At a Glance
- Tasks: Lead financial planning and performance initiatives in a luxury retail environment.
- Company: Join a dynamic luxury retail brand undergoing finance transformation.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Be part of a supportive team that values integrity and innovation.
- Why this job: Shape the future of finance in a high-performing organisation and make a real impact.
- Qualifications: ACA, ACCA or CIMA qualified with strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
This FP P (Financial Planning Performance) Manager forms a key part of our finance transformation, supporting the transition from a traditional finance function to a modern, high-performing organisation. Sitting at the centre of this journey, this new role will help establish and embed a mature and dedicated Financial Planning Performance (FP P) capability. A unique opportunity to build processes, reporting and models from the ground up and develop new stakeholder relationships.
Reporting to the FP P Lead, the position operates as a trusted deputy, delivering core FP P activities and ensuring the effective day-to-day running of the function, enabling the FP P Lead to focus on strategic priorities. Sitting in a pivotal position across a matrix organisation, the role provides leadership through influence, acting as a role model and mentor to junior colleagues across the organisation by offering guidance, support, and technical expertise, despite not holding direct line management responsibility. The role also serves as a natural successor to the FP P Lead, with the ability to step in and provide continuity of leadership when required.
RESPONSIBILITIES- Management Reporting
- Own the preparation of weekly trading performance reporting for the group, ensuring outputs are accurate, timely and provide clear insight into key drivers, risks and opportunities.
- Own the production and detailed analysis of monthly P&L reporting, working closely with Financial Control to ensure results are accurate, reconciled and supported by clear, well-articulated interpretation.
- Perform deep-dive analysis across revenue, margin, costs and cashflow, identifying drivers, challenging inconsistencies and supporting a clear and credible financial narrative.
- Support the FP P Lead in preparing Board-level reporting, ensuring materials are robust, internally consistent and underpinned by high-quality analysis.
- Budgeting Forecasting
- Play a leading role in the delivery of the annual budget process, building models, challenging assumptions and ensuring outputs are coherent, consistent and aligned to business drivers.
- Own the in-year reforecasting process (both bottom up and top down) so that at all times, ensuring there is a credible and continually updated view of expected financial performance, with clear articulation of movements, risks and opportunities.
- Ensure forecasting is not purely mechanical, but reflects a considered view of underlying business performance, incorporating commercial insight, trend analysis and forward-looking judgement.
- Some ownership of inputs into the Forecast for areas that fall outside of other team’s roles in the business, particularly for the Cashflow.
- Long-range planning
- Support the development of the five-year plan, translating strategic initiatives into robust and clearly articulated financial outcomes.
- Conduct scenario modelling and analysis on key internal and external drivers, providing quantified insight into potential risks, opportunities and trade-offs.
- Provide analytical support to strategic initiatives, including business case development and investment appraisal.
- Business Performance KPI Framework
- Support the definition and maintenance of KPI frameworks, ensuring metrics are clearly defined, consistently applied and aligned to strategic priorities.
- Develop and maintain KPI and performance dashboards that provide clear insight into trends, drivers and areas requiring management focus.
- Ensure outputs go beyond data presentation, highlighting actionable insights and supporting better performance discussions.
- Emotionally intelligent, with strong interpersonal skills, including the ability to build and sustain business relationships and offer both support and challenge.
- Strong analytical and problem-solving skills, with the ability to identify issues and develop solutions quickly.
- Digitally savvy, comfortable with financial modelling and curious about data, tooling and the possibilities of AI.
- Comfortable with ambiguity, with intellectual capacity to navigate an organisation in a period of change.
- ACA, ACCA or CIMA qualified.
- Integrity, transparency and honesty in all interactions coupled with personal pride and passion for delivering success.
Financial Planning and Performance Manager employer: STONEMONT PARTNERS LIMITED
Join a dynamic and innovative private equity backed real estate business that values collaboration and professional growth. Located in the heart of the City, we offer a vibrant work culture where your contributions directly impact our success, alongside competitive benefits and opportunities for career advancement. As a Finance Business Partner, you'll play a crucial role in shaping financial strategies while working closely with senior management in a supportive environment that encourages continuous improvement and personal development.
Contact Details:
STONEMONT PARTNERS LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Performance 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 STONEMONT PARTNERS LIMITED. 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 and Performance 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 STONEMONT PARTNERS LIMITED.
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 STONEMONT PARTNERS LIMITED'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 STONEMONT PARTNERS LIMITED
✨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 STONEMONT PARTNERS LIMITED.
✨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 STONEMONT PARTNERS LIMITED 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 STONEMONT PARTNERS LIMITED 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.
