Strategic Finance & Regulatory Planning Lead

Morson Group; Coventry; On-site; GBP 127,000 - 144,000; Full time

Job summary

Morson Group is recruiting a Finance Business Planning Manager to join the Financial Performance team in a Coventry-based, office-first role. The position supports AMP8/PR29 planning across short to long-term cycles with analysis driving investment decisions, efficiency gains and value creation.

You will coordinate financial and regulatory planning with Operations and Strategy, delivering insightful forecasts and challenging senior stakeholders to optimise plans.

Qualifications

• Proven experience leading complex business planning within a large or regulated organisation.
• Strong understanding of the water-sector regulatory environment, including price review delivery.
• Experience of integrated financial, operational and regulatory planning.
• Strong financial modelling, scenario analysis and analytical skills.
• Relevant accounting, finance, economics or analytical qualification is desirable.

Responsibilities

• Lead the integration of financial, operational and regulatory plans across annual budgeting, forecasting and longer-term business planning.
• Assess actual and forecast performance against the AMP8 business plan, identifying risks, opportunities and dependencies.
• Develop financial and regulatory scenarios to support strategic decisions, investment prioritisation and uncertainty management.
• Coordinate key planning assumptions and modelling inputs across Finance, Operations, Asset Planning, Strategy and Regulation.
• Support the development of the PR29 business plan and AMP9 strategy, including financial modelling, benchmarking and evidence development.
• Assess affordability, finance ability and deliverability of proposed plans and investments.
• Provide clear, evidence-based recommendations and constructive challenge to senior stakeholders.
• Support regulatory submissions, enhancement cases and strategic investment decisions.
• Identify opportunities to improve efficiency and performance, ensuring benefits are measurable and reflected in plans and forecasts.
• Maintain strong governance, controls, assumptions and audit trails across business planning models.
• Provide analysis to support monthly performance reporting and other key business decisions.
• Build effective relationships across Finance, Operations, Strategy, Regulation and Asset Planning.

Skills

Business planning

Financial modelling

Scenario analysis

Regulatory planning

AMP8 / PR29 / AMP9

Financial performance

Strategic analysis

Commercial judgement

Stakeholder management

Governance and assurance

Data analysis

Senior-level influencing

Education

Accounting / Finance / Economics qualification

Job description

Morson Group is recruiting a Finance Business Planning Manager to join the Financial Performance team in a Coventry-based, office-first role. The position supports AMP8/PR29 planning across short to long-term cycles with analysis driving investment decisions, efficiency gains and value creation.

You will coordinate financial and regulatory planning with Operations and Strategy, delivering insightful forecasts and challenging senior stakeholders to optimise plans.