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- Tasks: Lead financial planning and analysis projects, influencing client decisions and strategies.
- Company: Join a dynamic Business Transformation team focused on innovative finance solutions.
- Benefits: Enjoy flexible work options and opportunities for professional growth.
- Why this job: Make a real impact in finance while collaborating with top-tier clients and teams.
- Qualifications: 8+ years in finance/accounting; experience with FP&A tools and project management preferred.
- Other info: Ideal for those passionate about finance technology and business transformation.
The predicted salary is between 48000 - 72000 £ per year.
Financial Planning & Analysis – Senior Manager
As a member of our Business Transformation team, you work as an extension of our client\’s team. Your work will focus on supporting the FP&A function of our client\’s finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.
Roles and Responsibilities:
• The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients\’ financial and business decisions.
• Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization\’s future vision.
• Help develop finance strategies by assessing a client\’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
• Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
• Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
• Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
• Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Preferred Skills:
• Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).
• Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).
• Project Management experience is a plus.
Qualifications and Capabilities:
• Finance-focused with a minimum of eight years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.
• Advanced understanding of the FP&A function within a finance organization.
• Extensive experience and understanding of three statement financials and associated modelling.
• Significant engagement management experience as well as business, practice, and people development.
• Ability to concurrently manage internal firm and external client requirements.
• Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
• Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
• Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
• ERP technology understanding (SAP / Oracle / Workday, etc.).
• Experience leading projects/teams and the ability to lead key requirement workshops with clients.
• Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
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Financial Planning & Analysis - Senior Manager employer: CFGI
Contact Detail:
CFGI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning & Analysis - Senior Manager
✨Tip Number 1
Network with professionals in the finance and FP&A sectors. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and technologies mentioned in the job description. Consider taking online courses or certifications in tools like Anaplan or Tableau to demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare for potential interviews by practising case studies related to financial modelling and analysis. Being able to walk through your thought process on real-world scenarios will showcase your expertise and problem-solving skills.
✨Tip Number 4
Research StudySmarter's recent projects and initiatives in the FP&A space. Understanding our approach and how we align finance with business strategy will allow you to tailor your discussions and show how you can contribute to our goals.
We think you need these skills to ace Financial Planning & Analysis - Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis, especially any roles that involved budgeting, forecasting, or M&A. Use specific examples to demonstrate your expertise with FP&A tools and technologies.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the FP&A function and how your background aligns with the responsibilities outlined in the job description. Mention any specific projects or achievements that showcase your ability to influence financial decisions.
Highlight Relevant Skills: Emphasise your knowledge of financial modelling, analytics, and ERP technologies. If you have experience with specific tools mentioned in the job description, such as Anaplan or Tableau, be sure to include that information.
Showcase Leadership Experience: Since the role involves leading project teams, highlight any previous leadership roles or experiences where you successfully managed teams or projects. Provide examples of how you guided teams through complex financial transformations.
How to prepare for a job interview at CFGI
✨Showcase Your Financial Acumen
Make sure to highlight your extensive experience in finance and accounting during the interview. Be prepared to discuss specific examples of how you've influenced financial decisions and contributed to FP&A functions in previous roles.
✨Demonstrate Project Management Skills
Since project management experience is a plus, be ready to share instances where you've successfully led projects or teams. Discuss your approach to managing client requirements and how you ensure successful delivery of business transformation initiatives.
✨Familiarise Yourself with Relevant Tools
Brush up on your knowledge of leading FP&A tools and ERP technologies mentioned in the job description. Being able to discuss your hands-on experience with tools like Anaplan, Tableau, or SAP will show that you're well-prepared for the role.
✨Prepare for Scenario Modelling Questions
Given the emphasis on transactional experience and scenario modelling, prepare to answer questions related to M&A, divestitures, and capital raises. Think of examples where you've applied these concepts to real-world situations and be ready to explain your thought process.
