Financial Planning and Analysis Manager
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Birmingham Full-Time 42000 - 98000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the creation of FP&A frameworks and support strategic decision-making.
  • Company: Join Trinity House Group, a dynamic PE-backed business transforming finance structures.
  • Benefits: Enjoy a hybrid work model, competitive salary, bonuses, and growth opportunities.
  • Why this job: Be a key player in shaping FP&A while working with top-tier leadership in a fast-paced environment.
  • Qualifications: Must be ACA/CIMA/ACCA qualified with experience in FP&A or commercial finance.
  • Other info: This role offers a unique chance to build from scratch in a growing company.

The predicted salary is between 42000 - 98000 £ per year.

This range is provided by Trinity House Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Trinity House Group

Business Director | Trinity House Group | pardeep.rana@trinityhousegroup.com | 07304 084 883 | #expertsinpeople

Trinity House Group is exclusively working with a highly acquisitive PE-backed business that is reshaping its finance structure. This newly created FP&A Manager role offers a unique opportunity to join the business at a pivotal stage and play a hands-on role in designing and embedding FP&A from the ground up.

The Role

You will be the first dedicated FP&A hire, working closely with a high-caliber CFO and leadership team. Your focus will be on building robust reporting, forward-looking analysis, and decision support to help drive value creation.

Key responsibilities include:

  • Designing and implementing a scalable FP&A framework
  • Developing and owning budgeting and forecasting cycles
  • Creating insightful dashboards, KPIs, and board-ready MI
  • Supporting M&A and investment analysis as the business grows
  • Business partnering with commercial and operational teams to inform strategy

You should be a strong analytical thinker who thrives in fast-paced, evolving environments. Comfort with rolling up your sleeves and influencing at senior levels is essential.

Person:

  • ACA/CIMA/ACCA qualified with post-qualification experience in FP&A or commercial finance
  • Experience in a high-growth, PE-backed, or fast-paced business is beneficial
  • A proactive mindset with the ability to build from scratch
  • Excellent Excel and modeling skills; Power BI or similar experience is a bonus

Why Join?

  • High impact: Be the architect of FP&A in a growing, ambitious company
  • Hybrid model: 1 day per week in central Birmingham, with the rest from home
  • Progression: A clear path to evolve with the business as it scales
  • Salary & benefits: Up to £70,000 + bonus + benefits

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Accounting/Auditing

Industries

  • Staffing and Recruiting

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Financial Planning and Analysis Manager employer: Trinity House Group

Trinity House Group is an exceptional employer, offering a unique opportunity to shape the financial planning and analysis function within a dynamic, PE-backed business. With a hybrid working model based in central Birmingham, employees benefit from a collaborative work culture that prioritises professional growth and development, alongside competitive salaries and bonuses. Join us to make a significant impact and advance your career in a fast-paced environment where your contributions are valued.
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Contact Detail:

Trinity House Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning and Analysis Manager

✨Tip Number 1

Network with professionals in the finance sector, especially those who have experience in FP&A roles. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges they face in a PE-backed environment.

✨Tip Number 2

Familiarise yourself with the latest trends in financial planning and analysis, particularly in high-growth companies. This knowledge will not only help you during interviews but also demonstrate your proactive approach to staying updated in the field.

✨Tip Number 3

Prepare to discuss your experience with budgeting and forecasting cycles in detail. Be ready to share specific examples of how you've successfully implemented these processes in previous roles, as this will be crucial for the position.

✨Tip Number 4

Showcase your analytical skills by preparing a case study or example of a dashboard or KPI report you've created in the past. This practical demonstration can set you apart from other candidates and highlight your ability to provide valuable insights.

We think you need these skills to ace Financial Planning and Analysis Manager

Financial Modelling
Budgeting and Forecasting
Data Analysis
Advanced Excel Skills
Power BI or Similar Tools
Strategic Thinking
Business Partnering
Reporting and Dashboard Creation
Analytical Skills
Communication Skills
Problem-Solving Skills
Attention to Detail
Project Management
Adaptability in Fast-Paced Environments

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis. Emphasise your qualifications (ACA/CIMA/ACCA) and any specific achievements in FP&A or commercial finance that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and experience in high-growth environments. Mention your proactive mindset and how you can contribute to building the FP&A framework from scratch.

Highlight Technical Skills: In your application, be sure to mention your proficiency in Excel and any experience with Power BI or similar tools. These technical skills are crucial for the role and should be clearly stated.

Showcase Business Acumen: Demonstrate your understanding of business strategy and decision support in your application. Provide examples of how you've partnered with commercial and operational teams to drive value creation in previous roles.

How to prepare for a job interview at Trinity House Group

✨Understand the FP&A Landscape

Before your interview, make sure you have a solid grasp of financial planning and analysis concepts. Familiarise yourself with the latest trends in FP&A, especially in high-growth or PE-backed environments, as this will demonstrate your commitment and knowledge to the role.

✨Showcase Your Analytical Skills

Prepare to discuss specific examples where you've used your analytical skills to drive business decisions. Be ready to explain how you’ve built reporting frameworks or conducted forecasting cycles in previous roles, as this will highlight your hands-on experience.

✨Demonstrate Your Proactive Mindset

Since this role involves building FP&A from the ground up, it’s crucial to convey your proactive approach. Share instances where you took the initiative to implement new processes or improve existing ones, showcasing your ability to thrive in fast-paced environments.

✨Prepare for Business Partnering Questions

As the role requires collaboration with commercial and operational teams, be prepared to discuss how you've successfully partnered with different departments in the past. Highlight your communication skills and ability to influence senior stakeholders, as these are key to driving value creation.

Financial Planning and Analysis Manager
Trinity House Group

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