At a Glance
- Tasks: Lead financial planning, forecasting, and reporting while collaborating with key stakeholders.
- Company: Join a dynamic finance team in a high-profile technology environment.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Foster collaboration and continuous improvement in a supportive team culture.
- Why this job: Make a real impact by driving financial insights and supporting strategic decisions.
- Qualifications: Fully qualified accountant with experience in FP&A and strong analytical skills.
The predicted salary is between 65000 - 75000 £ per year.
- We are seeking an experienced and commercially minded
- Planning Manager to join our Finance team, supporting the
Technology function.
This is a high-profile role working closely with Technology leadership, Finance Business Partners, Shared Service teams, and other key stakeholders across the organisation.
The successful candidate will play a pivotal role in driving financial planning, forecasting, reporting, and business performance management while providing insight and challenge to support effective decision-making.
Key Responsibilities
- Lead and coordinate monthly forecasts and annual budget submissions, ensuring delivery against corporate timetables.
- Prepare and present monthly management reporting packs, stakeholder updates, and business reviews.
- Produce insightful financial analysis, variance reporting, commentary, and performance bridges.
- Consolidate budgets and forecasts, ensuring assumptions, risks, opportunities, and dependencies are clearly understood and articulated.
- Support annual budgeting processes through the development of presentations, reporting, and ad hoc analysis.
- Manage headcount and FTE reporting, including workforce planning insights.
- Lead working capital forecasting and budget submissions.
- Monitor capital expenditure forecasts and provide analysis and commentary for leadership review.
- Track and report on exceptional items, transformation costs, and other non-recurring expenditure.
- Provide financial performance updates and ongoing cost analysis to support decision-making.
- Strategic Planning
- Support the development and maintenance of longer-term financial plans, including three-year planning cycles.
- Coordinate financial inputs from stakeholders and ensure high-quality submissions into planning systems.
- Deliver consolidated analysis, presentations, and recommendations to support strategic decision-making.
- Systems & Process Improvement
- Drive continuous improvements to financial planning and reporting processes.
- Identify opportunities to enhance forecasting models, KPI reporting, and workforce planning capabilities.
- Support the administration and development of financial planning systems and reporting tools.
- Maintain data integrity, governance standards, and financial controls.
- Partner with Finance, HR, and operational teams to improve the quality and accuracy of financial and workforce data.
- Business Partnership & Leadership
- Act as a trusted finance partner to Technology and operational leadership teams.
- Serve as deputy to the Senior Finance Business Partner when required.
- Provide leadership and development support to junior finance team members.
- Build strong relationships with shared services and cross-functional stakeholders to ensure efficient and effective financial processes.
- Support internal and external audit requirements and maintain compliance with organisational finance policies.
- Foster a culture of collaboration, engagement, and continuous improvement across the team.
About You
- Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
- Experience within Financial Planning & Analysis (FP&A), Business Partnering, or a similar commercial finance role.
- Strong understanding of budgeting, forecasting, management reporting, and financial planning processes.
- Demonstrated ability to interpret complex financial information and provide meaningful business insight.
- Experience working within large, complex organisations.
- Advanced Excel and financial modelling skills.
- Strong stakeholder management and influencing capabilities.
- Excellent communication and presentation skills.
- Experience supporting technology, digital, or shared services functions.
- Knowledge of financial planning and consolidation systems such as TM1, SAP FC, SAP EPM, or similar tools.
- Experience managing or mentoring junior finance professionals.
If you are a proactive finance professional who enjoys partnering with senior stakeholders, improving processes, and turning data into actionable insight, we would love to hear from you.
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Financial Planning Manager employer: Lorien
Join a forward-thinking company in Manchester that values technical expertise and offers a dynamic work culture. With a focus on hybrid working, flexible hours, and a strong emphasis on employee growth, this role provides the opportunity to lead impactful projects while maintaining a hands-on engineering position. Enjoy a competitive salary, annual bonus, and the chance to shape the future of corporate infrastructure services in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning 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 Lorien. 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 Manager
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 Lorien.
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 Lorien'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 Lorien
✨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 Lorien.
✨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 Lorien 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 Lorien 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.
