Senior Financial Planning and Reporting Analyst

Apex Elite; Bracknell; On-site; GBP 75,000 - 110,000; Full time

Job summary

Apex Elite is seeking a Senior FP&A to lead budgeting, forecasting, management reporting and financial analysis across the Group from its Berkshire base.

You will partner with senior stakeholders and drive continuous improvement of FP&A capabilities. Reporting to the CFO, you will develop robust financial models and dashboards in Excel and Power BI, ensuring accurate, timely insights and governance.

Qualifications

• Qualified accountant (ACA/ACCA/CIMA) or equivalent.
• Significant FP&A, commercial finance or management reporting experience.
• Experience leading budgeting and forecasting processes.
• Experience producing executive reporting and commercial analysis.
• Advanced Excel modelling and Power BI capability.
• Strong analytical and stakeholder management skills.
• Excellent organisational and deadline management.
• Experience in a CXaaS, SaaS or tech is advantageous.

Responsibilities

• Lead budgeting and forecasting across the Group.
• Develop financial models and scenario analysis to support commercial and strategic decisions.
• Monitor performance against budgets and forecasts, identifying risks and opportunities.
• Support development of FP&A capability and planning processes.
• Lead production and improvement of management reporting across the Group.
• Prepare reporting and analysis for Executive Leadership and Board discussions.
• Provide commercially focused financial commentary and ensure timely, accurate reporting.
• Develop complex Excel models and Power BI dashboards; drive reporting automation and governance.

Skills

Qualified accountant

Budgeting & forecasting

Financial analysis

Excel modelling

Power BI

Stakeholder management

Leadership

Education

ACA/ACCA/CIMA

Tools

Excel

Power BI

Job description

We're looking for a Senior Financial Planning and Reporting Analyst (Senior FP&A) to join our client's Finance team in Berkshire. This is a senior finance role, responsible for leading Financial Planning and Analysis (FP&A) activities and delivering the financial insight that supports strategic and operational decision-making across the Group.

If you're an experienced finance professional with a strong background in financial planning, forecasting, reporting and commercial analysis, we'd love to hear from you.

What we are looking for…

We're seeking an experienced and commercially focused Senior FP&A to support the continued growth of our client's Finance function.

Reporting directly to the Chief Financial Officer, you'll lead the day-to-day delivery of budgeting, forecasting, management reporting and financial analysis across the Group. Working closely with senior stakeholders across multiple departments and international locations, you'll play a key role in delivering accurate financial insight, driving continuous improvement and supporting the ongoing development of our FP&A capability.

This role is based at our client’s head office in Bracknell, Berkshire.

Key responsibilities of the role…

• Lead the Group's budgeting and forecasting activities, ensuring robust financial planning processes that support business growth
• Develop financial models and scenario analysis to support commercial and strategic decision-making
• Monitor financial performance against budgets and forecasts, identifying key risks, opportunities and areas for improvement
• Support the continued development of the Group's FP&A capability and planning processes

Management Reporting & Executive Insight:

• Lead the production and continual improvement of management reporting across the Group
• Prepare reporting and analysis for Executive Leadership and Board-level discussions
• Produce commercially focused financial commentary that explains business performance and key financial drivers
• Ensure reporting is accurate, insightful and delivered to agreed deadlines
• Develop and maintain complex Excel models and Power BI dashboards
• Drive improvements to reporting quality, automation and analytical capability across the Finance function
• Maintain robust governance and consistency across financial models and reporting processes
• Support Finance improvement projects and the implementation of new reporting systems and technologies

Business Partnering & Commercial Analysis:

• Provide financial oversight of Sales Incentive Plan (SIPP) reporting and governance
• Produce commercial analysis to support sales performance and wider business growth
• Partner with Sales, Commercial and Operational teams to support business cases, investment decisions and strategic initiatives
• Provide trusted financial insight to support informed decision-making across the business

Leadership & Team Development:

• Provide day-to-day operational leadership across the FP&A function
• Coordinate workloads and maintain high standards of reporting quality and consistency
• Coach, mentor and support colleagues, including Financial Planning and Reporting Analysts where applicable
• Drive continuous improvement across the FP&A function and support its ongoing growth and development

About you…

• Qualified accountant (ACA, ACCA or CIMA), or equivalent
• Significant experience within Financial Planning & Analysis, Commercial Finance or Management Reporting
• Experience leading budgeting and forecasting processes
• Experience producing executive management reporting and commercial analysis
• Advanced Excel modelling skills and strong Power BI capability
• Strong analytical, commercial and problem-solving skills
• Excellent organisational skills with the ability to manage multiple priorities and deadlines
• Strong stakeholder management and communication skills
• Leadership and coaching capability
• Excellent attention to detail with a structured and methodical approach
• Experience within a CXaaS, SaaS or technology organisation would be advantageous