At a Glance
- Tasks: Lead financial forecasting, budgeting, and reporting for a dynamic international group.
- Company: Join a fast-paced company that values innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Be part of a team that drives performance and compliance in a vibrant environment.
- Why this job: Make a real impact in finance while leveraging AI and automation.
- Qualifications: Fully qualified accountant with strong FP&A experience and advanced Excel skills.
The predicted salary is between 64350 - 78650 £ per year.
- Build and own the group forecasting model, including scenario and sensitivity modelling for short- and long-term forecasts
- Serve as the centralised source of truth for management information and budgeting across the group
- Issue weekly margin and debtor reports every Monday and flag performance below the margin floor
- Own cost analysis of the group's operating base and optimise overhead efficiency
- Own group budgeting, in-year forecasting and reforecasting
- Lead monthly MI and lender reporting packs
- Own KPI dashboards and business data reporting across departments
- Business partner with Directors and departments on their P&L
- Handle interrogation of reported numbers for UK Board members
- Own budget variance analysis and support group P&L and balance-sheet consolidation
- Support the Financial Director on technical accounting, policies and consistency of treatment
- Support the Financial Controller with financial year-end and audit deliverables
- Own covenant compliance monitoring and lender reporting alongside the Financial Controller
- Support statutory accounts preparation, intercompany matrix, monthly eliminations, and P11D / PSA / employment tax compliance
- Contribute to finance systems and process improvement, FX monitoring and cashflow forecasting
- Manage external advisor relationships
- Use AI and automation for reporting and forecasting and lead tool integration and adoption
- Develop the FP&A analyst and build the team's modelling capability
Requirements
- Fully qualified accountant (ACA, ACCA or CIMA)
- 5 years' qualified experience in a fast-paced international group
- Strong FP&A experience
- Excellent budgeting, forecasting and financial modelling skills
- Ideally, experience building a forecasting model from scratch
- Ability to business partner, influence and constructively challenge non-finance stakeholders
- Experience of lender/MI reporting and covenant monitoring
- Advanced Excel skills
- Confidence building clear, insightful KPI reporting
- Commercial, improvement-minded outlook
- Credibility to sit on a senior team
- Genuine passion for AI and automation in finance
- Core Competencies
Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling, while effectively partnering with stakeholders to drive performance and compliance in a fast-paced international environment.
- Highest-signal resume keywords
- Qualified Accountant (ACA, ACCA, CIMA)
- Financial Planning And Analysis (FP&A)
- Budgeting And Forecasting
- Advanced Excel Skills
- Covenant Compliance Monitoring
- Hard Skills
- Financial Modelling
- Cost Analysis
- KPI Reporting
- Variance Analysis
- Scenario Modelling
- Sensitivity Modelling
- Cashflow Forecasting
- Intercompany Matrix Preparation
- Statutory Accounts Preparation
- AI And Automation In Finance
- Soft Skills
- Business Partnering
- Influencing Stakeholders
- Constructive Challenging
- Communication Skills
- Credibility
Certifications & Qualifications
- ACA
- ACCA
- CIMA
- Industry Keywords
- Management Information (MI)
- Lender Reporting
- Overhead Efficiency
- Performance Monitoring
- Financial Year-End
- Audit Deliverables
- Employment Tax Compliance
- Tools & Technologies
- Finance Systems
- Reporting Tools
- Automation Tools
- AI Tools
- #J-18808-Ljbffr
Financial Planning & Analysis Manager in Hartlebury employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
We think you need these skills to ace Financial Planning & Analysis Manager in Hartlebury
Financial Modelling
Budgeting
Forecasting
Advanced Excel Skills
Covenant Compliance Monitoring
Cost Analysis
KPI Reporting
