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- Tasks: Lead a team in financial modelling, budgeting, and forecasting for a prestigious organisation.
- Company: Join a respected professional membership organisation with a strong reputation in the industry.
- Benefits: Enjoy a competitive salary, hybrid working options, and up to 32 days of annual leave.
- Why this job: Make an impact through financial insights while developing your leadership skills in a supportive environment.
- Qualifications: Must be a qualified accountant with experience in business partnering and financial modelling.
- Other info: This is a full-time, permanent role based in Central London with flexible remote work.
The predicted salary is between 67000 - 100000 £ per year.
A prestigious professional membership organisation is looking for an experienced Financial Planning Manager to provide leadership to their business accounts team, guiding them in the provision of financial modelling and insights and taking responsibility for the organisation’s budgeting and forecasting processes.
Key Responsibilities of the Financial Planning Manager:
- Manage and direct the work of the business accounting team, ensuring an effective finance business partner service is provided and supporting the continuous development of team members.
- Work in conjunction with other senior staff members to develop management reporting and analysis for all areas of the organisation, leading any improvements.
- Lead on developing and further evolving the organisation’s costing models and methodologies.
- Oversee the continued improvement of the budgetary control system.
- Support the financial accounts team to deliver the month end processes.
- Represent the finance department at board meetings, drafting tailored papers as required.
Qualifications, Skills and Experience:
- Qualification as an accountant (CCAB-recognised).
- Direct line management experience and extensive experience in a business partnering capacity, developing and managing effective financial budgeting models.
- Expertise in an accounting software package and hands-on knowledge of regulations for tax, PAYE and VAT.
- Highly analytical, with the ability to use present complex modelling tools to provide insights, conveying this in reports and briefings to inform effective decision making.
- Excellent interpersonal skills.
Salary and Benefits:
- £84,500 per annum.
- Full-time, permanent position.
- Hybrid working pattern, office in Central London with provision for remote working for part of the week.
- Excellent package of benefits, including up to 32 days’ annual leave.
To be considered for this role, please send your CV to Marcus today.
Financial Planning Manager employer: Excel Recruitment
Contact Detail:
Excel Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager
✨Tip Number 1
Familiarise yourself with the latest financial modelling techniques and tools. Being able to demonstrate your expertise in these areas during interviews will set you apart from other candidates.
✨Tip Number 2
Network with professionals in the finance sector, especially those who have experience in business partnering roles. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your direct line management experience in detail. Be ready to share specific examples of how you've developed team members and improved processes in previous roles.
✨Tip Number 4
Research the organisation thoroughly, including their current financial strategies and challenges. Tailoring your conversation to show how you can address these issues will demonstrate your genuine interest in the role.
We think you need these skills to ace Financial Planning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as an accountant and your experience in financial planning. Emphasise your direct line management experience and any relevant achievements in developing budgeting models.
Craft a Compelling Cover Letter: Write a cover letter that showcases your leadership skills and your ability to work with senior staff. Mention specific examples of how you've improved financial processes or reporting in previous roles.
Highlight Analytical Skills: In your application, focus on your analytical abilities. Provide examples of complex modelling tools you have used and how they contributed to effective decision-making in your past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for a Financial Planning Manager role.
How to prepare for a job interview at Excel Recruitment
✨Showcase Your Leadership Skills
As a Financial Planning Manager, you'll be leading a team. Be prepared to discuss your previous management experiences and how you've successfully guided teams in the past. Use specific examples to illustrate your leadership style and how it has positively impacted your team's performance.
✨Demonstrate Your Analytical Expertise
This role requires strong analytical skills. Be ready to talk about complex financial models you've developed or improved. Highlight your ability to convey insights from these models in a clear and concise manner, as this will be crucial for effective decision-making.
✨Familiarise Yourself with Relevant Software
Make sure you are well-versed in the accounting software mentioned in the job description. If you have experience with specific tools, mention them during the interview. This shows that you are not only qualified but also ready to hit the ground running.
✨Prepare for Board Meeting Scenarios
Since you'll be representing the finance department at board meetings, think about how you would present financial information to non-financial stakeholders. Prepare to discuss how you would draft tailored papers and communicate complex financial data effectively.
