Head of Financial Planning & Analysis
Competitive Salary DOE
Staffordshire
Hybrid 2 days each week in the office
Our client is a heritage specialist lender ready to evolve beyond tradition and grow its specialist lending offering. Be part of the team modernising a trusted brand for today’s more complex mortgage market.
This is an exciting opportunity for a senior finance professional to lead the Financial Planning & Analysis (FP&A) and Business Intelligence (BI) functions. Reporting to the Head of Credit Risk and Financial Strategy, this senior leadership role will drive the organisation’s financial planning processes, lead budgeting and forecasting cycles, and deliver high-quality analytics and reporting to senior leadership.
Responsibilities include:
* Lead the development of annual budgets, rolling forecasts, and long-term financial plans aligned to strategic objectives
* Build and maintain complex financial models to support scenario planning, investment decisions, and business cases
* Analyse financial performance against budgets and forecasts, providing actionable insight and recommendations
* Deliver timely, accurate, and insightful financial reporting to executive management, Board, and regulatory bodies
* Develop and execute a BI strategy to enhance data-driven decision-making and operational efficiency
* Provide leadership and direction to BI team members, prioritising work aligned to business needs in a fast paced project based environment.
The successful candidate will possess:
* Significant experience in financial planning, budgeting, forecasting and performance analysis within the financial services sector.
* Strong leadership experience across FP&A and/or Business Intelligence functions
* Working knowledge of SQL Server, data warehouses, and BI methodologies.
* A Chartered Accountant qualification
* The ability to develop and execute a BI strategy to enhance data-driven decision-making and operational efficiency
* Experience with BI tools
This is a fantastic opportunity for an experienced FP&A leader to shape financial strategy, influence business performance, and build a best-in-class analytics capability within a growing organisation. Our client offers flexible hybrid working, along with a competitive salary and a comprehensive benefits package.
We would love to hear from you if this role aligns with your experience and career ambitions.