Head of Financial Planning & Analysis (12 month FTC)

at  Robert Walters

HEAD OF FINANCIAL PLANNING & ANALYSIS Salary: £95,000 - £105,000 plus market leading benefits Location: Milton Keynes

Our client is seeking a strategic and insightful Head of Financial Planning & Analysis. This role plays a pivotal part in shaping the financial strategy and performance of the organisation, driving growth, financial sustainability, and long-term success. The successful candidate will be responsible for overseeing budgeting, forecasting, financial analysis, and management reporting across profit & loss, balance sheet, and statement of cash flows. This is an exciting opportunity to lead a team within a dynamic environment, fostering a culture of excellence, collaboration, and continuous learning.

• Lead the development and implementation of driver-based financial planning models aligned with organisational goals.
• Conduct comprehensive financial analysis to provide insights into business performance.
• Foster cross-functional collaboration within the finance department and across the organisation.

What you’ll do:

As the Head of Financial Planning & Analysis, you will play a critical role in informing the financial strategy of our client’s organisation. You will be responsible for developing driver-based financial planning models that align with the company’s goals. Your role will involve leading the annual budgeting process in collaboration with department directors to set financial targets. You will also develop mid and long-term financial models to support strategic planning initiatives. Your comprehensive financial analysis skills will be crucial in providing insights into business performance against budgets and forecasts. Working closely with colleagues overseeing treasury, tax, investments and financial control will be essential in incorporating key inputs into the planning process.

• Develop and implement driver-based financial planning models that align with the organisation’s goals and objectives.
• Establish a robust FP&A framework focusing on effective budgeting, forecasting, and insightful analysis across all three financial statements.
• Lead the annual budgeting process to agreed timelines, collaborating with department directors and heads to set financial targets and performance metrics.
• Develop mid and long-term financial models and forecasts to support strategic planning initiatives.
• Conduct comprehensive financial analysis to provide insights into business performance, trends, and variances against budgets and forecasts.
• Work closely with colleagues overseeing treasury, tax, investments and financial control to incorporate key inputs into the planning process.
• Analyse capital investments, pricing strategies, and cost-saving initiatives to optimise profitability.

What you bring:

The ideal candidate for the Head of Financial Planning & Analysis role is a CCAB or CIMA qualified accountant with a Bachelor’s degree. You should have several years of progressive experience in financial planning and analysis, including at least 10 years in a leadership role. Your strong analytical skills and proficiency in financial modelling, forecasting, and variance analysis will be crucial to your success in this role. You should also have an in-depth knowledge of financial principles, accounting standards, and regulatory requirements. Advanced proficiency in financial software tools such as ERP systems and Excel is required, and experience with IBM Planning Analytics / TM1 would be highly advantageous. Excellent communication skills are essential for conveying complex financial information to diverse audiences.

• CCAB or CIMA qualified accountant with a Bachelor’s degree.
• Several years of progressive experience in financial planning and analysis, with at least 10 years in a leadership role.
• Strong analytical skills and proficiency in financial modelling, forecasting, and variance analysis.
• In-depth knowledge of financial principles, accounting standards, and regulatory requirements.
• Advanced proficiency in financial software tools (e.g., ERP systems, Excel). Experience of IBM Planning Analytics / TM1 highly advantageous
• Excellent communication skills, with the ability to convey complex financial information to diverse audiences.
• Proven leadership ability, with a track record of building and leading high-performing teams.

What sets this company apart:
Our client is a globally recognised organisation that values initiative, insight, and integrity. They foster an environment where employees are encouraged to collaborate to identify needs and look for innovative solutions. They value the collective efforts of their team members and promote agility, flexibility, and responsiveness. They actively gather insights to develop innovative thought and stimulate discussion and debate. They act with transparency, consistency, and openness, adhering to the highest professional standards even when facing adversity.
What’s next:
Ready to take the lead in shaping financial strategy? Apply now!
Apply today by clicking on the link provided!
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
HEAD OF FINANCIAL PLANNING & ANALYSISSalary: £95,000 - £105,000 plus market leading benefits Location: Milton Keyne

Our client is seeking a strategic and insightful Head of Financial Planning & Analysis. This role plays a pivotal part in shaping the financial strategy and performance of the organisation, driving growth, financial sustainability, and long-term success. The successful candidate will be responsible for overseeing budgeting, forecasting, financial analysis, and management reporting across profit & loss, balance sheet, and statement of cash flows. This is an exciting opportunity to lead a team within a dynamic environment, fostering a culture of excellence, collaboration, and continuous learning.

• Lead the development and implementation of driver-based financial planning models aligned with organisational goals.
• Conduct comprehensive financial analysis to provide insights into business performance.
• Foster cross-functional collaboration within the finance department and across the organisation

As the Head of Financial Planning & Analysis, you will play a critical role in informing the financial strategy of our client’s organisation. You will be responsible for developing driver-based financial planning models that align with the company’s goals. Your role will involve leading the annual budgeting process in collaboration with department directors to set financial targets. You will also develop mid and long-term financial models to support strategic planning initiatives. Your comprehensive financial analysis skills will be crucial in providing insights into business performance against budgets and forecasts. Working closely with colleagues overseeing treasury, tax, investments and financial control will be essential in incorporating key inputs into the planning process.

• Develop and implement driver-based financial planning models that align with the organisation’s goals and objectives.
• Establish a robust FP&A framework focusing on effective budgeting, forecasting, and insightful analysis across all three financial statements.
• Lead the annual budgeting process to agreed timelines, collaborating with department directors and heads to set financial targets and performance metrics.
• Develop mid and long-term financial models and forecasts to support strategic planning initiatives.
• Conduct comprehensive financial analysis to provide insights into business performance, trends, and variances against budgets and forecasts.
• Work closely with colleagues overseeing treasury, tax, investments and financial control to incorporate key inputs into the planning process.
• Analyse capital investments, pricing strategies, and cost-saving initiatives to optimise profitability

The ideal candidate for the Head of Financial Planning & Analysis role is a CCAB or CIMA qualified accountant with a Bachelor’s degree. You should have several years of progressive experience in financial planning and analysis, including at least 10 years in a leadership role. Your strong analytical skills and proficiency in financial modelling, forecasting, and variance analysis will be crucial to your success in this role. You should also have an in-depth knowledge of financial principles, accounting standards, and regulatory requirements. Advanced proficiency in financial software tools such as ERP systems and Excel is required, and experience with IBM Planning Analytics / TM1 would be highly advantageous. Excellent communication skills are essential for conveying complex financial information to diverse audiences.

• CCAB or CIMA qualified accountant with a Bachelor’s degree.
• Several years of progressive experience in financial planning and analysis, with at least 10 years in a leadership role.
• Strong analytical skills and proficiency in financial modelling, forecasting, and variance analysis.
• In-depth knowledge of financial principles, accounting standards, and regulatory requirements.
• Advanced proficiency in financial software tools (e.g., ERP systems, Excel). Experience of IBM Planning Analytics / TM1 highly advantageous
• Excellent communication skills, with the ability to convey complex financial information to diverse audiences.
• Proven leadership ability, with a track record of building and leading high-performing teams