F, P & Manager

Finance Planning & Analysis Lead

£70-85k plus bonus

Yateley

A leading organisation is seeking a Finance Planning & Analysis (FP&A) Lead to drive data-led financial insight and decision-making across the business. This is a high-impact role combining strong financial acumen with advanced systems and data expertise. The successful candidate will take ownership of the FP&A landscape, streamline reporting processes, and help shape the future of data-driven finance.

Key Responsibilities

• Build, maintain, and optimise financial and operational reports, dashboards, and data models.
• Leverage systems (e.g. ERP, CRM, Power BI, Excel) to automate and enhance reporting processes.
• Analyse large data sets to identify trends, variances, and business drivers.
• Apply advanced tools (predictive analytics, automation, intelligent forecasting) to improve financial planning.
• Partner with stakeholders across Finance, Commercial, and Operations to deliver timely, actionable insights.
• Lead initiatives to improve data quality, system integration, and reporting accuracy.
• Support annual budgeting, forecasting, and long-range planning cycles with robust modelling.
• Conduct ad hoc financial analysis as required.
• Share knowledge and tools to upskill the wider finance team.

Candidate Profile

• Qualified accountant (ACCA, CIMA, or equivalent) with demonstrable post-qualification experience.
• Strong modelling skills and advanced proficiency in Excel, Power BI, and SQL.
• Experience with ERP and CRM systems (e.g. Salesforce, Syspro) desirable.
• Proven ability to implement process improvements and leverage predictive/AI tools.
• Excellent communication and interpersonal skills to build productive stakeholder relationships.
• Adaptable, proactive, and resilient, with a strong drive for results.
• Team management experience beneficial, though not initially required.

What We re Looking For

This role is suited to a hands-on professional who thrives in a fast-paced environment, combining financial expertise with a passion for systems, data, and continuous improvement.

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