At a Glance
- Tasks: Lead financial planning, budgeting, and reporting to drive strategic decision-making.
- Company: Join a dynamic finance team at a leading tech organisation in Berkshire.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Collaborative environment with opportunities to mentor and lead a talented team.
- Why this job: Make a real impact by providing financial insights that shape business strategies.
- Qualifications: Qualified accountant with experience in FP&A and strong analytical skills.
The predicted salary is between 65250 - 79750 £ per year.
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.
Senior Financial Planning and Reporting Analyst in Bracknell employer: Apex Elite
Join our client's dynamic Finance team in Bracknell, Berkshire, where you'll play a pivotal role as a Senior Financial Planning and Reporting Analyst. With a strong emphasis on employee growth, the company fosters a collaborative work culture that encourages continuous improvement and innovation. Enjoy competitive benefits and the opportunity to work closely with senior stakeholders, making a meaningful impact on strategic decision-making while developing your skills in a supportive environment.
