
• Lead on procedure profitability, drawing insights and implementing changes to optimize profitability, and enhance profitability analysis for 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:

• Experience in driving tangible financial improvements (essential)
• Ownership of a P&L or segments within it (revenue, cost centers) (essential)
• 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 and analysis