Financial Planning and Analysis Specialist

JR United Kingdom; York; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading company in the healthcare industry seeks an FP&A Business Partner to drive optimal financial performance and manage financial planning and forecasting for the Care Group. This role requires strong communication skills, experience in P&L ownership, and a track record of financial improvements. The successful candidate will collaborate closely with senior leadership and clinical teams while supporting strategic financial decision-making.

Qualifications

• 4+ years of post-qualification experience.
• Proven financial ownership of a P&L.
• Healthcare experience is desirable.

Responsibilities

• Own the Care Group P&L and drive financial performance.
• Deliver P&L Plan/Forecast with the FP&A Team.
• Provide business partnering, including financial insight.

Skills

Financial improvements

Communication skills

Emotional intelligence

Advanced Excel

Power BI

Automation and analysis

Education

Qualified (ACCA/CIMA/ACA)

Degree 2:2 minimum

Job description

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Financial Planning and Analysis Specialist, York

Client:

Halliday Marx

Location:

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 liaise between finance and the Care Groups. This role is a key interface into the finance team and will own the financial planning and forecasting for the Care Group.

Responsibilities include:

• Own the Care Group P&L, driving optimal financial performance.
• Deliver the Care Group P&L Plan/Forecast with the central FP&A Team, ensuring integrity of assumptions and buy-in from the management team.
• Provide business partnering to the Care Group, including financial input on Business Cases, resource planning, and ROI assessment.
• Strategically assess the long-term service model, providing financial advice and analysis, and communicating risks and opportunities.
• Build trust-based relationships with senior leadership, influencing financial decisions.
• Provide insightful commentary aligned with month-end and quarterly forecasts.
• Collaborate with Clinical teams on staffing controls, improving compliance and efficiency.
• Manage the Establishment Model, challenging resource requests and monitoring variances.
• Work with Procurement to identify supply efficiencies.
• Lead on procedure profitability analysis and implement optimizations.
• Conduct benchmarking against competitors as needed.
• Perform ad hoc analyses to support financial decision-making.

Required Experience:

• Proven track record of driving financial improvements.
• Successful financial ownership of a P&L or segments thereof.
• Excellent communication skills, able to present to non-financial audiences, with high emotional intelligence.
• Healthcare experience (desirable).
• Qualified (ACCA/CIMA/ACA) with at least 4 years post-qualification experience.
• Degree 2/2 minimum.
• Advanced Excel skills, Power BI, and a passion for automation and analysis.