Financial Planning and Analysis Manager

Based in Portbury, Bristol, this role offers easy access from the M4/M5, with free parking and flexible/hybrid working (2 days a week in the office).

Salary: up to £70,000 plus car allowance, bonus, and benefits.

Our client is a Private Equity backed, international business that has enjoyed impressive growth and developed as a leader in their sector. With new PE backers, they seek to appoint a high-calibre Finance Business Partner to support decision-making with financial insight.

This role is new, with a broad remit across Financial Planning and Analysis. You will take a proactive role in managing and shaping the way in which Finance supports the business, with a focus on budgeting, forecasting, and business partnering.

The company operates in a specialist and evolving sector, including stock holding, international logistics, sales, marketing, and brand partnerships.

• Annual budget, 3-year business plan, and quarterly reforecasting, including full ownership of input assumptions, models, and output for P&L, balance sheet, and cash flow.
• Working with stakeholders to agree assumptions, providing robust challenge and analysis where required.
• Periodic review of actual performance versus budget/3-year plan/forecast to analyse variances and update assumptions in models where applicable.
• Supporting the Head of FP&A in developing best practice models and reporting for all planning and forecasting activities.
• Supporting ad hoc forecasting and planning for key strategic and tactical initiatives.

• Ownership of weekly Executive Board reporting pack.
• Ownership of FP&A contributions to monthly management accounts reporting pack.
• Supporting the Head of FP&A in ongoing development and improving analytical content of weekly and monthly Board reporting.
• Creating monthly reporting for stakeholders across the business.

• Monthly ROCE analysis versus budget and 3-year plan.
• Periodic profitability and analysis of existing profit centres based on current and future forecast performance.
• Ad hoc commercial analysis to identify areas of improvement and evaluate potential opportunities.
• Supporting the Head of FP&A in developing better insight and reporting into stock.
• Ownership of investment appraisal models for new business opportunities.
• Implementing a process for post-investment appraisal analysis/tracking.

• Building partnerships and maintaining strong relationships with senior managers and their teams.
• Improving the impact and understanding of financial reporting on business performance.
• Providing analysis and delivering insight that links financial reports to business strategies.
• Providing effective commercial procedures or initiating change to ensure key commercial and financial targets are delivered.

This is a company with limitless potential, offering a unique opportunity for a commercial, business-focused, and analytical individual to make a significant impact. If you feel this could be a fit, please apply with your CV.