Head of Planning & Forecasting

UK | FNZ Global Management; City of Edinburgh; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

FNZ is seeking a Head of Planning & Forecasting to lead the FP&A function, owning budgeting, forecasting and long-range planning. This senior role partners with executives to ensure robust, forward-looking financial insights and strategic alignment across the business.

You’ll drive planning discipline, transform capabilities (Anaplan), and lead a team to deliver high-quality financial analysis and decision support for FNZ’s global operations.

Qualifications

• Qualified accountant ACA/ACCA/CIMA or equivalent.
• Extensive FP&A and planning experience.
• Proven budgeting, forecasting and long-range planning leadership.
• Strong stakeholder management and influence with senior leaders.
• Experience building and leading finance teams.
• Advanced financial modelling and Excel capability.

Responsibilities

• Lead annual budgeting, forecasting and long-range planning processes.
• Develop an integrated planning approach across P&L, balance sheet and cash flow.
• Own planning timetable, governance and review processes with clear accountability.
• Drive improvements in forecast accuracy, efficiency and transparency.
• Provide analysis and recommendations for senior management and the Board.
• Lead and develop the planning team and implement Anaplan.

Skills

FP&A leadership

Budgeting & Forecasting

Strategic business partnering

Stakeholder management

Financial modelling

Excel advanced

Education

Qualified accountant (ACA/ACCA/CIMA)

Tools

Anaplan

ERP systems

Excel

Job description

Head of Planning & Forecasting

Edinburgh or London (Hybrid)

Permanent

£Competitive + excellent benefits + career progression

FNZ is seeking a Head of Planning & Forecasting to join our FP&A Finance team and lead financial planning across the organisation.

This is a senior finance leadership opportunity with responsibility for ensuring FNZ has a clear, robust and forward-looking view of financial performance.

You’ll lead the annual budget, rolling forecasts, long-range planning and scenario analysis, partnering closely with senior stakeholders across Finance, Commercial, Functions and Executive leadership.

Combining strategic thinking with deep FP&A expertise, you’ll strengthen financial planning and decision-making, challenge assumptions, and ensure financial plans are closely connected to FNZ’s strategic and commercial priorities.

The Opportunity

As Head of Planning , you’ll take ownership of the financial planning cycle within FP&A, leading budgeting, forecasting and long-range planning across the business.

You’ll establish an integrated approach to planning across P&L, balance sheet, cash flow and operational drivers, while providing senior management, Executive and Board‑level audiences with clear analysis and actionable financial insight.

You’ll also lead and develop the planning team and play a key role in transforming FNZ’s planning capabilities, including leading the implementation and ongoing development of Anaplan .

This is an excellent opportunity for an experienced FP&A leader to combine strategic planning, senior business partnering, transformation and people leadership in a complex global organisation.

What You’ll Be Doing

Financial Planning, Budgeting & Forecasting

• Leading FNZ's annual budgeting, forecasting and long-range planning processes, ensuring outputs are accurate, timely and aligned with strategic priorities
• Developing an integrated planning approach across P&L, balance sheet, cash flow and key operational drivers
• Owning the planning timetable, governance, assumptions and review processes, ensuring clear accountability across Finance and the wider business
• Driving improvements in forecast accuracy, planning efficiency and financial transparency
• Ensuring planning activities provide a robust and forward-looking view of financial performance

Strategic Analysis & Decision Support

• Providing clear analysis of forecasts, plans and financial assumptions, identifying key trends, risks, opportunities and business drivers
• Translating complex financial information into concise, actionable recommendations for senior management, Executive and Board‑level audiences
• Leading scenario modelling and sensitivity analysis to help the organisation understand potential financial outcomes
• Providing management information and financial insight to support strategic initiatives, investment decisions and transformation programmes
• Constructively challenging financial assumptions and commercial plans to improve decision‑making and financial outcomes

Senior Business Partnering

• Partnering with senior business leaders to embed financial discipline and improve the quality of financial planning
• Acting as a trusted adviser to Finance leadership, providing independent challenge on financial outlook, planning assumptions and strategic choices
• Building strong relationships across Finance Business Partnering, Controllership, Treasury, Strategy and Operational teams
• Presenting complex planning outputs clearly and confidently to senior stakeholders
• Connecting financial planning with FNZ's wider strategic and commercial priorities

Leadership, Systems & Continuous Improvement

• Leading, coaching and developing a high‑performing planning team, setting clear expectations and strengthening analytical capability
• Improving planning processes, models and templates to reduce manual effort and increase the quality of insight
• Leading the implementation, embedding and ongoing development of Anaplan as FNZ's new planning system
• Ensuring Anaplan supports robust budgeting, forecasting, long‑range planning, scenario modelling and business partnering
• Promoting a culture of accuracy, accountability, collaboration and continuous improvement across FP&A

What We’re Looking For

You’ll be an experienced finance leader with significant FP&A and planning expertise, strong commercial judgement and the credibility to influence senior leaders across a complex organisation.

Skills & Experience

• Qualified accountant or finance professional, ideally ACA, ACCA, CIMA or equivalent
• Substantial experience across FP&A, financial planning, commercial finance or finance business partnering
• Proven experience leading budgeting, forecasting and long-range planning within a complex or fast-paced organisation
• Strong track record of partnering with senior stakeholders and influencing commercial decision‑making
• Experience managing, developing and motivating finance teams
• Advanced financial modelling and analytical capability
• Strong Excel skills and experi