At a Glance
- Tasks: Lead financial planning, budgeting, and performance analysis to drive strategic decision-making.
- Company: Dynamic organisation in Harrogate focused on sustainable growth and innovation.
- Benefits: Negotiable salary, full-time hours, and opportunities for professional development.
- Other info: Collaborative environment with opportunities to influence senior stakeholders.
- Why this job: Make a real impact by providing strategic financial insights and supporting transformation projects.
- Qualifications: Experience in management accounts and strong analytical skills required.
The predicted salary is between 63000 - 77000 £ per year.
Financial Planning & Analysis Manager
Location
Harrogate, North Yorkshire
Hours
Full time, 37 hours per week
Reporting to
Head of FP&A
Salary
Negotiable
About the role
We are seeking an experienced
Financial Planning & Analysis Manager to support the Head of FP&A in developing and delivering effective financial planning, budgeting, forecasting, management reporting and performance analysis.
This is a key role providing strategic financial insight to support decision making, improve organisational performance and help ensure the sustainable delivery of strategic objectives.
You will work closely with budget holders, senior managers and stakeholders across the organisation, providing high quality financial business partnering and helping teams understand and improve their financial performance.
You will support business planning, performance analysis, financial modelling and forecasting, while also playing an important role in transformation and strategic projects.
Key responsibilities
- Financial planning and analysis
- Support the annual planning and budgeting cycle, including the production of annual budgets
- Ensure financial plans align with organisational strategy and longer‑term objectives.
- Work with budget holders to develop and evaluate operational and business plans.
- Challenge assumptions and ensure budgets and forecasts are robust and well supported.
- Develop and improve KPI dashboards and management reporting packs.
- Provide financial analysis to support budgeting, forecasting and appropriate budget phasing.
- Develop and maintain financial models, including scenario planning and sensitivity analysis.
- Evaluate the financial impact of risks and opportunities.
- Business partnering
- Build strong relationships with budget holders and provide ongoing financial support.
- Respond effectively to queries from budget holders and senior management.
- Support and train budget holders in financial processes where required.
- Monitor compliance with approved financial management and procurement procedures.
- Use data and analysis to influence decision-making.
- Work collaboratively across departments and contribute to cross‑functional initiatives.
- Support significant transformation projects, working with internal stakeholders and external suppliers to deliver successful and financially sustainable outcomes.
- Reporting
- Support robust financial performance reporting, including month‑end management accounts.
- Analyse performance against budget and provide clear variance analysis.
- Monitor and report key commercial and operational KPIs.
- Prepare ad hoc financial analysis and reports for projects, meetings and senior stakeholders.
- Controls and process improvement
- Contribute to the development and implementation of financial policies and procedures.
- Help ensure effective controls are in place.
- Identify opportunities to improve cost control and the management of expenditure and services.
About you
You will be an experienced finance professional with strong experience in management accounts, financial analysis and commercial management information.
You will be comfortable analysing and explaining
P&L, balance sheet and cash flow information , as well as supporting forecasting, trend analysis and business planning.
You will be a confident business partner who can work effectively with senior stakeholders and non-finance colleagues, translating complex financial information into clear, practical and jargon‑free insight.
Essential experience and skills
- Significant experience of management accounts, business analysis and commercial management information.
- Strong understanding of P&L, balance sheet and cash flow analysis and reporting.
- Experience of forecasting, trend analysis and financial modelling.
- Experience of using commercial analysis to support growth, productivity and organisational performance.
- Experience of working with and influencing non-finance senior stakeholders.
- Ability to simplify complex financial information for a range of audiences.
- Strong analytical skills and excellent attention to detail.
- Excellent interpersonal, influencing and relationship‑building skills.
- Ability to exercise sound judgement and work independently.
- Strong organisational skills and the ability to manage competing priorities and deadlines.
- Excellent IT skills, including Microsoft Excel, Power Point, Word and Outlook.
- Experience using finance systems.
- Experience with Power BI or similar business intelligence tools would be desirable.
Qualifications
A professional accountancy qualification such as ACA, CIMA OR ACCA is desirable. Candidates with significant relevant experience and equivalent knowledge will also be considered.
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FP&A Manager in Harrogate employer: HW Finance
HW Finance is an exceptional employer, offering a dynamic work environment in Leeds where financial professionals can thrive. With a strong focus on employee growth and development, the company provides excellent progression opportunities alongside a competitive salary and bonus structure. The collaborative culture fosters innovation and teamwork, making it a rewarding place for those looking to make a meaningful impact in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A Manager in Harrogate
✨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 HW Finance. 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 FP&A Manager in Harrogate
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 HW Finance.
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 HW Finance'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 HW Finance
✨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 HW Finance.
✨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 HW Finance 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 HW Finance 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.
