At a Glance
- Tasks: Lead forecasting, budgeting, and strategic planning while partnering with senior leaders.
- Company: Rapidly expanding PE-backed business in Bolton with a dynamic culture.
- Benefits: Up to £50k salary, bonus, great benefits, and opportunities for growth.
- Other info: Hybrid work model with a focus on professional development.
- Why this job: Gain board-level exposure and influence key business decisions using AI.
- Qualifications: 3+ years in FP&A or analytical roles; interest in AI tools is a plus.
The predicted salary is between 50000 - 50000 £ per year.
Based: Bolton (hybrid 2 days office, 3 home)
Salary: up to £50k + bonus + great benefits + opportunities for growth
Whitaker Smith are exclusively working for a rapidly expanding PE backed business in Bolton looking for a commercial FP&A Business Partner in a newly created role. This position will report directly to the Group CFO offering a fantastic opportunity for development & progression whilst gaining board level exposure.
This is a high-impact role within the team partnering with senior leaders across the business, owning planning & forecasting, building robust models & creating board quality material. This role is not just about numbers but truly understanding the business, identifying trends & opportunities, influencing decisions and implementing FP&A utilizing AI across the business.
Role- Lead forecasting, budgeting, 3-year and longer-term strategic planning processes
- Own and continuously improve the group cash flow model, including scenario analysis
- Maintain clear view of revenue, margin, cost, profitability & cash performance
- Drive better use of systems, automation and AI tools to improve forecasting, reporting, analysis and overall finance productivity.
- Build, maintain and enhance high-quality commercial models to support pricing, investment decisions, business cases and strategic initiatives.
- Produce insightful monthly trading reports with clear commentary on performance, drivers, risks and opportunities.
- Prepare board and executive materials that are concise, accurate, commercially relevant and decision-oriented.
- Partner with leaders across the business to challenge assumptions, improve understanding of performance and support better decision-making.
- Identify trends, issues and opportunities early, using data, judgement and curiosity to get to the real story behind the numbers.
- Support the CFO in building a high-value FP&A capability that is seen as a true business partner across the business.
- At least 3 years experience in an FP&A / Commercial / Analytical role with a genuine interest of how businesses create value
- Experience using AI within an FP&A capacity - clear interest in using new tools
- Highly analytical & commercial whilst being intellectually curious
- Confident operating at board level, influencing senior stakeholders
This role will be suitable for someone studying CIMA OR someone AAT/QBE - there is no qualification required but any further studies could be funded.
FP&A Finance Business Partner in Lancaster employer: WHITAKER SMITH RECRUITMENT LTD
Whitaker Smith is an exceptional employer, offering a dynamic work environment in Bolton that fosters professional growth and development. With a hybrid working model, competitive salary, and a strong emphasis on employee well-being, the company provides unique opportunities to engage with senior leadership and influence key business decisions. Join a rapidly expanding team where your contributions are valued, and you can leverage innovative tools like AI to drive impactful financial strategies.
Contact Details:
WHITAKER SMITH RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land FP&A Finance Business Partner in Lancaster
✨Tip Number 1
Network like a pro! Reach out to connections in the finance sector, especially those who work in FP&A roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its financial strategies. Show them you understand their business model and how you can add value, especially with your analytical skills and AI knowledge.
✨Tip Number 3
Practice your storytelling! Be ready to discuss your past experiences in a way that highlights your impact on business decisions and performance. Use specific examples that demonstrate your analytical prowess.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace FP&A Finance Business Partner in Lancaster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the FP&A Finance Business Partner role. Highlight your experience in forecasting, budgeting, and using AI tools. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Don’t forget to mention your interest in commercial finance and your analytical mindset.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to influence decisions and improve financial performance. We love seeing numbers and results that back up your claims!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at WHITAKER SMITH RECRUITMENT LTD
✨Know Your Numbers
As an FP&A Finance Business Partner, you’ll need to demonstrate a solid grasp of financial metrics. Brush up on key concepts like cash flow, profitability, and margin analysis. Be ready to discuss how you've used these metrics in past roles to influence business decisions.
✨Showcase Your Analytical Skills
This role requires a high level of analytical thinking. Prepare examples of how you've built robust financial models or conducted scenario analyses. Highlight any experience with AI tools that have improved forecasting or reporting in your previous positions.
✨Understand the Business Landscape
It’s not just about numbers; it’s about understanding the business. Research the company’s market position and recent developments. Be prepared to discuss how you can identify trends and opportunities that align with their strategic goals.
✨Engage with Stakeholders
You’ll be partnering with senior leaders, so practice articulating your thoughts clearly and confidently. Think of ways to challenge assumptions constructively and support better decision-making. Prepare questions that show your interest in collaborating with them.
