Financial Planning & Analysis Manager FP&A

A well-established nationwide business is looking to appoint an FP&A Manager to join their expanding team. This position will focus on analysing the performance of a portfolio of investment funds.
Benefits – FP&A Manager
~25 days of annual leave
~ Pension plan
~ Life Assurance
~ Health cash plan
~ Bonus
~ Hybrid Working: 2 days in the office

FP&A Manager – About The Role
In the role of FP&A Manager, you will oversee the FP&A and reporting process, providing insights and strategic support to stakeholders and the management team. Key responsibilities will include enhancing the current financial model to support forecasting and budgeting efforts, which will encompass monthly, quarterly, and long-range forecasts extending up to 10 years. Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics.
Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financial metrics.
Collaborating with senior leadership, fund managers, and internal teams to convey findings and recommendations based on financial analysis
In addition to portfolio analysis, performance management, and reporting, the role will also involve analysing demographics, including diversity and inclusion assessments of the target market, as well as evaluating the opportunities generated by the investment fund for the local community.
This position is ideal for individuals who enjoy exploring data while actively engaging with stakeholders and management. You will be responsible for re-modelling group-based information and breaking it down by each investment portfolio.
You will be contributing to a positive workplace culture and playing a pivotal role in the development of the FP&A function for this growing enterprise. The Successful FP&A Manager Will Have:
A formal qualification in finance (ACCA, CIMA, or ICAEW)
A strong background in budget management, forecasting, and financial analysis, including reviews of balance sheets and cash flows
Proficiency in Power BI, which will be used for reporting and visualization
A solid foundation in financial reporting and performance analysis, including metrics reviews