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For Companies At a Glance
- Tasks: Lead financial planning, analysis, and reporting for a top mortgage network.
- Company: Join PRIMIS Mortgage Network, the UK's largest Mortgage and Protection Network.
- Benefits: Competitive salary, bonus, enhanced pension, and hybrid working options.
- Why this job: Make a real impact in financial services while developing your career.
- Qualifications: Degree level education and professional accountancy qualification required.
- Other info: Dynamic team environment with opportunities for growth and development.
The predicted salary is between 60000 - 84000 £ per year.
Senior Financial Planning & Analysis Manager
Hybrid, West Midlands
Part of LSL Property Services plc’s Financial Services division, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with circa 1000 Mortgage & Insurance firms as business partners and approaching 3000 advisors working alongside us. Other businesses within the FS division include TMA, Novium and Linear Financial Solutions.
We are keen to recruit a talented Financial Planning & Analysis Manager to join our first-class Finance function based on the Birmingham Business Park in Solihull, West Midlands.
Role Purpose
- Oversee and manage all aspects of financial planning and analysis, group reporting, monthly consolidation & board packs.
- Coordinate the business plan & forecast cycles.
- Acting as a buffer between group & finance department.
- Providing top-down view.
- Long range business plan.
- Distilling the story for CFO/Board Level.
Main Accountabilities
- Budget/Forecast coordination & consolidation.
- Primary contact for group queries.
- Production of packs & decks for FS/LSL board presentations.
- CFO support & high-level modelling.
- Production of 3+ Year plans.
- Monthly accounts consolidation & telling the story.
- Scenario modelling Risks & opportunities.
- CFO state of the nation report.
- Top-down business planning.
- Support on investment opportunities.
- Group reporting cashflow forecast.
- Support CFO on all Corporate Governance.
- Distribute board minutes to CFO DR's.
Knowledge and Expertise required
- Educated to degree level or equivalent.
- Professional accountancy qualification (ACCA, ACA, CIMA, or equivalent).
- Experience of working in financial services industry preferable.
- Working at Executive level, and preferably experience at board level in terms of report writing and presentations.
- Co-ordination of professional finance teams.
- Building detailed models and forecasts in a complex environment.
- Excellent interpersonal skills.
- Organised and able to influence other teams to achieve deadlines.
- Understand, interpret, and apply information.
- Strong modelling and analytic skills.
- Excellent analytical skills, with ability to think independently and draw conclusions.
- Able to pull the story out from the detail to an exec level summary.
Essential requirements
- 3+ years post qualification.
- AAT qualified/ Studying for ACCA/ACA/CIMA.
- 3+ years in similar roles.
Salary and Benefits
£70,000 - £80,000 DOE Negotiable plus Bonus. Enhanced pension alongside access to plc linked share-based incentives when available. The role is Full time Hybrid with Home and our Solihull HQ. The car allowance payable with this role is included in the base salary advertised.
Applications in confidence with a CV and covering note to James McNee of PRIMIS / LSL's internal recruitment function. Internal LSL group applicants must discuss your intentions to apply with your immediate line manager prior to your application being submitted.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.
LSL Property Services are dedicated to protecting your data – our Recruitment Privacy Notice can be viewed on the LSL Careers website.
FP&A Manager Financial Planning & Analysis in Birmingham employer: PRIMIS Mortgage Network
Contact Detail:
PRIMIS Mortgage Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Manager Financial Planning & Analysis in Birmingham
✨Tip Number 1
Network like a pro! Reach out to connections in the financial services industry, especially those who work at PRIMIS or similar companies. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by practising your storytelling skills. You’ll want to clearly articulate your experience in financial planning and analysis, so think about how you can showcase your achievements and the impact you've made in previous roles.
✨Tip Number 3
Don’t just apply; engage! When you submit your application through our website, follow up with a quick email to express your enthusiasm for the role. It shows initiative and keeps you on their radar.
✨Tip Number 4
Stay updated on industry trends and news. Being knowledgeable about the financial services sector will not only help you in interviews but also demonstrate your passion for the field. Plus, it gives you great talking points!
We think you need these skills to ace FP&A Manager Financial Planning & Analysis in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A Manager role. Highlight your experience in financial planning and analysis, and don’t forget to showcase any relevant qualifications like ACCA or CIMA. We want to see how your skills match what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for the role. Share specific examples of your past achievements in financial services and how they relate to the responsibilities outlined in the job description.
Be Clear and Concise: When writing your application, clarity is key. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point, especially when it comes to your experience and skills.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re serious about joining our team at StudySmarter. We can’t wait to hear from you!
How to prepare for a job interview at PRIMIS Mortgage Network
✨Know Your Numbers
As an FP&A Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. Prepare examples of how you've managed budgets or forecasts, as this will show your practical experience.
✨Master the Art of Storytelling
You’ll be distilling complex financial data into executive-level summaries. Practice explaining your past projects in a way that highlights the 'story' behind the numbers. This will help you connect with the interviewers and showcase your ability to communicate effectively at board level.
✨Prepare for Scenario Modelling Questions
Given the role's focus on scenario modelling, expect questions that test your analytical skills. Think about different scenarios you've encountered in previous roles and how you approached them. Be ready to discuss risks and opportunities you've identified and how you communicated these to stakeholders.
✨Showcase Your Interpersonal Skills
This role requires excellent interpersonal skills, so be prepared to discuss how you've influenced teams and collaborated across departments. Share specific examples where your communication made a difference in achieving deadlines or project goals, as this will highlight your ability to work effectively in a hybrid environment.
