FP&A Manager

Marks Sattin (UK) Ltd; Halifax; On-site; GBP 60,000 - 75,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking an experienced finance professional to manage financial planning and analysis. You will lead budgeting processes, provide actionable insights through performance reporting, and support business decisions with strategic analysis. The ideal candidate has a strong commercial finance background and advanced Excel skills. This role involves close collaboration with senior stakeholders and contribution to finance transformation initiatives.

Qualifications

• Strong FP&A or commercial finance background within a large, multi-site or services-based organisation.
• Advanced Excel and/or financial modelling capability.
• Experience producing high-quality management information and performance analysis.
• Strong understanding of budgeting, forecasting, and financial planning cycles.

Responsibilities

• Lead the annual budgeting process, quarterly reforecasts, and long-range planning cycles.
• Produce monthly performance packs, including P&L, balance sheet, cashflow, and KPI reporting.
• Act as a trusted advisor to operational and commercial leaders across the organisation.

Skills

FP&A or commercial finance background

Advanced Excel

Financial modelling capability

Management information production

Performance analysis

BI tools experience (Power BI, Tableau)

Job description

Key Responsibilities

• Financial Planning & Forecasting
• Lead the annual budgeting process, quarterly reforecasts, and long‑range planning cycles
• Consolidate financial inputs from multiple business units, ensuring accuracy and alignment with strategic priorities
• Develop scenario modelling, sensitivity analysis, and risk assessments to support decision‑making
• Challenge assumptions and provide constructive insight to improve forecast quality
• Performance Reporting & Analysis
• Produce monthly performance packs, including P&L, balance sheet, cashflow, and KPI reporting
• Analyse variances against budget, forecast, and prior year, identifying key drivers and trends
• Provide actionable commentary and recommendations to senior stakeholders
• Support operational teams with financial insight to improve efficiency and profitability

Business Partnering

• Act as a trusted advisor to operational and commercial leaders across the organisation
• Translate financial data into clear, meaningful insight for non‑finance stakeholders
• Support business cases, investment appraisals, and cost‑benefit analysis
• Build strong relationships across departments to ensure alignment and collaboration

Process Improvement & Systems

• Enhance FP&A processes, reporting tools, and data quality
• Support the development of dashboards and automated reporting solutions
• Drive continuous improvement across planning, forecasting, and analysis activities
• Contribute to finance transformation initiatives and system upgrades

Strategic Support

• Support the leadership team with ad‑hoc analysis, board papers, and strategic projects
• Provide insight into market trends, operational performance, and financial risks
• Assist in evaluating new opportunities, pricing strategies, and commercial initiatives

Candidate Profile

Skills & Experience

• Strong FP&A or commercial finance background within a large, multi‑site or services‑based organisation
• Advanced Excel and/or financial modelling capability
• Experience producing high‑quality management information and performance analysis
• Strong understanding of budgeting, forecasting, and financial planning cycles
• Experience with BI tools (Power BI, Tableau, or similar) is advantageous

Behaviours & Attributes

• Commercially minded with the ability to see the bigger picture
• Confident communicator who can influence and challenge senior stakeholders
• High attention to detail with strong analytical and problem‑solving skills
• Proactive, curious, and comfortable working in a fast‑paced environment
• Collaborative team player with a continuous improvement mindset

If you would like a more details please contact me on: [e-mail] / 0113 5132452

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