Strategic FP&A Lead - Board-Ready Forecasts & Insights

Jobtailor; Cardiff; On-site; GBP 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced finance professional to own month-end reporting, KPI modelling, and board reporting across business units. You will influence strategic decisions through robust financial analysis and long-term forecasting.

The role requires ACA/ACCA/CIMA or equivalent with at least 4 years PQE, strong Excel modelling, and excellent communication to present complex data clearly to diverse audiences. A large corporate environment experience is desirable.

Qualifications

• Bachelor's degree or equivalent experience.
• Qualified accountant (ACA, ACCA, CIMA or equivalent) with minimum 4 years PQE.
• Strong analytical skills with the ability to analyse financial data and identify trends and insights.
• Proficiency in financial modelling with experience in building and maintaining financial models predominantly using Excel.
• Understanding financial principles with knowledge of accounting standards, financial statements and key financial ratios.
• Excellent communication and presentation skills
• Sage 200 and Dynamics BI Reporting (Desirable)
• Experience working in a large company (+£200m with +500 employees) (Desirable)
• Demonstrate a continuous improvement approach to work, including but not limited to, identifying areas for process improvements and implementing robust solutions. (Desirable)

Responsibilities

• Accountability for the month end reporting packs for each of the business units and Board Reporting, along with KPI modelling
• Supporting strategic decision making through financial modelling and analysis
• Critical to ensuring in understanding the financial performance of the business and modelling the long term outlook of the business and assisting in driving decision-making within the senior leadership team.
• Developing and maintaining financial models to forecast future performance.
• Creating annual budgets and forecasts, ensuring alignment with strategic objectives
• Conducting scenario analysis to assess potential impacts on financial performance.
• Preparing and managing annual budget.
• Analyzing variances between actual and budgeted results to identify areas for improvement.
• Providing insights into financial performance and driving action plans.
• Preparing regular financial reports for management and stakeholders.
• Analyzing financial data to identify trends, opportunities, and risks.
• Developing and presenting clear and concise financial insights.
• Working closely with internal stakeholders to gather data and understand business drivers.
• Communicating financial information effectively to both technical and non-technical audiences.
• Own monthly reporting for Board and individual Business Unit’s to communicate monthly results and KPI reporting.

Skills

Financial modelling

Analytical thinking

Excel proficiency

Communication skills

Team collaboration

Education

Bachelor's degree or equivalent

Chartered accountant qualification (ACA/ACCA/CIMA)

Tools

Sage 200

Dynamics BI Reporting

Job description

Jobtailor is seeking an experienced finance professional to own month-end reporting, KPI modelling, and board reporting across business units. You will influence strategic decisions through robust financial analysis and long-term forecasting.

The role requires ACA/ACCA/CIMA or equivalent with at least 4 years PQE, strong Excel modelling, and excellent communication to present complex data clearly to diverse audiences. A large corporate environment experience is desirable.