Head of Financial Planning and Analysis

Retail Human Resources plc; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading dining company in the UK seeks a Head of Financial Planning and Analysis. In this pivotal role, you will manage a finance team and provide critical financial insights to senior management. The ideal candidate will be a qualified accountant with a strong analytical background, able to drive positive change in a dynamic environment. Competitive salary and benefits package offered.

Benefits

Competitive salary

Head Office Bonus (up to 10% of salary)

Employee benefits including discounts and rewards

Enhanced Maternity & Paternity package

25 days of holiday plus bank holidays

Birthday gift

Cycle to Work Scheme

Company pension

Qualifications

• Excellent academic record; qualified accountant with 3-5+ years PQE experience.
• Previous experience in financial analysis essential with excellent attention to detail.
• Prior experience in private equity-backed businesses highly desirable.

Responsibilities

• Leading and supporting the finance team to achieve goals and develop skills.
• Partnering with department heads for sound financial decision making.
• Managing all weekly/monthly reporting processes and sales metrics.

Skills

Excellent analytical skills

Strong communication skills

Attention to detail

Ability to drive change

Excellent Excel skills

Education

Qualified accountant with 3-5+ years PQE

Tools

Tableau BI tool

Job description

Overview

Head of Financial Planning and Analysis: The Role. We are seeking an ambitious individual to join our team as the Head of Financial Planning & Analysis, who is looking to push forward their career in a high-performing finance team. As a relatively small finance team of 13 people, the cultural fit is extremely important. The role will report directly to the Finance Director but will also work closely with the Chief Financial Officer and the rest of the senior management team across all functions. This role will be responsible for managing a team of three to deliver all financial reporting and analysis workstreams across the business, as well as business-partnering with department heads to provide insightful and timely analysis to ensure good strategic decision-making across the business.

This role is a great opportunity to join an ambitious, private-equity-backed growth business and learn from an experienced management team. The role will involve regular contact with senior management and is critical to the future success of the Group. This role calls for a curious and proactive individual who is motivated to effect positive change and is equally comfortable working with structured data as well as navigating ambiguity or incomplete information. The role will be based at our Head Office in Teddington, Middlesex, conveniently located right next to the train station.

Key Areas of Responsibility

• Team Management: Leading, motivating, and supporting the team to achieve individual and collective goals, while fostering a collaborative and high-performance culture; effectively delegating tasks and developing team members\' skills to build capability and confidence within the team.
• Business Partnering: Partnering with department heads, ensuring that decision-making is based on sound financials; delivering timely and accurate reporting to optimise the effectiveness of all departments.
• Regular analysis and reporting: Full ownership of all weekly/monthly reporting processes, including reporting on sales, margin and labour costs; management of Tableau reporting suite and data feeds; attend weekly trading meetings to report on key sales metrics and factors impacting sales; partner with and support department heads on sales-driving actions; understand and challenge weekly labour results; lead the weekly labour calls to support and challenge the operations team.
• Menu development and margin: Working closely with the CEO and procurement team on regular menu modelling; monthly overview of Group margins and key trends; attend monthly margin meetings and bring insight and challenge to the team; support commercial negotiations with suppliers across all cost areas to ensure costs are managed effectively.
• Budgets: End-to-end responsibility for the Group\'s annual budget process, working closely with the FD; preparation of budget packs and board presentations for all stakeholders, both internally and externally; management of all budget data and re-budgeting of sites throughout the year as appropriate, including new site openings and investments.
• Board Reporting: Manage the monthly board reporting process to coordinate reporting streams from each department head into a central board report; analysis work with other senior management to drive commercial decisions and board strategy.
• Investments and Ad Hoc Analysis: Manage investment appraisals for new site acquisitions, including financials and demographic analysis; other ad hoc analysis with senior management across the business.

The Ideal Candidate

• Excellent academic record; qualified accountant with 3-5+ years PQE experience.
• Previous experience in financial analysis essential with excellent attention to detail.
• Prior experience in private equity-backed businesses highly desirable.
• Excellent communication and presentation skills; commercially minded with the ability to see the bigger strategic picture.
• Proven ability to drive change, working with multiple stakeholders; self-starter able to adapt to changing priorities and time pressures.
• Highly motivated with the ability to work independently or in a team and drive results; experience of managing multiple projects and delivering to a deadline; excellent Excel skills.
• Optional but beneficial: Tableau BI tool; multi-site businesses; hospitality sector experience.

What\'s in it for you

• Competitive salary
• Head Office Bonus ( up to 10% of salary )
• Employee benefits including discounts and rewards
• Enhanced Maternity & Paternity package
• 25 days of holiday plus bank holidays; option to buy extra 5 days
• Birthday gift; Employee Assistance Program with Hospitality Action
• Cycle to Work Scheme; Company pension; EarlyPay access

Company Overview

Heartwood Collection operates within the premium casual dining market in the UK. The Group comprises Brasserie Blanc and Heartwood Inns; the company was acquired by Alchemy Partners in February 2022 and is on an exciting growth journey. The Group currently owns 50 sites and forecasts to triple profits via new site openings. By end of 2026 we will be operating in excess of 300 bedrooms as part of the rooms concept.