At a Glance
- Tasks: Lead financial planning, analysis, and reporting for strategic decision-making.
- Company: A leading organisation in Liverpool with a strong finance team.
- Benefits: Competitive salary, career growth, and the chance to influence key decisions.
- Other info: Join a dynamic team and lead transformative finance projects.
- Why this job: Make a real impact in a strategic leadership role within finance.
- Qualifications: Qualified accountant (ACA, ACCA or CIMA) with FP&A experience.
The predicted salary is between 65250 - 79750 £ per year.
- Head of Financial Planning & Reporting
- Liverpool | Permanent | £70,000–£80,000
We are delighted to be supporting a leading organisation in Liverpool with the appointment of a Head of Financial Planning & Reporting.
This is a key senior finance role for a qualified accountant (ACA, ACCA or CIMA) who can combine strong technical expertise with strategic commercial insight.
Working as part of the Finance Leadership Team, you will lead the organisation’s financial planning and analysis activity, providing high-quality financial insight to senior stakeholders and supporting strategic decision-making.
Key responsibilities will include
- Leading annual budgets, long-term financial plans and rolling forecasts.
- Developing financial models and scenario analysis to support strategic decisions.
- Providing insightful financial analysis, identifying trends, risks and opportunities.
- Reviewing business cases and providing financial recommendations.
- Working closely with senior leaders and budget holders across the organisation.
- Leading finance projects, change and business transformation initiatives.
- Supporting the wider Finance Strategy and deputising for the senior finance lead when required.
- Leading and developing a high-performing finance team.
We are looking for an experienced qualified accountant with a strong background in FP&A, budgeting, forecasting and financial modelling, together with excellent communication and stakeholder management skills.
This is an excellent opportunity for a senior finance professional looking for a strategic leadership role with real influence across an organisation
Head of Financial Planning and reporting in Liverpool employer: Dickson O'Brien
Join our dynamic team in West Yorkshire, where we prioritise professional growth and a supportive work culture. As a Qualified Accountant, you'll enjoy the benefits of working in a collaborative environment that values your contributions, offers opportunities for career advancement, and fosters strong client relationships across diverse industries. With a focus on employee development and a commitment to excellence, we are an employer of choice for those seeking meaningful and rewarding careers in accountancy.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning and reporting in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dickson O'Brien. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Financial Planning and reporting in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dickson O'Brien.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dickson O'Brien's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dickson O'Brien
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dickson O'Brien.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dickson O'Brien will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dickson O'Brien employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
