Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Full-Time 70000 - 90000 £ / year (est.) Home office (partial)
Fordham Talent Partnership

At a Glance

  • Tasks: Lead financial planning and analysis to drive business performance and support strategic initiatives.
  • Company: Dynamic private equity-backed organisation with ambitious growth plans.
  • Benefits: Competitive salary, professional development, and a chance to influence key decisions.
  • Other info: Fast-paced environment with opportunities for career advancement and personal growth.
  • Why this job: Join a high-impact role partnering with senior leaders to shape the future of the business.
  • Qualifications: Qualified finance professional with 10 years' experience in FP&A or commercial finance.

The predicted salary is between 70000 - 90000 £ per year.

Our client is a successful private equity-backed organisation with ambitious growth plans and a strong market position. Backed by experienced investors and an established leadership team, the business is focused on driving operational excellence, sustainable growth, and long-term value creation.

As part of its continued expansion, our client is seeking a commercially focused FP&A Manager to strengthen financial planning, reporting, and decision support capabilities across the organisation. This is a highly visible role, partnering closely with senior leadership to drive performance and support strategic initiatives.

The FP&A Manager will be responsible for delivering high-quality financial planning, forecasting, analysis, and business partnering across the organisation. Working closely with the CFO, Finance Director, and operational stakeholders as well as sales, the successful candidate will provide robust financial insight to support decision-making, improve business performance, and maximise shareholder value.

This role is ideally suited to a qualified finance professional with approximately 10 years' experience across finance, with the majority spent in FP&A, commercial finance, or business partnering roles.

Technical Skills
  • Advanced financial modelling and analytical capability.
  • Experience working in PE is essential, to provide confidence around cultural fit.
  • Experience facing off to sales teams, CRO's, CIO's is essential.
  • Strong understanding of budgeting, forecasting, and performance management processes.
  • Excellent Excel skills with experience using financial planning and BI tools.
  • Strong commercial awareness and understanding of business value drivers.
  • Experience working with large datasets and translating information into actionable insights.
Personal Attributes
  • Commercially minded and naturally curious.
  • Strong communicator with the ability to influence at all levels.
  • Proactive, driven, and comfortable operating in a dynamic environment.
  • Highly analytical with strong attention to detail.
  • Able to balance strategic thinking with a hands-on approach.
  • Results-oriented with a focus on continuous improvement.

Financial Planning and Analysis Manager employer: Fordham Talent Partnership

Our client is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration. With a strong focus on operational excellence and sustainable growth, employees are empowered to contribute to strategic initiatives while enjoying the benefits of working alongside experienced leaders in the private equity sector. The culture promotes innovation and continuous improvement, making it an ideal place for finance professionals seeking meaningful and rewarding careers.

Fordham Talent Partnership

Contact Details:

Fordham Talent Partnership Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning and Analysis Manager

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 Fordham Talent Partnership. 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 Financial Planning and Analysis Manager

Financial Modelling
Analytical Capability
Experience in Private Equity
Budgeting
Forecasting
Performance Management
Excel Skills

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 Fordham Talent Partnership.

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 Fordham Talent Partnership'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 Fordham Talent Partnership

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 Fordham Talent Partnership.

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 Fordham Talent Partnership 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 Fordham Talent Partnership 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.