Financial Planning and Analysis Manager

📋 Description

• Lead the annual budgeting and quarterly forecasting initiatives, coordinating contributions from budget owners and ensuring punctual submissions.

• Develop and maintain financial models to facilitate scenario analysis, cost assessment, and tracking of business performance.

• Conduct variance analysis and provide insights on monthly performance, focusing on identifying opportunities to enhance business value.

• Assist in month-end reporting, ensuring the accuracy and completeness of financial data across various reporting systems.

• Create and uphold regular Management Information (MI) packs, KPI dashboards, and financial reports for senior management, collaborating with operational teams to deliver actionable insights.

• Aid in audit preparation and fulfill any regulatory reporting requirements as instructed.

• Enhance and optimize existing reporting templates and processes to boost efficiency and minimize manual tasks.

• Establish effective working relationships with budget holders and operational teams, providing financial information and supporting their comprehension of performance metrics.

• Assist with ad hoc financial analyses and the preparation of business cases.

• Stay informed about relevant regulatory and compliance requirements within the financial services sector, ensuring that reporting adheres to internal controls and governance standards.

⛳️ Requirements

• Must be a qualified accountant (CIMA/ACA or equivalent).

• Previous experience in an FP&A or finance analyst role, preferably within the financial services or a regulated sector.

• Outstanding financial modeling and analytical capabilities, with a strong command of Microsoft Excel.

• Proven track record in supporting budgeting, forecasting, and month-end closure processes.

• Strong communication skills, capable of presenting financial information clearly to non-finance personnel.

• High attention to detail, well-organized, and adept at managing deadlines in a remote working environment.

• Preferred: Exposure to financial services, insurance, fintech, or other regulated industries. Familiarity with BI or planning tools such as Power BI, Adaptive Insights, or similar. Experience in a remote-first team setting. Understanding of financial services regulatory frameworks (e.g., FCA reporting requirements).

🏝️ Benefits

• Time-off on Birthday

• Gym benefits

• Childcare benefits

• Health cash plan

• Aviva pension

• Professional subscription benefits