Head of Financial Planning and Analysis

Bettys & Taylors of Harrogate; Harrogate; Hybrid; GBP 95,000 - 130,000; Full time

Job summary

Bettys & Taylors of Harrogate is seeking a Head of Financial Planning and Analysis to lead the Group’s end-to-end planning, budgeting and forecasting across Bettys, Taylors and Group functions. You will own the integrated view of profit and loss, balance sheet and cash flow and drive strong financial storytelling for senior leadership.

The role sits at the heart of Group decision-making, with responsibility for governance, standardisation and the evolution of reporting, metrics and scenario

Qualifications

• Professional accountancy qualification required.
• Experience leading FP&A in FMCG or multisite environments.
• Proven ability to translate data into actionable insights.

Responsibilities

• Own end-to-end Group planning, budgeting and forecasting across the organisation.
• Lead monthly management reporting, boards packs, dashboards and commentary.
• Develop and improve planning models and forward-looking scenario planning.
• Partner with Data & Analytics to produce data dashboards linking financial and non-financial measures.

Skills

Finance leadership

FP&A leadership

Data storytelling

BI tools

ERP systems

Digital transformation

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

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What We Offer You

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