Financial Planning and Analysis Manager

Rockfield Specialist Recruitment; Bristol (VA); Hybrid; USD 80,000 - 95,000; Full time

Job summary

A leading recruitment agency is seeking a Finance Business Partner to join a dynamic company in Bristol. This pivotal role involves overseeing financial planning, budgeting, and analysis within a rapidly growing organization. You'll partner with stakeholders to enhance financial insight and reporting, offering the chance to significantly influence business decisions. The position supports flexible and hybrid working arrangements.

Benefits

Car allowance

Bonus

Flexible working hours

Benefits package

Qualifications

• Experience in financial planning and analysis roles.
• Ability to manage multiple stakeholders effectively.
• Strong analytical skills for budgeting and forecasting.

Responsibilities

• Own annual budget, 3-year business plan, and reforecasting.
• Report on performance against budget and 3-year plan.
• Build partnerships with senior managers to improve financial reporting.

Skills

Financial Planning and Analysis

Stakeholder Management

Budgeting

Forecasting

Commercial Analysis

Job description

Based in Portbury, Bristol, this role offers easy access from the M4/M5, with free parking and flexible/hybrid working (2 days a week in the office).

Salary: up to £70,000 plus car allowance, bonus, and benefits.

Our client is a Private Equity backed, international business that has enjoyed impressive growth and developed as a leader in their sector. With new PE backers, they seek to appoint a high-calibre Finance Business Partner to support decision-making with financial insight.

This role is new, with a broad remit across Financial Planning and Analysis. You will take a proactive role in managing and shaping the way in which Finance supports the business, with a focus on budgeting, forecasting, and business partnering.

The company operates in a specialist and evolving sector, including stock holding, international logistics, sales, marketing, and brand partnerships.

Responsibilities:

• Annual budget, 3-year business plan, and quarterly reforecasting, including full ownership of input assumptions, models, and output for P&L, balance sheet, and cash flow.
• Working with stakeholders to agree assumptions, providing robust challenge and analysis where required.
• Periodic review of actual performance versus budget/3-year plan/forecast to analyse variances and update assumptions in models where applicable.
• Supporting the Head of FP&A in developing best practice models and reporting for all planning and forecasting activities.
• Supporting ad hoc forecasting and planning for key strategic and tactical initiatives.

Reporting:

• Ownership of weekly Executive Board reporting pack.
• Ownership of FP&A contributions to monthly management accounts reporting pack.
• Supporting the Head of FP&A in ongoing development and improving analytical content of weekly and monthly Board reporting.
• Creating monthly reporting for stakeholders across the business.

Analysis:

• Monthly ROCE analysis versus budget and 3-year plan.
• Periodic profitability and analysis of existing profit centres based on current and future forecast performance.
• Ad hoc commercial analysis to identify areas of improvement and evaluate potential opportunities.
• Supporting the Head of FP&A in developing better insight and reporting into stock.
• Ownership of investment appraisal models for new business opportunities.
• Implementing a process for post-investment appraisal analysis/tracking.

Business Partnering:

• Building partnerships and maintaining strong relationships with senior managers and their teams.
• Improving the impact and understanding of financial reporting on business performance.
• Providing analysis and delivering insight that links financial reports to business strategies.
• Providing effective commercial procedures or initiating change to ensure key commercial and financial targets are delivered.

This is a company with limitless potential, offering a unique opportunity for a commercial, business-focused, and analytical individual to make a significant impact. If you feel this could be a fit, please apply with your CV.