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Financial planning and analysis manager

Fleet (Hampshire)
JR United Kingdom
Financial planner
€80,000 - €100,000 a year
Posted: 4 June
Offer description

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Financial Planning and Analysis Manager, Fleet

Location: Fleet, United Kingdom


Job Category:

Other


EU work permit required:

Yes


Job Views:

4


Posted:

28.04.2025


Expiry Date:

12.06.2025


Job Description:

A well-established nationwide business is looking to appoint an FP&A Manager to join their expanding team. Over the past two years, the company has significantly increased its presence in the UK market, leading to the creation of this new role. This position will focus on analysing the performance of a portfolio of investment funds.


Benefits – FP&A Manager

* 25 days of annual leave
* Pension plan
* Life Assurance
* Health cash plan
* Income Protection
* Bonus
* Hybrid Working: 2 days in the office


FP&A Manager – About The Role

In this role, you will oversee the FP&A and reporting processes, providing insights and strategic support to stakeholders and the management team. The position involves working with large datasets.

Key responsibilities include:

* Enhancing the current financial model to support forecasting and budgeting efforts, including monthly, quarterly, and long-range forecasts up to 10 years.
* Preparing financial reports that highlight fund performance, trends, variances, and key financial metrics.
* Leading the development of forecasts and budgets aligned with strategic fund objectives.
* Developing and maintaining financial models to assess fund performance, including KPIs and financial metrics.
* Collaborating with senior leadership, fund managers, and internal teams to convey findings and recommendations based on financial analysis.

The role also involves demographic analysis, including diversity and inclusion assessments, and evaluating investment opportunities for the local community.

This position is ideal for individuals who enjoy data exploration and stakeholder engagement. You will be responsible for re-modeling group-based information and breaking it down by each investment portfolio.

You will contribute to a positive workplace culture and play a key role in developing the FP&A function within this growing enterprise. If you seek an opportunity to design and develop management information for the UK business with autonomy, this role could be a great fit.


The Successful FP&A Manager Will Have:

* A formal qualification in finance (ACCA, CIMA, or ICAEW)
* Strong experience in budget management, forecasting, and financial analysis, including balance sheets and cash flows
* Proficiency in Power BI for reporting and visualization
* A solid foundation in financial reporting and performance analysis, including metrics reviews
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