Financial Planning & Analysis Lead
South West (Hybrid - 2 days on-site)
Salary: £75,000 - £80,000 per annum
Help shape the financial direction of a growing, purpose-driven organisation.
Our client is a UK business operating at the forefront of sustainable infrastructure and long-term innovation. With significant investment, ambitious growth plans, and major strategic initiatives underway, they’re strengthening the finance function with the appointment of a commercially minded FP&A Lead.
This is a high-visibility role where your insight, modelling capability, and strategic thinking will directly influence how the organisation plans, invests, and grows over the years ahead.
Why this role exists
With their expected growth trajectory, the need for robust planning, forward-looking analysis, and clear financial insight has never been greater. You’ll be the person who brings structure, challenge, and clarity to senior leadership—transforming data into decisions that shape the future of the business.
What you’ll be doing
You’ll own and lead the full FP&A agenda, ensuring the organisation has a clear, accurate, and insight-driven view of its performance and trajectory:
* Lead the annual planning and budgeting process with senior management.
* Take ownership of forecasting and guide business leaders through performance against targets.
* Build and maintain scenario models, sensitivities, and forward-looking analysis.
* Own and develop the organisation’s financial model.
* Contribute to strategic initiatives including potential investment activity, commercial evaluations, and long-term funding requirements.
* Upgrade management information by developing dashboards and reporting tools that improve clarity, speed, and visibility.
* Prepare high-quality Board and leadership presentations.
* Act as a genuine strategic finance partner—supporting pricing decisions, project evaluations, and investment cases across the organisation.
What you’ll bring
You’ll be a proactive, analytical finance professional who enjoys combining detail with big-picture thinking:
* Strong FP&A experience within a fast-moving environment.
* A qualified accountant (or qualified by experience with strong FP&A credentials).
* Demonstrable financial modelling capability.
* Confidence presenting to senior leaders and explaining financial information simply.
* Ability to drive change, challenge constructively, and improve processes.
* Experience with BI and reporting tools to enhance speed and quality of insight.
* A collaborative style and ease working with stakeholders at all levels.
How success is measured
Your impact will be felt both in the numbers and in the decisions they inform. Success in this role means:
* Accurate, timely, and insightful forecasts and budgets.
* Clear, improved MI that enhances business-wide understanding.
* Strong modelling that shapes strategic thinking.
* Visible contribution to organisational decision-making.
* Effective cross-functional relationships and influence.
* Credibility and trust with senior leaders.