Group Budgeting & Forecasting Manager

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The Role:

Join our clients dynamic finance team in Liverpool as a Senior Group Financial Planning Analyst. In this pivotal role, you'll be instrumental in the management and delivery of accurate, timely, and insightful consolidated group budget and forecast information. You'll take ownership of the consolidated monthly forecasts, annual budgets, and long-term strategic plans, while also contributing to crucial regulatory forecasts. We are seeking a highly skilled professional with a proven track record in financial analysis, forecasting, and budgeting.

Key Responsibilities:

• Lead the Consolidated Budgeting and Forecasting Process: Drive the end-to-end process, collaborating effectively with the wider finance team.
• Develop Financial Plans: Prepare comprehensive annual budgets, monthly forecasts, and long-term financial plans, including inputs for regulatory models.
• Consolidate Financial Data: Aggregate financial returns from control teams to create a unified group-wide budget and forecast.
• Analyze and Validate Assumptions: Critically evaluate and challenge underlying assumptions to ensure accuracy and reliability.
• Collaborate with Strategic Finance: Partner with the Strategic Finance team to deliver high-quality, timely, and robust reports for the Board and Executive.
• Support Regulatory Forecasting: Work closely with the regulatory team to contribute to capital and liquidity forecasts.
• Performance Monitoring and Analysis: Track financial performance against budgets and forecasts, providing actionable insights and recommendations for improvement.
• Process Optimization: Identify and implement opportunities to streamline budgeting and forecasting processes, enhancing efficiency and accuracy.
• Promote Best Practices: Champion best practices in budgeting and forecasting, fostering a culture of continuous improvement and collaboration within the finance team.
• Variance Analysis: Clearly articulate and explain key variances between forecasts and budgets at both group and entity levels.
• Maintain Control Environment: Ensure a robust control environment around the budget and forecast process.
• Reporting and Auditing: Contribute to the production, review, and distribution of budget and forecast reports, and participate in group and entity audit processes.

Knowledge, Skills, and Experience:

• Significant post-qualification experience in financial planning and analysis.
• Excellent communication skills, with the ability to convey complex information clearly and effectively to diverse stakeholders.
• Strong organizational and prioritization skills, with the ability to work autonomously.

Mid-Senior level

Full-time

Accounting/Auditing