Financial Planning Analysis Manager Location: Harrogate, North Yorkshire Hours: Full time, 37 hours per week Reporting to: Head of FP A Salary: Negotiable About the role We are seeking an experienced Financial Planning Analysis Manager to support the Head of FP A in developing and delivering effective financial planning, budgeting, forecasting, management reporting and performance analysis. This is a key role providing strategic financial insight to support decision making, improve organisational performance and help ensure the sustainable delivery of strategic objectives. You will work closely with budget holders, senior managers and stakeholders across the organisation, providing high quality financial business partnering and helping teams understand and improve their financial performance. You will support business planning, performance analysis, financial modelling and forecasting, while also playing an important role in transformation and strategic projects. Key responsibilities Financial planning and analysis Support the annual planning and budgeting cycle, including the production of annual budgets Ensure financial plans align with organisational strategy and longer-term objectives. Work with budget holders to develop and evaluate operational and business plans. Challenge assumptions and ensure budgets and forecasts are robust and well supported. Develop and improve KPI dashboards and management reporting packs. Provide financial analysis to support budgeting, forecasting and appropriate budget phasing. Develop and maintain financial models, including scenario planning and sensitivity analysis. Evaluate the financial impact of risks and opportunities. Business partnering Build strong relationships with budget holders and provide ongoing financial support. Respond effectively to queries from budget holders and senior management. Support and train budget holders in financial processes where required. Monitor compliance with approved financial management and procurement procedures. Use data and analysis to influence decision-making. Work collaboratively across departments and contribute to cross-functional initiatives. Support significant transformation projects, working with internal stakeholders and external suppliers to deliver successful and financially sustainable outcomes. Reporting Support robust financial performance reporting, including month-end management accounts. Analyse performance against budget and provide clear variance analysis. Monitor and report key commercial and operational KPIs. Prepare ad hoc financial analysis and reports for projects, meetings and senior stakeholders. Controls and process improvement Contribute to the development and implementation of financial policies and procedures. Help ensure effective controls are in place. Identify opportunities to improve cost control and the management of expenditure and services. About you You will be an experienced finance professional with strong experience in management accounts, financial analysis and commercial management information. You will be comfortable analysing and explaining P L, balance sheet and cash flow information , as well as supporting forecasting, trend analysis and business planning. You will be a confident business partner who can work effectively with senior stakeholders and non-finance colleagues, translating complex financial information into clear, practical and jargon-free insight. Essential experience and skills Significant experience of management accounts, business analysis and commercial management information. Strong understanding of P L, balance sheet and cash flow analysis and reporting. Experience of forecasting, trend analysis and financial modelling. Experience of using commercial analysis to support growth, productivity and organisational performance. Experience of working with and influencing non-finance senior stakeholders. Ability to simplify complex financial information for a range of audiences. Strong analytical skills and excellent attention to detail. Excellent interpersonal, influencing and relationship-building skills. Ability to exercise sound judgement and work independently. Strong organisational skills and the ability to manage competing priorities and deadlines. Excellent IT skills, including Microsoft Excel, PowerPoint, Word and Outlook. Experience using finance systems. Experience with Power BI or similar business intelligence tools would be desirable. Qualifications A professional accountancy qualification such as ACA, CIMA OR ACCA is desirable. Candidates with significant relevant experience and equivalent knowledge will also be considered.
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