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Financial planning & analyst

Caerphilly
Robert Half
Financial planning analyst
Posted: 29 May
Offer description

💰 £60,000 + profit share + strong benefits

Robert Half have partnered with a market-leading business with over 50 years of expertise in their specific sector. Known for their quality, reliability, and customer-first approach, they continue to grow and evolve as a trusted name across the UK.

They are now looking to appoint a Group FP&A Manager into a high-impact, senior role with direct exposure to the CFO and wider leadership team.

The Role

This is a commercially focused and highly visible role at the heart of the business. You'll play a key part in shaping decision-making, providing insight, and driving financial clarity across the Group.

This position will suit someone who enjoys owning processes, partnering with stakeholders, and translating data into meaningful commercial insight.

Key Responsibilities

1. Build and maintain investor-grade financial models to support strategic decisions
2. Produce Board packs and shareholder reporting with clear commentary
3. Lead scenario planning and long-term forecasting
4. Deliver monthly Group reporting, explaining performance drivers
5. Own the consolidated Group P&L, ensuring alignment to budgets and forecasts
6. Improve data quality and reporting processes across the business
7. Manage Group finance timelines and key reporting deadlines
8. Develop reporting tools and enhance analytical capability
9. Partner with operational teams to understand business performance
10. Work with external advisors and system providers on projects
11. Oversee key debtor processes, ensuring strong controls

About You

12. Qualified accountant (ACA or equivalent)
13. Strong background in FP&A, Transaction Services, Corporate Finance, or Deal Advisory
14. Highly commercial with advanced modelling and analytical skills
15. Advanced Excel capability (P&L, cashflow, balance sheet modelling)
16. Strong technical accounting understanding


Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.

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