Hybrid FP&A Business Partner | Board-Level, AI-Driven in Lancaster

Hybrid FP&A Business Partner | Board-Level, AI-Driven in Lancaster

Lancaster Full-Time 50000 - 50000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead forecasting and budgeting while partnering with senior leaders to drive business decisions.
  • Company: Rapidly expanding PE-backed business in Bolton with a focus on innovation.
  • Benefits: Up to £50k salary, bonus, great benefits, and opportunities for growth.
  • Other info: Hybrid work model with a dynamic environment and potential for career advancement.
  • Why this job: Gain board-level exposure and influence key business decisions using AI-driven insights.
  • 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.

FP&A Finance Business Partner

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.
Experience
  • 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.

Hybrid FP&A Business Partner | Board-Level, AI-Driven 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 strategic decisions through innovative AI-driven financial planning. Join a rapidly expanding team where your contributions are valued, and you can truly make an impact.

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Contact Details:

WHITAKER SMITH RECRUITMENT LTD Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Hybrid FP&A Business Partner | Board-Level, AI-Driven 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 AI skills!

Tip Number 3

Practice your storytelling skills. When discussing your experience, focus on how you've used data to influence decisions and drive results. Make it relatable and engaging!

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 about their job search.

We think you need these skills to ace Hybrid FP&A Business Partner | Board-Level, AI-Driven in Lancaster

FP&A
Financial Modelling
Budgeting
Forecasting
Cash Flow Management
Data Analysis
AI Utilisation

Some tips for your application 🫡

Tailor Your CV:Make sure your CV speaks directly to the role of FP&A Business Partner. Highlight your experience in forecasting, budgeting, and using AI tools. We want to see how you can add 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 partnering with senior leaders and driving business decisions.

Showcase Your Analytical Skills:In your application, give examples of how you've used data to identify trends and influence decisions. We love candidates who are intellectually curious and can get to the real story behind the numbers!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing talent we’re bringing on board!

How to prepare for a job interview at WHITAKER SMITH RECRUITMENT LTD

Know Your Numbers

Make sure you’re well-versed in the financial metrics relevant to the role. Brush up on forecasting, budgeting, and cash flow models. Being able to discuss these confidently will show that you understand the core of FP&A.

Showcase Your AI Knowledge

Since this role involves using AI tools, be prepared to discuss your experience with them. Share specific examples of how you've used AI in previous roles to improve forecasting or reporting. This will demonstrate your forward-thinking approach.

Prepare Insightful Questions

Think about the business's challenges and opportunities. Prepare questions that show your curiosity and understanding of the industry. This not only shows your interest but also positions you as someone who can contribute strategically.

Practice Board-Level Communication

Since you'll be interacting with senior leaders, practice summarising complex data into concise, actionable insights. Use clear language and focus on how your analysis can influence decision-making. This will help you stand out as a strong communicator.