Head of Business Reporting, Planning and Analysis - Fixed Term

A G Barr plc; Cumbernauld; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Head of Business Reporting, Planning and Analysis to lead strategic financial initiatives. This pivotal role involves managing financial performance, reporting to senior stakeholders, and driving automation within the finance function. You'll lead a team of qualified accountants, ensuring accurate budgeting and forecasting while enhancing business insights. With a commitment to employee development and a competitive benefits package, this is a fantastic opportunity to make a significant impact in a dynamic environment. Join a company that values diversity and fosters a culture of inclusion.

Benefits

Up to 34 days holiday

Flexible holiday trading

Healthcare Cash Plan

Peppy Health

Flexible benefits

Life assurance

Save as you earn scheme

Staff sales discount

Free AG Barr products

Pension

Qualifications

• 7+ years experience in financial performance reporting and analysis.
• Ability to convey key messages to senior stakeholders effectively.

Responsibilities

• Manage financial performance and deliver targeted results.
• Lead preparation of annual strategic report and results presentation.
• Support M&A activities and conduct ad-hoc financial analyses.

Skills

Financial Performance Reporting

Planning & Analysis

Commercial Acumen

Stakeholder Management

Team Leadership

Education

Fully Qualified Accountant (ICAS / ACA / CIMA)

Tools

JD Edwards

Job description

Job Title: Head of Business Reporting, Planning and Analysis

Contract: Fixed Term Contract to end of March 2026

Reporting To: Corporate Finance Director

Location: Cumbernauld

Are you ready to Be Your Best Barr None?

We are all about Being Your Best Barr None and having a career with real Moments that Matter!

AG Barr has been quenching the nation’s thirst for over 145 years and is home to some of the UK’s most loved drinks brands.

Employing around 850 people across four business units and seven UK locations, we are proud to be a responsible business that takes care of our people, values diversity, gives something back to our communities and works to minimise our environmental impact.

At our core is Barr Soft Drinks, home to some of the UK’s most loved soft drinks. Whether it’s the iconic IRN-BRU, launched in 1901 and still going strong today, the vibrant RUBICON fruit based brand or the unique range of BARR flavours, we brighten people’s lives with refreshingly different drinks.

We also have a number of exciting owned brands within our portfolio, including the functional drinks brand Boost, FUNKIN which operates in the exciting and growing cocktail market and MOMA, which crafts quality oats into great tasting oat drinks and porridges.

There's never been a better time to join us!

What we’re looking for…

As our Head of Business Reporting, Planning and Analysis you will play a vital and key role in delivering the business’ strategic plans.

Responsible for a number of key finance function led processes you will bring your experience of supporting the creation of business’ strategy and financial plans, deliver in-year financial performance vs. budget and report the business’ results to both the AG Barr Board and the external stakeholder community.

You will have leadership experience to take responsibility for driving forward the Finance function’s agenda around automation, analytics, data and insight. An exciting opportunity with a broad range of responsibilities to be executed through leading a team of four, including three qualified accountants.

Your responsibilities will include...

Business Performance Management

• Be the process owner for the business performance management process ensuring all business requirements around period close, in-year forecast and budgeting are met accurately, on time, in full;
• Manage the overall business’ financial performance and results to deliver targeted results at both interims and the full year;
• Provide high quality performance & results reporting to the CEO, CFO, EXCO and AG Barr Board - concise & understandable; insightful and action orientated; professional;
• Monitor key performance indicators (KPIs) and provide analysis on business performance in terms of metrics used both internally (by the business) and externally (by stakeholders who track our business). Identify areas for improvement and recommend corrective actions;
• Be responsible for the management of the balance sheet and cash flow, providing accurately, timely and insightful reporting and analysis which drives deep understanding and the right interventions;

PLC Reporting & Investor Relations

• Lead preparation of the business’ annual strategic report, results presentation and supporting information used by CEO and CFO at results time (Interim & Final);
• Support the Corporate Finance Director, CFO and CEO deliver the business’ Investor Relations calendar across the year. This will involve relevant planning activities, content development (to be used for the investor community) and liaison with external stakeholders (e.g. Brokers);
• Lead a number of relevant business planning processes connected with statutory reporting including impairment and viability reviews.

Business Planning

• Support the Corporate Finance Director with leadership of the business’ strategic planning process (IBP). Be responsible for all total business financial modelling (P&L, cash flow, balance sheet, capital allocation) and preparation of the strategic plan for presentation to the Board;
• Lead the process to develop and deliver the business’ capital allocation strategy including relevant planning, reporting and analysis activities.

Projects

• Support the Corporate Finance Director and CFO on M&A. This is expected to include activities across the M&A cycle - identification, transaction, integration.
• Conduct ad-hoc financial analyses and modelling to support special projects and management requests, particularly around M&A.

Systems & Tools

• Lead improvement in finance function capability through automation (creating capacity within existing resources) and by using existing and / or new tools to improve processes and outputs. This applies to both Corporate and Business Partnering sides of the function;
• Overall ownership of the management accounting chart of accounts structure ensuring the underlying processes are effective (maintained, robust, consistent);

What you’ll bring...

Fully qualified accountant (ICAS / ACA / CIMA)

Significant post qualification experience (7+ years preferable ) in the areas of financial performance reporting, planning & analysis. Good understanding of PLC reporting requirements

Excellent commercial acumen with a developed ability to convey key messages to senior stakeholders in both verbal and written form

Experience of building and managing relationships with internal stakeholders and external advisors

Experience of people leadership and team building

Working knowledge of ERP systems (AGB use JD Edwards)

What we offer…

We believe in creating a diverse and inclusive culture where your voice can be heard. Our skilled, loyal and committed people are critical to the future success of AG Barr which is why we are continually investing in our employees to develop their talent.

We look after our employees by offering a competitive salary and benefits package which includes;

• Up to 34 days holiday (depending on shift pattern)

• Flexible holiday trading
• Living Wage Employer
• Healthcare Cash Plan
• Peppy Health
• Flexible benefits e.g. discounts & cashbacks, gym memberships, technology purchases etc
• Life assurance
• Save as you earn scheme
• Staff sales discount
• Free AG Barr products throughout your working day
• Pension
• Annual salary review
• Ongoing professional development

And much more!

To find out more about what it is like to work for AG Barr, please visit our careers platform here.

We are an equal opportunities employer and happy to discuss any reasonable adjustments that may be needed for successful candidates with a disability, health or mental health condition.

While we have highlighted our ideal requirements for this role, we are realistic that the successful candidate probably won't meet every single requirement in this advert, but we are big advocates of people growing in role. So even if you don’t meet every single requirement, we encourage you to submit an application - you may be just what we are looking for! Apply now!

Speculative CVs from agencies will not be accepted.

Latest closing date for applications is 8th May 2025.

Please note, we may close vacancies early where we receive significant numbers of applications, so apply now!