Performance Reporting Project Manager - 9 Month FTC in Blagdon

At Yeo Valley, we are more than just an organic dairy company – we are a community rooted in the land, committed to sustainability, and passionate about producing quality food that nurtures people and planet. As a family-run business, we believe in doing things the right way – sustainably, ethically, and with people at the heart of what we do. Yeo Valley has recently transitioned to a new ERP system whilst growing significantly in recent years. There are therefore a number of internal finance projects that need completing to ensure effective performance management systems are in place with clear ownership and accountability.

Key responsibilities

• Support the Head of Finance in finance project delivery.
• Streamline consolidated monthly performance reporting and understand the individual entity reporting.
• Lead financial process improvements to ensure new ERP system efficiencies are maximised.
• Be responsible for cash forecasting short and long term identifying cash risks and opportunities and work with wider business stakeholders to deliver on these.
• Work closely with the finance business partners and the business to ensure weekly and monthly reporting continue to align to our strategic priorities and drive the right decisions and behaviours.
• Drive efficiencies into our reporting and forecasting process so as much as possible is centralised and completed consistently across the business.
• Consolidate the Strategic and Operational KPI reporting including all financial and non-financial metrics and work with wider business stakeholders to understand the implications of the reports and associated actions required.
• Organise, co-ordinate and run the annual budget and half-yearly forecast process engaging with key business stakeholders, highlighting and escalating the impact of changes during the process.
• Co-ordinate the annual refresh of the outer year forecast, liaising with the business owners to ensure understanding of the impact of their assumptions.
• Support the improvement into the impact reporting as we transition into the next 5-year plan.
• Support the improvement of the monthly rolling forecast process to provide a robust 18-month forecast, providing first-level commentary on the cause of movements and risks and opportunities to the forecast.
• Develop and embed capital project reporting within the monthly reporting process.
• Provide business partnering support to select Central Departments, as they transition to becoming self-sufficient with a majority of their financial needs.

Essential

• ACA/CIMA/ACCA qualified.
• Excellent communication skills at all levels.
• Experience of working within a fast-paced team environment in a finance environment.
• IT literate with demonstrable Microsoft Office skills, skilled in Excel.
• Able to work flexible hours as required by the role.

Desirable

• Experience of FMCG manufacturing.
• Project management experience.
• Experience with Power BI, IFS and multiple ERP systems.

Benefits

• Competitive holiday allowance.
• Annual bonus (as part of the Employee Benefit Trust, based on company performance for the year).
• Non-contributory pension scheme.
• Life cover.
• Healthcare cash back plan.
• Cycle to work scheme.
• Subsidised Yeo Valley products and services.
• Preferential rates with our partners.
• Learning and development opportunities; we’re committed to ensuring all of our employees have the chance to grow.