Head of Financial Planning and Analysis

Bettys & Taylors; Harrogate; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Bettys & Taylors is seeking a Head of Financial Planning and Analysis to lead planning, budgeting and forecasting across the group. Based at the Plumpton Park site in Harrogate with hybrid working options, you will own the end-to-end cycle and deliver integrated P&L, balance sheet and cash flow insights to support senior decision-making.

You will lead a high-performing team, drive data-driven storytelling, and partner with DBA/Analytics to create engaging dashboards and reliable reporting for

Qualifications

• Professional accountancy qualification (CIMA/ACCA/ACA/CPA) or equivalent finance expertise.
• Significant experience in leading financial planning and reporting in a multisite environment.
• Proven ability to translate data into actionable business insights.
• Experience of budgeting, forecasting and management reporting across a complex organisation.

Responsibilities

• Own end-to-end Group planning, budgeting and forecasting agenda via Integrated Business Planning.
• Set planning cycles, deadlines, methodologies and assumptions across Bettys, Taylors and Group functions.
• Produce an integrated view of P&L, balance sheet and cash flow for the Group.
• Lead and develop a high-performing planning and reporting team with strong modelling and storytelling.
• Establish Group standards, governance and modelling guidance for planning and reporting.
• Partner with Data and Analytics to deliver dashboards linking financial and non-financial measures.
• Lead monthly management reporting, Board packs and commentary detailing performance drivers and risks.
• Oversee Group-wide IBP and drive continuous improvement of processes.
• Support strategic decisions via scenario planning and forward-looking models.

Skills

Financial planning leadership

Management reporting

Data storytelling

Cross-functional collaboration

ERP systems

Education

CIMA/ACCA/ACA/CPA

Tools

Pigment

ERP systems

BI tools

Job description

Can you turn complex financial and business information into clear insight that shapes strategy and improves performance? Are you a collaborative finance leader who can transform planning, reporting and analysis across a diverse organisation?

We are looking for a Head of Financial Planning and Analysis to lead financial and business planning across Bettys & Taylors Group.

This is a broad and influential leadership role at the centre of Group decision-making. You will ensure that robust, high-quality and insight-led plans are in place across different time horizons, helping senior leaders prioritise resources, make informed investment choices and set meaningful performance targets.

You will also lead the evolution of Groupwide finance reporting, metrics and scenario planning, creating a clear and accessible view of performance that enables better conversations and more effective decisions.

The role

Reporting to the Group Finance Director, you will lead the Finance Planning and Reporting team and work closely with the Groupwide Integrated Business Planning (IBP) Team.

You will own the Group’s end-to-end planning, budgeting and forecasting agenda, coordinating contributions from Bettys, Taylors and Group functions to produce an integrated view of profit and loss, balance sheet and cash flow.

As a member of the Group Finance Leadership Team, you will help shape the future direction of Finance and ensure that planning and reporting provide the forward-looking insight needed to support sustainable performance and long-term growth.

Your key responsibilities will include:

• Owning the end-to-end Group planning, budgeting and forecasting agenda through Integrated Business Planning and longer-term horizon planning.
• Setting clear planning cycles, deadlines, methodologies and assumptions, and coordinating high-quality contributions from Bettys, Taylors and Group functions.
• Producing an integrated and forward-looking view of profit and loss, balance sheet and cash flow across the Group.
• Leading and developing a high-performing planning and reporting team, strengthening its modelling, analysis and financial storytelling capabilities.
• Establishing consistent Group financial planning and reporting standards, including governance, methodologies and modelling guidance.
• Partner with the Data and Analytics team ensuring the F, P&A team produces visually engaging data dashboards that connect financial and non-financial measures and support effective performance conversations.
• Leading monthly Group management reporting, including management information, Board packs, dashboards and commentary that explain performance drivers, identify trends and highlight risks and opportunities.
• Overseeing the Group-wide Integrated Business Planning process and supporting its continued improvement.
• Working with senior leaders to develop robust financial thinking, constructively challenging assumptions and ensuring that plans reflect relevant risks, opportunities and interdependencies.
• Providing Group-level scenario planning through forward-looking models that support strategy and investment decisions.
• Increasing the quality and speed of reporting by simplifying processes, improving accuracy and automating activity where appropriate.
• Acting as business owner for the Group’s financial planning system, Pigment, maintaining a clear roadmap and ensuring that its functionality, controls and data integrity support effective planning.
• Championing cultural change, capability building and continuous improvement to prepare finance for its future operating model.
• Contributing collectively to the Group Finance Leadership Team, helping to lead and embed Group-wide finance strategy, change programmes and effective ways of working.

About you

You will bring:

• An appropriate professional accountancy qualification, such as CIMA, ACCA, ACA or CPA, or equivalent demonstrable finance expertise.
• Significant experience of leading financial planning and reporting processes and / or teams, ideally within an FMCG, retail or multisite environment.
• A strong track record of translating data into meaningful insight that supports business decisions.
• Experience of leading planning, budgeting, forecasting and management reporting across a complex organisation.
• Proficiency with financial planning solutions, ERP systems and business intelligence tools.
• Experience of digital finance transformation or improving planning and reporting through technology.
• A commercial mindset, with a focus on supporting growth, efficiency and profitability.
• Strong cross-functional and systems thinking, with an understanding of the connections between strategy, operational planning, financial outcomes and performance.
• A curious, outward-looking and future-focused perspective.

Working pattern

This is a full-time role working 37.5 hours over five days and based at our Plumpton Park site in Harrogate.

The role can accommodate hybrid working and flexible hours. Given the collaborative and senior nature of the position, regular in-person working with colleagues and leadership teams will be important. We would normally expect the successful candidate to work on site for at least 3-4 days each week.

If you would like to discuss a flexible working arrangement, please provide further details in your application.

About us - great people, great culture

• See attached document.

What we offer you

• See attached document.

Application and Interview Process

There will be a two-stage process for this role.

• First stage interviews will take place on 9th, 12th or 13th November

• Second stage interviews will take place on 30th November or 3rd or 4th December

Please let us know of any reasonable adjustments which you would benefit from. The hiring manager will pick up any information provided in your application and get in touch with you to talk about what could support you.

If you have any queries about this vacancy, please contact the hiring manager on [e-mail]