FP&A Manager

Wells & Co; Bedford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Wells & Co is seeking an FP&A Manager to join their finance team in Bedford. This role involves leading financial planning, collaborating across departments, and leveraging technology to enhance processes. Candidates should have extensive experience in financial analysis and a background in retail or hospitality.

Benefits

Hybrid working

25 days annual leave + bank holidays

Private medical healthcare

Life assurance

30% off dining

Qualifications

• 5+ years experience in financial planning and analysis.
• Experience in retail or hospitality sectors.
• Ability to drive process improvements.

Responsibilities

• Lead budget and forecasting process for the group.
• Collaborate with cross-functional teams for efficiency gains.
• Establish dashboard reporting on KPIs.

Skills

Strong analytical skills

Financial modelling

Data analysis

Microsoft Excel

Power BI

Education

Degree in Finance or related field

CIMA, ACCA, or ACA qualification

Tools

Power BI

Excel

FP&A forecasting tools

PowerPoint

Job description

Are you a seasoned finance professional with a passion for strategic planning and analysis? Join our dynamic finance team as FP&A Manager and play a key role in driving financial performance and decision making.

Reporting to the Finance Director, you will be responsible for influencing informed decision making, optimizing financial performance, and supporting the achievement of strategic objectives.

You will have the experience and confidence to critically appraise information and ask challenging questions whilst considering the bigger picture. This role offers an exciting opportunity to make a significant impact and drive growth within Wells & Co.

Key Accountabilities:

• Lead the budget and forecasting process for the group.
• Collaborate with cross-functional teams to drive process improvements and efficiency gains.
• Work together with each operating division and Finance BP to build out the group’s long-term plan.
• Own our internal reporting, ensuring that the right tools are used for communication, whether through Power BI, Excel, or other avenues.
• Integrate and develop the tools and models used to forecast and budget, including new forecasting technology/software in the business.
• Establish relevant, accurate, and timely dashboard reporting on KPIs across the group.
• Evolve our reporting to an established BI tool (Power BI).
• Work closely with the IT team on data management to support robustness and efficiency in reporting and analysis.
• Proactively look for improvements and opportunities to add value and support decision making.
• Support key stakeholders with ad hoc projects and analysis within the scope of the role as required.
• Maximize the business’s use of technology to develop our finance function and to automate/enhance procedures to drive productivity.
• Enable greater focus on the value-added services a highly engaged finance function can offer to a customer-focused retail business.

Required experience:

• Degree educated and qualified in CIMA, ACCA, or ACA.
• 5+ years experience in financial planning and analysis.
• Strong analytical skills and proficiency in financial modelling and data analysis.
• Advanced Microsoft skills, especially Excel, PowerPoint, Power BI, and FP&A forecasting tools.
• Previous experience in the retail/hospitality sector at a mid-senior level with understanding of process and systems supporting a multi-site structure.
• Results-focused – responsive and timely in delivering work.
• A “can do” attitude, excited about being part of a changing and evolving culture with a teamwork mentality.
• Able to demonstrate gravitas as a functional expert and explain complex ideas to Finance and Non-Finance colleagues.
• Track record of driving process improvements and delivering results.

In return we will offer you:

• Hybrid working.
• Competitive salary – subject to experience.
• 25 days annual leave + bank holidays.
• Private medical healthcare.
• Life assurance.
• 30% off dining.

If you enjoy working with financial data, driving strategic decision making, and making a tangible impact on your organisation's success – we look forward to reviewing your application!